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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 15.48%
2 Technology 13.21%
3 Financials 10.74%
4 Real Estate 9.97%
5 Utilities 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CYPH
3001
Cypherpunk Technologies Inc
CYPH
$69.8M
$326K ﹤0.01%
16,291
+2,404
+17% +$106K
PESI icon
3002
Perma-Fix Environmental Services
PESI
$412M
$326K ﹤0.01%
138,795
-2,313
-2% -$7.74K
FXP icon
3003
ProShares UltraShort FTSE China 50 of ProShares Trust
FXP
$6.18M
$323K ﹤0.01%
+2,100
New +$314K
SEI
3004
Solaris Energy Infrastructure
SEI
$3.94B
$323K ﹤0.01%
+26,700
New +$379K
PLBC icon
3005
Plumas Bancorp
PLBC
$439M
$322K ﹤0.01%
14,200
-3,200
-18% -$78.3K
ALPN
3006
DELISTED
Alpine Immune Sciences Inc
ALPN
$321K ﹤0.01%
87,292
-26,982
-24% -$133K
SSI
3007
DELISTED
Stage Stores Inc
SSI
$321K ﹤0.01%
433,329
-25,900
-6% -$40.5K
IYW icon
3008
iShares US Technology ETF
IYW
$25.7B
$320K ﹤0.01%
+8,000
New +$346K
CTRC
3009
DELISTED
Centric Brands Inc. Common Stock
CTRC
$320K ﹤0.01%
+93,197
New +$444K
USRT icon
3010
iShares Core US REIT ETF
USRT
$4.63B
$318K ﹤0.01%
7,100
+2,600
+58% +$123K
FSTX
3011
DELISTED
F-star Therapeutics, Inc. Common Stock
FSTX
$317K ﹤0.01%
7,625
+425
+6% +$19.1K
IUSG icon
3012
iShares Core S&P US Growth ETF
IUSG
$34B
$316K ﹤0.01%
+6,000
New +$340K
XPH icon
3013
State Street SPDR S&P Pharmaceuticals ETF
XPH
$511M
$315K ﹤0.01%
+8,600
New +$367K
PSCH icon
3014
Invesco S&P SmallCap Health Care ETF
PSCH
$171M
$312K ﹤0.01%
+8,700
New +$356K
BKEP
3015
DELISTED
Blueknight Energy Partners L.P.
BKEP
$312K ﹤0.01%
+271,700
New +$509K
IFGL icon
3016
iShares International Developed Real Estate ETF
IFGL
$82.3M
$311K ﹤0.01%
+11,500
New +$318K
MICR
3017
DELISTED
Micron Solutions, Inc.
MICR
$311K ﹤0.01%
116,800
+4,300
+4% +$14.2K
RGA icon
3018
Reinsurance Group of America
RGA
$16.1B
$309K ﹤0.01%
+2,200
New +$312K
OPB
3019
DELISTED
Opus Bank Common Stock
OPB
$306K ﹤0.01%
+15,610
New +$333K
ACHV icon
3020
Achieve Life Sciences
ACHV
$744M
$305K ﹤0.01%
12,593
+4,240
+51% +$160K
FNSR
3021
DELISTED
Finisar Corp
FNSR
$305K ﹤0.01%
+14,100
New +$281K
ELSE
3022
DELISTED
Electro-Sensors
ELSE
$303K ﹤0.01%
89,200
+1,000
+1% +$3.57K
TMQ
3023
Trilogy Metals
TMQ
$650M
$303K ﹤0.01%
175,395
-46,571
-21% -$94.4K
MOG.A icon
3024
Moog Inc Class A
MOG.A
$13.6B
$302K ﹤0.01%
3,900
-200
-5% -$15.8K
SGRY icon
3025
Surgery Partners
SGRY
$2.01B
$300K ﹤0.01%
30,600
-201,800
-87% -$2.71M
119 120
121
122 123

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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 15% of assets, down from 18% 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.