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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
LKSD
3751
DELISTED
LSC Communications, Inc.
LKSD
– –
-13,600
Closed -$150K
PSDO
3752
DELISTED
Presidio, Inc. Common Stock
PSDO
– –
-18,700
Closed -$285K
VIAB
3753
DELISTED
Viacom Inc. Class B
VIAB
– –
-914,100
Closed -$30.9M
FELP
3754
DELISTED
Foresight Energy LP
FELP
– –
-21,700
Closed -$87K
ALDR
3755
DELISTED
Alder Biopharmaceuticals
ALDR
– –
-101,500
Closed -$1.69M
NCI
3756
DELISTED
Navigant Consulting, Inc.
NCI
– –
-149,513
Closed -$3.45M
TRNX
3757
DELISTED
Taronis Technologies, Inc. Common Stock
TRNX
– –
-10,116
Closed -$152K
DYSL
3758
DELISTED
Dynasil Corporation of America
DYSL
– –
-21,700
Closed -$28K
AMID
3759
DELISTED
American Midstream Partners, LP
AMID
– –
-30,311
Closed -$192K
TI.A
3760
DELISTED
Telecom Italia 10 Svg
TI.A
– –
-85,635
Closed -$462K
TVPT
3761
DELISTED
Travelport Worldwide Limited
TVPT
– –
-167,100
Closed -$2.82M
MFGP
3762
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
– –
-114,463
Closed -$2.56M
TFCFA
3763
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
– –
-7,273,400
Closed -$337M
MB
3764
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
– –
-72,700
Closed -$2.96M
LOXO
3765
DELISTED
Loxo Oncology, Inc
LOXO
– –
-128,800
Closed -$22M
AHL
3766
DELISTED
ASPEN Insurance Holding Limited
AHL
– –
-493,400
Closed -$20.6M
DNB
3767
DELISTED
Dun & Bradstreet
DNB
– –
-695,800
Closed -$99.2M
DM
3768
DELISTED
Dominion Energy Midstream Ptr LP
DM
– –
-153,700
Closed -$2.75M
INTX
3769
DELISTED
Intersections, Inc.
INTX
– –
-984,400
Closed -$1.78M
EQGP
3770
DELISTED
EQGP Holdings, LP
EQGP
– –
-34,300
Closed -$714K
APTI
3771
DELISTED
Apptio, Inc. Class A Common Stock
APTI
– –
-500,300
Closed -$18.5M
RSLS
3772
DELISTED
ReShape Lifesciences Inc. Common Stock
RSLS
– –
-16,341
Closed -$101K
BSCI
3773
DELISTED
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
– –
-88,503
Closed -$1.87M
BSJI
3774
DELISTED
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
– –
-32,600
Closed -$819K
XOXO
3775
DELISTED
Xo Group Inc
XOXO
– –
-1,717,400
Closed -$59.2M
149 150
151
152 153

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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.