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 | |
|---|---|---|---|---|---|---|
476
RELX
RELX
$60.4B
| $44.6M | 0.05% |
2,175,707
-122,396
| -5% | -$2.48M |
|
477
Freeport-McMoran
FCX
$93.6B
| $44.4M | 0.05% |
4,306,471
+2,173,300
| +102% | +$25.4M |
|
478
Apple Hospitality REIT
APLE
$3.75B
| $44.2M | 0.05% |
3,096,800
+676,500
| +28% | +$10.8M |
|
479
Cognizant
CTSH
$26.7B
| $44M | 0.05% |
692,552
+241,100
| +53% | +$16.8M |
|
480
InterDigital
IDCC
$8.88B
| $43.8M | 0.05% |
659,907
+194,314
| +42% | +$14.2M |
|
|
GOOD
481
Gladstone Commercial Corp
GOOD
$641M
| $43.7M | 0.05% |
2,440,900
-59,300
| -2% | -$1.11M |
|
|
PGRE
482
DELISTED
Paramount Group
PGRE
| $43.7M | 0.05% |
3,481,200
+1,901,600
| +120% | +$26.8M |
|
483
Ituran Location and Control
ITRN
$1.06B
| $43.7M | 0.05% |
1,363,121
-16,479
| -1% | -$555K |
|
|
VCRA
484
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $43.7M | 0.05% |
1,110,200
-305,700
| -22% | -$11.1M |
|
485
Northwest Bancshares
NWBI
$2.31B
| $43.6M | 0.05% |
2,575,792
-36,700
| -1% | -$619K |
|
|
STMP
486
DELISTED
Stamps.com, Inc.
STMP
| $43.6M | 0.05% |
280,100
-104,600
| -27% | -$18.6M |
|
487
Marathon Petroleum
MPC
$100B
| $43.6M | 0.05% |
738,429
-198,871
| -21% | -$13.6M |
|
488
British American Tobacco
BTI
$124B
| $43.5M | 0.05% |
1,366,733
+1,113,200
| +439% | +$43.3M |
|
489
Smith & Wesson
SWBI
$643M
| $43.5M | 0.05% |
4,399,982
+2,786,482
| +173% | +$28.9M |
|
|
AMTD
490
DELISTED
TD Ameritrade Holding Corp
AMTD
| $43.5M | 0.05% |
+888,126
| New | +$45.2M |
|
491
ATN International
ATNI
$491M
| $43.3M | 0.05% |
605,800
+28,900
| +5% | +$2.26M |
|
|
CKH
492
DELISTED
Seacor Holdings Inc.
CKH
| $43.3M | 0.05% |
1,170,400
+68,900
| +6% | +$3.04M |
|
493
AngloGold Ashanti
AU
$48.1B
| $43.1M | 0.05% |
3,434,700
+653,900
| +24% | +$6.71M |
|
494
Unitil
UTL
$992M
| $43.1M | 0.05% |
851,000
+38,000
| +5% | +$1.89M |
|
495
New Jersey Resources
NJR
$5.64B
| $43.1M | 0.05% |
942,801
+286,600
| +44% | +$13.5M |
|
496
Nu Skin
NUS
$236M
| $42.9M | 0.05% |
699,400
-116,000
| -14% | -$7.82M |
|
497
SunCoke Energy
SXC
$788M
| $42.9M | 0.05% |
5,013,163
+325,663
| +7% | +$3.34M |
|
498
Stride
LRN
$3.48B
| $42.8M | 0.05% |
1,728,000
+156,500
| +10% | +$3.34M |
|
499
Ultrapar
UGP
$6.55B
| $42.8M | 0.05% |
6,322,000
-837,830
| -12% | -$4.86M |
|
500
Northwest Natural Holdings
NWN
$2.14B
| $42.7M | 0.05% |
707,000
+11,000
| +2% | +$735K |
|
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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.