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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
NDLS icon
3526
Noodles & Co
NDLS
$97.6M
– –
-4,523
Closed -$438K
NGL icon
3527
NGL Energy Partners
NGL
$2.18B
– –
-129,800
Closed -$1.51M
NGVT icon
3528
Ingevity
NGVT
$2.63B
– –
-29,600
Closed -$3.02M
NNBR icon
3529
NN Inc
NNBR
$301M
– –
-67,300
Closed -$1.05M
NOC icon
3530
Northrop Grumman
NOC
$81.5B
– –
-35,900
Closed -$11.4M
NWSA icon
3531
News Corp Class A
NWSA
$15.4B
– –
-206,500
Closed -$2.72M
OMF icon
3532
OneMain Financial
OMF
$7.32B
– –
-420,900
Closed -$14.1M
ONCY
3533
Oncolytics Biotech
ONCY
$95.5M
– –
-15,800
Closed -$61K
ONEQ icon
3534
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
– –
-16,000
Closed -$505K
OPBK icon
3535
OP Bancorp
OPBK
$236M
– –
-12,300
Closed -$143K
OPK icon
3536
Opko Health
OPK
$1.04B
– –
-29,043
Closed -$100K
OXM icon
3537
Oxford Industries
OXM
$534M
– –
-98,100
Closed -$8.85M
PAR icon
3538
PAR Technology
PAR
$716M
– –
-38,900
Closed -$864K
PAYC icon
3539
Paycom
PAYC
$9.28B
– –
-202,250
Closed -$31.4M
PBA icon
3540
Pembina Pipeline
PBA
$28.5B
– –
-221,900
Closed -$7.54M
PCEF icon
3541
Invesco CEF Income Composite ETF
PCEF
$819M
– –
-22,700
Closed -$518K
PDBC icon
3542
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.67B
– –
-15,100
Closed -$283K
PDP icon
3543
Invesco Dorsey Wright Momentum ETF
PDP
$1.53B
– –
-4,100
Closed -$244K
PEB icon
3544
Pebblebrook Hotel Trust
PEB
$2.01B
– –
-355,101
Closed -$12.9M
PEGA icon
3545
Pegasystems
PEGA
$5.17B
– –
-86,048
Closed -$2.69M
PFG icon
3546
Principal Financial Group
PFG
$24.1B
– –
-598,100
Closed -$35M
PFSI icon
3547
PennyMac Financial
PFSI
$3.96B
– –
-92,900
Closed -$1.94M
IFLN
3548
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
– –
-10,330
Closed -$191K
PID icon
3549
Invesco International Dividend Achievers ETF
PID
$910M
– –
-11,000
Closed -$173K
PLAG icon
3550
Planet Green Holdings
PLAG
$16.2M
– –
-71
Closed -$2K
140 141
142
143 144

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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.