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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
AIR icon
3351
AAR Corp
AIR
$5.77B
– –
-53,160
Closed -$2.55M
AJG icon
3352
Arthur J. Gallagher & Co
AJG
$65B
– –
-137,100
Closed -$10.2M
AKBA icon
3353
Akebia Therapeutics
AKBA
$241M
– –
-1,776,971
Closed -$15.7M
ALG icon
3354
Alamo Group
ALG
$1.99B
– –
-8,834
Closed -$809K
ALNY icon
3355
Alnylam Pharmaceuticals
ALNY
$30.4B
– –
-64,400
Closed -$5.64M
AMCX icon
3356
AMC Global Media
AMCX
$496M
– –
-74,200
Closed -$4.92M
AN icon
3357
AutoNation
AN
$6.89B
– –
-35,500
Closed -$1.48M
ANGL icon
3358
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
– –
-7,500
Closed -$218K
AOR icon
3359
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
– –
-4,877
Closed -$220K
ARES icon
3360
Ares Management
ARES
$33.7B
– –
-329,500
Closed -$7.64M
ARGX icon
3361
argenx
ARGX
$53.6B
– –
-44,800
Closed -$3.4M
ARW icon
3362
Arrow Electronics
ARW
$10.6B
– –
-57,900
Closed -$4.27M
ASM
3363
Avino Silver & Gold Mines
ASM
$1.21B
– –
-150,600
Closed -$94K
ASND icon
3364
Ascendis Pharma A/S
ASND
$16.2B
– –
-41,900
Closed -$2.97M
ASTC icon
3365
Astrotech Corp
ASTC
$17.9M
– –
-799
Closed -$66K
ATHE
3366
Alterity Therapeutics
ATHE
$85.2M
– –
-2,522
Closed -$51K
ATRO icon
3367
Astronics
ATRO
$4.57B
– –
-36,984
Closed -$1.17M
AUBN icon
3368
Auburn National Bancorp
AUBN
$92.4M
– –
-5,500
Closed -$211K
AVNS
3369
DELISTED
Avanos Medical
AVNS
– –
-140,700
Closed -$9.64M
AZN icon
3370
AstraZeneca
AZN
$244B
– –
-13,600
Closed -$1.08M
BBD icon
3371
Banco Bradesco
BBD
$34.3B
– –
-1,084,914
Closed -$4.81M
BCRX icon
3372
BioCryst Pharmaceuticals
BCRX
$2.51B
– –
-217,203
Closed -$1.66M
BHF icon
3373
Brighthouse Financial
BHF
$3.42B
– –
-200,000
Closed -$8.85M
BHP icon
3374
BHP
BHP
$222B
– –
-279,914
Closed -$12.4M
BIV icon
3375
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
– –
-6,680
Closed -$538K
133 134
135
136 137

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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.