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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
R icon
3476
Ryder
R
$9.92B
– –
-93,100
Closed -$6.78M
RAMP icon
3477
LiveRamp
RAMP
$2.3B
– –
-181,845
Closed -$4.13M
RGNX icon
3478
Regenxbio
RGNX
$703M
– –
-134,200
Closed -$4.01M
RIGL icon
3479
Rigel Pharmaceuticals
RIGL
$785M
– –
-68,993
Closed -$2.44M
RJF icon
3480
Raymond James Financial
RJF
$34.6B
– –
-229,946
Closed -$13.7M
RKDA icon
3481
Arcadia Biosciences
RKDA
$1.46M
– –
-1,107
Closed -$1.06M
RRX icon
3482
Regal Rexnord
RRX
$11.5B
– –
-76,300
Closed -$5.6M
RSPT icon
3483
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.86B
– –
-43,000
Closed -$651K
RWR icon
3484
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
– –
-5,965
Closed -$514K
SAH icon
3485
Sonic Automotive
SAH
$2.55B
– –
-26,100
Closed -$495K
SAM icon
3486
Boston Beer
SAM
$1.85B
– –
-53,400
Closed -$10.1M
SAN icon
3487
Banco Santander
SAN
$210B
– –
-1,630,198
Closed -$10.2M
SBGI icon
3488
Sinclair Inc
SBGI
$989M
– –
-109,971
Closed -$3.44M
SBUX icon
3489
Starbucks
SBUX
$122B
– –
-601,000
Closed -$34.8M
SCHC icon
3490
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
– –
-7,334
Closed -$268K
SCHH icon
3491
Schwab US REIT ETF
SCHH
$11.1B
– –
-33,200
Closed -$635K
SCNI
3492
Scinai Immunotherapeutics
SCNI
$1.22M
– –
-102
Closed -$55K
SCZ icon
3493
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
– –
-33,000
Closed -$2.15M
SF
3494
Stifel
SF
$12.7B
– –
-222,023
Closed -$5.84M
SHG icon
3495
Shinhan Financial Group
SHG
$34.3B
– –
-66,900
Closed -$2.84M
SHOO icon
3496
Steven Madden
SHOO
$3.53B
– –
-130,617
Closed -$3.82M
SHOP icon
3497
Shopify
SHOP
$196B
– –
-709,000
Closed -$8.81M
SHW icon
3498
Sherwin-Williams
SHW
$88.5B
– –
-771,600
Closed -$101M
SIGI icon
3499
Selective Insurance
SIGI
$5.6B
– –
-5,300
Closed -$322K
SKX
3500
DELISTED
Skechers
SKX
– –
-705,000
Closed -$27.4M
138 139
140
141 142

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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.