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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
UNIT
3626
Uniti Group
UNIT
$2.25B
– –
-51,386
Closed -$1.03M
URGN icon
3627
UroGen Pharma
URGN
$2.3B
– –
-16,800
Closed -$793K
USAC icon
3628
USA Compression Partners
USAC
$3.75B
– –
-333,800
Closed -$5.51M
VAC icon
3629
Marriott Vacations Worldwide
VAC
$3.95B
– –
-19,761
Closed -$2.21M
VB icon
3630
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
– –
-3,300
Closed -$537K
VBK icon
3631
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
– –
-3,100
Closed -$581K
VBR icon
3632
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
– –
-4,101
Closed -$572K
VCR icon
3633
Vanguard Consumer Discretionary ETF
VCR
$6.15B
– –
-3,100
Closed -$559K
VGT icon
3634
Vanguard Information Technology ETF
VGT
$147B
– –
-24,000
Closed -$608K
VNO icon
3635
Vornado Realty Trust
VNO
$7.24B
– –
-195,599
Closed -$14.3M
VO icon
3636
Vanguard Morningstar Mid-Cap ETF
VO
$109B
– –
-10,000
Closed -$410K
VOC icon
3637
VOC Energy
VOC
$53.2M
– –
-38,600
Closed -$211K
VONE icon
3638
Vanguard Russell 1000 ETF
VONE
$8.65B
– –
-1,900
Closed -$254K
VONG icon
3639
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
– –
-6,000
Closed -$240K
VOOG icon
3640
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
– –
-9,600
Closed -$254K
VOT icon
3641
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
– –
-5,400
Closed -$770K
VTI icon
3642
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
– –
-2,100
Closed -$314K
VTIP icon
3643
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
– –
-96,366
Closed -$4.66M
VTSI icon
3644
VirTra
VTSI
$35.6M
– –
-21,202
Closed -$113K
VXF icon
3645
Vanguard Extended Market ETF
VXF
$31.9B
– –
-2,100
Closed -$258K
WAB icon
3646
Wabtec
WAB
$50.3B
– –
-78,400
Closed -$8.22M
WCC
3647
WESCO International
WCC
$17.8B
– –
-90,600
Closed -$5.57M
WLDN icon
3648
Willdan Group
WLDN
$1.28B
– –
-10,400
Closed -$353K
WLKP icon
3649
Westlake Chemical Partners
WLKP
$760M
– –
-133,378
Closed -$3.32M
WMB icon
3650
Williams Companies
WMB
$88.4B
– –
-3,348,485
Closed -$91M
144 145
146
147 148

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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.