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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
DTRM
3776
DELISTED
Determine, Inc. Common Stock
DTRM
– –
-208,933
Closed -$142K
ABCD
3777
DELISTED
Cambium Learning Group, Inc.
ABCD
– –
-1,678,500
Closed -$19.9M
DWCH
3778
DELISTED
Datawatch Corp
DWCH
– –
-922,000
Closed -$10.7M
RSYS
3779
DELISTED
Radisys Corp
RSYS
– –
-3,179,198
Closed -$5.18M
OCLR
3780
DELISTED
Oclaro Inc.
OCLR
– –
-1,017,700
Closed -$9.1M
PBSK
3781
DELISTED
Poage Bankshares, Inc.
PBSK
– –
-22,990
Closed -$583K
FCE.A
3782
DELISTED
Forest City Realty Trust, Inc.
FCE.A
– –
-3,744,863
Closed -$94M
SONC
3783
DELISTED
Sonic Corp
SONC
– –
-365,374
Closed -$15.8M
ARII
3784
DELISTED
American Railcar Industries, Inc.
ARII
– –
-111,889
Closed -$5.16M
SODA
3785
DELISTED
SodaStream International Ltd
SODA
– –
-1,753,235
Closed -$251M
LHO
3786
DELISTED
LaSalle Hotel Properties
LHO
– –
-536,100
Closed -$18.5M
AFSI
3787
DELISTED
AmTrust Financial Services, Inc.
AFSI
– –
-270,012
Closed -$3.92M
EGN
3788
DELISTED
Energen
EGN
– –
-376,700
Closed -$32.5M
AET
3789
DELISTED
Aetna Inc
AET
– –
-472,890
Closed -$95.9M
CORI
3790
DELISTED
Corium International, Inc.
CORI
– –
-31,700
Closed -$301K
COL
3791
DELISTED
Rockwell Collins
COL
– –
-271,991
Closed -$38.2M
ZOES
3792
DELISTED
Zoe's Kitchen, Inc.
ZOES
– –
-266,600
Closed -$3.39M
NWY
3793
DELISTED
New York & Co Inc
NWY
– –
-1,543,000
Closed -$5.96M
ANCB
3794
DELISTED
Anchor Bancorp
ANCB
– –
-21,600
Closed -$611K
KMG
3795
DELISTED
KMG Chemicals Inc
KMG
– –
-609,100
Closed -$46M
CALL
3796
DELISTED
magicJack VocalTec Ltd
CALL
– –
-1,343,600
Closed -$11.2M
KTWO
3797
DELISTED
K2M Group Holdings, Inc
KTWO
– –
-39,600
Closed -$1.08M
PRSS
3798
DELISTED
CafePress Inc.
PRSS
– –
-810,323
Closed -$1.18M
WSCI
3799
DELISTED
WSI Industries Inc
WSCI
– –
-126,301
Closed -$871K
KS
3800
DELISTED
KapStone Paper and Pack Corp.
KS
– –
-326,600
Closed -$11.1M
150 151
152
153 154

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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.