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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$97.3B
AUM Growth
+$5.53B
Cap. Flow
+$1.37B
Cap. Flow %
1.41%
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
CMG icon
Chipotle Mexican Grill
CMG
+$271M
3
CVX icon
Chevron
CVX
+$264M
4
JPM icon
JPMorgan Chase
JPM
+$233M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$224M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$707M
2
JNJ icon
Johnson & Johnson
JNJ
+$396M
3
AMZN icon
Amazon
AMZN
+$312M
4
WMT icon
Walmart Inc
WMT
+$285M
5
ISRG icon
Intuitive Surgical
ISRG
+$262M

Sector Composition

Rank Sector Weight
1 Healthcare 18.72%
2 Technology 15.53%
3 Financials 11.25%
4 Consumer Discretionary 9.26%
5 Real Estate 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IMBI
2176
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$2.46M ﹤0.01%
213,567
+19,041
+10% +$250K
AVNT icon
2177
Avient
AVNT
$4.16B
$2.46M ﹤0.01%
56,158
-222,400
-80% -$9.73M
MMYT icon
2178
MakeMyTrip
MMYT
$5.67B
$2.44M ﹤0.01%
+88,955
New +$2.84M
OMP
2179
DELISTED
Oasis Midstream Partners LP Common Units Representing Limited Partner Interests
OMP
$2.44M ﹤0.01%
+109,500
New +$2.34M
DO
2180
DELISTED
Diamond Offshore Drilling
DO
$2.43M ﹤0.01%
121,500
+31,400
+35% +$577K
BOJA
2181
DELISTED
Bojangles', Inc. Common Stock
BOJA
$2.43M ﹤0.01%
154,600
+5,700
+4% +$80.7K
LCII icon
2182
LCI Industries
LCII
$2.6B
$2.43M ﹤0.01%
29,300
+15,500
+112% +$1.45M
DDE
2183
DELISTED
Dover Downs Gaming & Entertain
DDE
$2.42M ﹤0.01%
851,797
+146,451
+21% +$413K
ACRE
2184
Ares Commercial Real Estate
ACRE
$264M
$2.41M ﹤0.01%
172,500
+128,800
+295% +$1.83M
CLDX icon
2185
Celldex Therapeutics
CLDX
$3.52B
$2.41M ﹤0.01%
356,240
+74,861
+27% +$524K
TTPH
2186
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
$2.41M ﹤0.01%
43,661
+12,467
+40% +$796K
CXDC
2187
DELISTED
China XD Plastics Company Limited
CXDC
$2.4M ﹤0.01%
667,000
-10,300
-2% -$36K
FBMS
2188
DELISTED
The First Bancshares, Inc.
FBMS
$2.4M ﹤0.01%
61,400
-50,200
-45% -$1.96M
CUB
2189
DELISTED
Cubic Corporation
CUB
$2.4M ﹤0.01%
32,795
+27,595
+531% +$1.98M
BWXT icon
2190
BWX Technologies
BWXT
$15.8B
$2.4M ﹤0.01%
38,300
-172,000
-82% -$10.9M
RP
2191
DELISTED
RealPage, Inc.
RP
$2.39M ﹤0.01%
36,306
-118,288
-77% -$7.06M
QTRH
2192
DELISTED
Quarterhill Inc. Common Shares
QTRH
$2.39M ﹤0.01%
1,692,902
-43,429
-3% -$56.2K
INVE icon
2193
Identive
INVE
$64.1M
$2.38M ﹤0.01%
399,939
+68,676
+21% +$377K
PLX icon
2194
Protalix BioTherapeutics
PLX
$190M
$2.37M ﹤0.01%
326,640
+65,170
+25% +$327K
OVBC icon
2195
Ohio Valley Banc Corp
OVBC
$211M
$2.37M ﹤0.01%
64,600
+9,766
+18% +$448K
TRIB
2196
Trinity Biotech
TRIB
$7.86M
$2.36M ﹤0.01%
3,928
+276
+8% +$180K
AVHI
2197
DELISTED
A V Homes, Inc.
AVHI
$2.35M ﹤0.01%
117,400
-19,200
-14% -$412K
RPT
2198
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$2.35M ﹤0.01%
+172,400
New +$2.3M
CTO
2199
CTO Realty Growth
CTO
$819M
$2.34M ﹤0.01%
138,669
-10,533
-7% -$178K
SCX
2200
DELISTED
The L.S. Starrett Company
SCX
$2.33M ﹤0.01%
388,734
+18,544
+5% +$118K
86 87
88
89 90

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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 19% 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.