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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
RILY icon
3526
BRC Group Holdings
RILY
$292M
– –
-33,039
Closed -$745K
RLI icon
3527
RLI Corp
RLI
$5.87B
– –
-45,758
Closed -$1.51M
ROG icon
3528
Rogers Corp
ROG
$2.41B
– –
-2,600
Closed -$290K
RWO icon
3529
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
– –
-15,000
Closed -$722K
RWX icon
3530
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
– –
-34,355
Closed -$1.34M
SAP icon
3531
SAP
SAP
$242B
– –
-277,900
Closed -$32.1M
SBCF icon
3532
Seacoast Banking Corp of Florida
SBCF
$3.42B
– –
-40,160
Closed -$1.27M
SCHF icon
3533
Schwab International Equity ETF
SCHF
$68.5B
– –
-154,800
Closed -$2.56M
SCHR
3534
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
– –
-20,542
Closed -$537K
SCHX icon
3535
Schwab US Large- Cap ETF
SCHX
$74.3B
– –
-27,600
Closed -$299K
SCHZ icon
3536
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
– –
-107,350
Closed -$2.72M
SCJ icon
3537
iShares MSCI Japan Small-Cap ETF
SCJ
$261M
– –
-7,600
Closed -$593K
SDOW icon
3538
ProShares UltraPro Short Dow 30
SDOW
$185M
– –
-219
Closed -$262K
SENS icon
3539
Senseonics Holdings Inc
SENS
$416M
– –
-27,800
Closed -$2.29M
SIGA icon
3540
SIGA Technologies
SIGA
$207M
– –
-194,900
Closed -$1.16M
SITC icon
3541
SITE Centers
SITC
$155M
– –
-806,144
Closed -$9.3M
SKM icon
3542
SK Telecom
SKM
$12.9B
– –
-117,940
Closed -$4.53M
SLYG icon
3543
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
– –
-9,593
Closed -$606K
SLYV icon
3544
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
– –
-9,297
Closed -$621K
SNN icon
3545
Smith & Nephew
SNN
$12.6B
– –
-16,150
Closed -$606K
SOXS icon
3546
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.52B
– –
0
– -$419K
SPCB icon
3547
SuperCom
SPCB
$67.8M
– –
-96
Closed -$45K
SPY icon
3548
State Street SPDR S&P 500 ETF Trust
SPY
$807B
– –
-31,800
Closed -$8.63M
SPYG icon
3549
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
– –
-14,900
Closed -$523K
SSYS icon
3550
Stratasys
SSYS
$782M
– –
-250,632
Closed -$4.8M
140 141
142
143 144

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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.