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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
DNR
3801
DELISTED
Denbury Resources, Inc.
DNR
– –
-3,931,035
Closed -$6.72M
NE
3802
DELISTED
Noble Corporation
NE
– –
-229,300
Closed -$601K
FNJN
3803
DELISTED
Finjan Holdings, Inc.
FNJN
– –
-90,900
Closed -$228K
CHK
3804
DELISTED
Chesapeake Energy Corporation
CHK
– –
-21,276
Closed -$8.94M
I
3805
DELISTED
INTELSAT S. A.
I
– –
-1,720,001
Closed -$36.8M
INAP
3806
DELISTED
Internap Corporation
INAP
– –
-151,030
Closed -$627K
WCG
3807
DELISTED
Wellcare Health Plans, Inc.
WCG
– –
-157,500
Closed -$37.2M
ARQL
3808
DELISTED
Arqule Inc
ARQL
– –
-79,325
Closed -$220K
ANFI
3809
DELISTED
AMIRA NATURE FOODS LTD
ANFI
– –
-86,709
Closed -$36K
ONCE
3810
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
– –
-322,962
Closed -$12.6M
STI
3811
DELISTED
SunTrust Banks, Inc.
STI
– –
-680,556
Closed -$34.3M
NVTR
3812
DELISTED
Nuvectra Corporation Common Stock
NVTR
– –
-96,800
Closed -$1.58M
DFRG
3813
DELISTED
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
– –
-702,700
Closed -$5.02M
AMR
3814
DELISTED
Alta Mesa Resources Inc
AMR
– –
-1,625,700
Closed -$1.63M
ASV
3815
DELISTED
ASV Holdings, Inc. Common Stock
ASV
– –
-13,100
Closed -$26K
APU
3816
DELISTED
AmeriGas Partners, L.P.
APU
– –
-247,400
Closed -$6.26M
YOGA
3817
DELISTED
YogaWorks, Inc. Common Stock
YOGA
– –
-21,500
Closed -$11K
YUMA
3818
DELISTED
Yuma Energy Inc
YUMA
– –
-2,967
Closed -$7K
LABL
3819
DELISTED
Multi-Color Corp
LABL
– –
-32,100
Closed -$1.13M
SXCP
3820
DELISTED
SunCoke Energy Partners, L.P.
SXCP
– –
-19,800
Closed -$211K
LGCY
3821
DELISTED
Legacy Reserves Inc. Common Stock
LGCY
– –
-338,400
Closed -$521K
TISA
3822
DELISTED
TOP Image Systems Ltd
TISA
– –
-180,200
Closed -$90K
RDC
3823
DELISTED
Rowan Companies Plc
RDC
– –
-1,556,800
Closed -$13.1M
ACET
3824
DELISTED
Aceto Corp
ACET
– –
-1,463,530
Closed -$1.23M
ORM
3825
DELISTED
Owens Realty Mortgage, Inc.
ORM
– –
-106,000
Closed -$1.99M
151 152
153
154 155

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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.