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 | |
|---|---|---|---|---|---|---|
651
Winmark
WINA
$1.26B
| $30.2M | 0.03% |
190,025
-275
| -0.1% | -$42.1K |
|
652
Labcorp
LH
$26.2B
| $30.1M | 0.03% |
277,503
-446,162
| -62% | -$59.8M |
|
653
Piper Sandler
PIPR
$5.54B
| $30.1M | 0.03% |
1,828,808
+185,976
| +11% | +$3.24M |
|
|
CORR
654
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $30.1M | 0.03% |
909,400
-9,000
| -1% | -$322K |
|
655
Golar LNG
GLNG
$5.21B
| $30.1M | 0.03% |
1,381,592
+1,000,000
| +262% | +$25.8M |
|
|
UCB
656
United Community Banks
UCB
$4.43B
| $30M | 0.03% |
1,396,468
+277,757
| +25% | +$6.86M |
|
657
Hamilton Lane
HLNE
$5.91B
| $29.9M | 0.03% |
807,900
-84,400
| -9% | -$3.16M |
|
|
SVC
658
Service Properties Trust
SVC
$1.06B
| $29.8M | 0.03% |
249,840
-17,500
| -7% | -$2.29M |
|
659
Bread Financial
BFH
$4.51B
| $29.8M | 0.03% |
+249,024
| New | +$39.1M |
|
660
Yum! Brands
YUM
$41.2B
| $29.8M | 0.03% |
+324,426
| New | +$29M |
|
|
CSII
661
DELISTED
Cardiovascular Systems, Inc.
CSII
| $29.8M | 0.03% |
1,046,300
+159,944
| +18% | +$5.08M |
|
662
Unifirst Corp
UNF
$5.21B
| $29.8M | 0.03% |
208,100
+8,395
| +4% | +$1.26M |
|
|
ESV
663
DELISTED
Ensco Rowan plc
ESV
| $29.7M | 0.03% |
2,087,400
+961,293
| +85% | +$24.8M |
|
|
CERN
664
DELISTED
Cerner Corp
CERN
| $29.7M | 0.03% |
566,804
-193,100
| -25% | -$11.2M |
|
665
Energizer
ENR
$1.55B
| $29.7M | 0.03% |
657,620
+287,301
| +78% | +$15.3M |
|
|
IMGN
666
DELISTED
Immunogen Inc
IMGN
| $29.7M | 0.03% |
6,182,140
-130,500
| -2% | -$792K |
|
|
B
667
Barrick Mining
B
$67.3B
| $29.6M | 0.03% |
2,186,012
-657,887
| -23% | -$8.5M |
|
668
SM Energy
SM
$7.71B
| $29.5M | 0.03% |
+1,908,300
| New | +$44.1M |
|
|
SWN
669
DELISTED
Southwestern Energy Company
SWN
| $29.5M | 0.03% |
8,658,100
+7,250,800
| +515% | +$35.7M |
|
670
Popular Inc
BPOP
$11.3B
| $29.5M | 0.03% |
624,770
+263,945
| +73% | +$13.6M |
|
|
TIF
671
DELISTED
Tiffany & Co.
TIF
| $29.5M | 0.03% |
366,022
-7,618
| -2% | -$776K |
|
672
Watsco Inc
WSO
$12.9B
| $29.3M | 0.03% |
+210,502
| New | +$32.1M |
|
673
W&T Offshore
WTI
$546M
| $29.3M | 0.03% |
7,105,400
+50,400
| +0.7% | +$322K |
|
674
CVR Energy
CVI
$3.58B
| $29.2M | 0.03% |
848,300
-12,051
| -1% | -$459K |
|
|
RST
675
DELISTED
ROSETTA STONE INC
RST
| $29.2M | 0.03% |
1,782,300
-47,200
| -3% | -$862K |
|
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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.