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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
BIOC
3301
DELISTED
Biocept, Inc.
BIOC
$38K ﹤0.01%
+147
New +$73.8K
DGSE
3302
DELISTED
DGSE Companies, Inc.
DGSE
$38K ﹤0.01%
82,900
+10,100
+14% +$5.25K
PZG icon
3303
Paramount Gold Nevada
PZG
$127M
$36K ﹤0.01%
43,800
-10,293
-19% -$10.5K
SEEL
3304
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
$36K ﹤0.01%
+2
New +$69.5K
ANFI
3305
DELISTED
AMIRA NATURE FOODS LTD
ANFI
$36K ﹤0.01%
+86,709
New +$66.1K
ATNM icon
3306
Actinium Pharmaceuticals
ATNM
$30.2M
$32K ﹤0.01%
2,734
-11,385
-81% -$194K
PRSO icon
3307
Peraso
PRSO
$10.3M
$31K ﹤0.01%
+235
New +$43.8K
IDEX
3308
DELISTED
Ideanomics, Inc. Common Stock
IDEX
$31K ﹤0.01%
+208
New +$64.1K
QHC
3309
DELISTED
Quorum Health Corporation
QHC
$31K ﹤0.01%
10,879
-25,300
-70% -$106K
ARTW icon
3310
Arts-Way Manufacturing Co
ARTW
$14.9M
$30K ﹤0.01%
15,000
+700
+5% +$1.58K
AVXL icon
3311
Anavex Life Sciences
AVXL
$303M
$28K ﹤0.01%
+18,109
New +$41.1K
SDT
3312
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST I
SDT
$28K ﹤0.01%
34,556
+12,256
+55% +$13.2K
BLRX
3313
BioLineRX
BLRX
$11.8M
$27K ﹤0.01%
+102
New +$49.1K
GPUS
3314
Hyperscale Data Inc
GPUS
$52.2M
– –
0
– –
GLOWE
3315
DELISTED
GLOWPOINT INC
GLOWE
$27K ﹤0.01%
215,514
-31,144
-13% -$3.9K
ASV
3316
DELISTED
ASV Holdings, Inc. Common Stock
ASV
$26K ﹤0.01%
+13,100
New +$44.2K
FWP
3317
DELISTED
Forward Pharma A/S American Depositary Shares
FWP
$24K ﹤0.01%
4,396
-3,518
-44% -$35.5K
OTIV
3318
DELISTED
OTI On Track Innovations Ltd
OTIV
$24K ﹤0.01%
+40,200
New +$32.8K
EFOI icon
3319
Energy Focus
EFOI
$19.1M
$22K ﹤0.01%
1,037
+520
+101% +$22.5K
THM
3320
International Tower Hill Mines
THM
$696M
$22K ﹤0.01%
41,400
-125,800
-75% -$59.2K
SKYS
3321
DELISTED
Sky Solar Holdings, Ltd.
SKYS
$22K ﹤0.01%
16,640
+12,400
+292% +$18.3K
BNTC icon
3322
Benitec Biopharma
BNTC
$431M
$21K ﹤0.01%
54
– –
AIXC
3323
AIxCrypto Holdings Inc
AIXC
$14M
$21K ﹤0.01%
3
– –
AIOS
3324
AIOS Tech
AIOS
$39.4M
$19K ﹤0.01%
111
+21
+23% +$4.43K
NH
3325
DELISTED
NantHealth, Inc
NH
$19K ﹤0.01%
2,333
+933
+67% +$16.3K
131 132
133
134 135

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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.