We are live on ! Find out more
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
TPST icon
2726
Tempest Therapeutics
TPST
$16.5M
$712K ﹤0.01%
459
+45
+11% +$92.6K
CAAS icon
2727
China Automotive Systems
CAAS
$144M
$710K ﹤0.01%
291,033
+13,033
+5% +$34.4K
ACRS icon
2728
Aclaris Therapeutics
ACRS
$839M
$707K ﹤0.01%
+95,680
New +$986K
OSIR
2729
DELISTED
Osiris Therapeutics, Inc. Common Stock
OSIR
$707K ﹤0.01%
52,405
+20,765
+66% +$232K
CIA icon
2730
Citizens
CIA
$202M
$705K ﹤0.01%
93,700
+63,100
+206% +$496K
EBMT icon
2731
Eagle Bancorp Montana
EBMT
$188M
$700K ﹤0.01%
42,428
-6,932
-14% -$118K
SLCT
2732
DELISTED
Select Bancorp, Inc.
SLCT
$698K ﹤0.01%
56,400
+9,100
+19% +$111K
COKE icon
2733
Coca-Cola Consolidated
COKE
$12.7B
$697K ﹤0.01%
+39,270
New +$727K
SYRS
2734
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$695K ﹤0.01%
12,470
+9,640
+341% +$732K
IGLB icon
2735
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.78B
$692K ﹤0.01%
12,300
+7,300
+146% +$409K
DVD
2736
DELISTED
Dover Motorsports
DVD
$691K ﹤0.01%
367,800
-21,653
-6% -$44.5K
SLV icon
2737
iShares Silver Trust
SLV
$31.6B
$690K ﹤0.01%
47,500
-62,000
-57% -$847K
STPZ icon
2738
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$525M
$690K ﹤0.01%
13,569
+1,669
+14% +$85.1K
RES icon
2739
RPC Inc
RES
$1.42B
$686K ﹤0.01%
+69,500
New +$945K
GZT
2740
DELISTED
Gazit-globe Ltd
GZT
$686K ﹤0.01%
98,820
-8,480
-8% -$69.1K
KRP icon
2741
Kimbell Royalty Partners
KRP
$1.52B
$683K ﹤0.01%
50,300
-36,455
-42% -$644K
IMDZ
2742
DELISTED
Immune Design Corp.
IMDZ
$682K ﹤0.01%
524,805
+377,591
+256% +$656K
XLF icon
2743
State Street Financial Select Sector SPDR ETF
XLF
$59.4B
$679K ﹤0.01%
+28,500
New +$740K
SNFCA icon
2744
Security National Financial
SNFCA
$243M
$678K ﹤0.01%
198,917
+14,104
+8% +$52.2K
ATYR
2745
aTyr Pharma
ATYR
$55.1M
$678K ﹤0.01%
97,711
+18,638
+24% +$156K
CCIH
2746
DELISTED
Chinacache International Holdings Ltd
CCIH
$673K ﹤0.01%
596,887
-6,474
-1% -$7.85K
AXR icon
2747
AMREP Corp
AXR
$121M
$671K ﹤0.01%
112,780
+1,700
+2% +$11.8K
CSTM icon
2748
Constellium
CSTM
$3.99B
$671K ﹤0.01%
96,000
-35,440
-27% -$315K
OESX icon
2749
Orion Energy Systems
OESX
$78.1M
$667K ﹤0.01%
116,844
+4,421
+4% +$36.9K
CDOR
2750
DELISTED
Condor Hospitality Trust, Inc. Common Stock
CDOR
$666K ﹤0.01%
96,715
-9,340
-9% -$91.6K
108 109
110
111 112

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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.