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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
GCP
3701
DELISTED
GCP Applied Technologies Inc.
GCP
– –
-113,900
Closed -$3.02M
TYME
3702
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
– –
-35,900
Closed -$100K
ALJJ
3703
DELISTED
ALJ Regional Holdings Inc
ALJJ
– –
-19,067
Closed -$33K
HNP
3704
DELISTED
Huaneng Power Intl, Inc.
HNP
– –
-15,000
Closed -$389K
APTS
3705
DELISTED
Preferred Apartment Communities, Inc.
APTS
– –
-85,200
Closed -$1.5M
VWTR
3706
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
– –
-107,700
Closed -$1.35M
IIN
3707
DELISTED
IntriCon Corporation
IIN
– –
-181,200
Closed -$10.2M
XENT
3708
DELISTED
Intersect ENT, Inc
XENT
– –
-95,158
Closed -$2.74M
HMHC
3709
DELISTED
Houghton Mifflin Harcourt Company
HMHC
– –
-78,699
Closed -$551K
BPMP
3710
DELISTED
BP Midstream Partners LP Common Units representing Limited Partner Interests
BPMP
– –
-73,000
Closed -$1.37M
VRS
3711
DELISTED
Verso Corporation
VRS
– –
-265,100
Closed -$8.93M
INFO
3712
DELISTED
IHS Markit Ltd. Common Shares
INFO
– –
-304,866
Closed -$16.5M
SC
3713
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
– –
-993,800
Closed -$19.9M
LMRK
3714
DELISTED
Landmark Infrastructure Partners LP Common Units
LMRK
– –
-26,500
Closed -$367K
LORL
3715
DELISTED
Loral Space and Communications, Inc.
LORL
– –
-95,900
Closed -$4.35M
TRIL
3716
DELISTED
Trillium Therapeutics Inc.
TRIL
– –
-116,100
Closed -$673K
KDMN
3717
DELISTED
Kadmon Holdings, Inc.
KDMN
– –
-332,233
Closed -$1.11M
SBBP
3718
DELISTED
Strongbridge Biopharma plc.
SBBP
– –
-82,800
Closed -$402K
WRI
3719
DELISTED
Weingarten Realty Investors
WRI
– –
-89,800
Closed -$2.67M
GRUB
3720
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
– –
-6,250
Closed -$1.73M
CTB
3721
DELISTED
Cooper Tire & Rubber Co.
CTB
– –
-165,400
Closed -$4.68M
NBLX
3722
DELISTED
Noble Midstream Partners LP
NBLX
– –
-187,900
Closed -$6.65M
GWPH
3723
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
– –
-16,400
Closed -$2.83M
RP
3724
DELISTED
RealPage, Inc.
RP
– –
-36,306
Closed -$2.39M
SNDE
3725
DELISTED
Sundance Energy Inc. Common Stock
SNDE
– –
-1,060
Closed -$61K
147 148
149
150 151

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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.