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
+7.52%
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
$91.7B
AUM Growth
+$307M
Cap. Flow
-$3.9B
Cap. Flow %
-4.25%
Top 10 Hldgs %
9.09%
Holding
3,750
New
412
Increased
1,673
Reduced
1,111
Closed
524

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$693M
2
META icon
Meta Platforms (Facebook)
META
+$446M
3
JNJ icon
Johnson & Johnson
JNJ
+$306M
4
EVRG icon
Evergy
EVRG
+$288M
5
WMT icon
Walmart Inc
WMT
+$265M

Top Sells

Rank Stock Value
1
HD icon
Home Depot
HD
+$596M
2
BKNG icon
Booking.com
BKNG
+$519M
3
AMZN icon
Amazon
AMZN
+$518M
4
LLY icon
Eli Lilly
LLY
+$268M
5
UNH icon
UnitedHealth
UNH
+$246M

Sector Composition

Rank Sector Weight
1 Healthcare 17.51%
2 Technology 14.39%
3 Financials 11.76%
4 Consumer Discretionary 9.46%
5 Real Estate 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOT icon
3551
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
– –
-4,900
Closed -$635K
VPU
3552
Vanguard Utilities ETF
VPU
$8.44B
– –
-3,100
Closed -$347K
VRDN icon
3553
Viridian Therapeutics
VRDN
$2.6B
– –
-2,048
Closed -$215K
VSS icon
3554
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
– –
-5,200
Closed -$620K
VTVT icon
3555
vTv Therapeutics
VTVT
$130M
– –
-495
Closed -$81K
VZ icon
3556
Verizon
VZ
$196B
– –
-4,641,693
Closed -$222M
WB icon
3557
Weibo
WB
$1.93B
– –
-261,308
Closed -$31.2M
WDAY icon
3558
Workday
WDAY
$44.8B
– –
-374,300
Closed -$47.6M
WERN icon
3559
Werner Enterprises
WERN
$2.18B
– –
-98,763
Closed -$3.6M
WFC icon
3560
Wells Fargo
WFC
$264B
– –
-3,363,413
Closed -$176M
WF icon
3561
Woori Financial
WF
$17.1B
– –
-6,369
Closed -$263K
WSO icon
3562
Watsco Inc
WSO
$13.2B
– –
-107,800
Closed -$19.5M
WT icon
3563
WisdomTree
WT
$3.33B
– –
-439,200
Closed -$4.03M
WTFC icon
3564
Wintrust Financial
WTFC
$10.9B
– –
-59,200
Closed -$5.09M
WTTR icon
3565
Select Water Solutions
WTTR
$2.72B
– –
-431,500
Closed -$5.45M
XAR icon
3566
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
– –
-3,340
Closed -$290K
XLB icon
3567
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
– –
-32,000
Closed -$911K
XLE icon
3568
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
– –
-57,600
Closed -$1.94M
XLI icon
3569
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
– –
-111,500
Closed -$8.28M
XLP icon
3570
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
– –
-132,000
Closed -$6.95M
XNCR icon
3571
Xencor
XNCR
$1.64B
– –
-55,600
Closed -$1.67M
XOM icon
3572
ExxonMobil
XOM
$657B
– –
-211,154
Closed -$15.8M
XOP icon
3573
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.67B
– –
-7,825
Closed -$1.1M
YANG icon
3574
Direxion Daily FTSE China Bear 3X ETF
YANG
$92.9M
– –
-349
Closed -$342K
Z icon
3575
Zillow
Z
$7.68B
– –
-27,914
Closed -$1.5M
141 142
143
144 145

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Jim Simons's Q2 2018 Portfolio in Review

As of Q2 2018, Jim Simons held 3,750 positions worth $91.7B, up 0.34% from $91.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.

Jim Simons withdrew a net $3.9B in Q2 2018, closing 524 positions and reducing 1,111 holdings. Its most notable exit was Booking.com, an estimated $519M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Financials.

Against the trend, Jim Simons opened a new position in Apple worth $707M.

  • Jim Simons's largest Q2 2018 buy was Apple: 15,275,332 shares worth $707M.
  • Jim Simons added most to Johnson & Johnson in Q2 2018, an estimated $306M increase.
  • Jim Simons's biggest Q2 2018 reduction was Home Depot, cutting an estimated $596M.
  • Jim Simons fully exited Booking.com in Q2 2018, selling an estimated $519M.
  • Jim Simons's ten largest holdings make up 9.1% of its $91.7B portfolio in Q2 2018.
  • Jim Simons opened 412 new positions and closed 524 in Q2 2018.
  • Jim Simons's portfolio value rose 0.34% quarter-over-quarter to $91.7B.

Based on Renaissance Technologies's 13F filing for Q2 2018, filed 13 Aug 2018.