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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
PARA
3501
DELISTED
Paramount Global Class B
PARA
– –
-1,042,900
Closed -$58.6M
PCG icon
3502
PG&E
PCG
$38.2B
– –
-703,600
Closed -$29.9M
PDS
3503
Precision Drilling
PDS
$1.07B
– –
-23,718
Closed -$1.57M
PED icon
3504
PEDEVCO
PED
$152M
– –
-704
Closed -$32K
PENN icon
3505
PENN Entertainment
PENN
$2.57B
– –
-567,100
Closed -$19M
PGF icon
3506
Invesco Financial Preferred ETF
PGF
$668M
– –
-31,500
Closed -$581K
PHG icon
3507
Philips
PHG
$26.1B
– –
-180,810
Closed -$5.95M
PHX
3508
DELISTED
PHX Minerals
PHX
– –
-12,500
Closed -$239K
PKG icon
3509
Packaging Corp of America
PKG
$22.8B
– –
-79,900
Closed -$8.93M
PLCE icon
3510
Children's Place
PLCE
$55.4M
– –
-158,760
Closed -$19.2M
PRAA icon
3511
PRA Group
PRAA
$717M
– –
-106,900
Closed -$4.12M
PRPO icon
3512
Precipio
PRPO
$39.1M
– –
-41
Closed -$5K
PSCH icon
3513
Invesco S&P SmallCap Health Care ETF
PSCH
$171M
– –
-10,233
Closed -$438K
PSK icon
3514
State Street SPDR ICE Preferred Securities ETF
PSK
$684M
– –
-18,239
Closed -$793K
PXF icon
3515
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.97B
– –
-5,304
Closed -$228K
PXH icon
3516
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.97B
– –
-22,827
Closed -$472K
QAI icon
3517
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.03B
– –
-17,800
Closed -$541K
QMCO icon
3518
Quantum Corp
QMCO
$814M
– –
-701
Closed -$31K
QQQ icon
3519
Invesco QQQ Trust
QQQ
$482B
– –
-31,800
Closed -$5.46M
RACE icon
3520
Ferrari
RACE
$71.4B
– –
-341,418
Closed -$46.4M
RCL icon
3521
Royal Caribbean
RCL
$81.9B
– –
-58,188
Closed -$6.03M
RF icon
3522
Regions Financial
RF
$26.8B
– –
-492,155
Closed -$8.75M
RGA icon
3523
Reinsurance Group of America
RGA
$16B
– –
-111,900
Closed -$14.9M
RGLD icon
3524
Royal Gold
RGLD
$20B
– –
-12,400
Closed -$1.15M
RH icon
3525
RH
RH
$3.39B
– –
-155,000
Closed -$21.7M
139 140
141
142 143

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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.