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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
ATVI
3726
DELISTED
Activision Blizzard
ATVI
– –
-1,204,798
Closed -$81.3M
EBIX
3727
DELISTED
Ebix Inc
EBIX
– –
-22,680
Closed -$1.69M
YELL
3728
DELISTED
Yellow Corporation Common Stock
YELL
– –
-139,500
Closed -$1.23M
HSKA
3729
DELISTED
Heska Corp
HSKA
– –
-49,199
Closed -$3.89M
ERUS
3730
DELISTED
iShares MSCI Russia ETF
ERUS
– –
-32,400
Closed -$1.18M
WLH
3731
DELISTED
WILLIAM LYON HOMES
WLH
– –
-22,300
Closed -$613K
SHPG
3732
DELISTED
Shire pic
SHPG
– –
-188,677
Closed -$28.2M
ZX
3733
DELISTED
China Zenix Auto Internatl Ltd
ZX
– –
-137,800
Closed -$152K
WR
3734
DELISTED
Westar Energy Inc
WR
– –
-4,205,800
Closed -$221M
SGY
3735
DELISTED
Stone Energy
SGY
– –
-450,100
Closed -$16.7M
DCM
3736
DELISTED
NTT DOCOMO, Inc.
DCM
– –
-3,918,400
Closed -$100M
PGEM
3737
DELISTED
Ply Gem Holdings, Inc.
PGEM
– –
-1,611,200
Closed -$34.8M
FAC
3738
DELISTED
First Acceptance Corp.
FAC
– –
-133,000
Closed -$113K
MSFG
3739
DELISTED
MainSource Financial Group Inc
MSFG
– –
-399,700
Closed -$16.2M
TNH
3740
DELISTED
Terra Nitrogen
TNH
– –
-30,724
Closed -$2.58M
CSBK
3741
DELISTED
Clifton Bancorp Inc.
CSBK
– –
-1,849,162
Closed -$28.9M
ULQ
3742
DELISTED
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
– –
-176,200
Closed -$8.85M
HAWK
3743
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
– –
-437,463
Closed -$19.6M
OIL
3744
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
– –
-102,200
Closed -$747K
IMH
3745
DELISTED
Impac Mortgage Holdings Inc.
IMH
– –
-12,590
Closed -$99K
RHT
3746
DELISTED
Red Hat Inc
RHT
– –
-4,700
Closed -$703K
CIT
3747
DELISTED
CIT Group Inc.
CIT
– –
-156,370
Closed -$8.05M
SBB
3748
DELISTED
SUSSEX BANCORP
SBB
– –
-42,946
Closed -$1.31M
HR
3749
DELISTED
Healthcare Realty Trust Incorporated
HR
– –
-12,800
Closed -$355K
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.