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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 | |
|---|---|---|---|---|---|---|
1151
America Movil
AMX
$69.7B
| $13.7M | 0.01% |
851,700
-108,200
| -11% | -$1.83M |
|
1152
Landstar System
LSTR
$6.31B
| $13.6M | 0.01% |
111,840
-9,080
| -8% | -$1.05M |
|
1153
Par Pacific Holdings
PARR
$3.9B
| $13.6M | 0.01% |
667,800
-82,400
| -11% | -$1.51M |
|
1154
Quanex
NX
$1B
| $13.6M | 0.01% |
747,500
-139,500
| -16% | -$2.46M |
|
1155
Camtek
CAMT
$8.13B
| $13.6M | 0.01% |
1,583,300
+311,800
| +25% | +$2.74M |
|
1156
Mueller Water Products
MWA
$4.09B
| $13.6M | 0.01% |
1,178,200
+143,300
| +14% | +$1.7M |
|
|
TRST
1157
Trustco Bank Corp NY
TRST
$963M
| $13.5M | 0.01% |
318,611
+29,151
| +10% | +$1.32M |
|
|
CLD
1158
DELISTED
Cloud Peak Energy Inc
CLD
| $13.5M | 0.01% |
5,882,500
-18,200
| -0.3% | -$49K |
|
|
RDC
1159
DELISTED
Rowan Companies Plc
RDC
| $13.5M | 0.01% |
716,176
+115,476
| +19% | +$1.73M |
|
1160
Kite Realty
KRG
$5.27B
| $13.5M | 0.01% |
809,600
+707,400
| +692% | +$12M |
|
|
TSC
1161
DELISTED
TriState Capital Holdings, Inc.
TSC
| $13.5M | 0.01% |
488,000
+39,500
| +9% | +$1.13M |
|
1162
Fastenal
FAST
$59.9B
| $13.5M | 0.01% |
+927,376
| New | +$13.2M |
|
1163
Alpha and Omega Semiconductor
AOSL
$1.09B
| $13.4M | 0.01% |
1,155,700
+57,000
| +5% | +$782K |
|
1164
WEX
WEX
$6.48B
| $13.4M | 0.01% |
66,800
+49,300
| +282% | +$9.45M |
|
1165
Baytex Energy
BTE
$3.05B
| $13.4M | 0.01% |
4,615,497
+443,102
| +11% | +$1.36M |
|
1166
Plains All American Pipeline
PAA
$16.4B
| $13.3M | 0.01% |
533,231
-492,683
| -48% | -$12.4M |
|
1167
Deckers Outdoor
DECK
$12.4B
| $13.3M | 0.01% |
673,800
-2,776,800
| -80% | -$53.9M |
|
|
ITG
1168
DELISTED
Investment Technology Group Inc
ITG
| $13.3M | 0.01% |
614,400
+143,600
| +31% | +$3.14M |
|
1169
PTC Therapeutics
PTCT
$6.06B
| $13.3M | 0.01% |
+282,600
| New | +$11.7M |
|
|
GOL
1170
DELISTED
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
| $13.3M | 0.01% |
2,431,800
-934,998
| -28% | -$5.59M |
|
|
MNDT
1171
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $13.2M | 0.01% |
778,900
-1,411,566
| -64% | -$22.6M |
|
1172
Ribbon Communications
RBBN
$372M
| $13.2M | 0.01% |
1,934,012
-172,500
| -8% | -$1.23M |
|
|
PCOM
1173
DELISTED
Points.com Inc. Common Shares
PCOM
| $13.2M | 0.01% |
940,430
-19,700
| -2% | -$302K |
|
|
FLIC
1174
DELISTED
First of Long Island Corp
FLIC
| $13.2M | 0.01% |
606,557
-44,124
| -7% | -$1.01M |
|
1175
Manchester United
MANU
$3.94B
| $13.2M | 0.01% |
586,301
+40,301
| +7% | +$919K |
|
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.