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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
+15.23%
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
$110B
AUM Growth
+$18.7B
Cap. Flow
+$7.09B
Cap. Flow %
6.45%
Top 10 Hldgs %
8.73%
Holding
3,883
New
532
Increased
1,751
Reduced
1,105
Closed
465

Top Buys

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$618M
2
VALE icon
Vale
VALE
+$332M
3
CELG
Celgene Corp
CELG
+$309M
4
CME icon
CME Group
CME
+$306M
5
AMZN icon
Amazon
AMZN
+$290M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$435M
2
META icon
Meta Platforms (Facebook)
META
+$342M
3
CCI icon
Crown Castle
CCI
+$244M
4
SLB icon
SLB Ltd
SLB
+$229M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$190M

Sector Composition

Rank Sector Weight
1 Healthcare 16.17%
2 Technology 14.41%
3 Consumer Discretionary 10.61%
4 Financials 10.51%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMBR
3776
DELISTED
Timber Pharmaceuticals, Inc.
TMBR
– –
-37
Closed -$59K
EPZM
3777
DELISTED
Epizyme, Inc
EPZM
– –
-170,388
Closed -$1.05M
MTOR
3778
DELISTED
MERITOR, Inc.
MTOR
– –
-315,400
Closed -$5.33M
XELA
3779
DELISTED
Exela Technologies, Inc. Common Stock
XELA
– –
-4
Closed -$184K
CDK
3780
DELISTED
CDK Global, Inc.
CDK
– –
-229,200
Closed -$11M
COHR
3781
DELISTED
Coherent Inc
COHR
– –
-1,900
Closed -$201K
JP
3782
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
– –
-33,900
Closed -$149K
SFUN
3783
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
– –
-7,970
Closed -$570K
RESN
3784
DELISTED
Resonant Inc.
RESN
– –
-89,900
Closed -$120K
ARNA
3785
DELISTED
Arena Pharmaceuticals Inc
ARNA
– –
-52,368
Closed -$2.04M
TGP
3786
DELISTED
Teekay LNG Partners L.P.
TGP
– –
-141,500
Closed -$1.56M
KSU
3787
DELISTED
Kansas City Southern
KSU
– –
-287,100
Closed -$27.4M
MDP
3788
DELISTED
Meredith Corporation
MDP
– –
-45,800
Closed -$2.38M
INOV
3789
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
– –
-24,300
Closed -$345K
ADMS
3790
DELISTED
Adamas Pharmaceuticals
ADMS
– –
-329,081
Closed -$2.81M
CAI
3791
DELISTED
CAI International, Inc.
CAI
– –
-14,695
Closed -$341K
MMAC
3792
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
– –
-10,888
Closed -$274K
CMD
3793
DELISTED
Cantel Medical Corporation
CMD
– –
-75,025
Closed -$5.59M
CUB
3794
DELISTED
Cubic Corporation
CUB
– –
-110,900
Closed -$5.96M
TIF
3795
DELISTED
Tiffany & Co.
TIF
– –
-366,022
Closed -$29.5M
DNKN
3796
DELISTED
Dunkin' Brands Group, Inc.
DNKN
– –
-374,400
Closed -$24M
FRAN
3797
DELISTED
Francesca's Holdings Corporation
FRAN
– –
-115,267
Closed -$1.34M
MR
3798
DELISTED
Montage Resources Corporation Common Stock
MR
– –
-13,139
Closed -$207K
VSLR
3799
DELISTED
VIVINT SOLAR, INC.
VSLR
– –
-59,524
Closed -$227K
SMRT
3800
DELISTED
Stein Mart Inc
SMRT
– –
-78,858
Closed -$84K
150 151
152
153 154

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Jim Simons's Q1 2019 Portfolio in Review

As of Q1 2019, Jim Simons held 3,883 positions worth $110B, up 20% from $91.3B the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Jim Simons deployed $7.09B of net new capital in Q1 2019, opening 532 new positions and adding to 1,751 existing holdings. Its largest new stake was Amazon: 3,483,100 shares worth $310M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $342M trimmed.

  • Jim Simons's largest Q1 2019 buy was Amazon: 3,483,100 shares worth $310M.
  • Jim Simons added most to Starbucks in Q1 2019, an estimated $618M increase.
  • Jim Simons's biggest Q1 2019 reduction was Meta Platforms (Facebook), cutting an estimated $342M.
  • Jim Simons fully exited Apple in Q1 2019, selling an estimated $435M.
  • Jim Simons's ten largest holdings make up 8.7% of its $110B portfolio in Q1 2019.
  • Jim Simons opened 532 new positions and closed 465 in Q1 2019.
  • Jim Simons's portfolio value rose 20% quarter-over-quarter to $110B.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.