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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
APEN
3076
DELISTED
Apollo Endosurgery, Inc.
APEN
$256K ﹤0.01%
74,200
-11,300
-13% -$55.8K
JT
3077
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
$255K ﹤0.01%
+7,650
New +$287K
INSE icon
3078
Inspired Entertainment
INSE
$163M
$254K ﹤0.01%
53,000
-8,300
-14% -$51.6K
BIO.B icon
3079
Bio-Rad Laboratories Class B
BIO.B
$253K ﹤0.01%
1,100
– –
ENG
3080
DELISTED
ENGlobal Corp
ENG
$253K ﹤0.01%
55,470
+407
+0.7% +$2.77K
RNDB
3081
DELISTED
Randolph Bancorp, Inc. Common Stock
RNDB
$252K ﹤0.01%
17,800
-4,500
-20% -$68.3K
IYG icon
3082
iShares US Financial Services ETF
IYG
$2.24B
$247K ﹤0.01%
+6,600
New +$272K
ASUR icon
3083
Asure Software
ASUR
$241M
$245K ﹤0.01%
48,300
-79,500
-62% -$655K
BRZU icon
3084
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$89.2M
$245K ﹤0.01%
+280
New +$259K
CBRE icon
3085
CBRE Group
CBRE
$42.7B
$244K ﹤0.01%
+6,100
New +$252K
FYX icon
3086
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.42B
$244K ﹤0.01%
+4,500
New +$273K
TAYD icon
3087
Taylor Devices
TAYD
$172M
$244K ﹤0.01%
20,000
-1,800
-8% -$21.4K
CRT
3088
Cross Timbers Royalty Trust
CRT
$60.6M
$241K ﹤0.01%
22,100
-5,736
-21% -$81.7K
LMAT icon
3089
LeMaitre Vascular
LMAT
$1.87B
$241K ﹤0.01%
10,193
-15,207
-60% -$415K
DLA
3090
DELISTED
Delta Apparel Inc.
DLA
$239K ﹤0.01%
13,900
-17,800
-56% -$326K
QTEC icon
3091
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.92B
$238K ﹤0.01%
3,500
+400
+13% +$28.8K
LCTX icon
3092
Lineage Cell Therapeutics
LCTX
$268M
$237K ﹤0.01%
+259,300
New +$397K
TAIT
3093
DELISTED
Taitron Components
TAIT
$234K ﹤0.01%
135,290
+11,087
+9% +$19.6K
BCOM
3094
DELISTED
B Communications Ltd
BCOM
$234K ﹤0.01%
39,500
+1,100
+3% +$9.34K
TQQQ icon
3095
ProShares UltraPro QQQ
TQQQ
$38.7B
$233K ﹤0.01%
50,400
+21,600
+75% +$136K
AIU
3096
DELISTED
Meta Data Limited American Depositary Shares, each representing ten (10) Class A Ordinary Shares
AIU
$233K ﹤0.01%
+239
New +$235K
NURO
3097
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$232K ﹤0.01%
3,819
+1,149
+43% +$95.8K
EWN icon
3098
iShares MSCI Netherlands ETF
EWN
$735M
$231K ﹤0.01%
8,800
-800
-8% -$22.4K
VXZ
3099
DELISTED
iPath S&P 500 VIX Mid-Term Futures ETN due 1/30/2019
VXZ
$231K ﹤0.01%
+10,400
New +$210K
CZWI icon
3100
Citizens Community Bancorp
CZWI
$200M
$229K ﹤0.01%
21,000
-12,413
-37% -$154K
122 123
124
125 126

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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.