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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
GFF icon
2376
Griffon
GFF
$4.72B
$1.52M ﹤0.01%
+145,400
New +$1.85M
FRBA icon
2377
First Bank
FRBA
$471M
$1.51M ﹤0.01%
124,919
-64,281
-34% -$769K
RWX icon
2378
State Street SPDR Dow Jones International Real Estate ETF
RWX
$266M
$1.51M ﹤0.01%
+42,800
New +$1.58M
INVE icon
2379
Identive
INVE
$64.1M
$1.51M ﹤0.01%
419,320
+19,381
+5% +$103K
ARKR icon
2380
Ark Restaurants
ARKR
$20.2M
$1.51M ﹤0.01%
82,100
– –
BSM icon
2381
Black Stone Minerals
BSM
$3.05B
$1.5M ﹤0.01%
97,200
-191,381
-66% -$3.24M
SLS icon
2382
SELLAS Life Sciences
SLS
$2.58B
$1.5M ﹤0.01%
24,452
+8,895
+57% +$689K
TISI icon
2383
Team
TISI
$101M
$1.5M ﹤0.01%
+10,242
New +$1.87M
GDP
2384
DELISTED
Goodrich Petroleum Corporation Common Stock
GDP
$1.5M ﹤0.01%
111,000
-12,600
-10% -$177K
TDG icon
2385
TransDigm Group
TDG
$69.5B
$1.5M ﹤0.01%
+4,400
New +$1.51M
DSGR icon
2386
Distribution Solutions Group
DSGR
$1.62B
$1.49M ﹤0.01%
94,400
-12,800
-12% -$200K
ACHN
2387
DELISTED
Achillion Pharmaceuticals
ACHN
$1.48M ﹤0.01%
931,800
+809,100
+659% +$2.29M
BSQR
2388
DELISTED
BSQUARE Corporation
BSQR
$1.48M ﹤0.01%
952,375
-33,166
-3% -$70.1K
CIVI
2389
DELISTED
Civitas Solutions, Inc.
CIVI
$1.47M ﹤0.01%
84,100
-30,835
-27% -$460K
DCI icon
2390
Donaldson
DCI
$11.1B
$1.47M ﹤0.01%
+33,800
New +$1.75M
IWS icon
2391
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
$1.47M ﹤0.01%
+19,218
New +$1.61M
EEI
2392
DELISTED
Ecology and Environment
EEI
$1.46M ﹤0.01%
129,017
-600
-0.5% -$7.21K
PGF icon
2393
Invesco Financial Preferred ETF
PGF
$668M
$1.46M ﹤0.01%
+84,200
New +$1.49M
TCFC
2394
DELISTED
The Community Financial Corporation Common Stock
TCFC
$1.46M ﹤0.01%
49,888
-9,812
-16% -$301K
DSKE
2395
DELISTED
Daseke, Inc. Common Stock
DSKE
$1.46M ﹤0.01%
+395,700
New +$2.12M
IWD icon
2396
iShares Russell 1000 Value ETF
IWD
$84.2B
$1.46M ﹤0.01%
13,100
+11,300
+628% +$1.35M
CEA
2397
DELISTED
China Eastern Airlines
CEA
$1.45M ﹤0.01%
53,100
-38,300
-42% -$1.12M
AIFU
2398
AIFU Inc
AIFU
$215M
$1.45M ﹤0.01%
+165
New +$1.68M
CMRX
2399
DELISTED
Chimerix, Inc.
CMRX
$1.45M ﹤0.01%
562,274
+174,464
+45% +$584K
HASI icon
2400
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.41B
$1.44M ﹤0.01%
+75,800
New +$1.63M
94 95
96
97 98

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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 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.