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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
OCIP
3701
DELISTED
OCI Partners LP
OCIP
– –
-38,388
Closed -$441K
VCO
3702
DELISTED
Vina Concha Y Toro 50 Shrs
VCO
– –
-9,800
Closed -$408K
VII
3703
DELISTED
Vicon Industries, Inc.
VII
– –
-214,600
Closed -$65K
FNBG
3704
DELISTED
FNB Bancorp Common Stock
FNBG
– –
-65,600
Closed -$2.41M
WGL
3705
DELISTED
Wgl Holdings
WGL
– –
-831,300
Closed -$73.8M
HCOM
3706
DELISTED
Hawaiian Telcom Holdco, Inc
HCOM
– –
-530,000
Closed -$15.3M
IPCC
3707
DELISTED
Infinity Property & Casualty C
IPCC
– –
-371,842
Closed -$52.9M
KND
3708
DELISTED
Kindred Healthcare
KND
– –
-1,803,600
Closed -$16.2M
VIIX
3709
DELISTED
VelocityShares VIX Short Term ETN
VIIX
– –
-2,180
Closed -$170K
GGP
3710
DELISTED
GGP Inc.
GGP
– –
-4,207,738
Closed -$86M
NLSN
3711
DELISTED
Nielsen Holdings plc
NLSN
– –
-480,200
Closed -$14.9M
AOI
3712
DELISTED
Alliance One International
AOI
– –
-269,880
Closed -$4.28M
WPZ
3713
DELISTED
Williams Partners L.P.
WPZ
– –
-48,934
Closed -$1.99M
DCT
3714
DELISTED
DCT Industrial Trust Inc.
DCT
– –
-1,263,375
Closed -$84.3M
TVIX
3715
DELISTED
VelocityShares Daily 2x VIX Short Term ETN
TVIX
– –
-776
Closed -$409K
CALI
3716
DELISTED
China Auto Logistics Inc
CALI
– –
-141,200
Closed -$322K
SIVB
3717
DELISTED
SVB Financial Group
SIVB
– –
-71,170
Closed -$20.6M
FM
3718
DELISTED
iShares Frontier and Select EM ETF
FM
– –
-20,700
Closed -$596K
UFS
3719
DELISTED
DOMTAR CORPORATION (New)
UFS
– –
-223,442
Closed -$10.7M
UN
3720
DELISTED
Unilever NV New York Registry Shares
UN
– –
-298,200
Closed -$16.6M
VRML
3721
DELISTED
Vermillion, Inc.
VRML
– –
-19,299
Closed -$15K
GG
3722
DELISTED
Goldcorp Inc
GG
– –
-637,799
Closed -$8.74M
CQH
3723
DELISTED
Cheniere Energy Partners LP Holdings LLC
CQH
– –
-389,600
Closed -$12.3M
RENX
3724
DELISTED
RELX N.V.
RENX
– –
-345,979
Closed -$7.38M
MTGE
3725
DELISTED
MTGE Investment Corp. Common Stock
MTGE
– –
-227,200
Closed -$4.45M
146 147 148
149
150

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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.