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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 | |
|---|---|---|---|---|---|---|
1051
InterContinental Hotels
IHG
$23.9B
| $16.5M | 0.02% |
249,153
-111,910
| -31% | -$7.34M |
|
|
INFO
1052
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $16.5M | 0.02% |
304,866
-117,000
| -28% | -$6.29M |
|
1053
Bassett Furniture
BSET
$171M
| $16.4M | 0.02% |
773,000
+53,001
| +7% | +$1.26M |
|
1054
SolarEdge
SEDG
$1.97B
| $16.4M | 0.02% |
435,857
-105,943
| -20% | -$5.1M |
|
1055
J.M. Smucker
SJM
$12.7B
| $16.4M | 0.02% |
159,903
-321,600
| -67% | -$35.1M |
|
|
BKI
1056
DELISTED
Black Knight, Inc. Common Stock
BKI
| $16.4M | 0.02% |
+315,378
| New | +$16.9M |
|
1057
Amdocs
DOX
$6.08B
| $16.4M | 0.02% |
248,200
+240,900
| +3,300% | +$15.9M |
|
1058
Myers Industries
MYE
$1.23B
| $16.3M | 0.02% |
702,600
-38,900
| -5% | -$835K |
|
|
TERP
1059
DELISTED
TerraForm Power, Inc
TERP
| $16.3M | 0.02% |
1,414,080
+908,400
| +180% | +$10.1M |
|
|
GLOP
1060
DELISTED
GASLOG PARTNERS LP
GLOP
| $16.3M | 0.02% |
651,264
+128,564
| +25% | +$3.14M |
|
|
LSXMA
1061
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $16.3M | 0.02% |
518,221
-105,610
| -17% | -$3.54M |
|
|
FNHC
1062
DELISTED
FedNat Holding Company Common Stock
FNHC
| $16.2M | 0.02% |
636,000
-47,300
| -7% | -$1.16M |
|
1063
Culp Inc
CULP
$43.8M
| $16.1M | 0.02% |
666,100
+26,900
| +4% | +$671K |
|
1064
Autoliv
ALV
$8.85B
| $16.1M | 0.02% |
185,800
-338,777
| -65% | -$32.3M |
|
|
CATM
1065
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $16.1M | 0.02% |
+507,935
| New | +$15.6M |
|
1066
Primoris Services
PRIM
$4.39B
| $16.1M | 0.02% |
647,200
+129,152
| +25% | +$3.39M |
|
1067
The Greenbrier Companies
GBX
$1.41B
| $16M | 0.02% |
+266,000
| New | +$15.3M |
|
1068
Leidos
LDOS
$17.6B
| $16M | 0.02% |
231,150
-883,300
| -79% | -$60M |
|
|
ZNH
1069
DELISTED
China Southern Airlines Company Limited
ZNH
| $15.9M | 0.02% |
496,900
-99,800
| -17% | -$3.37M |
|
1070
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
| $15.9M | 0.02% |
+419,600
| New | +$15.7M |
|
1071
eGain
EGAN
$200M
| $15.9M | 0.02% |
1,958,700
+112,500
| +6% | +$1.42M |
|
|
SONC
1072
DELISTED
Sonic Corp
SONC
| $15.8M | 0.02% |
365,374
+303,274
| +488% | +$10.9M |
|
1073
Zimmer Biomet
ZBH
$18.7B
| $15.8M | 0.02% |
123,806
-490,074
| -80% | -$58.3M |
|
|
MMP
1074
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $15.8M | 0.02% |
+233,316
| New | +$16.2M |
|
1075
Realty Income
O
$59.2B
| $15.8M | 0.02% |
286,380
+265,843
| +1,294% | +$14.6M |
|
Similar funds
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.