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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
IMPV
3851
DELISTED
Imperva, Inc.
IMPV
– –
-318,247
Closed -$17.7M
HDP
3852
DELISTED
Hortonworks, Inc.
HDP
– –
-700,200
Closed -$10.1M
FBR
3853
DELISTED
Fibria Celulose Sa
FBR
– –
-9,741,228
Closed -$168M
RHE
3854
DELISTED
Regional Health Properties, Inc.
RHE
– –
-9,116
Closed -$14K
ESES
3855
DELISTED
Eco-Stim Energy Solutions Inc. Common Stock
ESES
– –
-80,837
Closed -$5K
GNBC
3856
DELISTED
Green Bancorp, Inc
GNBC
– –
-91,200
Closed -$1.56M
STBZ
3857
DELISTED
State Bank Financial Corporation. Common Stock
STBZ
– –
-580,700
Closed -$12.5M
SCG
3858
DELISTED
Scana
SCG
– –
-10,200
Closed -$487K
GBNK
3859
DELISTED
Guaranty Bancorp
GBNK
– –
-1,028,920
Closed -$21.4M
GOV
3860
DELISTED
Government Properties Income Trust
GOV
– –
-797,670
Closed -$5.48M
FCB
3861
DELISTED
FCB Financial Holdings, Inc.
FCB
– –
-189,352
Closed -$6.36M
WIN
3862
DELISTED
Windstream Holdings Inc
WIN
– –
-1,723,408
Closed -$3.6M
UGAZ
3863
DELISTED
VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2
UGAZ
– –
-1,971
Closed -$795K
OHGI
3864
DELISTED
One Horizon Group, Inc.
OHGI
– –
-477,100
Closed -$43K
TEUM
3865
DELISTED
Pareteum Corporation
TEUM
– –
-204,600
Closed -$346K
PTX
3866
DELISTED
Pernix Therapeutics Holdings, Inc.
PTX
– –
-1,145,996
Closed -$481K
CRC
3867
DELISTED
California Resources Corporation
CRC
– –
-1,068,814
Closed -$18.2M
BEAT
3868
DELISTED
BioTelemetry, Inc.
BEAT
– –
-263,420
Closed -$15.7M
PHIIK
3869
DELISTED
PHI, Inc. Non-Voting Common Stock
PHIIK
– –
-581,690
Closed -$1.08M
MNTX
3870
DELISTED
Manitex International, Inc.
MNTX
– –
-29,700
Closed -$169K
PSXP
3871
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
– –
-84,600
Closed -$3.56M
TI
3872
DELISTED
Telecom Italia
TI
– –
-17,900
Closed -$99K
PGLC
3873
DELISTED
Pershing Gold Corporation. Common Stock
PGLC
– –
-188,360
Closed -$200K
NSU
3874
DELISTED
Nevsun Resources Ltd.
NSU
– –
-2,132,100
Closed -$9.34M
AST
3875
DELISTED
Asterias Biotherapeutics Inc. Series A
AST
– –
-332,333
Closed -$206K
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.