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 | |
|---|---|---|---|---|---|---|
|
DEA
601
Easterly Government Properties
DEA
$1.18B
| $33.8M | 0.04% |
863,000
-3,480
| -0.4% | -$155K |
|
602
REX American Resources
REX
$1.44B
| $33.4M | 0.04% |
2,944,080
-91,920
| -3% | -$1.08M |
|
603
Provident Financial Services
PFS
$3.26B
| $33.3M | 0.04% |
1,381,800
+53,000
| +4% | +$1.28M |
|
604
Novanta
NOVT
$6.33B
| $33.1M | 0.04% |
526,100
-100,600
| -16% | -$6.49M |
|
605
Broadridge
BR
$19.6B
| $33.1M | 0.04% |
343,500
-180,200
| -34% | -$19.5M |
|
|
AMED
606
DELISTED
Amedisys
AMED
| $33M | 0.04% |
282,101
+156,600
| +125% | +$18.5M |
|
607
Chefs' Warehouse
CHEF
$4.57B
| $33M | 0.04% |
1,031,806
+401,806
| +64% | +$14M |
|
608
East-West Bancorp
EWBC
$18.6B
| $33M | 0.04% |
757,233
+367,900
| +94% | +$19.1M |
|
609
Methanex
MEOH
$4.19B
| $32.9M | 0.04% |
683,848
+437,250
| +177% | +$27.3M |
|
|
UHT
610
Universal Health Realty Income Trust
UHT
$573M
| $32.8M | 0.04% |
534,800
+13,100
| +3% | +$888K |
|
611
Orthofix Medical
OFIX
$415M
| $32.8M | 0.04% |
624,569
-36,531
| -6% | -$2.08M |
|
612
Hawaiian Electric Industries
HE
$2.04B
| $32.7M | 0.04% |
892,900
+135,000
| +18% | +$5.01M |
|
613
Regis Corp
RGS
$70.1M
| $32.7M | 0.04% |
96,320
-4,030
| -4% | -$1.44M |
|
|
CSFL
614
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $32.6M | 0.04% |
1,551,043
+95,122
| +7% | +$2.31M |
|
|
BRSS
615
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
| $32.6M | 0.04% |
1,296,779
-48,821
| -4% | -$1.51M |
|
616
SiriusXM
SIRI
$9.43B
| $32.6M | 0.04% |
570,110
-280,540
| -33% | -$17.1M |
|
|
ADSW
617
DELISTED
Advanced Disposal Services Inc
ADSW
| $32.5M | 0.04% |
1,357,200
+149,400
| +12% | +$3.86M |
|
618
Outfront Media
OUT
$5.24B
| $32.5M | 0.04% |
1,821,542
+1,114,118
| +157% | +$21.2M |
|
619
Pultegroup
PHM
$24.9B
| $32.5M | 0.04% |
+1,249,366
| New | +$30.9M |
|
620
Cal-Maine
CALM
$3.87B
| $32.4M | 0.04% |
765,800
+8,892
| +1% | +$412K |
|
621
Northern Trust
NTRS
$34.8B
| $32.4M | 0.04% |
387,498
+186,500
| +93% | +$17.5M |
|
622
Safety Insurance
SAFT
$1.52B
| $32.3M | 0.04% |
394,300
+8,100
| +2% | +$691K |
|
623
American States Water
AWR
$3.52B
| $32.2M | 0.04% |
480,618
-130,222
| -21% | -$8.36M |
|
|
TARO
624
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $32.2M | 0.04% |
380,300
+49,300
| +15% | +$4.75M |
|
625
IPG Photonics
IPGP
$3.57B
| $32.1M | 0.04% |
283,764
+148,764
| +110% | +$19.8M |
|
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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.