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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
GNCA
3276
DELISTED
Genocea Biosciences, Inc.
GNCA
$61K ﹤0.01%
26,570
+1,724
+7% +$8.58K
CTEK
3277
DELISTED
CynergisTek, Inc.
CTEK
$60K ﹤0.01%
+12,742
New +$55.3K
NEXT icon
3278
NextDecade
NEXT
$1.8B
$59K ﹤0.01%
+11,000
New +$55.5K
TMBR
3279
DELISTED
Timber Pharmaceuticals, Inc.
TMBR
$59K ﹤0.01%
+37
New +$87.7K
TTNP
3280
DELISTED
Titan Pharmaceuticals
TTNP
$58K ﹤0.01%
72
-124
-63% -$139K
XELB icon
3281
Xcel Brands
XELB
$6.42M
$58K ﹤0.01%
+5,130
New +$99.3K
DYNT
3282
DELISTED
Dynatronics Corp
DYNT
$58K ﹤0.01%
4,260
+140
+3% +$1.91K
AGEN
3283
Agenus
AGEN
$315M
$56K ﹤0.01%
+1,203
New +$50.2K
SMMT icon
3284
Summit Therapeutics
SMMT
$11.2B
$56K ﹤0.01%
49,100
+10,400
+27% +$16.2K
REFR icon
3285
Research Frontiers
REFR
$15.2M
$55K ﹤0.01%
35,104
+2,804
+9% +$4.08K
CNSY
3286
Cerenome, Inc. Common Stock
CNSY
$25.5M
$54K ﹤0.01%
10
-1
-9% -$6.58K
TAT
3287
DELISTED
TransAtlantic Petroleum LTD.
TAT
$54K ﹤0.01%
52,331
-75,400
-59% -$90K
ITP icon
3288
IT Tech Packaging
ITP
$2.88M
$49K ﹤0.01%
7,780
-720
-8% -$5.51K
NHLD
3289
DELISTED
National Holdings Corporation
NHLD
$47K ﹤0.01%
17,400
+2,680
+18% +$8.32K
AMS icon
3290
American Shared Hospital Services
AMS
$10.6M
$46K ﹤0.01%
19,181
-10,719
-36% -$31.2K
SELF
3291
Global Self Storage
SELF
$58.9M
$46K ﹤0.01%
11,700
-25,400
-68% -$102K
EDSA icon
3292
Edesa Biotech
EDSA
$52.3M
$45K ﹤0.01%
1,177
+708
+151% +$33.1K
GMO
3293
DELISTED
General Moly, Inc.
GMO
$45K ﹤0.01%
201,041
-34,310
-15% -$7.81K
GNMX
3294
DELISTED
Aevi Genomic Medicine Inc
GNMX
$45K ﹤0.01%
64,877
+36,107
+126% +$40.3K
AXSM icon
3295
Axsome Therapeutics
AXSM
$11.2B
$43K ﹤0.01%
+15,110
New +$49.7K
MBRX icon
3296
Moleculin Biotech
MBRX
$4.06M
$43K ﹤0.01%
+18
New +$51.7K
ENSV
3297
DELISTED
Enservco Corp.
ENSV
$43K ﹤0.01%
7,802
-10,478
-57% -$97.1K
OHGI
3298
DELISTED
One Horizon Group, Inc.
OHGI
$43K ﹤0.01%
+477,100
New +$86K
NXE icon
3299
NexGen Energy
NXE
$6.97B
$40K ﹤0.01%
+22,700
New +$46.5K
YHGJ icon
3300
Yunhong Green CTI Ltd
YHGJ
$8.87M
$39K ﹤0.01%
1,260
+30
+2% +$1.03K
130 131
132
133 134

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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.