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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
RESN
3626
DELISTED
Resonant Inc.
RESN
– –
-75,500
Closed -$241K
CONE
3627
DELISTED
CyrusOne Inc Common Stock
CONE
– –
-138,286
Closed -$7.08M
ARNA
3628
DELISTED
Arena Pharmaceuticals Inc
ARNA
– –
-235,550
Closed -$9.3M
RDS.B
3629
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
– –
-78,127
Closed -$5.12M
CAI
3630
DELISTED
CAI International, Inc.
CAI
– –
-59,495
Closed -$1.26M
CLDR
3631
DELISTED
Cloudera, Inc.
CLDR
– –
-134,700
Closed -$2.91M
XEC
3632
DELISTED
CIMAREX ENERGY CO
XEC
– –
-253,898
Closed -$23.7M
USCR
3633
DELISTED
U S Concrete, Inc.
USCR
– –
-70,300
Closed -$4.25M
WRI
3634
DELISTED
Weingarten Realty Investors
WRI
– –
-64,100
Closed -$1.8M
NAV
3635
DELISTED
Navistar International
NAV
– –
-357,000
Closed -$12.5M
BPFH
3636
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
– –
-97,172
Closed -$1.46M
GRUB
3637
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
– –
-1,250
Closed -$254K
MIK
3638
DELISTED
Michaels Stores, Inc
MIK
– –
-436,500
Closed -$8.6M
HMSY
3639
DELISTED
HMS Holdings Corp.
HMSY
– –
-60,312
Closed -$1.02M
ZAGG
3640
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
– –
-541,700
Closed -$6.61M
BMCH
3641
DELISTED
BMC Stock Holdings, Inc
BMCH
– –
-19,600
Closed -$383K
NGHC
3642
DELISTED
National General Holdings Corp
NGHC
– –
-90,100
Closed -$2.19M
DNKN
3643
DELISTED
Dunkin' Brands Group, Inc.
DNKN
– –
-384,400
Closed -$22.9M
FRAN
3644
DELISTED
Francesca's Holdings Corporation
FRAN
– –
-29,433
Closed -$1.7M
MLPI
3645
DELISTED
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
– –
-27,100
Closed -$573K
NBL
3646
DELISTED
Noble Energy, Inc.
NBL
– –
-434,928
Closed -$13.2M
WUBA
3647
DELISTED
58.com Inc
WUBA
– –
-140,400
Closed -$11.2M
FNJN
3648
DELISTED
Finjan Holdings, Inc.
FNJN
– –
-237,600
Closed -$772K
PTLA
3649
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
– –
-366,400
Closed -$12M
IBKC
3650
DELISTED
IBERIABANK Corp
IBKC
– –
-98,248
Closed -$7.66M
144 145
146
147 148

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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.