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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
GLMD icon
3101
Galmed Pharmaceuticals
GLMD
$4.63M
$229K ﹤0.01%
+187
New +$327K
TFCF
3102
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
$229K ﹤0.01%
4,800
-3,536,617
-100% -$166M
FNJN
3103
DELISTED
Finjan Holdings, Inc.
FNJN
$228K ﹤0.01%
90,900
-36,478
-29% -$122K
GENE
3104
DELISTED
Genetic Technologies Ltd.
GENE
$227K ﹤0.01%
20,735
-8,548
-29% -$177K
VSLR
3105
DELISTED
VIVINT SOLAR, INC.
VSLR
$227K ﹤0.01%
59,524
-231,506
-80% -$1.19M
IJS icon
3106
iShares S&P Small-Cap 600 Value ETF
IJS
$8.43B
$224K ﹤0.01%
+3,400
New +$252K
MNDO icon
3107
Mind CTI
MNDO
$20.6M
$222K ﹤0.01%
97,240
-69,839
-42% -$158K
TAHO
3108
DELISTED
Tahoe Resources Inc
TAHO
$221K ﹤0.01%
+60,600
New +$186K
VYNT
3109
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$220K ﹤0.01%
6,058
+1,557
+35% +$131K
ARQL
3110
DELISTED
Arqule Inc
ARQL
$220K ﹤0.01%
79,325
-748,775
-90% -$2.86M
PPH icon
3111
VanEck Pharmaceutical ETF
PPH
$991M
$219K ﹤0.01%
+4,000
New +$242K
RYZ
3112
Ryerson Holding Corp
RYZ
$1.5B
$219K ﹤0.01%
34,580
-11,920
-26% -$103K
GOLD
3113
Gold.com Inc
GOLD
$1.3B
$218K ﹤0.01%
+37,000
New +$234K
FCG icon
3114
First Trust Natural Gas ETF
FCG
$639M
$218K ﹤0.01%
+14,800
New +$281K
GASL
3115
DELISTED
Direxion Daily Natural Gas Related Bull 3X Shares
GASL
$218K ﹤0.01%
+85
New +$545K
SHSP
3116
DELISTED
SharpSpring, Inc.
SHSP
$215K ﹤0.01%
17,020
-29,904
-64% -$372K
ELGX
3117
DELISTED
Endologix Inc
ELGX
$214K ﹤0.01%
29,929
+21,267
+246% +$237K
SPXU icon
3118
ProShares UltraPro Short S&P 500
SPXU
$378M
$212K ﹤0.01%
+46
New +$183K
SXCP
3119
DELISTED
SunCoke Energy Partners, L.P.
SXCP
$211K ﹤0.01%
19,800
-62,500
-76% -$828K
IJK icon
3120
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
$210K ﹤0.01%
4,400
-13,600
-76% -$712K
APEX
3121
DELISTED
Apex Global Brands Inc. Common Stock
APEX
$210K ﹤0.01%
13,843
-564
-4% -$10.7K
CKPT
3122
DELISTED
Checkpoint Therapeutics
CKPT
$209K ﹤0.01%
11,500
+3,550
+45% +$84.5K
RGCO icon
3123
RGC Resources
RGCO
$225M
$207K ﹤0.01%
6,900
-4,200
-38% -$117K
UONE icon
3124
Urban One Class A
UONE
$23.3M
$207K ﹤0.01%
9,910
-20
-0.2% -$505
VBTX
3125
DELISTED
Veritex Holdings
VBTX
$207K ﹤0.01%
9,700
-64,800
-87% -$1.58M
123 124
125
126 127

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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.