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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
FXY icon
2876
Invesco CurrencyShares Japanese Yen Trust
FXY
$426M
$479K ﹤0.01%
+5,500
New +$466K
SCHM icon
2877
Schwab US Mid-Cap ETF
SCHM
$15.3B
$479K ﹤0.01%
30,000
+18,000
+150% +$315K
VEU icon
2878
Vanguard FTSE All-World ex-US ETF
VEU
$70.6B
$479K ﹤0.01%
+10,500
New +$504K
VNQI icon
2879
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$477K ﹤0.01%
9,100
-7,200
-44% -$389K
CEMI
2880
DELISTED
Chembio diagnostics, Inc.
CEMI
$477K ﹤0.01%
84,299
+40,499
+92% +$298K
SIRE
2881
DELISTED
Sisecam Resources LP
SIRE
$476K ﹤0.01%
22,195
-823
-4% -$19.9K
VRDN icon
2882
Viridian Therapeutics
VRDN
$2.49B
$475K ﹤0.01%
+10,453
New +$605K
CVSA
2883
Covista Inc
CVSA
$4.49B
$473K ﹤0.01%
10,000
-3,200
-24% -$164K
LITB
2884
LightInTheBox
LITB
$56.7M
$472K ﹤0.01%
64,433
+9,316
+17% +$52.7K
NGNE icon
2885
Neurogene
NGNE
$740M
$472K ﹤0.01%
10,929
+3,547
+48% +$173K
NSIT icon
2886
Insight Enterprises
NSIT
$4.6B
$472K ﹤0.01%
11,573
-12,900
-53% -$594K
FDN icon
2887
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
$467K ﹤0.01%
+4,000
New +$497K
DIA icon
2888
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$466K ﹤0.01%
2,000
-5,500
-73% -$1.37M
CATC
2889
DELISTED
CAMBRIDGE BANCORP
CATC
$466K ﹤0.01%
5,600
-741
-12% -$62.9K
MFNC
2890
DELISTED
Mackinac Financial Corporation
MFNC
$466K ﹤0.01%
34,116
-14,584
-30% -$218K
URTH icon
2891
iShares MSCI World ETF
URTH
$8.4B
$465K ﹤0.01%
+5,900
New +$500K
PEI
2892
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$465K ﹤0.01%
5,220
+2,473
+90% +$308K
SYPR icon
2893
Sypris Solutions
SYPR
$49.5M
$462K ﹤0.01%
592,697
-35,633
-6% -$42.7K
KSPN
2894
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
$461K ﹤0.01%
36,580
+265
+0.7% +$4.96K
PCMI
2895
DELISTED
PCM, Inc
PCMI
$460K ﹤0.01%
+26,100
New +$475K
YELL
2896
DELISTED
Yellow Corporation Common Stock
YELL
$460K ﹤0.01%
145,996
+96,609
+196% +$615K
CHMA
2897
DELISTED
Chiasma, Inc. Common Stock
CHMA
$459K ﹤0.01%
147,683
+64,983
+79% +$233K
CBFV icon
2898
CB Financial Services
CBFV
$192M
$458K ﹤0.01%
18,500
+3,191
+21% +$85.5K
AMWD
2899
DELISTED
American Woodmark
AMWD
$457K ﹤0.01%
8,200
-73,501
-90% -$4.68M
MCB icon
2900
Metropolitan Bank Holding Corp
MCB
$1.17B
$457K ﹤0.01%
14,800
+5,900
+66% +$217K
114 115
116
117 118

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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.