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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
+15.23%
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
$110B
AUM Growth
+$18.7B
Cap. Flow
+$7.09B
Cap. Flow %
6.45%
Top 10 Hldgs %
8.73%
Holding
3,883
New
532
Increased
1,751
Reduced
1,105
Closed
465

Top Buys

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$618M
2
VALE icon
Vale
VALE
+$332M
3
CELG
Celgene Corp
CELG
+$309M
4
CME icon
CME Group
CME
+$306M
5
AMZN icon
Amazon
AMZN
+$290M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$435M
2
META icon
Meta Platforms (Facebook)
META
+$342M
3
CCI icon
Crown Castle
CCI
+$244M
4
SLB icon
SLB Ltd
SLB
+$229M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$190M

Sector Composition

Rank Sector Weight
1 Healthcare 16.17%
2 Technology 14.41%
3 Consumer Discretionary 10.61%
4 Financials 10.51%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRTK
2451
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
$1.54M ﹤0.01%
287,849
-58,321
-17% -$377K
CEA
2452
DELISTED
China Eastern Airlines
CEA
$1.54M ﹤0.01%
44,900
-8,200
-15% -$255K
HHH icon
2453
Howard Hughes
HHH
$4.04B
$1.54M ﹤0.01%
14,686
-315
-2% -$32.6K
AQUA
2454
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
$1.54M ﹤0.01%
122,400
-136,600
-53% -$1.63M
NTIC icon
2455
Northern Technologies International Corp
NTIC
$76.7M
$1.54M ﹤0.01%
115,002
+1,602
+1% +$23.6K
FLWS icon
2456
1-800-Flowers.com
FLWS
$261M
$1.54M ﹤0.01%
+84,300
New +$1.36M
INDT
2457
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
$1.54M ﹤0.01%
44,100
+1,200
+3% +$40.6K
AZRE
2458
DELISTED
Azure Power Global Limited
AZRE
$1.54M ﹤0.01%
136,260
+43,300
+47% +$448K
GMS
2459
DELISTED
GMS Inc
GMS
$1.53M ﹤0.01%
101,500
-113,900
-53% -$2.06M
RRGB icon
2460
Red Robin
RRGB
$183M
$1.53M ﹤0.01%
53,266
+13,266
+33% +$409K
CSTR
2461
DELISTED
CapStar Financial Holdings, Inc
CSTR
$1.53M ﹤0.01%
106,272
+64,400
+154% +$1.01M
PLUR icon
2462
Pluri
PLUR
$17.9M
$1.53M ﹤0.01%
19,758
+315
+2% +$26K
NWPX icon
2463
NWPX Infrastructure Inc
NWPX
$1.11B
$1.53M ﹤0.01%
63,800
-17,000
-21% -$403K
ASAP
2464
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
$1.53M ﹤0.01%
+6,230
New +$1.49M
PFSI icon
2465
PennyMac Financial
PFSI
$4.13B
$1.52M ﹤0.01%
+68,345
New +$1.5M
BCRH
2466
DELISTED
BLUE CAPITAL REINSURANCE HOLDINGS LTD.
BCRH
$1.52M ﹤0.01%
225,500
+12,200
+6% +$82.1K
MBOT icon
2467
Microbot Medical
MBOT
$113M
$1.52M ﹤0.01%
196,049
+127,200
+185% +$989K
ACH
2468
Accendra Health
ACH
$84.6M
$1.52M ﹤0.01%
+370,450
New +$2.34M
FTSI
2469
DELISTED
FTS International, Inc. Common Stock
FTSI
$1.52M ﹤0.01%
+7,595
New +$1.36M
LOAN
2470
Manhattan Bridge Capital
LOAN
$47.2M
$1.51M ﹤0.01%
238,102
-2,938
-1% -$18.2K
OMP
2471
DELISTED
Oasis Midstream Partners LP Common Units Representing Limited Partner Interests
OMP
$1.51M ﹤0.01%
74,100
-86,778
-54% -$1.68M
EWJ icon
2472
iShares MSCI Japan ETF
EWJ
$23.2B
$1.5M ﹤0.01%
+27,500
New +$1.48M
HAPN
2473
Happen Inc
HAPN
$2.27B
$1.5M ﹤0.01%
97,080
+19,480
+25% +$301K
OPCH icon
2474
Option Care Health
OPCH
$3.61B
$1.5M ﹤0.01%
187,252
+14,996
+9% +$197K
RRD
2475
DELISTED
RR Donnelley & Sons Co.
RRD
$1.49M ﹤0.01%
+316,600
New +$1.63M
97 98
99
100 101

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Jim Simons's Q1 2019 Portfolio in Review

As of Q1 2019, Jim Simons held 3,883 positions worth $110B, up 20% from $91.3B the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Jim Simons deployed $7.09B of net new capital in Q1 2019, opening 532 new positions and adding to 1,751 existing holdings. Its largest new stake was Amazon: 3,483,100 shares worth $310M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $342M trimmed.

  • Jim Simons's largest Q1 2019 buy was Amazon: 3,483,100 shares worth $310M.
  • Jim Simons added most to Starbucks in Q1 2019, an estimated $618M increase.
  • Jim Simons's biggest Q1 2019 reduction was Meta Platforms (Facebook), cutting an estimated $342M.
  • Jim Simons fully exited Apple in Q1 2019, selling an estimated $435M.
  • Jim Simons's ten largest holdings make up 8.7% of its $110B portfolio in Q1 2019.
  • Jim Simons opened 532 new positions and closed 465 in Q1 2019.
  • Jim Simons's portfolio value rose 20% quarter-over-quarter to $110B.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.