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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
FUV
3676
DELISTED
Arcimoto, Inc. Common Stock
FUV
– –
-680
Closed -$50K
KAMN
3677
DELISTED
Kaman Corp
KAMN
– –
-95,522
Closed -$6.38M
MOTS
3678
DELISTED
Motus GI Holdings, Inc. Common Stock
MOTS
– –
-91
Closed -$139K
AAU
3679
DELISTED
Almaden Minerals Ltd
AAU
– –
-93,900
Closed -$60K
MTBL
3680
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
– –
-115,653
Closed -$49K
SUNW
3681
DELISTED
Sunworks, Inc.
SUNW
– –
-1,471
Closed -$5K
NSTG
3682
DELISTED
NanoString Technologies, Inc.
NSTG
– –
-99,600
Closed -$1.78M
SOFO
3683
DELISTED
Sonic Foundry, Inc. Common Stock
SOFO
– –
-56,719
Closed -$91K
SCU
3684
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
– –
-13,680
Closed -$202K
USDP
3685
DELISTED
USD PARTNERS LP
USDP
– –
-101,275
Closed -$977K
ACER
3686
DELISTED
Acer Therapeutics Inc
ACER
– –
-11,235
Closed -$346K
CEQP
3687
DELISTED
Crestwood Equity Partners LP
CEQP
– –
-131,682
Closed -$4.84M
TRTN
3688
DELISTED
Triton International Limited
TRTN
– –
-6,300
Closed -$210K
QUOT
3689
DELISTED
Quotient Technology Inc
QUOT
– –
-373,400
Closed -$5.79M
BKI
3690
DELISTED
Black Knight, Inc. Common Stock
BKI
– –
-315,378
Closed -$16.4M
MTEM
3691
DELISTED
Molecular Templates, Inc.
MTEM
– –
-3,425
Closed -$277K
UNVR
3692
DELISTED
Univar Solutions Inc.
UNVR
– –
-218,500
Closed -$6.7M
SNMP
3693
DELISTED
Evolve Transition Infrastructure LP
SNMP
– –
-2,129
Closed -$454K
APTO
3694
DELISTED
Aptose Biosciences, Inc.
APTO
– –
-408
Closed -$477K
IMV
3695
DELISTED
IMV Inc. Common Shares
IMV
– –
-2,691
Closed -$158K
DTEA
3696
DELISTED
DAVIDsTEA Inc. Common Stock
DTEA
– –
-91,700
Closed -$248K
PBFX
3697
DELISTED
PBF LOGISTICS LP
PBFX
– –
-101,500
Closed -$2.19M
SECO
3698
DELISTED
Secoo Holding Limited ADR
SECO
– –
-2,890
Closed -$367K
SMTS
3699
DELISTED
Sierra Metals Inc. Common Stock
SMTS
– –
-18,500
Closed -$47K
HNGR
3700
DELISTED
Hanger Inc.
HNGR
– –
-30,800
Closed -$642K
146 147
148
149 150

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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.