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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
V icon
3576
Visa
V
$677B
– –
-3,800
Closed -$503K
VCLT icon
3577
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
– –
-19,400
Closed -$1.7M
VCSH icon
3578
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
– –
-51,900
Closed -$4.05M
VEA icon
3579
Vanguard FTSE Developed Markets ETF
VEA
$236B
– –
-30,187
Closed -$1.29M
VEU icon
3580
Vanguard FTSE All-World ex-US ETF
VEU
$70B
– –
-13,400
Closed -$695K
VGIT icon
3581
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
– –
-16,700
Closed -$1.05M
VNOM icon
3582
Viper Energy
VNOM
$15.4B
– –
-130,600
Closed -$4.17M
VPL icon
3583
Vanguard FTSE Pacific ETF
VPL
$8.42B
– –
-11,827
Closed -$828K
VRSK icon
3584
Verisk Analytics
VRSK
$23.6B
– –
-260,000
Closed -$28M
VRTS icon
3585
Virtus Investment Partners
VRTS
$1.11B
– –
-9,729
Closed -$1.25M
VSAT icon
3586
Viasat
VSAT
$11.6B
– –
-69,693
Closed -$4.58M
VSTM icon
3587
Verastem
VSTM
$638M
– –
-88,867
Closed -$7.34M
VT icon
3588
Vanguard Total World Stock ETF
VT
$81.1B
– –
-14,400
Closed -$1.06M
VTRS icon
3589
Viatris
VTRS
$18.7B
– –
-1,541,013
Closed -$55.7M
VUG icon
3590
Vanguard Morningstar Growth ETF
VUG
$228B
– –
-28,440
Closed -$710K
VV icon
3591
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
– –
-3,100
Closed -$387K
WMT icon
3592
Walmart Inc
WMT
$901B
– –
-9,967,500
Closed -$285M
WPC icon
3593
W.P. Carey
WPC
$15.9B
– –
-28,486
Closed -$1.85M
WW
3594
DELISTED
WW International
WW
– –
-13,100
Closed -$1.32M
XHE icon
3595
State Street SPDR S&P Health Care Equipment ETF
XHE
$168M
– –
-2,829
Closed -$221K
XLF icon
3596
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-435,800
Closed -$11.6M
XLK icon
3597
State Street Technology Select Sector SPDR ETF
XLK
$122B
– –
-20,200
Closed -$702K
XMLV icon
3598
Invesco S&P MidCap Low Volatility ETF
XMLV
$740M
– –
-6,600
Closed -$310K
XOMA
3599
DELISTED
Xoma
XOMA
– –
-15,389
Closed -$321K
XYL icon
3600
Xylem
XYL
$28.8B
– –
-442,800
Closed -$29.8M
142 143
144
145 146

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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.