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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
UIS icon
2601
Unisys
UIS
$208M
$947K ﹤0.01%
81,433
-210,100
-72% -$3.31M
STRR
2602
Star Equity Holdings
STRR
$34.7M
$946K ﹤0.01%
70,059
-5,135
-7% -$76.1K
SIMO icon
2603
Silicon Motion
SIMO
$8.92B
$945K ﹤0.01%
+27,379
New +$1.07M
PEBK icon
2604
Peoples Bancorp of North Carolina
PEBK
$239M
$943K ﹤0.01%
38,570
+381
+1% +$10.5K
MDY icon
2605
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$938K ﹤0.01%
3,100
+700
+29% +$233K
FWDI
2606
Forward Industries Inc
FWDI
$305M
$935K ﹤0.01%
71,898
-4,688
-6% -$67.1K
FEP icon
2607
First Trust Europe AlphaDEX Fund
FEP
$535M
$932K ﹤0.01%
+30,100
New +$1.01M
PRFZ icon
2608
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.92B
$932K ﹤0.01%
41,000
+27,500
+204% +$699K
SIG icon
2609
Signet Jewelers
SIG
$3.54B
$932K ﹤0.01%
+29,351
New +$1.47M
ISTR icon
2610
Investar Holding Corp
ISTR
$426M
$930K ﹤0.01%
37,517
-24,131
-39% -$603K
FRBK
2611
DELISTED
Republic First Bancorp Inc
FRBK
$930K ﹤0.01%
155,733
+28,393
+22% +$192K
ALBO
2612
DELISTED
Albireo Pharma Inc
ALBO
$926K ﹤0.01%
37,732
-4,400
-10% -$116K
YANG icon
2613
Direxion Daily FTSE China Bear 3X ETF
YANG
$99.1M
$925K ﹤0.01%
+694
New +$896K
ATRC icon
2614
AtriCure
ATRC
$2.24B
$924K ﹤0.01%
30,200
+8,600
+40% +$268K
BBGI icon
2615
Beasley Broadcasting Group
BBGI
$40.8M
$921K ﹤0.01%
12,279
+2,419
+25% +$273K
TGLS icon
2616
Tecnoglass Holdings Inc.
TGLS
$1.85B
$921K ﹤0.01%
114,136
+18,342
+19% +$162K
MDWD icon
2617
MediWound
MDWD
$173M
$920K ﹤0.01%
32,377
+6,763
+26% +$263K
CCR
2618
DELISTED
CONSOL Coal Resources LP
CCR
$917K ﹤0.01%
55,907
+5,407
+11% +$97.7K
IYR icon
2619
iShares US Real Estate ETF
IYR
$4.59B
$914K ﹤0.01%
+12,200
New +$959K
NINE
2620
DELISTED
Nine Energy Service
NINE
$911K ﹤0.01%
40,405
+5,605
+16% +$171K
OMED
2621
DELISTED
OncoMed Pharmaceuticals, Inc.
OMED
$911K ﹤0.01%
1,218,607
+401,207
+49% +$604K
JYNT icon
2622
The Joint Corp
JYNT
$120M
$910K ﹤0.01%
109,371
-103,200
-49% -$814K
KA
2623
DELISTED
Kineta, Inc. Common Stock
KA
$910K ﹤0.01%
+2,006
New +$1.36M
SAUC
2624
DELISTED
Diversified Restaurant Holdings, Inc. Common stock
SAUC
$906K ﹤0.01%
933,720
+57,230
+7% +$68.4K
ACWX icon
2625
iShares MSCI ACWI ex US ETF
ACWX
$12B
$902K ﹤0.01%
+21,500
New +$948K
103 104
105
106 107

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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.