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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+7.52%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$91.7B
AUM Growth
+$307M
Cap. Flow
-$3.9B
Cap. Flow %
-4.25%
Top 10 Hldgs %
9.09%
Holding
3,750
New
412
Increased
1,673
Reduced
1,111
Closed
524

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$693M
2
META icon
Meta Platforms (Facebook)
META
+$446M
3
JNJ icon
Johnson & Johnson
JNJ
+$306M
4
EVRG icon
Evergy
EVRG
+$288M
5
WMT icon
Walmart Inc
WMT
+$265M

Top Sells

Rank Stock Value
1
HD icon
Home Depot
HD
+$596M
2
BKNG icon
Booking.com
BKNG
+$519M
3
AMZN icon
Amazon
AMZN
+$518M
4
LLY icon
Eli Lilly
LLY
+$268M
5
UNH icon
UnitedHealth
UNH
+$246M

Sector Composition

Rank Sector Weight
1 Healthcare 17.51%
2 Technology 14.39%
3 Financials 11.76%
4 Consumer Discretionary 9.46%
5 Real Estate 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNB icon
3351
FNB Corp
FNB
$6.85B
– –
-35,643
Closed -$479K
FND icon
3352
Floor & Decor
FND
$6.31B
– –
-104,600
Closed -$5.45M
FPH icon
3353
Five Point Holdings
FPH
$370M
– –
-98,700
Closed -$1.41M
FSLR icon
3354
First Solar
FSLR
$24.4B
– –
-104,600
Closed -$7.42M
FTV icon
3355
Fortive
FTV
$18.5B
– –
-933,381
Closed -$45.6M
FUL icon
3356
H.B. Fuller
FUL
$3.29B
– –
-83,100
Closed -$4.13M
FWONK icon
3357
Liberty Media Series C
FWONK
$26.2B
– –
-225,350
Closed -$6.72M
FWRD icon
3358
Forward Air
FWRD
$652M
– –
-88,539
Closed -$4.68M
FXD icon
3359
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$271M
– –
-8,200
Closed -$336K
FXL icon
3360
First Trust Technology AlphaDEX Fund
FXL
$2.84B
– –
-12,700
Closed -$699K
FXR icon
3361
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$767M
– –
-12,900
Closed -$511K
GBX icon
3362
The Greenbrier Companies
GBX
$1.42B
– –
-146,100
Closed -$7.34M
GE icon
3363
GE Aerospace
GE
$380B
– –
-233,903
Closed -$15.1M
GEF icon
3364
Greif
GEF
$5.02B
– –
-58,900
Closed -$3.08M
GEO icon
3365
The GEO Group
GEO
$4.09B
– –
-386,391
Closed -$7.91M
GIB icon
3366
CGI
GIB
$15.2B
– –
-8,300
Closed -$478K
GIL icon
3367
Gildan
GIL
$10.6B
– –
-61,500
Closed -$1.77M
GLMD icon
3368
Galmed Pharmaceuticals
GLMD
$4.59M
– –
-498
Closed -$500K
GLRE icon
3369
Greenlight Captial
GLRE
$505M
– –
-80,691
Closed -$1.29M
GLW icon
3370
Corning
GLW
$144B
– –
-422,400
Closed -$11.8M
GMS
3371
DELISTED
GMS Inc
GMS
– –
-27,100
Closed -$828K
GNR icon
3372
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.93B
– –
-7,400
Closed -$358K
GOLF icon
3373
Acushnet Holdings
GOLF
$5.3B
– –
-69,800
Closed -$1.61M
GOOG icon
3374
Alphabet (Google) Class C
GOOG
$4.18T
– –
-617,700
Closed -$31.9M
GPK icon
3375
Graphic Packaging
GPK
$3.49B
– –
-580,118
Closed -$8.9M
133 134
135
136 137

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Jim Simons's Q2 2018 Portfolio in Review

As of Q2 2018, Jim Simons held 3,750 positions worth $91.7B, up 0.34% from $91.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.

Jim Simons withdrew a net $3.9B in Q2 2018, closing 524 positions and reducing 1,111 holdings. Its most notable exit was Booking.com, an estimated $519M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Financials.

Against the trend, Jim Simons opened a new position in Apple worth $707M.

  • Jim Simons's largest Q2 2018 buy was Apple: 15,275,332 shares worth $707M.
  • Jim Simons added most to Johnson & Johnson in Q2 2018, an estimated $306M increase.
  • Jim Simons's biggest Q2 2018 reduction was Home Depot, cutting an estimated $596M.
  • Jim Simons fully exited Booking.com in Q2 2018, selling an estimated $519M.
  • Jim Simons's ten largest holdings make up 9.1% of its $91.7B portfolio in Q2 2018.
  • Jim Simons opened 412 new positions and closed 524 in Q2 2018.
  • Jim Simons's portfolio value rose 0.34% quarter-over-quarter to $91.7B.

Based on Renaissance Technologies's 13F filing for Q2 2018, filed 13 Aug 2018.