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 | |
|---|---|---|---|---|---|---|
401
Globus Medical
GMED
$11.5B
| $52.9M | 0.06% |
1,222,400
+331,965
| +37% | +$16.6M |
|
402
Johnson & Johnson
JNJ
$632B
| $52.9M | 0.06% |
409,802
-352,298
| -46% | -$49.1M |
|
403
Synopsys
SNPS
$78.8B
| $52.9M | 0.06% |
627,784
-418,050
| -40% | -$37.1M |
|
404
Evertec
EVTC
$1.91B
| $52.9M | 0.06% |
1,842,401
+704,301
| +62% | +$18.4M |
|
|
CLDR
405
DELISTED
Cloudera, Inc.
CLDR
| $52.8M | 0.06% |
4,775,600
+3,184,600
| +200% | +$42.4M |
|
|
SRDX
406
DELISTED
Surmodics
SRDX
| $52.1M | 0.06% |
1,101,538
+9,700
| +0.9% | +$582K |
|
407
Ormat Technologies
ORA
$6.98B
| $52M | 0.06% |
994,000
-107,057
| -10% | -$5.63M |
|
408
Manulife Financial
MFC
$72.9B
| $51.9M | 0.06% |
3,658,224
+2,164,400
| +145% | +$34.3M |
|
409
KB Home
KBH
$3.45B
| $51.8M | 0.06% |
2,710,190
+1,468,490
| +118% | +$30.1M |
|
|
CMA
410
DELISTED
Comerica
CMA
| $51.7M | 0.06% |
+752,807
| New | +$59.8M |
|
411
Healthpeak Properties
DOC
$14.3B
| $51.7M | 0.06% |
1,850,801
+1,275,301
| +222% | +$35.3M |
|
|
TSE
412
DELISTED
Trinseo
TSE
| $51.6M | 0.06% |
1,127,300
-286,700
| -20% | -$15.6M |
|
413
Ovintiv
OVV
$17.2B
| $51.5M | 0.06% |
1,780,860
+1,764,298
| +10,653% | +$76.1M |
|
414
Nutanix
NTNX
$18.4B
| $51.4M | 0.06% |
1,235,226
-1,111,300
| -47% | -$45.9M |
|
|
LMNX
415
DELISTED
Luminex Corp
LMNX
| $51.1M | 0.06% |
2,209,342
+241,542
| +12% | +$6.51M |
|
416
Molson Coors Class B
TAP
$7.85B
| $51M | 0.06% |
909,000
+362,600
| +66% | +$22.3M |
|
417
Check Point Software Technologies
CHKP
$13.7B
| $51M | 0.06% |
496,808
+474,800
| +2,157% | +$52.1M |
|
|
AUO
418
DELISTED
AU Optronics Corp
AUO
| $50.8M | 0.06% |
12,902,496
+648,100
| +5% | +$2.58M |
|
419
HSBC
HSBC
$358B
| $50.8M | 0.06% |
1,281,775
+879,216
| +218% | +$35.2M |
|
420
AB InBev
BUD
$158B
| $50.7M | 0.06% |
769,882
+714,182
| +1,282% | +$54.6M |
|
421
Devon Energy
DVN
$48.8B
| $50.6M | 0.06% |
2,245,100
+2,084,800
| +1,301% | +$64.1M |
|
|
MFA
422
MFA Financial
MFA
$931M
| $50.3M | 0.06% |
1,881,506
-657,316
| -26% | -$18.5M |
|
|
VIVO
423
DELISTED
Meridian Bioscience Inc
VIVO
| $50.2M | 0.06% |
2,893,348
+92,140
| +3% | +$1.57M |
|
424
Targa Resources
TRGP
$57.2B
| $50.2M | 0.06% |
1,394,286
+1,094,800
| +366% | +$53M |
|
|
NAVG
425
DELISTED
Navigators Group Inc
NAVG
| $50.2M | 0.05% |
722,092
+143,997
| +25% | +$9.98M |
|
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.