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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
+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
GGE
3601
DELISTED
Green Giant Inc. Common Stock
GGE
– –
-11,450
Closed -$30K
DSKE
3602
DELISTED
Daseke, Inc. Common Stock
DSKE
– –
-338,500
Closed -$3.31M
CBAY
3603
DELISTED
Cymabay Therapeutics
CBAY
– –
-134,500
Closed -$1.75M
SIEN
3604
DELISTED
Sientra, Inc.
SIEN
– –
-2,790
Closed -$270K
MARK
3605
DELISTED
Remark Holdings, Inc.
MARK
– –
-39,590
Closed -$2.25M
GPP
3606
DELISTED
Green Plains Partners LP
GPP
– –
-20,141
Closed -$350K
GHL
3607
DELISTED
Greenhill & Co., Inc.
GHL
– –
-99,700
Closed -$1.84M
EMAN
3608
DELISTED
eMagin Corporation
EMAN
– –
-19,200
Closed -$28K
MMP
3609
DELISTED
Magellan Midstream Partners, L.P.
MMP
– –
-308,016
Closed -$18M
BKI
3610
DELISTED
Black Knight, Inc. Common Stock
BKI
– –
-289,889
Closed -$13.7M
NEX
3611
DELISTED
NexTier Oilfield Solutions Inc.
NEX
– –
-166,700
Closed -$2.47M
DBD
3612
DELISTED
Diebold Nixdorf Incorporated
DBD
– –
-83,600
Closed -$1.29M
BLCM
3613
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
– –
-10,520
Closed -$690K
AUD
3614
DELISTED
Audacy, Inc.
AUD
– –
-863,400
Closed -$8.33M
LHCG
3615
DELISTED
LHC Group LLC
LHCG
– –
-71,300
Closed -$4.39M
BNFT
3616
DELISTED
Benefitfocus, Inc.
BNFT
– –
-10,550
Closed -$257K
CLVS
3617
DELISTED
Clovis Oncology, Inc.
CLVS
– –
-258,000
Closed -$13.6M
RADA
3618
DELISTED
Rada Electronic Industries Ltd
RADA
– –
-179,475
Closed -$424K
GBL
3619
DELISTED
GAMCO Investors, Inc.
GBL
– –
-19,500
Closed -$484K
BKEP
3620
DELISTED
Blueknight Energy Partners L.P.
BKEP
– –
-119,648
Closed -$509K
WBT
3621
DELISTED
Welbilt, Inc.
WBT
– –
-694,700
Closed -$13.5M
NP
3622
DELISTED
Neenah, Inc. Common Stock
NP
– –
-44,500
Closed -$3.49M
TVTY
3623
DELISTED
Tivity Health, Inc. Common Stock
TVTY
– –
-5,600
Closed -$222K
HSTO
3624
DELISTED
Histogen Inc. Common Stock
HSTO
– –
-247
Closed -$289K
VRS
3625
DELISTED
Verso Corporation
VRS
– –
-340,600
Closed -$5.74M
143 144
145
146 147

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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.