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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
VWOB icon
2426
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.24B
$1.38M ﹤0.01%
+18,447
New +$1.37M
JCTC
2427
Jewett-Cameron Trading
JCTC
$10.2M
$1.38M ﹤0.01%
193,400
+2,500
+1% +$21K
GURE
2428
Gulf Resources
GURE
$4.63M
$1.37M ﹤0.01%
35,187
+404
+1% +$17.7K
INDT
2429
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
$1.37M ﹤0.01%
42,900
+1,000
+2% +$35K
LOB icon
2430
Live Oak Bancshares
LOB
$2B
$1.37M ﹤0.01%
92,300
+43,500
+89% +$839K
TRIB
2431
Trinity Biotech
TRIB
$7.88M
$1.36M ﹤0.01%
3,971
+43
+1% +$19.9K
XPRO icon
2432
Expro Ltd
XPRO
$2.1B
$1.36M ﹤0.01%
+43,533
New +$1.89M
ASC icon
2433
Ardmore Shipping
ASC
$719M
$1.36M ﹤0.01%
290,498
+55,400
+24% +$345K
LOAN
2434
Manhattan Bridge Capital
LOAN
$47.1M
$1.35M ﹤0.01%
241,040
-73,700
-23% -$442K
CWT icon
2435
California Water Service
CWT
$3.12B
$1.35M ﹤0.01%
+28,400
New +$1.26M
EVBN
2436
DELISTED
Evans Bancorp Inc
EVBN
$1.35M ﹤0.01%
41,611
-3,189
-7% -$131K
AMJ
2437
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$1.35M ﹤0.01%
60,400
+51,800
+602% +$1.31M
FRAN
2438
DELISTED
Francesca's Holdings Corporation
FRAN
$1.34M ﹤0.01%
+115,267
New +$3.36M
JASN
2439
DELISTED
Jason Industries, Inc.
JASN
$1.34M ﹤0.01%
979,731
-57,185
-6% -$130K
INO icon
2440
Inovio Pharmaceuticals
INO
$113M
$1.34M ﹤0.01%
27,940
-3,342
-11% -$203K
EBTC
2441
DELISTED
Enterprise Bancorp
EBTC
$1.34M ﹤0.01%
41,600
-2,234
-5% -$70.6K
AXAS
2442
DELISTED
Abraxas Petroleum Corp
AXAS
$1.34M ﹤0.01%
61,381
+25,866
+73% +$902K
DOG
2443
ProShares Short Dow30
DOG
$87.3M
$1.33M ﹤0.01%
+21,650
New +$1.26M
BLCM
2444
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
$1.32M ﹤0.01%
+45,223
New +$2.01M
IMI
2445
DELISTED
Intermolecular, Inc.
IMI
$1.32M ﹤0.01%
1,306,807
+92,327
+8% +$92.7K
CLDX icon
2446
Celldex Therapeutics
CLDX
$3.29B
$1.31M ﹤0.01%
442,481
+86,241
+24% +$424K
EWU icon
2447
iShares MSCI United Kingdom ETF
EWU
$4.13B
$1.31M ﹤0.01%
+44,700
New +$1.41M
RDGT
2448
Ridgetech Inc
RDGT
$3.01M
$1.31M ﹤0.01%
18
+10
+125% +$717K
CFMS
2449
DELISTED
Conformis, Inc. Common Stock
CFMS
$1.31M ﹤0.01%
146,250
+13,992
+11% +$235K
HIMX
2450
Himax Technologies
HIMX
$2.66B
$1.3M ﹤0.01%
+380,361
New +$1.8M
96 97
98
99 100

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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.