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 | |
|---|---|---|---|---|---|---|
351
J&J Snack Foods
JJSF
$1.7B
| $59.1M | 0.06% |
408,800
-26,400
| -6% | -$4.01M |
|
352
Occidental Petroleum
OXY
$57.7B
| $59.1M | 0.06% |
962,948
+220,500
| +30% | +$15.5M |
|
353
MGIC Investment
MTG
$6.32B
| $59.1M | 0.06% |
5,650,300
+318,500
| +6% | +$3.73M |
|
354
Sturm, Ruger & Co
RGR
$600M
| $59M | 0.06% |
1,108,000
+377,100
| +52% | +$21.8M |
|
|
BNCL
355
DELISTED
Beneficial Bancorp, Inc.
BNCL
| $58.9M | 0.06% |
4,121,882
+117,263
| +3% | +$1.82M |
|
|
CS
356
DELISTED
Credit Suisse Group
CS
| $58.8M | 0.06% |
5,414,488
+898,500
| +20% | +$11.1M |
|
|
ISCA
357
DELISTED
International Speedway Corp
ISCA
| $58.7M | 0.06% |
1,338,920
+95,554
| +8% | +$3.85M |
|
|
MODV
358
DELISTED
ModivCare
MODV
| $58.4M | 0.06% |
972,699
-75,801
| -7% | -$5.02M |
|
359
Toll Brothers
TOL
$13.9B
| $58.3M | 0.06% |
1,771,000
+1,067,700
| +152% | +$34.3M |
|
|
HPP
360
Hudson Pacific Properties
HPP
$786M
| $58.3M | 0.06% |
286,357
+46,528
| +19% | +$9.94M |
|
|
HTZ
361
DELISTED
Hertz Global Holdings, Inc.
HTZ
| $58M | 0.06% |
4,890,079
+341,902
| +8% | +$4.8M |
|
|
MASI
362
DELISTED
Masimo
MASI
| $57.8M | 0.06% |
538,300
+235,500
| +78% | +$26.3M |
|
363
Rexford Industrial Realty
REXR
$8.13B
| $57.8M | 0.06% |
1,960,900
+403,500
| +26% | +$12.8M |
|
|
MPT
364
Medical Properties Trust
MPT
$2.51B
| $57.5M | 0.06% |
3,578,600
+2,730,600
| +322% | +$43.2M |
|
365
Yum China
YUMC
$16.1B
| $57.5M | 0.06% |
1,713,500
+985,950
| +136% | +$33.8M |
|
|
WNS
366
DELISTED
WNS Holdings
WNS
| $57.2M | 0.06% |
1,387,200
+10,114
| +0.7% | +$483K |
|
367
Jack Henry & Associates
JKHY
$11.1B
| $57.2M | 0.06% |
451,901
+378,682
| +517% | +$53.8M |
|
|
PTR
368
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $57.1M | 0.06% |
927,900
+47,700
| +5% | +$3.42M |
|
369
Kraft Heinz
KHC
$30B
| $57.1M | 0.06% |
1,325,635
+1,157,435
| +688% | +$59.9M |
|
370
Weyerhaeuser
WY
$17.9B
| $56.9M | 0.06% |
2,603,781
+1,514,500
| +139% | +$40.3M |
|
371
Enova International
ENVA
$6.55B
| $56.5M | 0.06% |
2,902,620
+558,600
| +24% | +$12.7M |
|
372
Enanta Pharmaceuticals
ENTA
$393M
| $56.5M | 0.06% |
797,200
-51,200
| -6% | -$3.93M |
|
373
WEX
WEX
$6.8B
| $56.2M | 0.06% |
401,600
+334,800
| +501% | +$55.1M |
|
374
Equity Residential
EQR
$24.8B
| $56.1M | 0.06% |
849,200
+805,700
| +1,852% | +$54.1M |
|
375
W.R. Berkley
WRB
$26.2B
| $56M | 0.06% |
2,555,213
+284,513
| +13% | +$6.39M |
|
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.