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 | |
|---|---|---|---|---|---|---|
2776
iShares MSCI South Africa ETF
EZA
$560M
| $633K | ﹤0.01% |
+12,550
| New | +$639K |
|
2777
Independent Bank
INDB
$4.08B
| $633K | ﹤0.01% |
+9,000
| New | +$698K |
|
2778
Cooper-Standard Automotive
CPS
$506M
| $627K | ﹤0.01% |
10,100
-194,100
| -95% | -$15.7M |
|
2779
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.75B
| $627K | ﹤0.01% |
+13,400
| New | +$674K |
|
|
INAP
2780
DELISTED
Internap Corporation
INAP
| $627K | ﹤0.01% |
151,030
+140,082
| +1,280% | +$1.04M |
|
2781
Ameriprise Financial
AMP
$50.5B
| $626K | ﹤0.01% |
+6,000
| New | +$753K |
|
2782
ProShares Ultra QQQ
QLD
$14.4B
| $625K | ﹤0.01% |
74,408
+27,200
| +58% | +$274K |
|
2783
Good Times Restaurants
GTIM
$16.8M
| $618K | ﹤0.01% |
247,319
+23,759
| +11% | +$95K |
|
2784
Hennessy Advisors
HNNA
$79.8M
| $617K | ﹤0.01% |
61,650
-8,400
| -12% | -$102K |
|
2785
Upland Software
UPLD
$17.2M
| $617K | ﹤0.01% |
2,270
-16,510
| -88% | -$4.95M |
|
|
CSTR
2786
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $617K | ﹤0.01% |
41,872
+29,072
| +227% | +$448K |
|
|
CBPO
2787
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $615K | ﹤0.01% |
8,100
-46,700
| -85% | -$3.44M |
|
|
AMRS
2788
DELISTED
Amyris Inc.
AMRS
| $614K | ﹤0.01% |
183,976
+130,193
| +242% | +$750K |
|
2789
Genesis Energy
GEL
$1.93B
| $606K | ﹤0.01% |
+32,799
| New | +$738K |
|
|
AAIC
2790
DELISTED
Arlington Asset Investment Corp.
AAIC
| $603K | ﹤0.01% |
83,300
+49,000
| +143% | +$412K |
|
|
NE
2791
DELISTED
Noble Corporation
NE
| $601K | ﹤0.01% |
229,300
-1,343,700
| -85% | -$6.38M |
|
2792
POSCO
PKX
$17.8B
| $599K | ﹤0.01% |
10,900
-61,500
| -85% | -$3.53M |
|
|
KG
2793
Kestrel Group
KG
$60.5M
| $597K | ﹤0.01% |
+18,106
| New | +$975K |
|
2794
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.99B
| $597K | ﹤0.01% |
+15,900
| New | +$635K |
|
2795
Mastech Digital
MHH
$92.5M
| $596K | ﹤0.01% |
94,571
-31,829
| -25% | -$213K |
|
2796
Telecom Argentina
TEO
$5.76B
| $596K | ﹤0.01% |
38,300
+3,591
| +10% | +$61.5K |
|
|
KEG
2797
DELISTED
Key Energy Services, Inc. Common Stock
KEG
| $595K | ﹤0.01% |
287,400
+264,900
| +1,177% | +$1.93M |
|
2798
iShares Micro-Cap ETF
IWC
$1.51B
| $594K | ﹤0.01% |
7,200
+5,200
| +260% | +$483K |
|
2799
Lifeway Foods
LWAY
$390M
| $594K | ﹤0.01% |
315,856
+20,352
| +7% | +$54.2K |
|
2800
Vanguard High Dividend Yield ETF
VYM
$84B
| $593K | ﹤0.01% |
7,600
+2,100
| +38% | +$175K |
|
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.