We are live on ! Find out more
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
FCB
3676
DELISTED
FCB Financial Holdings, Inc.
FCB
– –
-103,851
Closed -$6.11M
ANW
3677
DELISTED
Aegean Marine Petroleum Network
ANW
– –
-94,855
Closed -$63K
PX
3678
DELISTED
Praxair Inc
PX
– –
-188,500
Closed -$29.8M
PF
3679
DELISTED
Pinnacle Foods, Inc.
PF
– –
-269,500
Closed -$17.5M
PERY
3680
DELISTED
Perry Ellis International Inc
PERY
– –
-408,500
Closed -$11.1M
AAV
3681
DELISTED
Advantage Oil & Gas Ltd
AAV
– –
-334,400
Closed -$1.04M
EGLT
3682
DELISTED
Egalet Corporation
EGLT
– –
-1,499,800
Closed -$632K
ELON
3683
DELISTED
Echelon Corp
ELON
– –
-298,600
Closed -$2.46M
UCBA
3684
DELISTED
United Community Bancorp
UCBA
– –
-42,100
Closed -$1.15M
CHFN
3685
DELISTED
Charter Financial Corp
CHFN
– –
-1,065,459
Closed -$25.7M
STDY
3686
DELISTED
SteadyMed Ltd
STDY
– –
-298,562
Closed -$1.34M
SIGM
3687
DELISTED
Sigma Designs Inc
SIGM
– –
-2,575,000
Closed -$15.7M
SHLM
3688
DELISTED
Schulman (A.) Inc
SHLM
– –
-578,900
Closed -$25.8M
FFKT
3689
DELISTED
Farmers Capital Bank Corp
FFKT
– –
-381,300
Closed -$19.9M
MATR
3690
DELISTED
Mattersight Corp.
MATR
– –
-657,100
Closed -$1.76M
XPLR
3691
DELISTED
Xplore Technologies Corp.
XPLR
– –
-277,810
Closed -$1.07M
JNP
3692
DELISTED
Juniper Pharmaceuticals, Inc. Common Stock
JNP
– –
-752,173
Closed -$6.54M
CPLA
3693
DELISTED
Capella Education Company
CPLA
– –
-933,700
Closed -$92.2M
FMI
3694
DELISTED
Foundation Medicine, Inc.
FMI
– –
-29,400
Closed -$4.02M
NSM
3695
DELISTED
Nationstar Mortgage Holdings
NSM
– –
-147,800
Closed -$2.59M
IMNP
3696
DELISTED
Immune Pharmaceuticals Inc.
IMNP
– –
-138,205
Closed -$26K
RSPP
3697
DELISTED
RSP Permian, Inc.
RSPP
– –
-424,100
Closed -$18.7M
FNGN
3698
DELISTED
Financial Engines, Inc.
FNGN
– –
-701,900
Closed -$31.5M
VR
3699
DELISTED
Validus Hold Ltd
VR
– –
-1,277,500
Closed -$86.4M
BWP
3700
DELISTED
Boardwalk Pipeline Partners
BWP
– –
-706,168
Closed -$8.21M
146 147
148
149 150

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.