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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
PLOW icon
3551
Douglas Dynamics
PLOW
$972M
– –
-20,900
Closed -$918K
PLYA
3552
DELISTED
Playa Hotels & Resorts
PLYA
– –
-83,500
Closed -$804K
PNR icon
3553
Pentair
PNR
$10.6B
– –
-363,264
Closed -$15.7M
POWI icon
3554
Power Integrations
POWI
$3.59B
– –
-132,400
Closed -$4.18M
PPC icon
3555
Pilgrim's Pride
PPC
$6.47B
– –
-380,517
Closed -$6.88M
PRTA icon
3556
Prothena Corp
PRTA
$474M
– –
-57,400
Closed -$751K
PTN
3557
Palatin Technologies
PTN
$13.9M
– –
-36
Closed -$44K
PVBC
3558
DELISTED
Provident Bancorp
PVBC
– –
-18,391
Closed -$263K
PWR icon
3559
Quanta Services
PWR
$103B
– –
-260,599
Closed -$8.7M
QDF icon
3560
FlexShares Quality Dividend Index Fund
QDF
$2.27B
– –
-10,100
Closed -$478K
QSR icon
3561
Restaurant Brands International
QSR
$25.9B
– –
-84,800
Closed -$5.02M
QTWO icon
3562
Q2 Holdings
QTWO
$3.88B
– –
-169,900
Closed -$10.3M
RBB icon
3563
RBB Bancorp
RBB
$457M
– –
-53,100
Closed -$1.3M
RDHL
3564
Redhill Biopharma
RDHL
$3.64M
– –
-139
Closed -$1.23M
REMX icon
3565
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.27B
– –
-6,221
Closed -$376K
RING icon
3566
iShares MSCI Global Gold Miners ETF
RING
$2.49B
– –
-36,300
Closed -$518K
RLJ icon
3567
RLJ Lodging Trust
RLJ
$1.63B
– –
-178,432
Closed -$3.93M
ROKU icon
3568
Roku
ROKU
$22.4B
– –
-616,000
Closed -$45M
ROST icon
3569
Ross Stores
ROST
$79.9B
– –
-271,828
Closed -$26.9M
RSP icon
3570
Invesco S&P 500 Equal Weight ETF
RSP
$99.2B
– –
-2,000
Closed -$214K
RSPT icon
3571
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.93B
– –
-16,000
Closed -$269K
SABR icon
3572
Sabre
SABR
$791M
– –
-333,600
Closed -$8.7M
SAFE
3573
Safehold
SAFE
$1.08B
– –
-33,137
Closed -$1.8M
SAGE
3574
DELISTED
Sage Therapeutics
SAGE
– –
-2,800
Closed -$396K
SAND
3575
DELISTED
Sandstorm Gold
SAND
– –
-435,707
Closed -$1.63M
141 142
143
144 145

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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.