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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
SGMA
2801
DELISTED
Sigmatron International
SGMA
$587K ﹤0.01%
249,646
+6,146
+3% +$24.9K
QQQ icon
2802
Invesco QQQ Trust
QQQ
$487B
$586K ﹤0.01%
+3,800
New +$636K
ALIM
2803
DELISTED
Alimera Sciences
ALIM
$582K ﹤0.01%
53,993
+5,140
+11% +$74.9K
BBAR icon
2804
BBVA Argentina
BBAR
$3.22B
$572K ﹤0.01%
+50,500
New +$570K
VEON icon
2805
VEON
VEON
$3.93B
$572K ﹤0.01%
+9,782
New +$660K
SFUN
2806
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
$570K ﹤0.01%
+7,970
New +$754K
PXLW icon
2807
Pixelworks
PXLW
$45.6M
$569K ﹤0.01%
16,342
-1,625
-9% -$75.6K
CRIS icon
2808
Curis
CRIS
$4.08M
$568K ﹤0.01%
2,058
+506
+33% +$277K
XES icon
2809
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$400M
$567K ﹤0.01%
+6,288
New +$815K
HHS icon
2810
Harte-Hanks
HHS
$32.8M
$564K ﹤0.01%
233,040
+17,940
+8% +$85.5K
TBF icon
2811
ProShares Short 20+ Year Treasury ETF
TBF
$106M
$562K ﹤0.01%
+25,100
New +$594K
VOE icon
2812
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.6B
$562K ﹤0.01%
5,900
+3,300
+127% +$346K
TREC
2813
DELISTED
Trecora Resources
TREC
$562K ﹤0.01%
72,085
-50,815
-41% -$503K
LMNR icon
2814
Limoneira
LMNR
$251M
$561K ﹤0.01%
28,700
-50,900
-64% -$1.2M
ZDGE icon
2815
Zedge
ZDGE
$39.1M
$561K ﹤0.01%
229,114
+8,700
+4% +$19.8K
MUSA icon
2816
Murphy USA
MUSA
$10.4B
$559K ﹤0.01%
+7,300
New +$576K
ESL
2817
DELISTED
Esterline Technologies
ESL
$559K ﹤0.01%
+4,600
New +$531K
PRPH
2818
DELISTED
ProPhase Labs
PRPH
$558K ﹤0.01%
17,700
-1,330
-7% -$40.4K
SDPI
2819
DELISTED
Superior Drilling Products Inc.
SDPI
$558K ﹤0.01%
476,887
+63,605
+15% +$168K
UPL
2820
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
$557K ﹤0.01%
+732,400
New +$925K
WVVI icon
2821
Willamette Valley Vineyards
WVVI
$11.5M
$556K ﹤0.01%
80,704
-18,728
-19% -$138K
ALR
2822
DELISTED
AlerisLife Inc
ALR
$554K ﹤0.01%
115,454
+1,820
+2% +$10.7K
HBP
2823
DELISTED
Huttig Building Products, Inc.
HBP
$554K ﹤0.01%
307,706
-57,601
-16% -$174K
MGY icon
2824
Magnolia Oil & Gas
MGY
$6.2B
$552K ﹤0.01%
+49,232
New +$619K
PDEX icon
2825
Pro-Dex
PDEX
$218M
$551K ﹤0.01%
45,600
+25,200
+124% +$292K
111 112
113
114 115

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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.