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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
SPLP
2951
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
$381K ﹤0.01%
28,443
-11,757
-29% -$179K
PNFP icon
2952
Pinnacle Financial Partners Inc
PNFP
$16.2B
$378K ﹤0.01%
+8,200
New +$435K
PZA icon
2953
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.27B
$375K ﹤0.01%
15,000
– –
RWR icon
2954
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$375K ﹤0.01%
+4,365
New +$399K
TRP icon
2955
TC Energy
TRP
$66.3B
$375K ﹤0.01%
10,500
-782,901
-99% -$30.9M
ELDN icon
2956
Eledon Pharmaceuticals
ELDN
$291M
$374K ﹤0.01%
12,989
-986
-7% -$62.9K
CWI icon
2957
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.88B
$373K ﹤0.01%
+17,100
New +$394K
FAZ
2958
Direxion Daily Financial Bear 3x ETF
FAZ
$84.2M
$373K ﹤0.01%
+69
New +$318K
ELMD icon
2959
Electromed
ELMD
$352M
$371K ﹤0.01%
72,820
+10,520
+17% +$63.2K
FGNX
2960
FG Nexus Inc
FGNX
$40.2M
$371K ﹤0.01%
739
+120
+19% +$81K
GPMT
2961
Granite Point Mortgage Trust
GPMT
$58.8M
$371K ﹤0.01%
20,600
-262,100
-93% -$4.87M
SNN icon
2962
Smith & Nephew
SNN
$12.6B
$370K ﹤0.01%
+9,900
New +$356K
QAI icon
2963
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.03B
$367K ﹤0.01%
+12,700
New +$379K
RMNI icon
2964
Rimini Street
RMNI
$445M
$367K ﹤0.01%
71,349
+28,900
+68% +$168K
LUB
2965
DELISTED
Luby's Inc.
LUB
$367K ﹤0.01%
305,811
-3,946
-1% -$5.6K
ADYX
2966
DELISTED
Adynxx Inc
ADYX
$367K ﹤0.01%
32,738
+8,008
+32% +$97.2K
AEY
2967
DELISTED
ADDvantage Technologies Group
AEY
$365K ﹤0.01%
25,407
-426
-2% -$5.73K
ENBL
2968
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
$365K ﹤0.01%
27,000
-305,700
-92% -$4.51M
CIG icon
2969
CEMIG Preferred Shares
CIG
$5.58B
$364K ﹤0.01%
+200,496
New +$303K
AXU
2970
DELISTED
Alexco Resource Corp
AXU
$364K ﹤0.01%
386,950
+151,350
+64% +$136K
QRHC icon
2971
Quest Resource Holding
QRHC
$30M
$363K ﹤0.01%
266,568
+40,198
+18% +$77.3K
SMP icon
2972
Standard Motor Products
SMP
$877M
$363K ﹤0.01%
+7,500
New +$373K
BEN icon
2973
Franklin Resources
BEN
$17.1B
$362K ﹤0.01%
12,200
-1,178,000
-99% -$36.2M
ASCMA
2974
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
$362K ﹤0.01%
929,198
-17,902
-2% -$17.4K
CRDF icon
2975
Cardiff Oncology
CRDF
$77.1M
$361K ﹤0.01%
114,466
+15,032
+15% +$68.5K
117 118
119
120 121

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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.