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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
JILL icon
2676
J. Jill
JILL
$279M
$809K ﹤0.01%
36,159
+19,199
+113% +$440K
WERN icon
2677
Werner Enterprises
WERN
$2.33B
$808K ﹤0.01%
27,363
-13,396
-33% -$437K
OSIS icon
2678
OSI Systems
OSIS
$3.79B
$807K ﹤0.01%
11,008
-94,000
-90% -$6.78M
SHOP icon
2679
Shopify
SHOP
$199B
$803K ﹤0.01%
+58,000
New +$816K
HBMD
2680
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$798K ﹤0.01%
55,800
-6,200
-10% -$94.5K
NITE
2681
DELISTED
Nightstar Therapeutics plc American Depositary Shares
NITE
$798K ﹤0.01%
69,300
-12,400
-15% -$165K
CTIC
2682
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
$798K ﹤0.01%
1,087,249
+325,688
+43% +$535K
UGAZ
2683
DELISTED
VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2
UGAZ
$795K ﹤0.01%
+1,971
New +$2.14M
FXN icon
2684
First Trust Energy AlphaDEX Fund
FXN
$393M
$794K ﹤0.01%
+69,000
New +$1.01M
CJ
2685
DELISTED
C&J Energy Services, Inc.
CJ
$794K ﹤0.01%
+58,800
New +$1.05M
EUM icon
2686
ProShares Trust Short MSCI Emerging Markets
EUM
$9.28M
$793K ﹤0.01%
+19,450
New +$791K
FCCO icon
2687
First Community Corp
FCCO
$328M
$789K ﹤0.01%
40,600
-23,500
-37% -$520K
BBWI icon
2688
Bath & Body Works
BBWI
$3.91B
$788K ﹤0.01%
+37,976
New +$957K
MIND icon
2689
MIND Technology
MIND
$42.9M
$788K ﹤0.01%
30,780
-345
-1% -$12.6K
HWCC
2690
DELISTED
Houston Wire & Cable Company
HWCC
$784K ﹤0.01%
154,920
-49,080
-24% -$315K
VRNT
2691
DELISTED
Verint Systems
VRNT
$783K ﹤0.01%
36,316
-317,554
-90% -$7.3M
NVAX icon
2692
Novavax
NVAX
$1.31B
$780K ﹤0.01%
+21,198
New +$822K
SIFY
2693
Sify Technologies
SIFY
$1.14B
$779K ﹤0.01%
87,105
-1,312
-1% -$10.6K
CAW
2694
DELISTED
CCA Industries, Inc.
CAW
$775K ﹤0.01%
352,400
-800
-0.2% -$2.01K
UNB icon
2695
Union Bankshares
UNB
$121M
$774K ﹤0.01%
16,200
+200
+1% +$9.41K
NBRV
2696
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
$774K ﹤0.01%
2,121
+980
+86% +$527K
ZWS icon
2697
Zurn Elkay Water Solutions
ZWS
$8.4B
$773K ﹤0.01%
69,947
-817,944
-92% -$10.6M
RRX icon
2698
Regal Rexnord
RRX
$11.7B
$771K ﹤0.01%
11,000
-14,300
-57% -$1.08M
LTS
2699
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
$769K ﹤0.01%
330,100
-112,600
-25% -$301K
CGEN icon
2700
Compugen
CGEN
$227M
$765K ﹤0.01%
352,600
+87,500
+33% +$277K
106 107
108
109 110

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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.