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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
CHUBK
3701
DELISTED
CommerceHub, Inc. Series C Common Stock
CHUBK
– –
-1,058,400
Closed -$23.8M
ZAIS
3702
DELISTED
ZAIS Group Holdings, Inc.
ZAIS
– –
-31,900
Closed -$129K
FSNN
3703
DELISTED
Fusion Connect, Inc. Common Stock
FSNN
– –
-15,400
Closed -$75K
PQ
3704
DELISTED
Petroquest Energy Inc Wd
PQ
– –
-660,925
Closed -$384K
IPXL
3705
DELISTED
Impax Laboratories, Inc.
IPXL
– –
-341,200
Closed -$6.64M
MULE
3706
DELISTED
MuleSoft, Inc.
MULE
– –
-462,200
Closed -$20.3M
STB
3707
DELISTED
Student Transportation Inc
STB
– –
-1,374,053
Closed -$10.3M
BUFF
3708
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
– –
-185,700
Closed -$7.39M
WLB
3709
DELISTED
Westmoreland Coal Company
WLB
– –
-117,800
Closed -$48K
HTM
3710
DELISTED
U.S. Geothermal Inc.
HTM
– –
-100,949
Closed -$541K
CGNT
3711
DELISTED
Cogentix Medical, Inc.
CGNT
– –
-1,005,137
Closed -$3.87M
BSF
3712
DELISTED
Bear State Financial, Inc.
BSF
– –
-357,274
Closed -$3.66M
NRCIB
3713
DELISTED
National Research Corp Class B
NRCIB
– –
-17,000
Closed -$847K
SPIL
3714
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
– –
-2,229,069
Closed -$19.3M
BYBK
3715
DELISTED
Bay Bancorp, Inc.
BYBK
– –
-35,400
Closed -$473K
DYN
3716
DELISTED
Dynegy, Inc.
DYN
– –
-658,614
Closed -$8.9M
FOGO
3717
DELISTED
Fogo de Chao, Inc. Common Stock
FOGO
– –
-265,400
Closed -$4.18M
CALD
3718
DELISTED
Callidus Software, Inc.
CALD
– –
-1,724,000
Closed -$62M
JRJR
3719
DELISTED
JRjr33, Inc.
JRJR
– –
-308,559
Closed -$40K
UGAZ
3720
DELISTED
VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2
UGAZ
– –
-1,041
Closed -$605K
MACK
3721
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
– –
-294,997
Closed -$1.87M
BXE
3722
DELISTED
Bellatrix Exploration Ltd.
BXE
– –
-172,383
Closed -$186K
ZGNX
3723
DELISTED
Zogenix, Inc.
ZGNX
– –
-67,387
Closed -$2.7M
RAS
3724
DELISTED
RAIT Financial Trust
RAS
– –
-3,209,100
Closed -$518K
XL
3725
DELISTED
XL Group Ltd.
XL
– –
-13,900
Closed -$768K
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.