We are live on ! Find out more
Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
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 16.12%
2 Technology 13.68%
3 Financials 11.18%
4 Real Estate 10.07%
5 Consumer Discretionary 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
THO icon
1126
Thor Industries
THO
$4.11B
$13.6M 0.01%
+262,097
New +$17.7M
BSMX
1127
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$13.6M 0.01%
2,212,309
+1,297,024
+142% +$8.71M
MGP
1128
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
$13.6M 0.01%
514,500
-192,300
-27% -$5.37M
ATEN icon
1129
A10 Networks
ATEN
$1.96B
$13.6M 0.01%
2,175,400
+101,100
+5% +$612K
MUB icon
1130
iShares National Muni Bond ETF
MUB
$45.9B
$13.6M 0.01%
124,281
+50,700
+69% +$5.46M
GLOP
1131
DELISTED
GASLOG PARTNERS LP
GLOP
$13.5M 0.01%
683,600
+32,336
+5% +$757K
EQBK icon
1132
Equity Bancshares
EQBK
$1.07B
$13.5M 0.01%
383,600
-57,200
-13% -$2.08M
SAIL
1133
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
$13.5M 0.01%
574,300
+86,500
+18% +$2.22M
CVA
1134
DELISTED
Covanta Holding Corporation
CVA
$13.5M 0.01%
1,004,416
-253,200
-20% -$3.91M
QGEN icon
1135
Qiagen
QGEN
$8.93B
$13.5M 0.01%
368,837
+27,821
+8% +$1.03M
EPM icon
1136
Evolution Petroleum
EPM
$134M
$13.5M 0.01%
1,974,688
+192,600
+11% +$1.81M
PARAA
1137
DELISTED
Paramount Global Class A
PARAA
$13.4M 0.01%
305,900
-500
-0.2% -$26.6K
ROP icon
1138
Roper Technologies
ROP
$39.1B
$13.4M 0.01%
50,300
+19,700
+64% +$5.57M
NOW icon
1139
ServiceNow
NOW
$132B
$13.4M 0.01%
376,000
-3,723,500
-91% -$132M
TUP
1140
DELISTED
Tupperware Brands Corporation
TUP
$13.4M 0.01%
423,555
+222,055
+110% +$7.73M
BFIN
1141
DELISTED
BankFinancial
BFIN
$13.3M 0.01%
891,900
+800
+0.1% +$11.8K
VER
1142
DELISTED
VEREIT, Inc.
VER
$13.3M 0.01%
372,971
+99,280
+36% +$3.68M
SHM icon
1143
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$13.3M 0.01%
276,300
+267,100
+2,903% +$12.7M
CLUB
1144
DELISTED
Town Sports International Holdings, Inc.
CLUB
$13.3M 0.01%
2,074,362
-226,538
-10% -$1.71M
MANH icon
1145
Manhattan Associates
MANH
$11.7B
$13.3M 0.01%
312,860
+185,100
+145% +$8.77M
CTLT
1146
DELISTED
CATALENT, INC.
CTLT
$13.2M 0.01%
424,800
+150,500
+55% +$5.81M
HIFR
1147
DELISTED
InfraREIT, Inc.
HIFR
$13.2M 0.01%
629,996
+436,896
+226% +$9.3M
IMO icon
1148
Imperial Oil
IMO
$64B
$13.2M 0.01%
521,125
+509,000
+4,198% +$15.5M
NKTR icon
1149
Nektar Therapeutics
NKTR
$2.57B
$13.2M 0.01%
26,797
+22,207
+484% +$13.4M
OSBC icon
1150
Old Second Bancorp
OSBC
$1.31B
$13.2M 0.01%
1,014,725
-118,075
-10% -$1.67M
44 45
46
47 48

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 16% of assets, down from 19% 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.