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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
SSO icon
3601
ProShares Ultra S&P500
SSO
$8.35B
– –
-50,400
Closed -$803K
STE icon
3602
Steris
STE
$23.2B
– –
-120,800
Closed -$13.8M
STIP icon
3603
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
– –
-12,800
Closed -$1.26M
STWD icon
3604
Starwood Property Trust
STWD
$6.17B
– –
-1,709,184
Closed -$36.8M
SUN icon
3605
Sunoco
SUN
$13.8B
– –
-24,600
Closed -$727K
SXI icon
3606
Standex International
SXI
$3.97B
– –
-16,908
Closed -$1.76M
T icon
3607
AT&T
T
$168B
– –
-5,076,461
Closed -$129M
TAL icon
3608
TAL Education Group
TAL
$6.75B
– –
-1,813,206
Closed -$46.6M
TDTT icon
3609
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
– –
-31,200
Closed -$747K
TGI
3610
DELISTED
Triumph Group
TGI
– –
-422,892
Closed -$9.85M
TGS icon
3611
Transportadora de Gas del Sur
TGS
$4.22B
– –
-22,972
Closed -$321K
TIP icon
3612
iShares TIPS Bond ETF
TIP
$14.7B
– –
-39,576
Closed -$4.38M
TKC icon
3613
Turkcell
TKC
$4.72B
– –
-353,019
Closed -$1.7M
TLH icon
3614
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
– –
-2,700
Closed -$347K
TLPH icon
3615
Talphera
TLPH
$76.3M
– –
-21,435
Closed -$1.65M
TMHC
3616
DELISTED
Taylor Morrison
TMHC
– –
-348,100
Closed -$6.28M
TPIC
3617
DELISTED
TPI Composites
TPIC
– –
-272,400
Closed -$7.78M
TRI icon
3618
Thomson Reuters
TRI
$45.4B
– –
-18,699
Closed -$991K
TRN icon
3619
Trinity Industries
TRN
$2.29B
– –
-179,598
Closed -$4.74M
TROX icon
3620
Tronox
TROX
$1.02B
– –
-315,800
Closed -$3.77M
TUSK icon
3621
Mammoth Energy Services
TUSK
$158M
– –
-39,600
Closed -$1.15M
TZA icon
3622
Direxion Daily Small Cap Bear 3x ETF
TZA
$203M
– –
-49
Closed -$164K
UAA icon
3623
Under Armour
UAA
$2.29B
– –
-409,700
Closed -$8.69M
UFI icon
3624
UNIFI
UFI
$129M
– –
-29,200
Closed -$827K
UHS icon
3625
Universal Health Services
UHS
$9.94B
– –
-324,300
Closed -$41.5M
143 144
145
146 147

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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.