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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
DE icon
3376
Deere & Co
DE
$165B
– –
-440,300
Closed -$61.6M
DIV icon
3377
Global X SuperDividend US ETF
DIV
$780M
– –
-18,133
Closed -$455K
DOG
3378
ProShares Short Dow30
DOG
$87.3M
– –
-4,150
Closed -$248K
DQ
3379
Daqo New Energy
DQ
$1B
– –
-494,500
Closed -$3.52M
E icon
3380
ENI
E
$78.9B
– –
-76,370
Closed -$2.83M
EBAY icon
3381
eBay
EBAY
$46.3B
– –
-1,165,440
Closed -$42.3M
EFX icon
3382
Equifax
EFX
$21.8B
– –
-11,802
Closed -$1.48M
EGHT icon
3383
8x8 Inc
EGHT
$298M
– –
-83,900
Closed -$1.68M
ELV icon
3384
Elevance Health
ELV
$86.3B
– –
-120,673
Closed -$28.7M
EMLC icon
3385
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
– –
-66,950
Closed -$2.28M
EPAM icon
3386
EPAM Systems
EPAM
$5.26B
– –
-45,109
Closed -$5.61M
EPHE icon
3387
iShares MSCI Philippines ETF
EPHE
$146M
– –
-7,300
Closed -$220K
ESI icon
3388
Element Solutions
ESI
$9.53B
– –
-504,200
Closed -$5.85M
EW icon
3389
Edwards Lifesciences
EW
$53.5B
– –
-1,483,500
Closed -$72M
EWS icon
3390
iShares MSCI Singapore ETF
EWS
$1.16B
– –
-30,300
Closed -$727K
EWZ icon
3391
iShares MSCI Brazil ETF
EWZ
$8.55B
– –
-23,300
Closed -$747K
EXPD icon
3392
Expeditors International
EXPD
$24.2B
– –
-397,416
Closed -$29.1M
FCEL icon
3393
FuelCell Energy
FCEL
$1.63B
– –
-387
Closed -$184K
FDN icon
3394
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
– –
-6,800
Closed -$936K
FHN icon
3395
First Horizon
FHN
$12.3B
– –
-1,547,234
Closed -$27.6M
FLS icon
3396
Flowserve
FLS
$10.3B
– –
-88,700
Closed -$3.58M
FMC icon
3397
FMC
FMC
$1.26B
– –
-295,860
Closed -$22.9M
FPX icon
3398
First Trust US Equity Opportunities ETF
FPX
$1.55B
– –
-4,900
Closed -$350K
FYX icon
3399
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.42B
– –
-3,100
Closed -$205K
GALT icon
3400
Galectin Therapeutics
GALT
$347M
– –
-37,300
Closed -$237K
134 135
136
137 138

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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.