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 | |
|---|---|---|---|---|---|---|
301
Brixmor Property Group
BRX
$9.11B
| $70.3M | 0.08% |
4,786,800
+1,640,900
| +52% | +$25.9M |
|
302
Spire
SR
$4.85B
| $70.1M | 0.08% |
946,800
+119,400
| +14% | +$9.03M |
|
303
Mercury Insurance
MCY
$5.91B
| $70M | 0.08% |
1,353,900
+235,554
| +21% | +$12.8M |
|
304
SSR Mining
SSRM
$6.65B
| $69.9M | 0.08% |
5,778,400
-16,100
| -0.3% | -$171K |
|
305
Banco Santander Chile
BSAC
$16.3B
| $69.7M | 0.08% |
2,331,127
-139,500
| -6% | -$4.25M |
|
306
Synchrony
SYF
$25.6B
| $69.1M | 0.08% |
+2,944,300
| New | +$79.7M |
|
307
Advanced Energy
AEIS
$13.6B
| $67.6M | 0.07% |
1,575,620
-107,202
| -6% | -$4.77M |
|
308
Five Below
FIVE
$13.1B
| $67.5M | 0.07% |
659,703
-316,497
| -32% | -$35M |
|
309
Automatic Data Processing
ADP
$107B
| $66.7M | 0.07% |
508,500
-533,437
| -51% | -$75.3M |
|
310
Inogen
INGN
$156M
| $66.4M | 0.07% |
535,000
+167,100
| +45% | +$27.5M |
|
311
Vail Resorts
MTN
$5.28B
| $66.4M | 0.07% |
314,800
-11,700
| -4% | -$2.89M |
|
312
Flowers Foods
FLO
$1.51B
| $65.9M | 0.07% |
3,566,500
+327,498
| +10% | +$6.28M |
|
313
Qualys
QLYS
$6.45B
| $65.7M | 0.07% |
879,000
-179,600
| -17% | -$13.5M |
|
314
Vanda Pharmaceuticals
VNDA
$310M
| $65.6M | 0.07% |
2,511,350
+462,700
| +23% | +$10.9M |
|
|
MGLN
315
DELISTED
Magellan Health Services, Inc.
MGLN
| $65M | 0.07% |
1,143,399
+142,899
| +14% | +$8.81M |
|
316
Copa Holdings
CPA
$5.55B
| $65M | 0.07% |
825,500
-155,600
| -16% | -$12.2M |
|
317
TIM SA
TIMB
$8.69B
| $64.9M | 0.07% |
4,228,938
-94,200
| -2% | -$1.45M |
|
318
FirstService
FSV
$6.21B
| $64.2M | 0.07% |
937,693
+39,802
| +4% | +$2.97M |
|
319
Tyson Foods
TSN
$19.6B
| $64.1M | 0.07% |
1,200,300
+804,800
| +203% | +$47.3M |
|
320
CenterPoint Energy
CNP
$26.6B
| $63.7M | 0.07% |
2,256,500
+89,400
| +4% | +$2.49M |
|
321
AutoZone
AZO
$49.5B
| $63.4M | 0.07% |
75,600
-24,700
| -25% | -$19.8M |
|
|
PGTI
322
DELISTED
PGT, Inc.
PGTI
| $63.2M | 0.07% |
3,984,929
-12,600
| -0.3% | -$244K |
|
323
Lennar Class A
LEN
$20.7B
| $63M | 0.07% |
+1,661,305
| New | +$67.7M |
|
324
CSX Corp
CSX
$92.8B
| $62.8M | 0.07% |
3,033,000
+551,700
| +22% | +$12.7M |
|
325
Ubiquiti
UI
$35B
| $62.8M | 0.07% |
631,695
+193,695
| +44% | +$19.2M |
|
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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 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.