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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
ADXS
2826
DELISTED
Advaxis Inc
ADXS
$551K ﹤0.01%
193,389
+113,933
+143% +$871K
SMH icon
2827
VanEck Semiconductor ETF
SMH
$72.5B
$550K ﹤0.01%
12,600
-56,000
-82% -$2.63M
GLP icon
2828
Global Partners
GLP
$1.72B
$548K ﹤0.01%
33,600
-62,474
-65% -$1.12M
ZYNE
2829
DELISTED
Zynerba Pharmaceuticals, Inc
ZYNE
$547K ﹤0.01%
+184,300
New +$1.01M
NVIV
2830
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$547K ﹤0.01%
483
+167
+53% +$242K
USIG icon
2831
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$545K ﹤0.01%
10,300
+4,306
+72% +$227K
GPX
2832
DELISTED
GP Strategies Corp.
GPX
$545K ﹤0.01%
43,194
-84,200
-66% -$1.2M
FISV
2833
Fiserv Inc
FISV
$29.1B
$544K ﹤0.01%
7,400
-16,308
-69% -$1.26M
PBH icon
2834
Prestige Consumer Healthcare
PBH
$2.41B
$543K ﹤0.01%
17,600
-52,600
-75% -$1.92M
CLSD
2835
DELISTED
Clearside Biomedical
CLSD
$542K ﹤0.01%
33,762
+31,422
+1,343% +$1.47M
VOLT
2836
DELISTED
Volt Information Sciences, Inc.
VOLT
$542K ﹤0.01%
251,907
+15,807
+7% +$48.8K
ANF icon
2837
Abercrombie & Fitch
ANF
$4.78B
$541K ﹤0.01%
27,000
-2,435,500
-99% -$45.6M
TOO
2838
DELISTED
Teekay Offshore Partners L.P.
TOO
$540K ﹤0.01%
445,900
+177,083
+66% +$328K
MYRG icon
2839
MYR Group
MYRG
$5.2B
$538K ﹤0.01%
19,100
-50,400
-73% -$1.56M
FXO icon
2840
First Trust Financials AlphaDEX Fund
FXO
$1.14B
$537K ﹤0.01%
19,900
-7,000
-26% -$207K
NTB icon
2841
Bank of N.T. Butterfield & Son
NTB
$2.5B
$536K ﹤0.01%
17,100
-22,800
-57% -$935K
DNBF
2842
DELISTED
DNB Financial Corp
DNBF
$536K ﹤0.01%
18,800
-1,900
-9% -$64.7K
HIHO icon
2843
Highway Holdings
HIHO
$5.04M
$534K ﹤0.01%
208,750
-11,524
-5% -$42.6K
CLMT icon
2844
Calumet Specialty Products
CLMT
$4.24B
$533K ﹤0.01%
241,300
+36,518
+18% +$151K
STRR
2845
DELISTED
Star Equity Holdings
STRR
$533K ﹤0.01%
18,704
– –
GNC
2846
DELISTED
GNC Holdings, Inc.
GNC
$532K ﹤0.01%
+224,333
New +$754K
RCKT icon
2847
Rocket Pharmaceuticals
RCKT
$361M
$531K ﹤0.01%
35,818
-31,007
-46% -$515K
PSK icon
2848
State Street SPDR ICE Preferred Securities ETF
PSK
$684M
$530K ﹤0.01%
+13,390
New +$545K
TCON
2849
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$530K ﹤0.01%
4,205
+164
+4% +$44.5K
AAMI
2850
Acadian Asset Management
AAMI
$3.29B
$523K ﹤0.01%
48,987
+9,687
+25% +$116K
112 113
114
115 116

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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.