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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
EDV icon
3426
Vanguard World Funds Extended Duration ETF
EDV
$3.48B
– –
-3,200
Closed -$347K
EEX
3427
DELISTED
Emerald Holding
EEX
– –
-15,500
Closed -$255K
EFC
3428
Ellington Financial
EFC
$1.76B
– –
-30,160
Closed -$483K
EMLP icon
3429
First Trust North American Energy Infrastructure Fund
EMLP
$4.15B
– –
-33,800
Closed -$793K
EWA icon
3430
iShares MSCI Australia ETF
EWA
$1.45B
– –
-37,000
Closed -$818K
EWH icon
3431
iShares MSCI Hong Kong ETF
EWH
$1.21B
– –
-32,400
Closed -$775K
EWJ icon
3432
iShares MSCI Japan ETF
EWJ
$23.2B
– –
-135,200
Closed -$8.14M
EWX icon
3433
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$702M
– –
-7,000
Closed -$314K
EXAS
3434
DELISTED
Exact Sciences
EXAS
– –
-249,198
Closed -$19.7M
FANG icon
3435
Diamondback Energy
FANG
$55.8B
– –
-489,900
Closed -$66.2M
FAST icon
3436
Fastenal
FAST
$59B
– –
-927,376
Closed -$13.5M
FATE icon
3437
Fate Therapeutics
FATE
$296M
– –
-95,100
Closed -$1.55M
FIS icon
3438
Fidelity National Information Services
FIS
$22.8B
– –
-2,801
Closed -$306K
FLRN icon
3439
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
– –
-294,900
Closed -$9.08M
FNX icon
3440
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.41B
– –
-3,000
Closed -$215K
FPAY
3441
DELISTED
FlexShopper
FPAY
– –
-32,600
Closed -$28K
FPE icon
3442
First Trust Preferred Securities and Income ETF
FPE
$6.34B
– –
-58,400
Closed -$1.11M
FSFG
3443
DELISTED
First Savings Financial Group
FSFG
– –
-9,900
Closed -$225K
FTC icon
3444
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.4B
– –
-4,300
Closed -$303K
FTI icon
3445
TechnipFMC
FTI
$30.1B
– –
-62,765
Closed -$1.46M
FTSL icon
3446
First Trust Senior Loan Fund ETF
FTSL
$2.33B
– –
-162,000
Closed -$7.78M
FUNC icon
3447
First United
FUNC
$296M
– –
-21,900
Closed -$412K
FXL icon
3448
First Trust Technology AlphaDEX Fund
FXL
$2.9B
– –
-5,300
Closed -$337K
G icon
3449
Genpact
G
$5.81B
– –
-194,900
Closed -$5.97M
GD icon
3450
General Dynamics
GD
$106B
– –
-249,400
Closed -$51.1M
136 137
138
139 140

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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.