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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
LGCY
2851
DELISTED
Legacy Reserves Inc. Common Stock
LGCY
$521K ﹤0.01%
+338,400
New +$1.08M
VTOL icon
2852
Bristow Group
VTOL
$1.36B
$517K ﹤0.01%
29,550
-62,150
-68% -$1.33M
ZLAB icon
2853
Zai Lab
ZLAB
$2.86B
$511K ﹤0.01%
+22,000
New +$408K
VXRT
2854
DELISTED
Vaxart
VXRT
$510K ﹤0.01%
271,162
+37,300
+16% +$111K
IPI icon
2855
Intrepid Potash
IPI
$490M
$509K ﹤0.01%
19,580
-7,014
-26% -$241K
QID icon
2856
ProShares UltraShort QQQ
QID
$241M
$509K ﹤0.01%
+535
New +$455K
EDZ icon
2857
Direxion Daily MSCI Emerging Markets Bear 3X ETF
EDZ
$18.5M
$508K ﹤0.01%
+850
New +$508K
ATAXZ
2858
DELISTED
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
$508K ﹤0.01%
90,400
-123,269
-58% -$693K
CCLP
2859
DELISTED
CSI Compressco LP
CCLP
$503K ﹤0.01%
216,800
-26,748
-11% -$119K
TTOO
2860
DELISTED
T2 Biosystems, Inc
TTOO
$502K ﹤0.01%
33
-39
-54% -$916K
BWB icon
2861
Bridgewater Bancshares
BWB
$614M
$500K ﹤0.01%
47,410
+21,010
+80% +$243K
CVV icon
2862
CVD Equipment Corp
CVV
$52.1M
$498K ﹤0.01%
140,284
-7,323
-5% -$35.1K
GSM icon
2863
FerroAtlántica
GSM
$818M
$497K ﹤0.01%
312,805
+184,260
+143% +$882K
SUMR
2864
DELISTED
Summer Infant, Inc.
SUMR
$495K ﹤0.01%
52,344
-3,093
-6% -$31.2K
TANH icon
2865
Tantech Holdings
TANH
$5.27M
$494K ﹤0.01%
30
-5
-14% -$81K
FFIN icon
2866
First Financial Bankshares
FFIN
$5.01B
$490K ﹤0.01%
+17,000
New +$511K
SLYV icon
2867
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.12B
$490K ﹤0.01%
+9,100
New +$552K
UEIC icon
2868
Universal Electronics
UEIC
$66.6M
$490K ﹤0.01%
+19,398
New +$628K
ARL icon
2869
American Realty Investors
ARL
$243M
$489K ﹤0.01%
40,500
+900
+2% +$13.9K
OBE
2870
Obsidian Energy
OBE
$695M
$489K ﹤0.01%
173,486
+168,257
+3,218% +$745K
MGI
2871
DELISTED
MoneyGram International, Inc. New
MGI
$488K ﹤0.01%
244,000
+97,800
+67% +$315K
CNVS icon
2872
Cineverse
CNVS
$68.2M
$487K ﹤0.01%
42,692
-826
-2% -$14.2K
SCG
2873
DELISTED
Scana
SCG
$487K ﹤0.01%
+10,200
New +$438K
PTX
2874
DELISTED
Pernix Therapeutics Holdings, Inc.
PTX
$481K ﹤0.01%
1,145,996
+77,100
+7% +$47.9K
GWX icon
2875
State Street SPDR S&P International Small Cap ETF
GWX
$928M
$480K ﹤0.01%
17,205
+8,205
+91% +$252K
113 114
115
116 117

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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.