We are live on ! Find out more
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
BNY
3376
Bank of New York Mellon
BNY
$110B
– –
-168,077
Closed -$8.57M
BKLN icon
3377
Invesco Senior Loan ETF
BKLN
$6.76B
– –
-330,800
Closed -$7.67M
BLV icon
3378
Vanguard Long-Term Bond ETF
BLV
$5.73B
– –
-7,200
Closed -$629K
BND icon
3379
Vanguard Total Bond Market
BND
$162B
– –
-44,320
Closed -$3.49M
BOOT icon
3380
Boot Barn
BOOT
$4.92B
– –
-229,400
Closed -$6.52M
BTE icon
3381
Baytex Energy
BTE
$3B
– –
-4,615,497
Closed -$13.4M
BURL icon
3382
Burlington
BURL
$22.4B
– –
-383,400
Closed -$62.5M
BWXT icon
3383
BWX Technologies
BWXT
$15.6B
– –
-38,300
Closed -$2.4M
CAG icon
3384
Conagra Brands
CAG
$7.39B
– –
-1,746,500
Closed -$59.3M
CARM
3385
DELISTED
Carisma Therapeutics
CARM
– –
-700
Closed -$30K
CARS icon
3386
Cars.com
CARS
$672M
– –
-141,200
Closed -$3.9M
CASH icon
3387
Pathward Financial
CASH
$1.79B
– –
-8,100
Closed -$223K
CC icon
3388
Chemours
CC
$2.3B
– –
-92,400
Closed -$3.64M
CELC icon
3389
Celcuity
CELC
$4.22B
– –
-11,700
Closed -$336K
CENX icon
3390
Century Aluminum
CENX
$4.59B
– –
-12,300
Closed -$147K
CERS icon
3391
Cerus
CERS
$572M
– –
-66,100
Closed -$477K
CG icon
3392
Carlyle Group
CG
$18.3B
– –
-310,000
Closed -$6.99M
CGC
3393
Canopy Growth
CGC
$426M
– –
-11,400
Closed -$5.54M
CHRS icon
3394
Coherus Oncology
CHRS
$176M
– –
-17,100
Closed -$282K
CLS icon
3395
Celestica
CLS
$43.8B
– –
-139,088
Closed -$1.51M
CMCL icon
3396
Caledonia Mining Corp
CMCL
$439M
– –
-21,800
Closed -$149K
CMCSA icon
3397
Comcast
CMCSA
$92.9B
– –
-19,056
Closed -$675K
CMP icon
3398
Compass Minerals
CMP
$1.1B
– –
-5,300
Closed -$356K
CODA icon
3399
Coda Octopus Group
CODA
$115M
– –
-16,600
Closed -$100K
COOP
3400
DELISTED
Mr. Cooper
COOP
– –
-275,882
Closed -$4.6M
134 135
136
137 138

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.