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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
IDTI
3826
DELISTED
Integrated Device Technology I
IDTI
– –
-150,600
Closed -$7.29M
DDE
3827
DELISTED
Dover Downs Gaming & Entertain
DDE
– –
-776,200
Closed -$2.15M
CLD
3828
DELISTED
Cloud Peak Energy Inc
CLD
– –
-7,016,967
Closed -$2.57M
MBFI
3829
DELISTED
MB Financial Corp
MBFI
– –
-180,693
Closed -$7.16M
TFCF
3830
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
– –
-4,800
Closed -$229K
ESL
3831
DELISTED
Esterline Technologies
ESL
– –
-4,600
Closed -$559K
CIVI
3832
DELISTED
Civitas Solutions, Inc.
CIVI
– –
-84,100
Closed -$1.47M
GZT
3833
DELISTED
Gazit-globe Ltd
GZT
– –
-98,820
Closed -$686K
SPA
3834
DELISTED
Sparton
SPA
– –
-513,235
Closed -$9.34M
ITG
3835
DELISTED
Investment Technology Group Inc
ITG
– –
-829,400
Closed -$25.1M
BNCL
3836
DELISTED
Beneficial Bancorp, Inc.
BNCL
– –
-4,121,882
Closed -$58.9M
NXEO
3837
DELISTED
Nexeo Solutions, Inc. Common Stock
NXEO
– –
-499,500
Closed -$4.29M
TAHO
3838
DELISTED
Tahoe Resources Inc
TAHO
– –
-60,600
Closed -$221K
NXTM
3839
DELISTED
NxStage Medical Inc.
NXTM
– –
-332,783
Closed -$9.52M
ORBK
3840
DELISTED
Orbotech Ltd
ORBK
– –
-1,609,312
Closed -$91M
EMITF
3841
DELISTED
Elbit Imaging Ltd
EMITF
– –
-51,713
Closed -$67K
P
3842
DELISTED
Pandora Media Inc
P
– –
-5,269,555
Closed -$42.6M
SEND
3843
DELISTED
SendGrid, Inc.
SEND
– –
-408,600
Closed -$17.6M
VVC
3844
DELISTED
Vectren Corporation
VVC
– –
-2,009,903
Closed -$145M
ESIO
3845
DELISTED
Electro Scientific Industries
ESIO
– –
-1,591,620
Closed -$47.7M
ESND
3846
DELISTED
Essendant Inc.
ESND
– –
-87,530
Closed -$1.1M
ANCX
3847
DELISTED
Access National Corp
ANCX
– –
-389,205
Closed -$8.3M
VXZ
3848
DELISTED
iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019
VXZ
– –
-10,400
Closed -$231K
BOJA
3849
DELISTED
Bojangles', Inc. Common Stock
BOJA
– –
-121,300
Closed -$1.95M
CVRR
3850
DELISTED
CVR Refining, LP
CVRR
– –
-544,335
Closed -$5.68M
152 153
154
155 156

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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.