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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
-12.39%
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
$91.3B
AUM Growth
-$5.94B
Cap. Flow
+$8.84B
Cap. Flow %
9.68%
Top 10 Hldgs %
9.08%
Holding
3,847
New
522
Increased
1,588
Reduced
1,204
Closed
504

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$535M
2
META icon
Meta Platforms (Facebook)
META
+$388M
3
SLB icon
SLB Ltd
SLB
+$348M
4
V icon
Visa
V
+$230M
5
CMG icon
Chipotle Mexican Grill
CMG
+$203M

Top Sells

Rank Stock Value
1
DHR icon
Danaher
DHR
+$350M
2
CVX icon
Chevron
CVX
+$349M
3
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$337M
4
DELL icon
Dell
DELL
+$332M
5
SODA
SodaStream International Ltd
SODA
+$251M

Sector Composition

Rank Sector Weight
1 Healthcare 16.12%
2 Technology 13.68%
3 Financials 11.18%
4 Real Estate 10.07%
5 Consumer Discretionary 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAFE
2576
DELISTED
Safehold Inc.
SAFE
$988K ﹤0.01%
52,505
-2,275
-4% -$41.9K
CTSO icon
2577
Cytosorbents Corp
CTSO
$24.8M
$983K ﹤0.01%
+121,700
New +$1.21M
KNSL icon
2578
Kinsale Capital Group
KNSL
$8.63B
$983K ﹤0.01%
+17,700
New +$1.05M
VTV icon
2579
Vanguard Morningstar Value ETF
VTV
$194B
$980K ﹤0.01%
10,000
-2,000
-17% -$210K
BBOX
2580
DELISTED
Black Box Corp
BBOX
$980K ﹤0.01%
907,389
+15,100
+2% +$15.4K
SPYG icon
2581
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.3B
$978K ﹤0.01%
+30,100
New +$1.05M
IEMG icon
2582
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$976K ﹤0.01%
+20,700
New +$1M
ASMB icon
2583
Assembly Biosciences
ASMB
$632M
$973K ﹤0.01%
3,583
-3,250
-48% -$940K
INFU icon
2584
InfuSystem Holdings
INFU
$241M
$973K ﹤0.01%
282,867
-18,229
-6% -$60.2K
LXU icon
2585
LSB Industries
LXU
$742M
$970K ﹤0.01%
228,409
+170,430
+294% +$1M
SCHC icon
2586
Schwab International Small-Cap Equity ETF
SCHC
$5.7B
$970K ﹤0.01%
+33,350
New +$1.06M
INFI
2587
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
$970K ﹤0.01%
821,900
+85,200
+12% +$153K
IYE icon
2588
iShares US Energy ETF
IYE
$1.82B
$966K ﹤0.01%
+31,000
New +$1.14M
AATC
2589
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$965K ﹤0.01%
214,482
-7,023
-3% -$38.4K
KDNY
2590
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
$964K ﹤0.01%
+73,000
New +$1.46M
PGNX
2591
DELISTED
Progenics Pharmaceuticals Inc
PGNX
$961K ﹤0.01%
+228,711
New +$1.16M
GEOS icon
2592
Geospace Technologies
GEOS
$71.7M
$959K ﹤0.01%
93,000
+46,100
+98% +$617K
BWEN icon
2593
Broadwind
BWEN
$124M
$958K ﹤0.01%
737,200
+4,000
+0.5% +$7.14K
FFG
2594
DELISTED
FBL Financial Group
FFG
$958K ﹤0.01%
+14,600
New +$1.02M
MBCN
2595
DELISTED
Middlefield Banc Corp
MBCN
$957K ﹤0.01%
45,110
-796
-2% -$17.9K
NICE icon
2596
Nice
NICE
$6.03B
$957K ﹤0.01%
8,844
-56,700
-87% -$6.2M
FORM icon
2597
FormFactor
FORM
$10.1B
$955K ﹤0.01%
67,768
+21,372
+46% +$298K
EWY icon
2598
iShares MSCI South Korea ETF
EWY
$27.8B
$954K ﹤0.01%
16,200
-14,200
-47% -$858K
FUSB icon
2599
First US Bancshares
FUSB
$90.8M
$949K ﹤0.01%
119,344
+104
+0.1% +$948
SDLP
2600
DELISTED
SEADRILL PARTNERS LLC
SDLP
$948K ﹤0.01%
54,776
+26,936
+97% +$790K
102 103
104
105 106

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Jim Simons's Q4 2018 Portfolio in Review

As of Q4 2018, Jim Simons held 3,847 positions worth $91.3B, down 6.1% from $97.3B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.

Jim Simons deployed $8.84B of net new capital in Q4 2018, opening 522 new positions and adding to 1,588 existing holdings. Its largest new stake was Apple: 11,041,936 shares worth $435M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, down from 19% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Dell, an estimated $332M trimmed.

  • Jim Simons's largest Q4 2018 buy was Apple: 11,041,936 shares worth $435M.
  • Jim Simons added most to Meta Platforms (Facebook) in Q4 2018, an estimated $388M increase.
  • Jim Simons's biggest Q4 2018 reduction was Dell, cutting an estimated $332M.
  • Jim Simons fully exited Danaher in Q4 2018, selling an estimated $350M.
  • Jim Simons's ten largest holdings make up 9.1% of its $91.3B portfolio in Q4 2018.
  • Jim Simons opened 522 new positions and closed 504 in Q4 2018.
  • Jim Simons's portfolio value fell 6.1% quarter-over-quarter to $91.3B.

Based on Renaissance Technologies's 13F filing for Q4 2018, filed 13 Feb 2019.