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 | |
|---|---|---|---|---|---|---|
|
FITB
676
Fifth Third Bancorp
FITB
$52.5B
| $29.2M | 0.03% |
+1,240,426
| New | +$32.6M |
|
677
Enbridge
ENB
$112B
| $29.2M | 0.03% |
937,548
-1,411
| -0.2% | -$45.4K |
|
678
Park Aerospace
PKE
$811M
| $29.2M | 0.03% |
1,614,030
+30,230
| +2% | +$546K |
|
679
Dominion Energy
D
$60.3B
| $29.1M | 0.03% |
406,800
+243,700
| +149% | +$17.8M |
|
680
Rambus
RMBS
$10.8B
| $29M | 0.03% |
3,784,386
+194,200
| +5% | +$1.69M |
|
681
Argan
AGX
$7.84B
| $29M | 0.03% |
765,500
-139,286
| -15% | -$5.89M |
|
682
Camden Property Trust
CPT
$11.1B
| $28.9M | 0.03% |
328,400
+280,000
| +579% | +$25.7M |
|
|
PRA
683
DELISTED
ProAssurance
PRA
| $28.9M | 0.03% |
712,700
+87,400
| +14% | +$3.75M |
|
684
EXL Service
EXLS
$5.36B
| $28.7M | 0.03% |
2,726,000
-727,000
| -21% | -$8.45M |
|
|
EBSB
685
DELISTED
Meridian Bancorp, Inc.
EBSB
| $28.6M | 0.03% |
1,999,858
-95,100
| -5% | -$1.5M |
|
|
UMPQ
686
DELISTED
Umpqua Holdings Corp
UMPQ
| $28.6M | 0.03% |
1,799,888
+1,333,710
| +286% | +$25.1M |
|
687
Kennametal
KMT
$2.32B
| $28.6M | 0.03% |
859,658
+222,458
| +35% | +$8.44M |
|
|
GOL
688
DELISTED
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
| $28.6M | 0.03% |
2,108,620
-323,180
| -13% | -$3.26M |
|
|
FIT
689
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $28.5M | 0.03% |
5,743,694
+2,374,778
| +70% | +$12.3M |
|
|
NFBK
690
DELISTED
Northfield Bancorp
NFBK
| $28.5M | 0.03% |
2,103,568
+10,300
| +0.5% | +$143K |
|
691
Addus HomeCare
ADUS
$2.2B
| $28.5M | 0.03% |
419,200
+147,653
| +54% | +$10.1M |
|
692
Lear
LEA
$8.16B
| $28.4M | 0.03% |
231,500
-274,500
| -54% | -$36.7M |
|
693
First American
FAF
$7.56B
| $28.4M | 0.03% |
636,900
+104,600
| +20% | +$4.85M |
|
694
Calix
CALX
$2.51B
| $28.3M | 0.03% |
2,905,918
+195,018
| +7% | +$1.7M |
|
695
PTC
PTC
$16.7B
| $28.2M | 0.03% |
340,500
+312,200
| +1,103% | +$27.4M |
|
696
Blackstone Mortgage Trust
BXMT
$2.44B
| $28.1M | 0.03% |
882,680
+276,100
| +46% | +$9.35M |
|
697
Baker Hughes
BKR
$63B
| $28.1M | 0.03% |
+1,307,240
| New | +$33.4M |
|
698
United Microelectronic
UMC
$48.6B
| $28M | 0.03% |
15,660,941
-1,606,748
| -9% | -$3.09M |
|
699
Euronet Worldwide
EEFT
$2.78B
| $28M | 0.03% |
273,545
+183,800
| +205% | +$20.3M |
|
700
Stewart Information Services
STC
$2.07B
| $28M | 0.03% |
675,184
+199,800
| +42% | +$8.39M |
|
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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.