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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 | |
|---|---|---|---|---|---|---|
1501
Motorola Solutions
MSI
$76.9B
| $7.94M | 0.01% |
61,015
-849,800
| -93% | -$105M |
|
|
CMD
1502
DELISTED
Cantel Medical Corporation
CMD
| $7.93M | 0.01% |
+86,125
| New | +$8.2M |
|
|
STFC
1503
DELISTED
State Auto Financial Corp
STFC
| $7.92M | 0.01% |
259,400
+600
| +0.2% | +$18.7K |
|
1504
Huron Consulting
HURN
$2.46B
| $7.91M | 0.01% |
160,158
+55,300
| +53% | +$2.59M |
|
|
EMCI
1505
DELISTED
EMC INS Group Inc
EMCI
| $7.91M | 0.01% |
320,050
+11,800
| +4% | +$311K |
|
1506
Applied Industrial Technologies
AIT
$13.2B
| $7.91M | 0.01% |
101,050
+27,800
| +38% | +$2.1M |
|
1507
Boston Properties
BXP
$11.1B
| $7.89M | 0.01% |
+64,100
| New | +$8.16M |
|
|
AVH
1508
DELISTED
AVIANCA HOLDINGS S.A.
AVH
| $7.89M | 0.01% |
1,403,510
+71,294
| +5% | +$426K |
|
|
NWLI
1509
DELISTED
National Western Life Group, Inc. Class A
NWLI
| $7.87M | 0.01% |
24,669
+2,669
| +12% | +$858K |
|
1510
Nomad Foods
NOMD
$1.68B
| $7.81M | 0.01% |
385,700
+146,400
| +61% | +$2.9M |
|
1511
First Trust Senior Loan Fund ETF
FTSL
$2.33B
| $7.78M | 0.01% |
162,000
+31,777
| +24% | +$1.53M |
|
|
ONIT
1512
Onity Group
ONIT
$330M
| $7.78M | 0.01% |
131,676
-11,480
| -8% | -$711K |
|
|
TPIC
1513
DELISTED
TPI Composites
TPIC
| $7.78M | 0.01% |
272,400
-377,600
| -58% | -$10.9M |
|
1514
Vaalco Energy
EGY
$595M
| $7.78M | 0.01% |
2,848,017
+456,900
| +19% | +$1.2M |
|
1515
Sociedad Química y Minera de Chile
SQM
$20.7B
| $7.77M | 0.01% |
+170,000
| New | +$7.83M |
|
1516
CNB Financial Corp
CCNE
$1.03B
| $7.76M | 0.01% |
269,073
+19,773
| +8% | +$609K |
|
|
PVLA
1517
Palvella Therapeutics
PVLA
$2.22B
| $7.75M | 0.01% |
17,305
-1,728
| -9% | -$751K |
|
1518
Cannae Holdings
CNNE
$673M
| $7.74M | 0.01% |
369,500
-77,200
| -17% | -$1.51M |
|
|
CVGW
1519
DELISTED
Calavo Growers
CVGW
| $7.74M | 0.01% |
80,100
+33,200
| +71% | +$3.28M |
|
|
ABB
1520
DELISTED
ABB Ltd
ABB
| $7.71M | 0.01% |
326,100
-454,100
| -58% | -$10.4M |
|
|
AFI
1521
DELISTED
Armstrong Flooring, Inc.
AFI
| $7.7M | 0.01% |
425,445
-10,577
| -2% | -$172K |
|
|
JBGS
1522
JBG SMITH
JBGS
$692M
| $7.68M | 0.01% |
+208,600
| New | +$7.68M |
|
1523
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $7.68M | 0.01% |
+88,800
| New | +$7.63M |
|
|
NCOM
1524
DELISTED
National Commerce Corporation
NCOM
| $7.67M | 0.01% |
185,739
-13,561
| -7% | -$610K |
|
|
KL
1525
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
| $7.67M | 0.01% |
404,100
+364,400
| +918% | +$7.44M |
|
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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.