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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
STZ icon
3551
Constellation Brands
STZ
$22.9B
– –
-143,600
Closed -$31.4M
SUB icon
3552
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
– –
-12,400
Closed -$1.3M
SUPV
3553
Grupo Supervielle
SUPV
$733M
– –
-206,100
Closed -$2.18M
SWK icon
3554
Stanley Black & Decker
SWK
$15.7B
– –
-362,769
Closed -$48.2M
SWX icon
3555
Southwest Gas
SWX
$6.63B
– –
-74,300
Closed -$5.67M
SXT icon
3556
Sensient Technologies
SXT
$5.61B
– –
-97,600
Closed -$6.98M
SYF icon
3557
Synchrony
SYF
$25.5B
– –
-1,287,900
Closed -$43M
TDY icon
3558
Teledyne Technologies
TDY
$31.6B
– –
-1,400
Closed -$279K
TFI icon
3559
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
– –
-76,995
Closed -$3.69M
THD icon
3560
iShares MSCI Thailand ETF
THD
$354M
– –
-17,800
Closed -$1.46M
THO icon
3561
Thor Industries
THO
$4.23B
– –
-386,200
Closed -$37.6M
TMO icon
3562
Thermo Fisher Scientific
TMO
$224B
– –
-377,044
Closed -$78.1M
TPH
3563
DELISTED
Tri Pointe Homes
TPH
– –
-208,636
Closed -$3.41M
TRUE
3564
DELISTED
TrueCar
TRUE
– –
-68,964
Closed -$696K
TRV icon
3565
Travelers Companies
TRV
$78.3B
– –
-361,972
Closed -$44.3M
TRUP icon
3566
Trupanion
TRUP
$1.34B
– –
-195,900
Closed -$7.56M
TS icon
3567
Tenaris
TS
$27B
– –
-678,100
Closed -$24.7M
TSLA icon
3568
Tesla
TSLA
$1.31T
– –
-1,099,380
Closed -$25.1M
TTWO icon
3569
Take-Two Interactive
TTWO
$46.8B
– –
-221,850
Closed -$26.3M
TYL icon
3570
Tyler Technologies
TYL
$13.2B
– –
-5,100
Closed -$1.13M
UNH icon
3571
UnitedHealth
UNH
$361B
– –
-222,626
Closed -$54.6M
UPBD icon
3572
Upbound Group
UPBD
$1.11B
– –
-506,529
Closed -$7.46M
USB icon
3573
US Bancorp
USB
$100B
– –
-621,300
Closed -$31.1M
BSIN
3574
Big Sky Industrial
BSIN
$74.8M
– –
-1,910
Closed -$25K
UUUU icon
3575
Energy Fuels
UUUU
$3.69B
– –
-493,719
Closed -$1.12M
141 142
143
144 145

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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.