We are live on ! Find out more
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
GTLS
3376
DELISTED
Chart Industries
GTLS
– –
-77,700
Closed -$4.59M
GTN icon
3377
Gray Television
GTN
$498M
– –
-129,450
Closed -$1.64M
GUNR icon
3378
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.08B
– –
-11,800
Closed -$384K
GWRE icon
3379
Guidewire Software
GWRE
$14.4B
– –
-24,631
Closed -$1.99M
HACK icon
3380
Amplify Cybersecurity ETF
HACK
$3B
– –
-8,390
Closed -$288K
HBB icon
3381
Hamilton Beach Brands
HBB
$451M
– –
-59,701
Closed -$1.27M
HCC icon
3382
Warrior Met Coal
HCC
$5.1B
– –
-363,300
Closed -$10.2M
HEES
3383
DELISTED
H&E Equipment Services
HEES
– –
-52,400
Closed -$2.02M
HMN icon
3384
Horace Mann Educators
HMN
$2.1B
– –
-53,400
Closed -$2.28M
HOLX
3385
DELISTED
Hologic
HOLX
– –
-247,418
Closed -$9.24M
HOPE icon
3386
Hope Bancorp
HOPE
$1.82B
– –
-122,564
Closed -$2.23M
HPE icon
3387
Hewlett Packard
HPE
$74.2B
– –
-763,300
Closed -$13.4M
HPQ icon
3388
HP
HPQ
$26.2B
– –
-3,166,800
Closed -$69.4M
HRL icon
3389
Hormel Foods
HRL
$13.3B
– –
-257,500
Closed -$8.84M
HTH icon
3390
Hilltop Holdings
HTH
$2.25B
– –
-78,784
Closed -$1.85M
HTHT icon
3391
Huazhu Hotels Group
HTHT
$12.7B
– –
-378,000
Closed -$12.4M
HYG icon
3392
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
– –
-95,900
Closed -$8.21M
IBN icon
3393
ICICI Bank
IBN
$107B
– –
-5,464,650
Closed -$48.4M
ICE icon
3394
Intercontinental Exchange
ICE
$84.9B
– –
-136,700
Closed -$9.91M
IEP icon
3395
Icahn Enterprises
IEP
$5.34B
– –
-34,192
Closed -$1.95M
IGF icon
3396
iShares Global Infrastructure ETF
IGF
$10.7B
– –
-25,700
Closed -$1.1M
IMO icon
3397
Imperial Oil
IMO
$62.5B
– –
-10,695
Closed -$283K
IMUX icon
3398
Immunic
IMUX
$209M
– –
-57
Closed -$154K
INDY icon
3399
iShares S&P India Nifty 50 Index Fund
INDY
$562M
– –
-10,170
Closed -$360K
INFY icon
3400
Infosys
INFY
$49.5B
– –
-38,000
Closed -$339K
134 135
136
137 138

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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.