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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
BDL icon
2451
Flanigan's Enterprises
BDL
$87M
$1.44M ﹤0.01%
51,400
+2,700
+6% +$75.4K
EVOL
2452
DELISTED
Evolving Systems, Inc.
EVOL
$1.44M ﹤0.01%
611,799
+16,900
+3% +$41.9K
VYGR icon
2453
Voyager Therapeutics
VYGR
$197M
$1.43M ﹤0.01%
75,400
-20,200
-21% -$388K
IMI
2454
DELISTED
Intermolecular, Inc.
IMI
$1.42M ﹤0.01%
1,214,480
+116,310
+11% +$166K
STZ.B
2455
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
$1.41M ﹤0.01%
6,400
+200
+3% +$42.5K
SOL
2456
DELISTED
Emeren Group
SOL
$1.41M ﹤0.01%
698,160
+24,400
+4% +$57.4K
AZRE
2457
DELISTED
Azure Power Global Limited
AZRE
$1.41M ﹤0.01%
87,040
+41,840
+93% +$636K
AGO icon
2458
Assured Guaranty
AGO
$3.36B
$1.41M ﹤0.01%
33,300
-19,390
-37% -$770K
CTS icon
2459
CTS Corp
CTS
$1.79B
$1.4M ﹤0.01%
+40,900
New +$1.48M
STRR
2460
DELISTED
Star Equity Holdings
STRR
$1.4M ﹤0.01%
18,704
+424
+2% +$35.4K
SGMA
2461
DELISTED
Sigmatron International
SGMA
$1.4M ﹤0.01%
243,500
-6,200
-2% -$43.1K
IGIB icon
2462
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$1.4M ﹤0.01%
26,304
-93,696
-78% -$4.99M
NWPX icon
2463
NWPX Infrastructure Inc
NWPX
$1.12B
$1.4M ﹤0.01%
70,700
-2,700
-4% -$51.1K
EPAC icon
2464
Enerpac Tool Group
EPAC
$1.88B
$1.39M ﹤0.01%
+49,900
New +$1.44M
ALBO
2465
DELISTED
Albireo Pharma Inc
ALBO
$1.39M ﹤0.01%
42,132
-65,234
-61% -$2.13M
CIT
2466
DELISTED
CIT Group Inc.
CIT
$1.38M ﹤0.01%
+26,800
New +$1.43M
BZH icon
2467
Beazer Homes USA
BZH
$874M
$1.37M ﹤0.01%
+130,772
New +$1.72M
SUNE
2468
SUNation Energy
SUNE
$10.3M
$1.37M ﹤0.01%
1
– –
BPMP
2469
DELISTED
BP Midstream Partners LP Common Units representing Limited Partner Interests
BPMP
$1.37M ﹤0.01%
+73,000
New +$1.48M
CDTX
2470
DELISTED
Cidara Therapeutics
CDTX
$1.36M ﹤0.01%
15,485
+1,220
+9% +$108K
BBGI icon
2471
Beasley Broadcasting Group
BBGI
$41.6M
$1.36M ﹤0.01%
9,860
+310
+3% +$49.1K
VWO icon
2472
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$1.36M ﹤0.01%
+33,200
New +$1.4M
XRN
2473
Chiron Real Estate Inc
XRN
$490M
$1.36M ﹤0.01%
28,865
-5,715
-17% -$259K
GHG
2474
GreenTree Hospitality
GHG
$112M
$1.35M ﹤0.01%
+106,509
New +$1.56M
ICD
2475
DELISTED
Independence Contract Drilling, Inc.
ICD
$1.35M ﹤0.01%
13,690
+8,345
+156% +$692K
97 98
99
100 101

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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.