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 | |
|---|---|---|---|---|---|---|
326
Healthcare Realty
HR
$6.58B
| $62.7M | 0.07% |
2,476,072
+1,073,272
| +77% | +$28.4M |
|
327
United Parks & Resorts
PRKS
$2.06B
| $62.5M | 0.07% |
2,827,100
+1,646,200
| +139% | +$44M |
|
328
Republic Services
RSG
$66.1B
| $62.4M | 0.07% |
865,461
-31,200
| -3% | -$2.28M |
|
329
Corcept Therapeutics
CORT
$12.1B
| $62.1M | 0.07% |
4,647,209
+231,609
| +5% | +$3.06M |
|
|
EE
330
DELISTED
El Paso Electric Company
EE
| $62M | 0.07% |
1,236,600
+132,400
| +12% | +$7.45M |
|
331
US Physical Therapy
USPH
$1.23B
| $62M | 0.07% |
605,287
-21,813
| -3% | -$2.42M |
|
332
Capri Holdings
CPRI
$1.79B
| $62M | 0.07% |
1,633,700
+1,442,100
| +753% | +$72.6M |
|
333
Shenandoah Telecom
SHEN
$744M
| $61.9M | 0.07% |
1,398,500
+185,800
| +15% | +$7.93M |
|
334
Evercore
EVR
$11.9B
| $61.5M | 0.07% |
859,900
-127,500
| -13% | -$10.5M |
|
335
D.R. Horton
DHI
$41.7B
| $61.5M | 0.07% |
1,773,638
+1,370,500
| +340% | +$50M |
|
336
Allison Transmission
ALSN
$10.2B
| $61.2M | 0.07% |
1,394,000
+561,100
| +67% | +$26M |
|
|
RPAI
337
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $61M | 0.07% |
5,626,552
+660,497
| +13% | +$7.89M |
|
|
AGR
338
DELISTED
Avangrid, Inc.
AGR
| $61M | 0.07% |
1,217,455
+276,155
| +29% | +$13.6M |
|
|
WIFI
339
DELISTED
Boingo Wireless, Inc.
WIFI
| $60.9M | 0.07% |
2,962,700
-33,900
| -1% | -$903K |
|
|
DENN
340
DELISTED
Denny's
DENN
| $60.9M | 0.07% |
3,756,900
-73,092
| -2% | -$1.15M |
|
341
PLDT
PHI
$4.21B
| $60.9M | 0.07% |
2,847,754
+129,854
| +5% | +$3.07M |
|
342
Peabody Energy
BTU
$2.95B
| $60.9M | 0.07% |
1,996,845
+159,336
| +9% | +$5.34M |
|
343
NOV
NOV
$7.38B
| $60.5M | 0.07% |
2,354,003
+1,756,093
| +294% | +$60.7M |
|
|
STOR
344
DELISTED
STORE Capital Corporation
STOR
| $59.8M | 0.07% |
2,113,500
+1,102,000
| +109% | +$32.1M |
|
345
ConocoPhillips
COP
$149B
| $59.8M | 0.07% |
959,113
+322,200
| +51% | +$21.9M |
|
346
Cintas
CTAS
$80.5B
| $59.7M | 0.07% |
1,421,872
+440,800
| +45% | +$19.7M |
|
347
Grupo Aeroportuario del Pacifico
PAC
$12.5B
| $59.7M | 0.07% |
732,200
+76,900
| +12% | +$6.47M |
|
348
Banco de Chile
BCH
$20.5B
| $59.5M | 0.07% |
2,082,175
+88,162
| +4% | +$2.54M |
|
349
Insperity
NSP
$2.04B
| $59.5M | 0.07% |
637,300
-56,000
| -8% | -$5.82M |
|
350
UnitedHealth
UNH
$358B
| $59.1M | 0.06% |
+237,326
| New | +$62.7M |
|
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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.