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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
INTC icon
3401
Intel
INTC
$506B
– –
-2,025,494
Closed -$105M
IRBT
3402
DELISTED
iRobot
IRBT
– –
-182,600
Closed -$11.7M
IXJ icon
3403
iShares Global Healthcare ETF
IXJ
$4.23B
– –
-9,000
Closed -$501K
IXN icon
3404
iShares Global Tech ETF
IXN
$9.35B
– –
-31,200
Closed -$823K
IYK icon
3405
iShares US Consumer Staples ETF
IYK
$1.42B
– –
-5,700
Closed -$226K
IYM icon
3406
iShares US Basic Materials ETF
IYM
$1.02B
– –
-4,200
Closed -$404K
JAGX icon
3407
Jaguar Health
JAGX
$3.83M
– –
0
– -$3K
JACK icon
3408
Jack in the Box
JACK
$359M
– –
-46,500
Closed -$3.97M
JEF icon
3409
Jefferies Financial Group
JEF
$12.7B
– –
-942,844
Closed -$19.2M
JELD icon
3410
JELD-WEN Holding
JELD
$164M
– –
-84,300
Closed -$2.58M
JNK icon
3411
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
– –
-75,367
Closed -$8.11M
JPIN icon
3412
JPMorgan Diversified Return International Equity ETF
JPIN
$376M
– –
-5,700
Closed -$339K
K
3413
DELISTED
Kellanova
K
– –
-148,781
Closed -$9.08M
KEY icon
3414
KeyCorp
KEY
$24.4B
– –
-951,251
Closed -$18.6M
KHC icon
3415
Kraft Heinz
KHC
$29B
– –
-325,400
Closed -$20.3M
KKR icon
3416
KKR & Co
KKR
$99.1B
– –
-1,933,825
Closed -$39.3M
KO icon
3417
Coca-Cola
KO
$375B
– –
-2,953,700
Closed -$128M
LGIH icon
3418
LGI Homes
LGIH
$1.32B
– –
-7,800
Closed -$550K
LII icon
3419
Lennox International
LII
$14.7B
– –
-13,100
Closed -$2.68M
LTC
3420
LTC Properties
LTC
$2.09B
– –
-127,200
Closed -$4.83M
MAS icon
3421
Masco
MAS
$14.7B
– –
-708,200
Closed -$28.6M
MATX icon
3422
Matsons
MATX
$6.36B
– –
-86,800
Closed -$2.49M
MDLZ icon
3423
Mondelez International
MDLZ
$78.9B
– –
-1,987,198
Closed -$82.9M
MGM icon
3424
MGM Resorts International
MGM
$11.1B
– –
-296,240
Closed -$10.4M
MLKN icon
3425
MillerKnoll
MLKN
$1.6B
– –
-52,065
Closed -$1.66M
135 136
137
138 139

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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.