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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
MR
3126
DELISTED
Montage Resources Corporation Common Stock
MR
$207K ﹤0.01%
13,139
-79,466
-86% -$1.36M
HFBC
3127
DELISTED
HopFed Bancorp Inc
HFBC
$207K ﹤0.01%
15,546
-754
-5% -$11.6K
AST
3128
DELISTED
Asterias Biotherapeutics Inc. Series A
AST
$206K ﹤0.01%
332,333
+145,233
+78% +$151K
NRP icon
3129
Natural Resource Partners
NRP
$1.36B
$205K ﹤0.01%
5,363
-41,081
-88% -$1.44M
BMA icon
3130
Banco Macro
BMA
$5.1B
$203K ﹤0.01%
+4,600
New +$194K
IMMP
3131
Immutep
IMMP
$59.5M
$203K ﹤0.01%
110,240
+26,000
+31% +$72.5K
SBOW
3132
DELISTED
SilverBow Resources, Inc.
SBOW
$203K ﹤0.01%
8,600
-9,700
-53% -$250K
COHR
3133
DELISTED
Coherent Inc
COHR
$201K ﹤0.01%
+1,900
New +$244K
PRSU
3134
Pursuit Attractions and Hospitality Inc
PRSU
$1.27B
$200K ﹤0.01%
+4,000
New +$204K
MTL.PR
3135
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$200K ﹤0.01%
303,600
+700
+0.2% +$529
PGLC
3136
DELISTED
Pershing Gold Corporation. Common Stock
PGLC
$200K ﹤0.01%
188,360
+66,174
+54% +$79K
TENX icon
3137
Tenax Therapeutics
TENX
$68.5M
$199K ﹤0.01%
103
+48
+87% +$264K
LPG icon
3138
Dorian LPG
LPG
$1.91B
$198K ﹤0.01%
+34,022
New +$247K
PCYO icon
3139
Pure Cycle
PCYO
$273M
$197K ﹤0.01%
+19,800
New +$201K
TOVX icon
3140
Theriva Biologics
TOVX
$10.6M
$196K ﹤0.01%
1,403
+1,222
+675% +$290K
ARCW
3141
DELISTED
ARC Group Worldwide, Inc
ARCW
$196K ﹤0.01%
196,200
– –
COGT icon
3142
Cogent Biosciences
COGT
$6.76B
$194K ﹤0.01%
11,000
-6,550
-37% -$194K
SJT
3143
San Juan Basin Royalty Trust
SJT
$131M
$194K ﹤0.01%
40,398
-356,859
-90% -$1.88M
SISI
3144
DELISTED
Shineco
SISI
$190K ﹤0.01%
3
+1
+50% +$79.5K
CVU icon
3145
CPI Aerostructures
CVU
$75M
$189K ﹤0.01%
29,600
-23,600
-44% -$168K
MUFG icon
3146
Mitsubishi UFJ Financial
MUFG
$260B
$189K ﹤0.01%
+38,900
New +$220K
MAMS
3147
DELISTED
MAM Software Group Inc. New
MAMS
$187K ﹤0.01%
23,705
-9,095
-28% -$70.9K
ICBK
3148
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$186K ﹤0.01%
10,700
-1,900
-15% -$41.6K
VTNR
3149
DELISTED
Vertex Energy, Inc
VTNR
$185K ﹤0.01%
181,230
-2,694
-1% -$4.04K
CTHR
3150
DELISTED
Charles & Colvard Ltd
CTHR
$185K ﹤0.01%
21,787
-3,470
-14% -$31.4K
124 125
126
127 128

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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.