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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
BOCH
2326
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$1.8M ﹤0.01%
147,700
+41,318
+39% +$524K
NEX
2327
DELISTED
NexTier Oilfield Solutions Inc.
NEX
$1.8M ﹤0.01%
+145,400
New +$1.88M
WTT
2328
DELISTED
Wireless Telecom Group, Inc.
WTT
$1.8M ﹤0.01%
986,595
-8,601
-0.9% -$16.8K
VIVS
2329
VivoSim Labs
VIVS
$1.15M
$1.79M ﹤0.01%
6,504
+1,318
+25% +$396K
AAXJ icon
2330
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.86B
$1.79M ﹤0.01%
+25,300
New +$1.8M
GSL icon
2331
Global Ship Lease
GSL
$1.51B
$1.79M ﹤0.01%
202,978
+10,140
+5% +$95.9K
INTX
2332
DELISTED
Intersections, Inc.
INTX
$1.78M ﹤0.01%
984,400
+16,300
+2% +$27.6K
NSTG
2333
DELISTED
NanoString Technologies, Inc.
NSTG
$1.78M ﹤0.01%
99,600
+81,293
+444% +$1.19M
TWOU
2334
DELISTED
2U Inc
TWOU
$1.77M ﹤0.01%
+783
New +$1.94M
SXI icon
2335
Standex International
SXI
$4.01B
$1.76M ﹤0.01%
16,908
+9,708
+135% +$1.03M
FC icon
2336
Franklin Covey
FC
$220M
$1.76M ﹤0.01%
74,300
+11,900
+19% +$297K
LCUT icon
2337
Lifetime Brands
LCUT
$228M
$1.75M ﹤0.01%
161,032
-25,268
-14% -$302K
CQP icon
2338
Cheniere Energy
CQP
$33.2B
$1.75M ﹤0.01%
44,320
-33,480
-43% -$1.27M
GLP icon
2339
Global Partners
GLP
$1.73B
$1.75M ﹤0.01%
+96,074
New +$1.79M
GDP
2340
DELISTED
Goodrich Petroleum Corporation Common Stock
GDP
$1.74M ﹤0.01%
123,600
-2,900
-2% -$37.5K
GRUB
2341
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
$1.73M ﹤0.01%
+6,250
New +$1.61M
OMED
2342
DELISTED
OncoMed Pharmaceuticals, Inc.
OMED
$1.73M ﹤0.01%
817,400
+60,000
+8% +$144K
PLUR icon
2343
Pluri
PLUR
$18.3M
$1.73M ﹤0.01%
16,639
+908
+6% +$93.8K
EEI
2344
DELISTED
Ecology and Environment
EEI
$1.73M ﹤0.01%
129,617
-906
-0.7% -$12.2K
TREC
2345
DELISTED
Trecora Resources
TREC
$1.72M ﹤0.01%
122,900
-18,400
-13% -$261K
JCTC
2346
Jewett-Cameron Trading
JCTC
$10.2M
$1.72M ﹤0.01%
190,900
+4,500
+2% +$37.4K
PFIS icon
2347
Peoples Financial Services
PFIS
$718M
$1.72M ﹤0.01%
40,467
+1,667
+4% +$76.1K
VC icon
2348
Visteon
VC
$2.88B
$1.71M ﹤0.01%
+18,400
New +$2.13M
RIBT
2349
DELISTED
RiceBran Technologies
RIBT
$1.71M ﹤0.01%
59,497
-7,423
-11% -$207K
LMBS icon
2350
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.4B
$1.71M ﹤0.01%
33,500
+19,200
+134% +$982K
92 93
94
95 96

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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.