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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
+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
EUM icon
3501
ProShares Trust Short MSCI Emerging Markets
EUM
$9.33M
– –
-19,450
Closed -$793K
EWM icon
3502
iShares MSCI Malaysia ETF
EWM
$333M
– –
-158,399
Closed -$4.72M
EWL icon
3503
iShares MSCI Switzerland ETF
EWL
$2.22B
– –
-20,300
Closed -$640K
EWN icon
3504
iShares MSCI Netherlands ETF
EWN
$725M
– –
-8,800
Closed -$231K
EWQ icon
3505
iShares MSCI France ETF
EWQ
$333M
– –
-68,700
Closed -$1.82M
EWS icon
3506
iShares MSCI Singapore ETF
EWS
$1.16B
– –
-14,800
Closed -$327K
EWZ icon
3507
iShares MSCI Brazil ETF
EWZ
$8.61B
– –
-315,000
Closed -$12M
EYE icon
3508
National Vision
EYE
$1.61B
– –
-39,700
Closed -$1.12M
FAMI icon
3509
Farmmi Inc
FAMI
$4.77M
– –
-105
Closed -$1.02M
FAZ
3510
Direxion Daily Financial Bear 3x ETF
FAZ
$86.2M
– –
-69
Closed -$373K
FBIO icon
3511
Fortress Biotech
FBIO
$90M
– –
-10,850
Closed -$140K
FBIN icon
3512
Fortune Brands Innovations
FBIN
$5.81B
– –
-707,031
Closed -$23M
FBT icon
3513
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.81B
– –
-9,700
Closed -$1.21M
FCG icon
3514
First Trust Natural Gas ETF
FCG
$645M
– –
-14,800
Closed -$218K
FDN icon
3515
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.37B
– –
-4,000
Closed -$467K
FEP icon
3516
First Trust Europe AlphaDEX Fund
FEP
$534M
– –
-30,100
Closed -$932K
FEZ icon
3517
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
– –
-30,500
Closed -$1.01M
FFIN icon
3518
First Financial Bankshares
FFIN
$5.01B
– –
-17,000
Closed -$490K
FHI icon
3519
Federated Hermes
FHI
$4.68B
– –
-409,900
Closed -$10.9M
FHN icon
3520
First Horizon
FHN
$12.2B
– –
-21,700
Closed -$286K
FND icon
3521
Floor & Decor
FND
$6.31B
– –
-293,400
Closed -$7.6M
FTAI icon
3522
FTAI Aviation
FTAI
$23.6B
– –
-203,194
Closed -$2.49M
FTK icon
3523
Flotek Industries
FTK
$1.35B
– –
-45,331
Closed -$296K
FXN icon
3524
First Trust Energy AlphaDEX Fund
FXN
$388M
– –
-69,000
Closed -$794K
FXP icon
3525
ProShares UltraShort FTSE China 50 of ProShares Trust
FXP
$6.05M
– –
-2,100
Closed -$323K
139 140
141
142 143

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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.