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
+15.23%
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
$110B
AUM Growth
+$18.7B
Cap. Flow
+$7.09B
Cap. Flow %
6.45%
Top 10 Hldgs %
8.73%
Holding
3,883
New
532
Increased
1,751
Reduced
1,105
Closed
465

Top Buys

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$618M
2
VALE icon
Vale
VALE
+$332M
3
CELG
Celgene Corp
CELG
+$309M
4
CME icon
CME Group
CME
+$306M
5
AMZN icon
Amazon
AMZN
+$290M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$435M
2
META icon
Meta Platforms (Facebook)
META
+$342M
3
CCI icon
Crown Castle
CCI
+$244M
4
SLB icon
SLB Ltd
SLB
+$229M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$190M

Sector Composition

Rank Sector Weight
1 Healthcare 16.17%
2 Technology 14.41%
3 Consumer Discretionary 10.61%
4 Financials 10.51%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRSP icon
3476
CRISPR Therapeutics
CRSP
$5.21B
– –
-11,400
Closed -$326K
CSTM icon
3477
Constellium
CSTM
$3.99B
– –
-96,000
Closed -$671K
CTAS icon
3478
Cintas
CTAS
$82B
– –
-1,421,872
Closed -$59.7M
CTLP
3479
DELISTED
Cantaloupe
CTLP
– –
-1,092,500
Closed -$4.25M
D icon
3480
Dominion Energy
D
$59.7B
– –
-406,800
Closed -$29.1M
DCI icon
3481
Donaldson
DCI
$11.2B
– –
-33,800
Closed -$1.47M
DE icon
3482
Deere & Co
DE
$167B
– –
-97,500
Closed -$14.5M
DEM icon
3483
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
– –
-20,700
Closed -$831K
DFE icon
3484
WisdomTree Europe SmallCap Dividend Fund
DFE
$168M
– –
-12,300
Closed -$656K
DFS
3485
DELISTED
Discover Financial Services
DFS
– –
-163,600
Closed -$9.65M
DHI icon
3486
D.R. Horton
DHI
$41B
– –
-1,773,638
Closed -$61.5M
DIA icon
3487
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
– –
-2,000
Closed -$466K
DLNG icon
3488
Dynagas LNG Partners
DLNG
$136M
– –
-192,400
Closed -$648K
DOG
3489
ProShares Short Dow30
DOG
$87.2M
– –
-21,650
Closed -$1.33M
DRH icon
3490
Diamondrock Hospitality Co
DRH
$2.49B
– –
-128,900
Closed -$1.17M
DSWL icon
3491
Deswell Industries
DSWL
$52.1M
– –
-36,219
Closed -$109K
DVY icon
3492
iShares Select Dividend ETF
DVY
$23.7B
– –
-10,000
Closed -$893K
DXD icon
3493
ProShares UltraShort Dow 30
DXD
$42.6M
– –
-1,545
Closed -$273K
EA
3494
DELISTED
Electronic Arts
EA
– –
-1,023,366
Closed -$80.8M
EAT icon
3495
Brinker International
EAT
$10.6B
– –
-211,700
Closed -$9.31M
EBND icon
3496
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
– –
-37,900
Closed -$1M
EDZ icon
3497
Direxion Daily MSCI Emerging Markets Bear 3X ETF
EDZ
$18.8M
– –
-850
Closed -$508K
EEM icon
3498
iShares MSCI Emerging Markets ETF
EEM
$30.4B
– –
-152,900
Closed -$5.97M
ENS icon
3499
EnerSys
ENS
$6.87B
– –
-47,600
Closed -$3.69M
ENVB icon
3500
Enveric Biosciences
ENVB
$6.36M
– –
0
– -$12K
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 Q1 2019 Portfolio in Review

As of Q1 2019, Jim Simons held 3,883 positions worth $110B, up 20% from $91.3B the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Jim Simons deployed $7.09B of net new capital in Q1 2019, opening 532 new positions and adding to 1,751 existing holdings. Its largest new stake was Amazon: 3,483,100 shares worth $310M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $342M trimmed.

  • Jim Simons's largest Q1 2019 buy was Amazon: 3,483,100 shares worth $310M.
  • Jim Simons added most to Starbucks in Q1 2019, an estimated $618M increase.
  • Jim Simons's biggest Q1 2019 reduction was Meta Platforms (Facebook), cutting an estimated $342M.
  • Jim Simons fully exited Apple in Q1 2019, selling an estimated $435M.
  • Jim Simons's ten largest holdings make up 8.7% of its $110B portfolio in Q1 2019.
  • Jim Simons opened 532 new positions and closed 465 in Q1 2019.
  • Jim Simons's portfolio value rose 20% quarter-over-quarter to $110B.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.