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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
WPX
3726
DELISTED
WPX Energy, Inc.
WPX
– –
-301,000
Closed -$6.06M
WMGI
3727
DELISTED
Wright Medical Group Inc
WMGI
– –
-365,607
Closed -$10.6M
IMMU
3728
DELISTED
Immunomedics Inc
IMMU
– –
-515,307
Closed -$10.7M
TRQ
3729
DELISTED
Turquoise Hill Resources Ltd
TRQ
– –
-1,490
Closed -$32K
AIMT
3730
DELISTED
Aimmune Therapeutics
AIMT
– –
-29,800
Closed -$813K
CETV
3731
DELISTED
Central European Media Enterprises Ltd
CETV
– –
-43,079
Closed -$162K
CNXM
3732
DELISTED
CNX Midstream Partners LP
CNXM
– –
-251,300
Closed -$4.84M
PSV
3733
DELISTED
Hermitage Offshore Services Ltd.
PSV
– –
-8,095
Closed -$79K
MJCO
3734
DELISTED
Majesco
MJCO
– –
-10,500
Closed -$79K
ECT
3735
DELISTED
ECA Marcellus Trust 1 Interest
ECT
– –
-41,362
Closed -$77K
PYX
3736
DELISTED
Pyxus International, Inc.
PYX
– –
-233,280
Closed -$5.37M
TIVO
3737
DELISTED
Tivo Inc
TIVO
– –
-136,135
Closed -$1.7M
WBC
3738
DELISTED
WABCO HOLDINGS INC.
WBC
– –
-272,800
Closed -$32.2M
PBBI
3739
DELISTED
PB Bancorp, Inc. Common Stock
PBBI
– –
-13,600
Closed -$160K
TGE
3740
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
– –
-479,200
Closed -$11.3M
BDCL
3741
DELISTED
2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev
BDCL
– –
-10,900
Closed -$175K
AYR
3742
DELISTED
Aircastle Ltd
AYR
– –
-88,400
Closed -$1.94M
INXN
3743
DELISTED
Interxion Holding N.V.
INXN
– –
-18,900
Closed -$1.27M
ZAYO
3744
DELISTED
Zayo Group Holdings, Inc.
ZAYO
– –
-943,200
Closed -$32.7M
VLRX
3745
DELISTED
VALERITAS HOLDINGS INC
VLRX
– –
-8,183
Closed -$218K
MPVD
3746
DELISTED
Mountain Province Diamonds Inc.
MPVD
– –
-12,242
Closed -$26K
PKD
3747
DELISTED
Parker Drilling Company
PKD
– –
-198,475
Closed -$591K
WAIR
3748
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
– –
-15,337
Closed -$173K
SMTA
3749
DELISTED
Spirit MTA REIT Common Shares of Beneficial Interest
SMTA
– –
-21,738
Closed -$250K
IDSA
3750
DELISTED
Industrial Services of America
IDSA
– –
-11,031
Closed -$25K
148 149
150
151 152

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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.