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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
IEI icon
3426
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-24,900
Closed -$2.99M
IFGL icon
3427
iShares International Developed Real Estate ETF
IFGL
$82.4M
– –
-9,490
Closed -$277K
IJJ icon
3428
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
– –
-6,600
Closed -$535K
ILF icon
3429
iShares Latin America 40 ETF
ILF
$3.72B
– –
-43,800
Closed -$1.3M
INDB icon
3430
Independent Bank
INDB
$4.04B
– –
-11,400
Closed -$894K
INN
3431
Summit Hotel Properties
INN
$648M
– –
-232,252
Closed -$3.32M
IONS icon
3432
Ionis Pharmaceuticals
IONS
$9.44B
– –
-109,914
Closed -$4.58M
IOO icon
3433
iShares Global 100 ETF
IOO
$9.43B
– –
-6,500
Closed -$298K
IPG
3434
DELISTED
Interpublic Group of Companies
IPG
– –
-1,016,400
Closed -$23.8M
IR icon
3435
Ingersoll Rand
IR
$32.9B
– –
-135,200
Closed -$3.97M
IT icon
3436
Gartner
IT
$11.5B
– –
-1,509
Closed -$201K
ITM icon
3437
VanEck Intermediate Muni ETF
ITM
$2.14B
– –
-23,654
Closed -$1.11M
ITOT icon
3438
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
– –
-25,300
Closed -$1.58M
ITUB icon
3439
Itaú Unibanco
ITUB
$82.3B
– –
-10,888,403
Closed -$54.8M
IUSV icon
3440
iShares Core S&P US Value ETF
IUSV
$27.8B
– –
-9,300
Closed -$499K
IUSG icon
3441
iShares Core S&P US Growth ETF
IUSG
$33.8B
– –
-6,200
Closed -$355K
IVE icon
3442
iShares S&P 500 Value ETF
IVE
$50B
– –
-13,300
Closed -$1.47M
IVV icon
3443
iShares Core S&P 500 ETF
IVV
$904B
– –
-2,100
Closed -$573K
IWF icon
3444
iShares Russell 1000 Growth ETF
IWF
$128B
– –
-11,600
Closed -$417K
IWN icon
3445
iShares Russell 2000 Value ETF
IWN
$14.6B
– –
-9,800
Closed -$1.29M
IWS icon
3446
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
– –
-12,018
Closed -$1.06M
IWV icon
3447
iShares Russell 3000 ETF
IWV
$20.4B
– –
-6,900
Closed -$1.12M
IXUS icon
3448
iShares Core MSCI Total International Stock ETF
IXUS
$60.6B
– –
-10,700
Closed -$643K
IYR icon
3449
iShares US Real Estate ETF
IYR
$4.52B
– –
-166,700
Closed -$13.4M
IYW icon
3450
iShares US Technology ETF
IYW
$25.4B
– –
-6,400
Closed -$285K
136 137
138
139 140

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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.