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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
AMLP icon
2976
Alerian MLP ETF
AMLP
$13.1B
$359K ﹤0.01%
8,220
-27,340
-77% -$1.34M
OLLI icon
2977
Ollie's Bargain Outlet
OLLI
$4.73B
$359K ﹤0.01%
5,400
-23,491
-81% -$1.95M
NAT icon
2978
Nordic American Tanker
NAT
$1.4B
$356K ﹤0.01%
+178,100
New +$463K
MNI
2979
DELISTED
The McClatchy Company Class A Common Stock
MNI
$355K ﹤0.01%
46,430
-800
-2% -$6.07K
DJCO icon
2980
Daily Journal
DJCO
$828M
$351K ﹤0.01%
1,500
– –
MPU icon
2981
Mega Matrix
MPU
$13.7M
$349K ﹤0.01%
182,500
-58,500
-24% -$150K
SALM
2982
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$349K ﹤0.01%
166,800
-1,800
-1% -$5.21K
NXGN
2983
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
$348K ﹤0.01%
23,000
-56,499
-71% -$969K
TEUM
2984
DELISTED
Pareteum Corporation
TEUM
$346K ﹤0.01%
+204,600
New +$425K
JBTM
2985
JBT Marel
JBTM
$6.15B
$345K ﹤0.01%
+4,800
New +$425K
INOV
2986
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
$345K ﹤0.01%
24,300
-383,060
-94% -$4.37M
IWR icon
2987
iShares Russell Mid-Cap ETF
IWR
$58.3B
$344K ﹤0.01%
7,400
+200
+3% +$10.1K
TSRI
2988
DELISTED
TSR Inc. New
TSRI
$344K ﹤0.01%
74,050
-9,000
-11% -$51.3K
SPEM icon
2989
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$343K ﹤0.01%
+10,600
New +$350K
YTEN
2990
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$341K ﹤0.01%
428
+15
+4% +$18.3K
CAI
2991
DELISTED
CAI International, Inc.
CAI
$341K ﹤0.01%
+14,695
New +$334K
DCOY
2992
Decoy Therapeutics
DCOY
$1.88M
$339K ﹤0.01%
1
– –
IGOV icon
2993
iShares International Treasury Bond ETF
IGOV
$1.54B
$338K ﹤0.01%
6,970
-2,300
-25% -$110K
MTEX icon
2994
Mannatech
MTEX
$9.78M
$335K ﹤0.01%
17,797
+6,222
+54% +$117K
ATTO
2995
DELISTED
Atento S.A.
ATTO
$332K ﹤0.01%
+16,482
New +$473K
ESTE
2996
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$331K ﹤0.01%
73,200
-4,600
-6% -$34.7K
STKL
2997
DELISTED
SunOpta
STKL
$330K ﹤0.01%
85,200
-171,230
-67% -$975K
EWS icon
2998
iShares MSCI Singapore ETF
EWS
$1.16B
$327K ﹤0.01%
+14,800
New +$335K
CRSP icon
2999
CRISPR Therapeutics
CRSP
$5.22B
$326K ﹤0.01%
+11,400
New +$396K
IXUS icon
3000
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
$326K ﹤0.01%
+6,200
New +$344K
118 119
120
121 122

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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.