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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
HMNF
2276
DELISTED
HMN Financial Inc
HMNF
$1.99M ﹤0.01%
97,000
+1,700
+2% +$35.1K
DIA icon
2277
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$1.98M ﹤0.01%
+7,500
New +$1.92M
GNTY
2278
DELISTED
Guaranty Bancshares
GNTY
$1.97M ﹤0.01%
71,830
+21,340
+42% +$617K
TGTX icon
2279
TG Therapeutics
TGTX
$7.34B
$1.97M ﹤0.01%
+352,500
New +$4.03M
TRC icon
2280
Tejon Ranch
TRC
$441M
$1.97M ﹤0.01%
+90,900
New +$2.07M
SJT
2281
San Juan Basin Royalty Trust
SJT
$131M
$1.97M ﹤0.01%
397,257
+29,432
+8% +$169K
LEJU
2282
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$1.97M ﹤0.01%
113,211
+8,041
+8% +$140K
PHLT
2283
DELISTED
Performant Healthcare Inc
PHLT
$1.97M ﹤0.01%
928,540
+1,140
+0.1% +$2.4K
ATEC icon
2284
Alphatec Holdings
ATEC
$1.51B
$1.97M ﹤0.01%
583,145
+98,500
+20% +$311K
KONA
2285
DELISTED
Kona Grill, Inc.
KONA
$1.96M ﹤0.01%
850,959
+19,100
+2% +$46.7K
FISV
2286
Fiserv Inc
FISV
$29.5B
$1.95M ﹤0.01%
23,708
+11,500
+94% +$903K
TRNS icon
2287
Transcat
TRNS
$888M
$1.95M ﹤0.01%
85,381
+10,400
+14% +$237K
PRFT
2288
DELISTED
Perficient Inc
PRFT
$1.95M ﹤0.01%
+73,093
New +$2.02M
WEB
2289
DELISTED
Web.com Group, Inc.
WEB
$1.95M ﹤0.01%
69,800
+49,300
+240% +$1.33M
CTLP
2290
DELISTED
Cantaloupe
CTLP
$1.95M ﹤0.01%
270,317
-98,183
-27% -$1.35M
VSEC icon
2291
VSE Corp
VSEC
$6.81B
$1.94M ﹤0.01%
58,653
+15,253
+35% +$624K
PFSI icon
2292
PennyMac Financial
PFSI
$4B
$1.94M ﹤0.01%
92,900
-127,912
-58% -$2.65M
JP
2293
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
$1.94M ﹤0.01%
+224,900
New +$3.21M
AYR
2294
DELISTED
Aircastle Ltd
AYR
$1.94M ﹤0.01%
+88,400
New +$1.83M
KLXE icon
2295
KLX Energy Services
KLXE
$36M
$1.93M ﹤0.01%
+12,056
New +$1.81M
NEXA icon
2296
Nexa Resources
NEXA
$1.9B
$1.93M ﹤0.01%
+159,700
New +$1.93M
RLGT icon
2297
Radiant Logistics
RLGT
$400M
$1.93M ﹤0.01%
+325,700
New +$1.43M
SPTN
2298
DELISTED
SpartanNash
SPTN
$1.92M ﹤0.01%
95,866
-86,700
-47% -$1.97M
UWN
2299
DELISTED
Nevada Gold & Casinos, Ltd.
UWN
$1.92M ﹤0.01%
803,400
-259,500
-24% -$575K
RPT
2300
Rithm Property Trust
RPT
$99.9M
$1.92M ﹤0.01%
24,309
+7,280
+43% +$569K
90 91
92
93 94

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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.