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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
SBR
3576
Sabine Royalty Trust
SBR
$1.06B
– –
-29,823
Closed -$1.26M
SCHA icon
3577
Schwab U.S Small- Cap ETF
SCHA
$23.3B
– –
-12,400
Closed -$236K
SCHB icon
3578
Schwab US Broad Market ETF
SCHB
$44.9B
– –
-32,802
Closed -$385K
SCHG icon
3579
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
– –
-21,432
Closed -$220K
SCHP icon
3580
Schwab US TIPS ETF
SCHP
$16.2B
– –
-24,600
Closed -$664K
SCHW
3581
Charles Schwab
SCHW
$186B
– –
-397,300
Closed -$19.5M
SCHV
3582
Schwab US Large-Cap Value ETF
SCHV
$16.2B
– –
-14,400
Closed -$269K
SCOR icon
3583
Comscore
SCOR
$112M
– –
-3,605
Closed -$1.31M
SCZ icon
3584
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
– –
-6,700
Closed -$417K
SEM
3585
DELISTED
Select Medical
SEM
– –
-65,331
Closed -$648K
SGRP
3586
DELISTED
SPAR Group
SGRP
– –
-29,600
Closed -$29K
SH icon
3587
ProShares Short S&P500
SH
$843M
– –
-16,550
Closed -$1.81M
SJM icon
3588
J.M. Smucker
SJM
$12.5B
– –
-159,903
Closed -$16.4M
SJNK icon
3589
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
– –
-288,400
Closed -$7.96M
SLNG icon
3590
Stabilis Solutions
SLNG
$90.2M
– –
-10,263
Closed -$58K
SMHI icon
3591
SEACOR Marine Holdings
SMHI
$265M
– –
-9,200
Closed -$208K
SMSI icon
3592
Smith Micro Software
SMSI
$16.8M
– –
-2,273
Closed -$229K
SON icon
3593
Sonoco
SON
$5.7B
– –
-36,300
Closed -$2.02M
SPAB icon
3594
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.94B
– –
-55,064
Closed -$1.53M
SPSB icon
3595
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
– –
-25,400
Closed -$767K
SPSM icon
3596
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
– –
-6,200
Closed -$206K
SPTM icon
3597
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
– –
-6,800
Closed -$246K
SRLN icon
3598
State Street Blackstone Senior Loan ETF
SRLN
$5.36B
– –
-195,100
Closed -$9.24M
SRPT icon
3599
Sarepta Therapeutics
SRPT
$1.91B
– –
-107,978
Closed -$17.4M
SRTS icon
3600
Sensus Healthcare
SRTS
$51M
– –
-48,100
Closed -$403K
142 143
144
145 146

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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.