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 | |
|---|---|---|---|---|---|---|
|
MMP
551
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $37.5M | 0.04% |
657,616
+424,300
| +182% | +$26.2M |
|
552
Archer Daniels Midland
ADM
$38.6B
| $37.5M | 0.04% |
915,200
+75,800
| +9% | +$3.53M |
|
|
RDS.B
553
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $37.5M | 0.04% |
+624,827
| New | +$39.9M |
|
554
HF Sinclair
DINO
$16.3B
| $37.4M | 0.04% |
731,132
+656,050
| +874% | +$40.2M |
|
|
JNPR
555
DELISTED
Juniper Networks
JNPR
| $37.4M | 0.04% |
1,388,691
+1,302,491
| +1,511% | +$36.9M |
|
556
Maximus
MMS
$2.94B
| $37.4M | 0.04% |
574,000
+170,300
| +42% | +$11.2M |
|
|
CHS
557
DELISTED
Chicos FAS, Inc.
CHS
| $37.2M | 0.04% |
6,625,500
+1,700,636
| +35% | +$11.8M |
|
558
Everest Group
EG
$14B
| $37.2M | 0.04% |
170,938
+83,438
| +95% | +$18.2M |
|
|
WCG
559
DELISTED
Wellcare Health Plans, Inc.
WCG
| $37.2M | 0.04% |
157,500
-854,800
| -84% | -$229M |
|
560
American Public Education
APEI
$828M
| $37.2M | 0.04% |
1,305,393
-31,307
| -2% | -$960K |
|
561
Regenxbio
RGNX
$704M
| $37.1M | 0.04% |
884,943
+598,443
| +209% | +$35.1M |
|
|
ALXN
562
DELISTED
Alexion Pharmaceuticals
ALXN
| $37.1M | 0.04% |
381,100
+313,200
| +461% | +$37M |
|
|
NSA
563
DELISTED
National Storage Affiliates Trust
NSA
| $37M | 0.04% |
1,399,214
+137,503
| +11% | +$3.68M |
|
564
RE/MAX Holdings
RMAX
$265M
| $37M | 0.04% |
1,202,000
+55,302
| +5% | +$1.93M |
|
565
SL Green Realty
SLG
$4.08B
| $36.8M | 0.04% |
480,879
+296,754
| +161% | +$26.3M |
|
|
I
566
DELISTED
INTELSAT S. A.
I
| $36.8M | 0.04% |
1,720,001
-307,899
| -15% | -$8.32M |
|
|
ISBC
567
DELISTED
Investors Bancorp, Inc.
ISBC
| $36.6M | 0.04% |
3,519,012
+2,253,300
| +178% | +$26M |
|
568
Wheaton Precious Metals
WPM
$59.9B
| $36.6M | 0.04% |
1,872,597
+463,297
| +33% | +$7.9M |
|
|
MNR
569
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $36.5M | 0.04% |
2,942,009
-8,991
| -0.3% | -$131K |
|
570
SPS Commerce
SPSC
$2.86B
| $36.4M | 0.04% |
884,556
+381,490
| +76% | +$16.6M |
|
571
Sabesp
SBS
$16.5B
| $36.2M | 0.04% |
23,157,169
+3,045,700
| +15% | +$4.38M |
|
|
JBGS
572
JBG SMITH
JBGS
$692M
| $36.2M | 0.04% |
1,040,400
+831,800
| +399% | +$31.3M |
|
|
CCF
573
DELISTED
Chase Corporation
CCF
| $35.9M | 0.04% |
358,900
+5,400
| +2% | +$582K |
|
574
CNA Financial
CNA
$13.8B
| $35.9M | 0.04% |
812,700
+92,800
| +13% | +$4.18M |
|
575
NovoCure
NVCR
$2.02B
| $35.8M | 0.04% |
1,070,470
+231,275
| +28% | +$8.46M |
|
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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.