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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
+6.82%
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
$97.3B
AUM Growth
+$5.53B
(+6%)
Cap. Flow
+$1.37B
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
9.68%
Holding
3,734
New
508
Increased
1,623
Reduced
1,169
Closed
410
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$327M |
| 2 |
Chipotle Mexican Grill
CMG
|
+$271M |
| 3 |
Chevron
CVX
|
+$264M |
| 4 |
JPMorgan Chase
JPM
|
+$233M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$224M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$707M |
| 2 |
Johnson & Johnson
JNJ
|
+$396M |
| 3 |
Amazon
AMZN
|
+$312M |
| 4 |
Walmart Inc
WMT
|
+$285M |
| 5 |
Intuitive Surgical
ISRG
|
+$262M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.73% |
| 2 | Technology | 14.98% |
| 3 | Financials | 10.9% |
| 4 | Consumer Discretionary | 8.96% |
| 5 | Real Estate | 8.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
901
Ametek
AME
$59.3B
| $21.2M | 0.02% |
267,850
-297,900
| -53% | -$22.8M |
|
902
Natural Health Trends
NHTC
$15.4M
| $21.2M | 0.02% |
909,500
+5,100
| +0.6% | +$125K |
|
903
QCR Holdings
QCRH
$1.73B
| $21.2M | 0.02% |
518,100
+7,400
| +1% | +$330K |
|
904
IPG Photonics
IPGP
$3.71B
| $21.1M | 0.02% |
+135,000
| New | +$25.1M |
|
905
Mativ Holdings
MATV
$690M
| $21.1M | 0.02% |
549,500
-54,000
| -9% | -$2.24M |
|
906
Titan International
TWI
$450M
| $21M | 0.02% |
2,824,100
-43,000
| -1% | -$365K |
|
|
UBA
907
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $20.9M | 0.02% |
982,817
+138,417
| +16% | +$3.06M |
|
908
Enterprise Financial Services Corp
EFSC
$2.41B
| $20.9M | 0.02% |
393,200
+46,600
| +13% | +$2.59M |
|
|
MGP
909
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $20.8M | 0.02% |
706,800
+148,400
| +27% | +$4.46M |
|
|
RFP
910
DELISTED
Resolute Forest Products Inc.
RFP
| $20.8M | 0.02% |
1,603,017
+344,217
| +27% | +$4.31M |
|
|
ZIXI
911
DELISTED
Zix Corporation
ZIXI
| $20.7M | 0.02% |
3,735,300
+30,900
| +0.8% | +$171K |
|
912
UFP Technologies
UFPT
$2.5B
| $20.7M | 0.02% |
563,600
-5,500
| -1% | -$190K |
|
|
AHL
913
DELISTED
ASPEN Insurance Holding Limited
AHL
| $20.6M | 0.02% |
493,400
+155,600
| +46% | +$6.21M |
|
914
Alamos Gold
AGI
$14B
| $20.6M | 0.02% |
4,472,171
+150,500
| +3% | +$741K |
|
915
Northern Trust
NTRS
$35B
| $20.5M | 0.02% |
200,998
+61,300
| +44% | +$6.56M |
|
916
Moody's
MCO
$82.8B
| $20.5M | 0.02% |
122,700
-199,600
| -62% | -$35.1M |
|
|
CMO
917
DELISTED
Capstead Mortgage Corp.
CMO
| $20.5M | 0.02% |
2,586,800
+283,154
| +12% | +$2.39M |
|
|
CVA
918
DELISTED
Covanta Holding Corporation
CVA
| $20.4M | 0.02% |
1,257,616
+128,600
| +11% | +$2.2M |
|
|
ACC
919
DELISTED
American Campus Communities, Inc.
ACC
| $20.4M | 0.02% |
496,228
+259,628
| +110% | +$10.9M |
|
920
AGCO
AGCO
$7.11B
| $20.4M | 0.02% |
335,900
-51,400
| -13% | -$3.11M |
|
|
SINA
921
DELISTED
Sina Corp
SINA
| $20.4M | 0.02% |
293,000
+81,300
| +38% | +$6.09M |
|
922
Blackstone Mortgage Trust
BXMT
$2.41B
| $20.3M | 0.02% |
606,580
-296,200
| -33% | -$9.89M |
|
|
GOGL
923
DELISTED
Golden Ocean Group
GOGL
| $20.3M | 0.02% |
2,065,282
+534,636
| +35% | +$4.84M |
|
924
World Acceptance Corp
WRLD
$884M
| $20.3M | 0.02% |
177,525
+34,000
| +24% | +$3.9M |
|
|
WMC
925
DELISTED
Western Asset Mortgage Capital Corporation
WMC
| $20.2M | 0.02% |
201,991
+66,181
| +49% | +$7.17M |
|
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QCM
Jim Simons's Q3 2018 Portfolio in Review
As of Q3 2018, Jim Simons held 3,734 positions worth $97.3B, up 6% from $91.7B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.
Jim Simons's Q3 2018 filing shows 508 new, 1,623 increased, 1,169 reduced and 410 closed positions. Its largest new stake was JPMorgan Chase: 2,054,913 shares worth $232M. The largest sale was Apple, an estimated $707M.
By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 18% a quarter earlier, followed by Technology and Financials.
- Jim Simons's largest Q3 2018 buy was JPMorgan Chase: 2,054,913 shares worth $232M.
- Jim Simons added most to Twenty-First Century Fox, Inc. Class A in Q3 2018, an estimated $327M increase.
- Jim Simons's biggest Q3 2018 reduction was Johnson & Johnson, cutting an estimated $396M.
- Jim Simons fully exited Apple in Q3 2018, selling an estimated $707M.
- Jim Simons's ten largest holdings make up 9.7% of its $97.3B portfolio in Q3 2018.
- Jim Simons opened 508 new positions and closed 410 in Q3 2018.
- Jim Simons's portfolio value rose 6% quarter-over-quarter to $97.3B.
Based on Renaissance Technologies's 13F filing for Q3 2018, filed 13 Nov 2018.