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 | |
|---|---|---|---|---|---|---|
751
Kemper
KMPR
$1.59B
| $25.5M | 0.03% |
383,944
+52,056
| +16% | +$3.8M |
|
|
CNR
752
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $25.4M | 0.03% |
3,505,252
+647,165
| +23% | +$7.76M |
|
|
ABB
753
DELISTED
ABB Ltd
ABB
| $25.3M | 0.03% |
1,331,700
+1,005,600
| +308% | +$20.4M |
|
|
HMSY
754
DELISTED
HMS Holdings Corp.
HMSY
| $25.2M | 0.03% |
896,412
+873,900
| +3,882% | +$28.3M |
|
|
ALX
755
Alexander's
ALX
$1.4B
| $25.2M | 0.03% |
82,600
+300
| +0.4% | +$95.6K |
|
756
Kaiser Aluminum
KALU
$2.99B
| $25.1M | 0.03% |
281,600
+47,400
| +20% | +$4.57M |
|
|
AMAG
757
DELISTED
AMAG Pharmaceuticals
AMAG
| $25.1M | 0.03% |
1,654,600
+6,100
| +0.4% | +$116K |
|
758
Simply Good Foods
SMPL
$989M
| $25.1M | 0.03% |
1,328,900
+654,600
| +97% | +$12.4M |
|
|
ITG
759
DELISTED
Investment Technology Group Inc
ITG
| $25.1M | 0.03% |
829,400
+215,000
| +35% | +$6.16M |
|
|
WBK
760
DELISTED
Westpac Banking Corporation
WBK
| $25M | 0.03% |
1,431,796
+170,396
| +14% | +$3.17M |
|
761
Ashland
ASH
$3.36B
| $24.9M | 0.03% |
351,575
+116,300
| +49% | +$8.97M |
|
|
IBA
762
DELISTED
Industrias Bachoco SAB De C.V.
IBA
| $24.9M | 0.03% |
629,996
+43,892
| +7% | +$1.95M |
|
|
LTRPA
763
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $24.9M | 0.03% |
1,564,521
+772,821
| +98% | +$12.4M |
|
764
LivePerson
LPSN
$35.9M
| $24.8M | 0.03% |
87,767
-14,006
| -14% | -$4.32M |
|
765
Steel Dynamics
STLD
$37.3B
| $24.8M | 0.03% |
+825,700
| New | +$31.2M |
|
|
ANH
766
DELISTED
Anworth Mortgage Asset Corporation
ANH
| $24.8M | 0.03% |
6,132,690
+192,370
| +3% | +$845K |
|
|
CLR
767
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $24.7M | 0.03% |
615,100
+385,100
| +167% | +$19.7M |
|
768
Boston Beer
SAM
$1.9B
| $24.7M | 0.03% |
102,600
+42,941
| +72% | +$12M |
|
769
MGE Energy Inc
MGEE
$3.06B
| $24.6M | 0.03% |
410,650
+7,600
| +2% | +$484K |
|
770
Towne Bank
TOWN
$3.5B
| $24.4M | 0.03% |
1,020,583
+115,056
| +13% | +$3.16M |
|
|
ANAT
771
DELISTED
American National Group, Inc. Common Stock
ANAT
| $24.4M | 0.03% |
191,800
-24,200
| -11% | -$3.01M |
|
772
CRH
CRH
$65B
| $24.4M | 0.03% |
925,900
+636,800
| +220% | +$18M |
|
|
IMOS
773
ChipMOS TECHNOLOGIES
IMOS
$2.01B
| $24.2M | 0.03% |
1,439,766
+13,068
| +0.9% | +$223K |
|
|
XLNX
774
DELISTED
Xilinx Inc
XLNX
| $24.2M | 0.03% |
284,605
-322,900
| -53% | -$27M |
|
775
Rollins
ROL
$17.4B
| $24.2M | 0.03% |
1,006,125
-145,200
| -13% | -$3.75M |
|
Similar funds
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.