We are live on ! Find out more
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
MMM icon
3476
3M
MMM
$93.7B
– –
-44,132
Closed -$7.26M
MRVL icon
3477
Marvell Technology
MRVL
$198B
– –
-1,506,562
Closed -$32.3M
MTD icon
3478
Mettler-Toledo International
MTD
$28.6B
– –
-105,300
Closed -$60.9M
MTH icon
3479
Meritage Homes
MTH
$4.72B
– –
-21,800
Closed -$479K
MTW icon
3480
Manitowoc
MTW
$704M
– –
-83,649
Closed -$2.16M
MTX icon
3481
Minerals Technologies
MTX
$2.28B
– –
-10,800
Closed -$814K
MUFG icon
3482
Mitsubishi UFJ Financial
MUFG
$257B
– –
-963,700
Closed -$5.45M
MUSA icon
3483
Murphy USA
MUSA
$10.1B
– –
-9,100
Closed -$676K
MYGN icon
3484
Myriad Genetics
MYGN
$299M
– –
-36,800
Closed -$1.38M
NAT icon
3485
Nordic American Tanker
NAT
$1.35B
– –
-52,900
Closed -$142K
NDAQ icon
3486
Nasdaq
NDAQ
$53.2B
– –
-245,700
Closed -$7.47M
NOK icon
3487
Nokia
NOK
$58.2B
– –
-1,161,900
Closed -$6.68M
NSC icon
3488
Norfolk Southern
NSC
$74.9B
– –
-532,900
Closed -$80.4M
NTCT icon
3489
NETSCOUT
NTCT
$2.88B
– –
-40,000
Closed -$1.19M
NTZ
3490
Natuzzi
NTZ
$14.5M
– –
-8,080
Closed -$64K
NUGT icon
3491
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.25B
– –
-15,260
Closed -$1.86M
NXPI icon
3492
NXP Semiconductors
NXPI
$59.6B
– –
-228,761
Closed -$25M
OEF icon
3493
iShares S&P 100 ETF
OEF
$20.4B
– –
-2,300
Closed -$275K
OII icon
3494
Oceaneering
OII
$5.01B
– –
-219,300
Closed -$5.58M
OIS icon
3495
Oil States International
OIS
$530M
– –
-170,200
Closed -$5.46M
OLED icon
3496
Universal Display
OLED
$4.22B
– –
-219,339
Closed -$18.9M
OMEX icon
3497
Odyssey Marine Exploration
OMEX
$52.4M
– –
-22,064
Closed -$183K
ONB icon
3498
Old National Bancorp
ONB
$10.3B
– –
-261,876
Closed -$4.87M
ORLY icon
3499
O'Reilly Automotive
ORLY
$74.3B
– –
-2,470,740
Closed -$45.1M
PAG icon
3500
Penske Automotive Group
PAG
$14.3B
– –
-98,000
Closed -$4.59M
138 139
140
141 142

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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.