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 | |
|---|---|---|---|---|---|---|
|
QADA
726
DELISTED
QAD Inc.
QADA
| $26.4M | 0.03% |
670,246
+9,669
| +1% | +$423K |
|
|
UBNK
727
DELISTED
United Financial Bancorp, Inc.
UBNK
| $26.3M | 0.03% |
1,791,839
+46,027
| +3% | +$726K |
|
|
PDLI
728
DELISTED
PDL BioPharma, Inc.
PDLI
| $26.3M | 0.03% |
9,075,500
-98,454
| -1% | -$270K |
|
729
LivaNova
LIVN
$4.53B
| $26.3M | 0.03% |
287,394
| – | – |
|
|
ARCH
730
DELISTED
Arch Resources, Inc.
ARCH
| $26.3M | 0.03% |
316,300
-16,100
| -5% | -$1.43M |
|
731
Tucows
TCX
$134M
| $26.2M | 0.03% |
437,051
+24,200
| +6% | +$1.35M |
|
|
CHU
732
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $26.2M | 0.03% |
2,458,806
+126,601
| +5% | +$1.41M |
|
733
Ennis
EBF
$559M
| $26.2M | 0.03% |
1,360,000
+208,400
| +18% | +$4M |
|
|
IPG
734
DELISTED
Interpublic Group of Companies
IPG
| $26.1M | 0.03% |
+1,267,200
| New | +$28.9M |
|
735
MSC Industrial Direct
MSM
$6.77B
| $26.1M | 0.03% |
339,800
+125,400
| +58% | +$10.4M |
|
736
Core Laboratories
CLB
$569M
| $26.1M | 0.03% |
437,300
+274,600
| +169% | +$23.7M |
|
|
AHT
737
Ashford Hospitality Trust
AHT
$20.2M
| $26.1M | 0.03% |
6,600
+46
| +0.7% | +$230K |
|
|
GRA
738
DELISTED
W.R. Grace & Co.
GRA
| $26.1M | 0.03% |
401,765
-166,635
| -29% | -$10.8M |
|
739
NatWest
NWG
$76.9B
| $26M | 0.03% |
4,324,264
+206,050
| +5% | +$1.32M |
|
740
Onto Innovation
ONTO
$20.6B
| $26M | 0.03% |
950,868
+40,074
| +4% | +$1.24M |
|
|
TERP
741
DELISTED
TerraForm Power, Inc
TERP
| $25.9M | 0.03% |
2,310,916
+896,836
| +63% | +$10.1M |
|
742
CME Group
CME
$96.1B
| $25.9M | 0.03% |
137,719
+107,631
| +358% | +$19.9M |
|
743
Medpace
MEDP
$16.2B
| $25.9M | 0.03% |
488,500
-296,400
| -38% | -$16.3M |
|
744
Regions Financial
RF
$27B
| $25.8M | 0.03% |
+1,928,221
| New | +$31M |
|
|
MNDT
745
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $25.7M | 0.03% |
1,587,000
+808,100
| +104% | +$14.5M |
|
746
HCA Healthcare
HCA
$89.1B
| $25.7M | 0.03% |
206,200
-261,900
| -56% | -$35.2M |
|
747
Rush Enterprises Class A
RUSHA
$9.62B
| $25.6M | 0.03% |
1,673,276
-111,600
| -6% | -$1.78M |
|
748
Rapid7
RPD
$929M
| $25.6M | 0.03% |
821,800
-263,796
| -24% | -$8.63M |
|
749
WPP
WPP
$5.82B
| $25.6M | 0.03% |
466,681
+130,481
| +39% | +$7.78M |
|
750
COPT Defense Properties
CDP
$4.23B
| $25.5M | 0.03% |
1,212,507
+827,600
| +215% | +$21.1M |
|
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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.