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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
GLD icon
3451
SPDR Gold Trust
GLD
$142B
– –
-6,800
Closed -$767K
GLOB icon
3452
Globant
GLOB
$1.77B
– –
-19,600
Closed -$1.16M
GOLF icon
3453
Acushnet Holdings
GOLF
$5.25B
– –
-97,500
Closed -$2.67M
GRBK icon
3454
Green Brick Partners
GRBK
$3.04B
– –
-52,035
Closed -$526K
GSAT icon
3455
Globalstar
GSAT
$10.7B
– –
-56,980
Closed -$434K
GTES icon
3456
Gates Industrial Corporation Ltd.
GTES
$7B
– –
-26,400
Closed -$515K
GTLS
3457
DELISTED
Chart Industries
GTLS
– –
-3,300
Closed -$258K
GWW icon
3458
W.W. Grainger
GWW
$62.2B
– –
-175,200
Closed -$62.6M
GXC icon
3459
State Street SPDR S&P China ETF
GXC
$469M
– –
-2,900
Closed -$280K
HDB icon
3460
HDFC Bank
HDB
$119B
– –
-944,828
Closed -$22.2M
HLT icon
3461
Hilton Worldwide
HLT
$72.2B
– –
-18,300
Closed -$1.48M
HRTX icon
3462
Heron Therapeutics
HRTX
$63.5M
– –
-134,100
Closed -$4.24M
HST icon
3463
Host Hotels & Resorts
HST
$15.6B
– –
-1,206,265
Closed -$25.5M
HWBK icon
3464
Hawthorn Bancshares
HWBK
$277M
– –
-13,875
Closed -$259K
HWM icon
3465
Howmet Aerospace
HWM
$113B
– –
-441,665
Closed -$7.46M
HXL icon
3466
Hexcel
HXL
$7.74B
– –
-58,900
Closed -$3.95M
HYD icon
3467
VanEck High Yield Muni ETF
HYD
$4.42B
– –
-81,042
Closed -$5.05M
HYLS icon
3468
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
– –
-31,300
Closed -$1.5M
HYS icon
3469
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.78B
– –
-69,100
Closed -$6.95M
IBM icon
3470
IBM
IBM
$223B
– –
-827,176
Closed -$120M
IBP icon
3471
Installed Building Products
IBP
$6.54B
– –
-57,100
Closed -$2.23M
IEX icon
3472
IDEX
IEX
$17.6B
– –
-75,525
Closed -$11.4M
IFF icon
3473
International Flavors & Fragrances
IFF
$21.4B
– –
-179,600
Closed -$25M
IFRX icon
3474
InflaRx
IFRX
$296M
– –
-19,390
Closed -$665K
IGIB icon
3475
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
– –
-26,304
Closed -$1.4M
137 138
139
140 141

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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.