Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$535M |
| 2 |
Meta Platforms (Facebook)
META
|
+$388M |
| 3 |
SLB Ltd
SLB
|
+$348M |
| 4 |
Visa
V
|
+$230M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$203M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Danaher
DHR
|
+$350M |
| 2 |
Chevron
CVX
|
+$349M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$337M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
|
ACET
2476
DELISTED
Aceto Corp
ACET
| $1.23M | ﹤0.01% |
1,463,530
+724,530
| +98% | +$1.3M |
|
2477
BlueLinx
BXC
$677M
| $1.23M | ﹤0.01% |
49,700
-322,960
| -87% | -$7.92M |
|
|
AHG
2478
Akso Health Group
AHG
$1.03B
| $1.23M | ﹤0.01% |
163,589
+131,335
| +407% | +$2.16M |
|
2479
Pluri
PLUR
$17.3M
| $1.23M | ﹤0.01% |
19,443
+2,804
| +17% | +$241K |
|
|
FRTX
2480
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
| $1.22M | ﹤0.01% |
3,283
+215
| +7% | +$84.3K |
|
2481
iShares Russell 1000 Growth ETF
IWF
$128B
| $1.22M | ﹤0.01% |
+37,200
| New | +$1.31M |
|
|
CXDC
2482
DELISTED
China XD Plastics Company Limited
CXDC
| $1.22M | ﹤0.01% |
690,080
+23,080
| +3% | +$53.5K |
|
2483
TAT Technologies
TATT
$544M
| $1.21M | ﹤0.01% |
196,800
+1,700
| +0.9% | +$11.4K |
|
2484
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.77B
| $1.21M | ﹤0.01% |
+9,700
| New | +$1.33M |
|
2485
Gevo
GEVO
$420M
| $1.2M | ﹤0.01% |
613,069
+49,600
| +9% | +$152K |
|
|
RC
2486
Ready Capital
RC
$306M
| $1.2M | ﹤0.01% |
86,900
-76,800
| -47% | -$1.16M |
|
|
ABTX
2487
DELISTED
Allegiance Bancshares
ABTX
| $1.2M | ﹤0.01% |
36,940
+7,112
| +24% | +$265K |
|
|
GVP
2488
DELISTED
GSE Systems, Inc.
GVP
| $1.2M | ﹤0.01% |
56,890
-820
| -1% | -$23.6K |
|
2489
Norwood Financial Corp
NWFL
$375M
| $1.19M | ﹤0.01% |
36,025
+1,675
| +5% | +$59.6K |
|
|
AUD
2490
DELISTED
Audacy, Inc.
AUD
| $1.19M | ﹤0.01% |
+207,800
| New | +$1.38M |
|
2491
Ampco-Pittsburgh
AP
$195M
| $1.18M | ﹤0.01% |
380,724
+70,843
| +23% | +$297K |
|
2492
Dollar General
DG
$27.3B
| $1.18M | ﹤0.01% |
10,900
-1,069,700
| -99% | -$116M |
|
2493
Verisk Analytics
VRSK
$23.7B
| $1.18M | ﹤0.01% |
+10,800
| New | +$1.26M |
|
|
BCRH
2494
DELISTED
BLUE CAPITAL REINSURANCE HOLDINGS LTD.
BCRH
| $1.17M | ﹤0.01% |
213,300
+35,200
| +20% | +$265K |
|
2495
Diamondrock Hospitality Co
DRH
$2.53B
| $1.17M | ﹤0.01% |
128,900
-2,152,384
| -94% | -$22.2M |
|
2496
Simmons First National
SFNC
$3.48B
| $1.17M | ﹤0.01% |
48,500
+27,500
| +131% | +$740K |
|
2497
Lattice Semiconductor
LSCC
$18.4B
| $1.17M | ﹤0.01% |
168,300
-344,500
| -67% | -$2.32M |
|
|
NGHC
2498
DELISTED
National General Holdings Corp
NGHC
| $1.17M | ﹤0.01% |
+48,100
| New | +$1.22M |
|
|
FRC
2499
DELISTED
First Republic Bank
FRC
| $1.16M | ﹤0.01% |
+13,400
| New | +$1.22M |
|
2500
Compass Diversified
CODI
$958M
| $1.16M | ﹤0.01% |
93,223
-132,308
| -59% | -$2.04M |
|
Similar funds
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.