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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
TRVN
3026
DELISTED
Trevena, Inc.
TRVN
$300K ﹤0.01%
1,115
-281
-20% -$159K
RNAC icon
3027
Cartesian Therapeutics
RNAC
$262M
$297K ﹤0.01%
3,723
+3,303
+786% +$754K
REED
3028
DELISTED
Reeds, Inc. Common Stock
REED
$297K ﹤0.01%
2,866
-532
-16% -$66.6K
FTK icon
3029
Flotek Industries
FTK
$1.35B
$296K ﹤0.01%
+45,331
New +$459K
ATHX
3030
DELISTED
Athersys, Inc. Common Stock
ATHX
$296K ﹤0.01%
8,226
-1,346
-14% -$64.2K
CIZN
3031
DELISTED
Citizens Holding Co.
CIZN
$294K ﹤0.01%
14,000
– –
HUSN
3032
DELISTED
Hudson Capital Inc. Ordinary Shares
HUSN
$293K ﹤0.01%
+144,724
New +$761K
STAB
3033
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$290K ﹤0.01%
287,316
+5,400
+2% +$9.32K
VIS icon
3034
Vanguard Industrials ETF
VIS
$8.5B
$289K ﹤0.01%
+2,400
New +$318K
RTC
3035
DELISTED
Baijiayun Group
RTC
$288K ﹤0.01%
26,922
+780
+3% +$8.09K
SBT
3036
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
$288K ﹤0.01%
41,400
+21,400
+107% +$201K
BELFA icon
3037
Bel Fuse Inc Class A
BELFA
$3.4B
$287K ﹤0.01%
20,900
+300
+1% +$5.42K
FHN icon
3038
First Horizon
FHN
$12.3B
$286K ﹤0.01%
+21,700
New +$338K
ACIC icon
3039
American Coastal Insurance
ACIC
$465M
$284K ﹤0.01%
+17,100
New +$325K
RAIL icon
3040
FreightCar America
RAIL
$243M
$282K ﹤0.01%
42,091
-7,109
-14% -$80.7K
DVCR
3041
DELISTED
Diversicare Healthcare Services Inc
DVCR
$282K ﹤0.01%
119,000
+2,000
+2% +$9.35K
IHF icon
3042
iShares US Healthcare Providers ETF
IHF
$1.26B
$281K ﹤0.01%
+8,500
New +$322K
PNC icon
3043
PNC Financial Services
PNC
$102B
$281K ﹤0.01%
2,400
-111,099
-98% -$14.2M
FSI icon
3044
Flexible Solutions
FSI
$63.1M
$279K ﹤0.01%
206,500
+200
+0.1% +$291
TVIX
3045
DELISTED
VelocityShares Daily 2x VIX Short Term ETN
TVIX
$279K ﹤0.01%
+393
New +$186K
BWA icon
3046
BorgWarner
BWA
$14B
$278K ﹤0.01%
9,088
-659,789
-99% -$22.1M
TIPT icon
3047
Tiptree Inc
TIPT
$668M
$277K ﹤0.01%
49,600
-76,703
-61% -$440K
UWM icon
3048
ProShares Ultra Russell2000
UWM
$248M
$276K ﹤0.01%
10,600
+5,200
+96% +$171K
EVA
3049
DELISTED
Enviva Inc.
EVA
$275K ﹤0.01%
9,900
-23,851
-71% -$706K
SNNA
3050
DELISTED
Sienna Biopharmaceuticals, Inc.
SNNA
$275K ﹤0.01%
+118,600
New +$1.05M
120 121
122
123 124

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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.