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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
NYRT
3801
DELISTED
New York REIT, Inc.
NYRT
– –
-268,350
Closed -$4.87M
SNMX
3802
DELISTED
Senomyx, Inc.
SNMX
– –
-1,110,038
Closed -$1.64M
DFBG
3803
DELISTED
Differential Brands Group Inc
DFBG
– –
-104,183
Closed -$423K
EDGW
3804
DELISTED
Edgewater Technology Inc
EDGW
– –
-621,738
Closed -$3.12M
SVU
3805
DELISTED
SUPERVALU Inc.
SVU
– –
-272,455
Closed -$8.78M
ETP
3806
DELISTED
Energy Transfer Partners, L.P.
ETP
– –
-3,352,618
Closed -$74.6M
EGC
3807
DELISTED
Energy XXI Gulf Coast, Inc. Common Stock
EGC
– –
-108,900
Closed -$910K
XRM
3808
DELISTED
Xerium Technologies Inc (new)
XRM
– –
-853,600
Closed -$11.5M
REIS
3809
DELISTED
Reis, Inc.
REIS
– –
-330,600
Closed -$7.6M
PNK
3810
DELISTED
Pinnacle Entertainment Inc.
PNK
– –
-2,459,799
Closed -$82.9M
WEB
3811
DELISTED
Web.com Group, Inc.
WEB
– –
-69,800
Closed -$1.95M
GPT
3812
DELISTED
Gramercy Property Trust
GPT
– –
-500,913
Closed -$13.7M
KLXI
3813
DELISTED
KLX Inc.
KLXI
– –
-686,900
Closed -$43.1M
SYNT
3814
DELISTED
Syntel Inc
SYNT
– –
-1,396,990
Closed -$57.2M
CWAY
3815
DELISTED
Coastway Bancorp, Inc.
CWAY
– –
-75,900
Closed -$2.14M
CVG
3816
DELISTED
Convergys
CVG
– –
-432,600
Closed -$10.3M
PHH
3817
DELISTED
PHH Corporation
PHH
– –
-2,828,765
Closed -$31.1M
AVHI
3818
DELISTED
A V Homes, Inc.
AVHI
– –
-117,400
Closed -$2.35M
FBNK
3819
DELISTED
First Connecticut Bancorp, Inc
FBNK
– –
-523,634
Closed -$15.5M
RMGN
3820
DELISTED
RMG Networks Holding Corporation
RMGN
– –
-181,875
Closed -$235K
COWN
3821
DELISTED
Cowen Inc. Class A Common Stock
COWN
– –
-127,021
Closed -$2.07M
RLJE
3822
DELISTED
RLJ Entertainment, Inc.
RLJE
– –
-38,312
Closed -$238K
EGL
3823
DELISTED
Engility Holdings, Inc.
EGL
– –
-42,200
Closed -$1.52M
USLV
3824
DELISTED
VelocitySharesTM 3x Long Silver ETN linked to the S&P GSCI Silver Index ER
USLV
– –
-12,960
Closed -$846K
CA
3825
DELISTED
CA, Inc.
CA
– –
-2,004,900
Closed -$88.5M
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.