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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
WSM icon
3651
Williams-Sonoma
WSM
$29.5B
– –
-1,554,400
Closed -$51.1M
WYNN icon
3652
Wynn Resorts
WYNN
$10.8B
– –
-575,900
Closed -$73.2M
XLE icon
3653
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
– –
-419,600
Closed -$15.9M
XLI icon
3654
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
– –
-118,000
Closed -$9.25M
XLY icon
3655
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
– –
-62,200
Closed -$3.65M
XOM icon
3656
ExxonMobil
XOM
$657B
– –
-825,054
Closed -$70.1M
XRX icon
3657
Xerox
XRX
$423M
– –
-369,924
Closed -$9.98M
XRT icon
3658
State Street SPDR S&P Retail ETF
XRT
$645M
– –
-52,020
Closed -$2.65M
ZBH icon
3659
Zimmer Biomet
ZBH
$18.5B
– –
-123,806
Closed -$15.8M
ZG icon
3660
Zillow
ZG
$7.71B
– –
-123,000
Closed -$5.44M
ZVRA icon
3661
Zevra Therapeutics
ZVRA
$673M
– –
-6,488
Closed -$498K
CNH
3662
CNH Industrial
CNH
$17.1B
– –
-913,612
Closed -$9.55M
SMC
3663
Summit Midstream
SMC
$479M
– –
-10,293
Closed -$2.21M
CCEC
3664
Capital Clean Energy Carriers
CCEC
$1.35B
– –
-56,559
Closed -$1.1M
GRCE
3665
Grace Therapeutics
GRCE
$44.6M
– –
-1,275
Closed -$79K
MAGN
3666
Magnera Corp
MAGN
$444M
– –
-3,038
Closed -$755K
ONC
3667
BeOne Medicines Ltd
ONC
$40.6B
– –
-142,500
Closed -$24.5M
LGF.A
3668
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
– –
-372,150
Closed -$9.08M
INFN
3669
DELISTED
Infinera Corporation Common Stock
INFN
– –
-1,299,086
Closed -$9.48M
ENLC
3670
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
– –
-301,132
Closed -$4.95M
CNSL
3671
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
– –
-38,541
Closed -$503K
NTBL
3672
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
– –
-1,269
Closed -$72K
GTHX
3673
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
– –
-11,400
Closed -$596K
VBIV
3674
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
– –
-2,140
Closed -$155K
WRK
3675
DELISTED
WestRock Company
WRK
– –
-564,862
Closed -$30.2M
145 146
147
148 149

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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.