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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
GCO icon
3401
Genesco
GCO
$390M
– –
-81,300
Closed -$3.23M
GDX icon
3402
VanEck Gold Miners ETF
GDX
$26.9B
– –
-309,800
Closed -$6.91M
GDXJ icon
3403
VanEck Junior Gold Miners ETF
GDXJ
$8.32B
– –
-118,100
Closed -$3.86M
GFF icon
3404
Griffon
GFF
$4.79B
– –
-200,300
Closed -$3.56M
GIS icon
3405
General Mills
GIS
$20.7B
– –
-353,700
Closed -$15.7M
GLIN icon
3406
VanEck India Growth Leaders ETF
GLIN
$93.5M
– –
-9,000
Closed -$438K
GM icon
3407
General Motors
GM
$76B
– –
-740,180
Closed -$29.2M
GME icon
3408
GameStop
GME
$8.39B
– –
-4,918,008
Closed -$17.9M
GRPN icon
3409
Groupon
GRPN
$891M
– –
-354,440
Closed -$30.5M
GS icon
3410
Goldman Sachs
GS
$305B
– –
-801,657
Closed -$177M
HAS icon
3411
Hasbro
HAS
$13.6B
– –
-3,000
Closed -$277K
HASI icon
3412
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.43B
– –
-66,701
Closed -$1.32M
HBAN icon
3413
Huntington Bancshares
HBAN
$36.1B
– –
-928,544
Closed -$13.7M
HCSG icon
3414
Healthcare Services Group
HCSG
$1.45B
– –
-244,364
Closed -$10.6M
HDV
3415
iShares Core High Dividend ETF
HDV
$15.1B
– –
-16,500
Closed -$280K
HEDJ icon
3416
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
– –
-8,800
Closed -$278K
HELE icon
3417
Helen of Troy
HELE
$696M
– –
-17,010
Closed -$1.68M
HFWA icon
3418
Heritage Financial
HFWA
$1.22B
– –
-34,000
Closed -$1.19M
HNI icon
3419
HNI Corp
HNI
$3.58B
– –
-26,700
Closed -$993K
HON icon
3420
Honeywell
HON
$74.4B
– –
-1,096,259
Closed -$143M
HTLD icon
3421
Heartland Express
HTLD
$990M
– –
-183,917
Closed -$3.41M
HUBB icon
3422
Hubbell
HUBB
$26.8B
– –
-31,100
Closed -$3.29M
HYEM icon
3423
VanEck Emerging Markets High Yield Bond ETF
HYEM
$527M
– –
-20,900
Closed -$479K
IBKR icon
3424
Interactive Brokers
IBKR
$41.9B
– –
-1,279,200
Closed -$20.6M
IEF icon
3425
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
– –
-98,298
Closed -$10.1M
135 136
137
138 139

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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.