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 | 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 | |
|---|---|---|---|---|---|---|
251
New Oriental
EDU
$8.5B
| $86.7M | 0.09% |
1,581,400
-108,800
| -6% | -$6.3M |
|
|
XYZ
252
Block Inc
XYZ
$46.7B
| $86.5M | 0.09% |
1,542,800
+1,006,500
| +188% | +$71.1M |
|
|
VRE
253
DELISTED
Veris Residential
VRE
| $86.4M | 0.09% |
4,410,600
+420,400
| +11% | +$8.6M |
|
|
MXIM
254
DELISTED
Maxim Integrated Products
MXIM
| $85.7M | 0.09% |
1,685,888
+274,788
| +19% | +$14.3M |
|
|
ENDP
255
DELISTED
Endo International plc
ENDP
| $85.4M | 0.09% |
11,704,171
+2,096,311
| +22% | +$28.8M |
|
256
Darden Restaurants
DRI
$25B
| $83.8M | 0.09% |
839,269
+79,069
| +10% | +$8.46M |
|
|
COR
257
DELISTED
Coresite Realty Corporation
COR
| $83.7M | 0.09% |
959,500
+116,400
| +14% | +$11.3M |
|
|
HES
258
DELISTED
Hess
HES
| $82.5M | 0.09% |
+2,037,705
| New | +$116M |
|
259
T. Rowe Price
TROW
$23.8B
| $82.4M | 0.09% |
+892,400
| New | +$86.6M |
|
|
ALE
260
DELISTED
Allete
ALE
| $82.3M | 0.09% |
1,079,307
+92,308
| +9% | +$7.14M |
|
261
Logitech
LOGI
$14.6B
| $82.1M | 0.09% |
2,625,842
-7,300
| -0.3% | -$261K |
|
|
CELG
262
DELISTED
Celgene Corp
CELG
| $82M | 0.09% |
1,279,838
-273,600
| -18% | -$20.2M |
|
|
HRC
263
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $82M | 0.09% |
926,000
-219,400
| -19% | -$19.9M |
|
264
Clean Harbors
CLH
$16.7B
| $81.4M | 0.09% |
1,649,702
+260,800
| +19% | +$16.2M |
|
265
IAMGOLD
IAG
$10.5B
| $81.1M | 0.09% |
22,039,096
+1,220,900
| +6% | +$4.28M |
|
|
EA
266
DELISTED
Electronic Arts
EA
| $80.8M | 0.09% |
1,023,366
+1,005,266
| +5,554% | +$92.2M |
|
267
Trane Technologies
TT
$106B
| $80.7M | 0.09% |
884,068
+647,500
| +274% | +$63.7M |
|
|
PINC
268
DELISTED
Premier
PINC
| $79.7M | 0.09% |
2,135,109
+844,938
| +65% | +$34.9M |
|
269
MarketAxess Holdings
MKTX
$5.72B
| $78.8M | 0.09% |
372,900
+50,890
| +16% | +$10.5M |
|
270
Agnico Eagle Mines
AEM
$94B
| $78.3M | 0.09% |
1,937,100
+130,900
| +7% | +$4.82M |
|
271
Transocean
RIG
$6.38B
| $78M | 0.09% |
11,239,928
+4,424,728
| +65% | +$45.1M |
|
272
Kearny Financial
KRNY
$597M
| $76.8M | 0.08% |
5,989,693
-25,600
| -0.4% | -$333K |
|
|
LOGM
273
DELISTED
LogMein, Inc.
LOGM
| $76.5M | 0.08% |
938,039
+662,612
| +241% | +$55.9M |
|
|
MLNX
274
DELISTED
Mellanox Technologies, Ltd.
MLNX
| $76.5M | 0.08% |
828,056
+34,873
| +4% | +$2.96M |
|
275
Morningstar
MORN
$7.27B
| $76M | 0.08% |
691,570
+47,800
| +7% | +$5.6M |
|
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 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.