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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
QHC
3651
DELISTED
Quorum Health Corporation
QHC
– –
-229,300
Closed -$1.88M
PEGI
3652
DELISTED
Pattern Energy Group Inc. Class A
PEGI
– –
-11,500
Closed -$199K
ZAYO
3653
DELISTED
Zayo Group Holdings, Inc.
ZAYO
– –
-437,800
Closed -$15M
CHKR
3654
DELISTED
CHESAPEAKE GRANITE WASH TRUST
CHKR
– –
-80,100
Closed -$100K
MDR
3655
DELISTED
McDermott International
MDR
– –
-2,062,933
Closed -$37.7M
BOLD
3656
DELISTED
Audentes Therapeutics, Inc
BOLD
– –
-74,600
Closed -$2.24M
GWR
3657
DELISTED
Genesee & Wyoming Inc.
GWR
– –
-214,450
Closed -$15.2M
LKSD
3658
DELISTED
LSC Communications, Inc.
LKSD
– –
-138,300
Closed -$2.41M
STI
3659
DELISTED
SunTrust Banks, Inc.
STI
– –
-68,817
Closed -$4.68M
OTIV
3660
DELISTED
OTI On Track Innovations Ltd
OTIV
– –
-14,200
Closed -$14K
VSM
3661
DELISTED
Versum Materials, Inc.
VSM
– –
-109,600
Closed -$4.12M
BT
3662
DELISTED
BT Group plc (ADR)
BT
– –
-176,300
Closed -$2.85M
ASV
3663
DELISTED
ASV Holdings, Inc. Common Stock
ASV
– –
-17,400
Closed -$126K
YRIV
3664
DELISTED
Yangtze River Port and Logistics Limited Common Stock
YRIV
– –
-21,961
Closed -$90K
APC
3665
DELISTED
Anadarko Petroleum
APC
– –
-39,300
Closed -$2.37M
TCF
3666
DELISTED
TCF Financial Corporation Common Stock
TCF
– –
-15,269
Closed -$835K
LLL
3667
DELISTED
L3 Technologies, Inc.
LLL
– –
-376,000
Closed -$78.2M
TVPT
3668
DELISTED
Travelport Worldwide Limited
TVPT
– –
-894,800
Closed -$14.6M
AKAO
3669
DELISTED
Achaogen Inc
AKAO
– –
-423,800
Closed -$5.49M
TLP
3670
DELISTED
Transmontaigne
TLP
– –
-15,800
Closed -$565K
GNBC
3671
DELISTED
Green Bancorp, Inc
GNBC
– –
-10,600
Closed -$236K
ECYT
3672
DELISTED
Endocyte, Inc. Common Stock
ECYT
– –
-194,500
Closed -$1.77M
ESRX
3673
DELISTED
Express Scripts Holding Company
ESRX
– –
-1,398,039
Closed -$96.6M
EEQ
3674
DELISTED
Enbridge Energy Management Llc
EEQ
– –
-345,811
Closed -$2.95M
MITL
3675
DELISTED
Mitel Networks Corporation
MITL
– –
-1,194,155
Closed -$11.1M
145 146
147
148 149

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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.