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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
IGM icon
3476
iShares Expanded Tech Sector ETF
IGM
$10.8B
– –
-9,000
Closed -$314K
BRSL
3477
Brightstar Lottery PLC
BRSL
$2.05B
– –
-2,276,000
Closed -$45M
IJH icon
3478
iShares Core S&P Mid-Cap ETF
IJH
$128B
– –
-33,500
Closed -$1.35M
IJR icon
3479
iShares Core S&P Small-Cap ETF
IJR
$112B
– –
-15,000
Closed -$1.31M
IJT icon
3480
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
– –
-2,400
Closed -$242K
ILPT
3481
Industrial Logistics Properties Trust
ILPT
$602M
– –
-8,900
Closed -$205K
IMXI icon
3482
International Money Express
IMXI
$343M
– –
-26,300
Closed -$316K
INBK icon
3483
First Internet Bancorp
INBK
$256M
– –
-52,069
Closed -$1.59M
INDP icon
3484
Indaptus Therapeutics
INDP
$144M
– –
-19
Closed -$244K
INTC icon
3485
Intel
INTC
$513B
– –
-1,250,394
Closed -$59.1M
INTU icon
3486
Intuit
INTU
$91B
– –
-482,448
Closed -$110M
IRS
3487
IRSA Inversiones y Representaciones
IRS
$1.24B
– –
-54,403
Closed -$888K
ITW icon
3488
Illinois Tool Works
ITW
$83.7B
– –
-678,700
Closed -$95.8M
IVOO icon
3489
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.94B
– –
-6,000
Closed -$408K
IWM icon
3490
iShares Russell 2000 ETF
IWM
$82.2B
– –
-21,100
Closed -$3.56M
IWO icon
3491
iShares Russell 2000 Growth ETF
IWO
$15B
– –
-8,700
Closed -$1.87M
IWP icon
3492
iShares Russell Mid-Cap Growth ETF
IWP
$21B
– –
-12,600
Closed -$854K
IXN icon
3493
iShares Global Tech ETF
IXN
$9.36B
– –
-8,400
Closed -$245K
IYC icon
3494
iShares US Consumer Discretionary ETF
IYC
$1.21B
– –
-10,800
Closed -$572K
JD icon
3495
JD.com
JD
$42.3B
– –
-146,600
Closed -$3.83M
JNK icon
3496
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
– –
-158,767
Closed -$17.2M
JPM icon
3497
JPMorgan Chase
JPM
$971B
– –
-2,054,913
Closed -$232M
JWN
3498
DELISTED
Nordstrom
JWN
– –
-91,700
Closed -$5.49M
KIDS icon
3499
OrthoPediatrics
KIDS
$645M
– –
-6,600
Closed -$242K
KLXE icon
3500
KLX Energy Services
KLXE
$34.2M
– –
-12,056
Closed -$1.93M
138 139
140
141 142

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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.