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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
OLN icon
3451
Olin
OLN
$2.17B
– –
-88,400
Closed -$2.69M
ON icon
3452
ON Semiconductor
ON
$31.6B
– –
-499,596
Closed -$12.2M
OPK icon
3453
Opko Health
OPK
$1.04B
– –
-370,401
Closed -$1.17M
ORCL icon
3454
Oracle
ORCL
$419B
– –
-1,079,800
Closed -$49.4M
PAM icon
3455
Pampa Energía
PAM
$4.28B
– –
-66,732
Closed -$3.98M
PAYX icon
3456
Paychex
PAYX
$43.1B
– –
-34,900
Closed -$2.15M
PBH icon
3457
Prestige Consumer Healthcare
PBH
$2.54B
– –
-37,300
Closed -$1.26M
PBI icon
3458
Pitney Bowes
PBI
$2.27B
– –
-223,000
Closed -$2.43M
PCAR icon
3459
PACCAR
PCAR
$69.8B
– –
-119,967
Closed -$5.29M
PCYO icon
3460
Pure Cycle
PCYO
$275M
– –
-18,571
Closed -$175K
PDBC icon
3461
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.66B
– –
-70,200
Closed -$1.25M
PDP icon
3462
Invesco Dorsey Wright Momentum ETF
PDP
$1.49B
– –
-4,200
Closed -$221K
PG icon
3463
Procter & Gamble
PG
$338B
– –
-2,691,929
Closed -$213M
PHM icon
3464
Pultegroup
PHM
$25.2B
– –
-1,146,767
Closed -$33.8M
IMVP
3465
Invesco India ETF
IMVP
$108M
– –
-8,000
Closed -$201K
PKW icon
3466
Invesco BuyBack Achievers ETF
PKW
$1.77B
– –
-9,700
Closed -$552K
PNFP icon
3467
Pinnacle Financial Partners Inc
PNFP
$16B
– –
-86,996
Closed -$5.58M
PNQI icon
3468
Invesco NASDAQ Internet ETF
PNQI
$543M
– –
-27,500
Closed -$703K
PPBI
3469
DELISTED
Pacific Premier Bancorp
PPBI
– –
-22,208
Closed -$893K
PRI icon
3470
Primerica
PRI
$9.63B
– –
-58,500
Closed -$5.65M
PTC icon
3471
PTC
PTC
$16.3B
– –
-620,600
Closed -$48.4M
PTCT icon
3472
PTC Therapeutics
PTCT
$6.15B
– –
-219,200
Closed -$5.93M
PUMP icon
3473
ProPetro Holding
PUMP
$1.43B
– –
-595,200
Closed -$9.46M
QCOM icon
3474
Qualcomm
QCOM
$171B
– –
-128,660
Closed -$7.13M
QSR icon
3475
Restaurant Brands International
QSR
$25.6B
– –
-331,387
Closed -$18.9M
137 138
139
140 141

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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.