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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
LMST
3626
DELISTED
Limestone Bancorp, Inc. Common Stock
LMST
– –
-13,300
Closed -$203K
AGFS
3627
DELISTED
AgroFresh Solutions Inc
AGFS
– –
-39,650
Closed -$278K
MYOV
3628
DELISTED
Myovant Sciences Ltd.
MYOV
– –
-13,000
Closed -$297K
IVC
3629
DELISTED
Invacare Corporation
IVC
– –
-338,600
Closed -$6.3M
PRTY
3630
DELISTED
Party City Holdco Inc.
PRTY
– –
-265,700
Closed -$4.05M
RSX
3631
DELISTED
VanEck Russia ETF
RSX
– –
-77,600
Closed -$1.65M
HIL
3632
DELISTED
Hill International, Inc. Common Stock
HIL
– –
-405,000
Closed -$2.39M
ELOX
3633
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
– –
-250
Closed -$171K
TWTR
3634
DELISTED
Twitter, Inc.
TWTR
– –
-577,400
Closed -$25.2M
GBT
3635
DELISTED
Global Blood Therapeutics, Inc.
GBT
– –
-217,700
Closed -$9.84M
MANT
3636
DELISTED
Mantech International Corp
MANT
– –
-23,800
Closed -$1.28M
COHR
3637
DELISTED
Coherent Inc
COHR
– –
-152,900
Closed -$23.9M
ZNGA
3638
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
– –
-3,688,500
Closed -$15M
JOBS
3639
DELISTED
51job Inc
JOBS
– –
-58,400
Closed -$5.7M
NUAN
3640
DELISTED
Nuance Communications, Inc.
NUAN
– –
-18,082
Closed -$217K
RRD
3641
DELISTED
RR Donnelley & Sons Co.
RRD
– –
-164,675
Closed -$949K
DRNA
3642
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
– –
-71,100
Closed -$871K
NWHM
3643
DELISTED
THE NEW HOME COMPANY INC.
NWHM
– –
-80,100
Closed -$799K
AMRB
3644
DELISTED
American River Bankshares
AMRB
– –
-12,700
Closed -$201K
HOME
3645
DELISTED
At Home Group Inc.
HOME
– –
-202,400
Closed -$7.92M
PRAH
3646
DELISTED
PRA Health Sciences, Inc.
PRAH
– –
-105,400
Closed -$9.84M
TCCO
3647
DELISTED
Technical Communications Corporation
TCCO
– –
-17,800
Closed -$78K
CXO
3648
DELISTED
CONCHO RESOURCES INC.
CXO
– –
-399,100
Closed -$55.2M
GLIBA
3649
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
– –
-258,910
Closed -$11.7M
MYOK
3650
DELISTED
MyoKardia, Inc. Common Stock
MYOK
– –
-37,400
Closed -$1.86M
144 145
146
147 148

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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.