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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
LBRDA icon
3501
Liberty Broadband Class A
LBRDA
$5.07B
– –
-37,356
Closed -$3.15M
LCII icon
3502
LCI Industries
LCII
$2.57B
– –
-29,300
Closed -$2.43M
LEU icon
3503
Centrus Energy
LEU
$3.72B
– –
-16,300
Closed -$44K
LMB icon
3504
Limbach Holdings
LMB
$547M
– –
-33,000
Closed -$372K
LOMA
3505
Loma Negra
LOMA
$1.15B
– –
-45,100
Closed -$399K
LQD icon
3506
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
– –
-56,000
Closed -$6.44M
LULU icon
3507
lululemon athletica
LULU
$13.8B
– –
-671,169
Closed -$109M
LVO icon
3508
LiveOne
LVO
$53.5M
– –
-2,530
Closed -$99K
MAN icon
3509
ManpowerGroup
MAN
$2.61B
– –
-3,352
Closed -$288K
MBIN icon
3510
Merchants Bancorp
MBIN
$2.52B
– –
-24,087
Closed -$408K
MGK icon
3511
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
– –
-14,000
Closed -$359K
MGV icon
3512
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
– –
-4,300
Closed -$344K
MITK icon
3513
Mitek Systems
MITK
$838M
– –
-145,476
Closed -$1.03M
MOAT icon
3514
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
– –
-6,270
Closed -$293K
MPB icon
3515
Mid Penn Bancorp
MPB
$969M
– –
-14,100
Closed -$411K
MRUS
3516
DELISTED
Merus
MRUS
– –
-24,000
Closed -$474K
MS icon
3517
Morgan Stanley
MS
$342B
– –
-4,654,200
Closed -$217M
MSB
3518
Mesabi Trust
MSB
$309M
– –
-33,500
Closed -$888K
MSBI icon
3519
Midland States Bancorp
MSBI
$699M
– –
-50,200
Closed -$1.61M
MSFT icon
3520
Microsoft
MSFT
$3.66T
– –
-1,651,884
Closed -$189M
MSI icon
3521
Motorola Solutions
MSI
$77.4B
– –
-61,015
Closed -$7.94M
MTNB icon
3522
Matinas BioPharma
MTNB
$1.47M
– –
-2,698
Closed -$124K
MTR
3523
Mesa Royalty Trust
MTR
$5.31M
– –
-16,205
Closed -$232K
MVO
3524
DELISTED
MV Oil Trust
MVO
– –
-21,700
Closed -$253K
NBR icon
3525
Nabors Industries
NBR
$1.31B
– –
-23,376
Closed -$7.2M
139 140
141
142 143

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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.