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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
+6.82%
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
$97.3B
AUM Growth
+$5.53B
Cap. Flow
+$1.37B
Cap. Flow %
1.41%
Top 10 Hldgs %
9.68%
Holding
3,734
New
508
Increased
1,623
Reduced
1,169
Closed
410

Top Buys

Rank Stock Value
1
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$327M
2
CMG icon
Chipotle Mexican Grill
CMG
+$271M
3
CVX icon
Chevron
CVX
+$264M
4
JPM icon
JPMorgan Chase
JPM
+$233M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$224M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$707M
2
JNJ icon
Johnson & Johnson
JNJ
+$396M
3
AMZN icon
Amazon
AMZN
+$312M
4
WMT icon
Walmart Inc
WMT
+$285M
5
ISRG icon
Intuitive Surgical
ISRG
+$262M

Sector Composition

Rank Sector Weight
1 Healthcare 17.73%
2 Technology 14.98%
3 Financials 10.9%
4 Consumer Discretionary 8.96%
5 Real Estate 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
3351
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.5B
– –
-2,400
Closed -$247K
BPMC
3352
DELISTED
Blueprint Medicines
BPMC
– –
-245,800
Closed -$15.6M
BW icon
3353
Babcock & Wilcox
BW
$1.39B
– –
-45,881
Closed -$1.09M
BX icon
3354
Blackstone
BX
$112B
– –
-406,952
Closed -$13.1M
BZUN
3355
Baozun
BZUN
$167M
– –
-168,400
Closed -$9.21M
CBAT icon
3356
CBAK Energy Technology Ltd
CBAT
$65.5M
– –
-18,300
Closed -$17K
CBRE icon
3357
CBRE Group
CBRE
$44B
– –
-422,600
Closed -$20.2M
CBSH icon
3358
Commerce Bancshares
CBSH
$8.6B
– –
-177,615
Closed -$7.78M
CFBK icon
3359
CF Bankshares
CFBK
$234M
– –
-10,525
Closed -$139K
CFG icon
3360
Citizens Financial Group
CFG
$31.2B
– –
-1,692,700
Closed -$65.8M
CHTR icon
3361
Charter Communications
CHTR
$18.7B
– –
-106,200
Closed -$31.1M
CIVI
3362
DELISTED
Civitas Resources
CIVI
– –
-199,800
Closed -$7.57M
CMI icon
3363
Cummins
CMI
$86.7B
– –
-780,300
Closed -$104M
COKE icon
3364
Coca-Cola Consolidated
COKE
$12.6B
– –
-131,270
Closed -$1.77M
CORP icon
3365
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
– –
-3,231
Closed -$324K
CP icon
3366
Canadian Pacific Kansas City
CP
$82.5B
– –
-1,177,500
Closed -$43.1M
CRBP icon
3367
Corbus Pharmaceuticals
CRBP
$195M
– –
-5,561
Closed -$842K
CRSP icon
3368
CRISPR Therapeutics
CRSP
$5.21B
– –
-171,100
Closed -$10.1M
CRUS icon
3369
Cirrus Logic
CRUS
$6.1B
– –
-777,220
Closed -$29.8M
CTSO icon
3370
Cytosorbents Corp
CTSO
$23.2M
– –
-230,300
Closed -$2.63M
CWB icon
3371
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.74B
– –
-17,100
Closed -$907K
DBEF icon
3372
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.46B
– –
-51,200
Closed -$1.61M
DCI icon
3373
Donaldson
DCI
$11.1B
– –
-8,700
Closed -$393K
DD icon
3374
DuPont de Nemours
DD
$19.4B
– –
-258,227
Closed -$43.1M
DDS icon
3375
Dillards
DDS
$9.48B
– –
-64,300
Closed -$6.08M
133 134
135
136 137

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Jim Simons's Q3 2018 Portfolio in Review

As of Q3 2018, Jim Simons held 3,734 positions worth $97.3B, up 6% from $91.7B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.

Jim Simons's Q3 2018 filing shows 508 new, 1,623 increased, 1,169 reduced and 410 closed positions. Its largest new stake was JPMorgan Chase: 2,054,913 shares worth $232M. The largest sale was Apple, an estimated $707M.

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

  • Jim Simons's largest Q3 2018 buy was JPMorgan Chase: 2,054,913 shares worth $232M.
  • Jim Simons added most to Twenty-First Century Fox, Inc. Class A in Q3 2018, an estimated $327M increase.
  • Jim Simons's biggest Q3 2018 reduction was Johnson & Johnson, cutting an estimated $396M.
  • Jim Simons fully exited Apple in Q3 2018, selling an estimated $707M.
  • Jim Simons's ten largest holdings make up 9.7% of its $97.3B portfolio in Q3 2018.
  • Jim Simons opened 508 new positions and closed 410 in Q3 2018.
  • Jim Simons's portfolio value rose 6% quarter-over-quarter to $97.3B.

Based on Renaissance Technologies's 13F filing for Q3 2018, filed 13 Nov 2018.