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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
CORI
3676
DELISTED
Corium International, Inc.
CORI
– –
-96,700
Closed -$1.11M
COL
3677
DELISTED
Rockwell Collins
COL
– –
-465,700
Closed -$62.8M
EDR
3678
DELISTED
Education Realty Trust Inc
EDR
– –
-47,100
Closed -$1.54M
PAY
3679
DELISTED
Verifone Systems Inc
PAY
– –
-266,519
Closed -$4.1M
TAX
3680
DELISTED
Liberty Tax, Inc. Class A
TAX
– –
-46,800
Closed -$473K
QCP
3681
DELISTED
Quality Care Properties, Inc.
QCP
– –
-39,500
Closed -$767K
TIG
3682
DELISTED
TiGenix American Depositary Shares
TIG
– –
-6,800
Closed -$294K
ANTH
3683
DELISTED
Anthera Pharmaceuticals, Inc.
ANTH
– –
-414,425
Closed -$132K
KYO
3684
DELISTED
Kyocera Adr
KYO
– –
-573,899
Closed -$32.6M
ALOG
3685
DELISTED
Analogic Corp
ALOG
– –
-313,039
Closed -$30M
FCRE
3686
DELISTED
FC Global Realty Incorporated Common Stock
FCRE
– –
-11,500
Closed -$9K
RPXC
3687
DELISTED
RPX Corporation
RPXC
– –
-3,445,900
Closed -$36.8M
FINL
3688
DELISTED
Finish Line
FINL
– –
-616,732
Closed -$8.35M
TWX
3689
DELISTED
Time Warner Inc
TWX
– –
-1,417,934
Closed -$134M
LAYN
3690
DELISTED
Layne Christensen Co
LAYN
– –
-891,600
Closed -$13.3M
MON
3691
DELISTED
Monsanto Co
MON
– –
-1,834,000
Closed -$214M
CXRX
3692
DELISTED
Concordia International Corp. Common Stock
CXRX
– –
-719,079
Closed -$350K
OA
3693
DELISTED
Orbital ATK, Inc.
OA
– –
-186,412
Closed -$24.7M
BGC
3694
DELISTED
General Cable Corporation
BGC
– –
-991,864
Closed -$29.4M
GXP
3695
DELISTED
Great Plains Energy Incorporated
GXP
– –
-1,932,300
Closed -$61.4M
AHGP
3696
DELISTED
Alliance Holdings GP
AHGP
– –
-104,500
Closed -$2.61M
LQ
3697
DELISTED
La Quinta Holdings Inc.
LQ
– –
-860,600
Closed -$16.3M
HDNG
3698
DELISTED
Hardinge Inc
HDNG
– –
-323,300
Closed -$5.92M
ACFC
3699
DELISTED
Atlantic Coast Financial Corporation
ACFC
– –
-408,800
Closed -$4.21M
CHUBA
3700
DELISTED
CommerceHub, Inc. Series A Common Stock
CHUBA
– –
-677,700
Closed -$15.2M
146 147
148
149 150

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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.