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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
ESBK
2926
DELISTED
Elmira Savings Bank Elmira NY
ESBK
$418K ﹤0.01%
23,965
-7,220
-23% -$143K
SDI
2927
DELISTED
Standard Diversified Inc. Class A Common Stock
SDI
$416K ﹤0.01%
28,005
-2,620
-9% -$39.1K
WATT icon
2928
Energous
WATT
$82M
$413K ﹤0.01%
+119
New +$580K
AFBI
2929
DELISTED
Affinity Bancshares
AFBI
$411K ﹤0.01%
31,982
-1,176
-4% -$14.3K
RELV
2930
DELISTED
Reliv International Inc
RELV
$411K ﹤0.01%
96,980
+4,700
+5% +$22.4K
PDLB icon
2931
Ponce Financial Group
PDLB
$500M
$408K ﹤0.01%
44,625
+27,885
+167% +$267K
NEPT
2932
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
$408K ﹤0.01%
115
+48
+72% +$233K
L icon
2933
Loews
L
$23.1B
$405K ﹤0.01%
8,900
-159,900
-95% -$7.54M
UBSI icon
2934
United Bankshares
UBSI
$6.66B
$404K ﹤0.01%
+13,000
New +$439K
VTLE
2935
DELISTED
Vital Energy
VTLE
$404K ﹤0.01%
+5,585
New +$586K
ALT icon
2936
Altimmune
ALT
$560M
$401K ﹤0.01%
194,506
+152,205
+360% +$539K
PII icon
2937
Polaris
PII
$3.9B
$399K ﹤0.01%
+5,200
New +$467K
PLYM
2938
DELISTED
Plymouth Industrial REIT
PLYM
$398K ﹤0.01%
31,524
+4,054
+15% +$53.7K
RVP icon
2939
Retractable Technologies
RVP
$20.2M
$398K ﹤0.01%
669,514
-23,109
-3% -$15.7K
OIG
2940
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$392K ﹤0.01%
7,958
+1,633
+26% +$113K
CYAN
2941
DELISTED
Cyanotech Corp
CYAN
$390K ﹤0.01%
129,200
+1,600
+1% +$5.41K
GIL icon
2942
Gildan
GIL
$10.6B
$389K ﹤0.01%
12,800
-161,100
-93% -$4.98M
VALU icon
2943
Value Line
VALU
$360M
$388K ﹤0.01%
14,900
-100
-0.7% -$2.49K
USX
2944
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
$387K ﹤0.01%
+69,000
New +$579K
ITOT icon
2945
iShares Core S&P Total US Stock Market ETF
ITOT
$98.5B
$386K ﹤0.01%
+6,800
New +$418K
IPAS
2946
DELISTED
Ipass Inc Common Stock
IPAS
$386K ﹤0.01%
209,897
-143,333
-41% -$248K
ILF icon
2947
iShares Latin America 40 ETF
ILF
$3.69B
$385K ﹤0.01%
+12,500
New +$402K
RBNC
2948
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$383K ﹤0.01%
16,625
-17,075
-51% -$397K
SBFG icon
2949
SB Financial Group
SBFG
$171M
$382K ﹤0.01%
24,360
-17,640
-42% -$307K
BORN
2950
DELISTED
China New Borun Corporation
BORN
$382K ﹤0.01%
600,400
-6,900
-1% -$6.98K
116 117
118
119 120

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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.