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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
YPF icon
3601
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
– –
-56,374
Closed -$766K
YRD
3602
Yiren Digital
YRD
$108M
– –
-23,000
Closed -$488K
YUM icon
3603
Yum! Brands
YUM
$39.5B
– –
-525,700
Closed -$41.1M
ZD icon
3604
Ziff Davis
ZD
$1.83B
– –
-6,440
Closed -$485K
ZTO icon
3605
ZTO Express
ZTO
$17.6B
– –
-168,100
Closed -$3.36M
MTUS icon
3606
Metallus
MTUS
$900M
– –
-69,600
Closed -$1.14M
TBRG
3607
DELISTED
TruBridge
TBRG
– –
-55,976
Closed -$1.84M
VRN
3608
DELISTED
Veren
VRN
– –
-374,200
Closed -$2.75M
CMBT
3609
CMB.TECH NV
CMBT
$4.73B
– –
-143,094
Closed -$1.32M
QVCGA
3610
DELISTED
QVC Group Inc Series A
QVCGA
– –
-21,248
Closed -$21.9M
B
3611
DELISTED
Barnes Group Inc.
B
– –
-30,059
Closed -$1.77M
SRCL
3612
DELISTED
Stericycle Inc
SRCL
– –
-182,720
Closed -$11.9M
BIMI
3613
DELISTED
BIMI International Medical Inc. Common Stock
BIMI
– –
-1,540
Closed -$206K
ERF
3614
DELISTED
Enerplus Corporation
ERF
– –
-283,918
Closed -$3.58M
SPLK
3615
DELISTED
Splunk Inc
SPLK
– –
-97,300
Closed -$9.64M
MDRX
3616
DELISTED
Veradigm Inc. Common Stock
MDRX
– –
-612,657
Closed -$7.35M
NVTA
3617
DELISTED
Invitae Corporation
NVTA
– –
-69,982
Closed -$514K
ONCT
3618
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
– –
-548
Closed -$1.17M
SGEN
3619
DELISTED
Seagen Inc. Common Stock
SGEN
– –
-131,713
Closed -$8.74M
TRHC
3620
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
– –
-62,100
Closed -$3.96M
NATI
3621
DELISTED
National Instruments Corp
NATI
– –
-7,600
Closed -$319K
KDNY
3622
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
– –
-11,800
Closed -$413K
PDCE
3623
DELISTED
PDC Energy, Inc.
PDCE
– –
-191,539
Closed -$11.6M
ATTO
3624
DELISTED
Atento S.A.
ATTO
– –
-13,052
Closed -$449K
CYAD
3625
DELISTED
Celyad Oncology SA American Depositary Shares
CYAD
– –
-6,900
Closed -$205K
143 144
145
146 147

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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.