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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
CMCT
3151
Creative Media & Community Trust
CMCT
$13.7M
– –
0
– –
XELA
3152
DELISTED
Exela Technologies, Inc. Common Stock
XELA
$184K ﹤0.01%
4
-5
-56% -$314K
NNVC icon
3153
NanoViricides
NNVC
$34.9M
$183K ﹤0.01%
45,658
-1,640
-3% -$10.5K
NRT
3154
North European Oil Royalty Trust
NRT
$83.5M
$182K ﹤0.01%
31,300
-4,112
-12% -$27.4K
PDSB icon
3155
PDS Biotechnology
PDSB
$13M
$181K ﹤0.01%
28,261
+15,081
+114% +$200K
ODT
3156
DELISTED
Odonate Therapeutics, Inc. Common Stock
ODT
$179K ﹤0.01%
+12,700
New +$198K
LX
3157
LexinFintech Holdings
LX
$237M
$178K ﹤0.01%
+24,514
New +$226K
ORMP icon
3158
Oramed Pharmaceuticals
ORMP
$178M
$176K ﹤0.01%
58,528
+17,683
+43% +$73.2K
SIF icon
3159
SIFCO Industries
SIF
$124M
$175K ﹤0.01%
50,700
+2,400
+5% +$10.8K
PW
3160
Power REIT
PW
$2.92M
$174K ﹤0.01%
3,100
+210
+7% +$12.1K
CYTR
3161
DELISTED
CytRx Corp
CYTR
$174K ﹤0.01%
388,753
+360,046
+1,254% +$249K
NBSE
3162
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
$171K ﹤0.01%
4,959
+1,105
+29% +$80K
RNTX
3163
Rein Therapeutics
RNTX
$68.9M
$169K ﹤0.01%
10,049
+7,562
+304% +$304K
MNTX
3164
DELISTED
Manitex International, Inc.
MNTX
$169K ﹤0.01%
29,700
-1,500
-5% -$11.6K
CETX icon
3165
Cemtrex
CETX
$5.2M
– –
0
– –
PDFS icon
3166
PDF Solutions
PDFS
$2.19B
$166K ﹤0.01%
+19,700
New +$167K
HIND
3167
Vyome Holdings
HIND
$15.6M
– –
0
– –
PMTS icon
3168
CPI Card Group
PMTS
$341M
$165K ﹤0.01%
72,138
+21,100
+41% +$59.4K
AHPI
3169
DELISTED
Allied Healthcare Products
AHPI
$165K ﹤0.01%
90,140
-7,400
-8% -$15K
OBCI
3170
DELISTED
Ocean Bio-Chem Inc
OBCI
$165K ﹤0.01%
50,405
+5
+0% +$18
TIO
3171
DELISTED
Tingo Group, Inc. Common Stock
TIO
$165K ﹤0.01%
250,282
-22,567
-8% -$16.7K
DSS icon
3172
DSS Inc
DSS
$5.15M
$164K ﹤0.01%
403
+34
+9% +$18.2K
XRN
3173
Chiron Real Estate Inc
XRN
$480M
$164K ﹤0.01%
3,689
-25,176
-87% -$1.16M
ACGN
3174
DELISTED
Aceragen Inc
ACGN
$163K ﹤0.01%
3,460
+2,586
+296% +$297K
BRN icon
3175
Barnwell Industries
BRN
$13.9M
$160K ﹤0.01%
119,944
+3,000
+3% +$4.88K
125 126
127
128 129

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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.