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 | |
|---|---|---|---|---|---|---|
776
Halliburton
HAL
$27.4B
| $24.1M | 0.03% |
908,495
+417,590
| +85% | +$14.1M |
|
777
Chesapeake Utilities
CPK
$3.26B
| $24.1M | 0.03% |
296,750
+16,200
| +6% | +$1.35M |
|
778
Service Corp International
SCI
$11.3B
| $24.1M | 0.03% |
598,630
-300,670
| -33% | -$13.1M |
|
779
Lennox International
LII
$14.5B
| $24.1M | 0.03% |
+110,100
| New | +$23.3M |
|
780
Erie Indemnity
ERIE
$13.4B
| $24.1M | 0.03% |
180,700
-5,971
| -3% | -$774K |
|
|
DNKN
781
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $24M | 0.03% |
+374,400
| New | +$26.6M |
|
782
Wintrust Financial
WTFC
$11B
| $23.9M | 0.03% |
359,400
+303,300
| +541% | +$23M |
|
783
Pricesmart
PSMT
$5.55B
| $23.8M | 0.03% |
402,600
+51,200
| +15% | +$3.53M |
|
|
RTEC
784
DELISTED
Rudolph Technologies Inc
RTEC
| $23.7M | 0.03% |
1,159,423
-67,413
| -5% | -$1.37M |
|
785
Realty Income
O
$59.6B
| $23.6M | 0.03% |
385,730
+99,350
| +35% | +$5.93M |
|
786
Graham Holdings Company
GHC
$4.97B
| $23.5M | 0.03% |
36,704
-7,179
| -16% | -$4.43M |
|
|
BRKL
787
DELISTED
Brookline Bancorp
BRKL
| $23.5M | 0.03% |
1,701,240
+47,940
| +3% | +$723K |
|
788
Alkermes
ALKS
$8.3B
| $23.4M | 0.03% |
+794,401
| New | +$29.3M |
|
|
CLDT
789
Chatham Lodging
CLDT
$601M
| $23.4M | 0.03% |
1,325,300
+272,000
| +26% | +$5.29M |
|
790
Raymond James Financial
RJF
$34.8B
| $23.4M | 0.03% |
+471,263
| New | +$25.1M |
|
791
CF Industries
CF
$17.7B
| $23.4M | 0.03% |
536,650
+362,450
| +208% | +$17M |
|
792
Park Hotels & Resorts
PK
$3.03B
| $23.3M | 0.03% |
896,400
+227,200
| +34% | +$6.73M |
|
793
Barrett Business Services
BBSI
$800M
| $23.3M | 0.03% |
1,626,400
-23,600
| -1% | -$382K |
|
794
State Street
STT
$52.2B
| $23.3M | 0.03% |
368,631
-710,200
| -66% | -$50.9M |
|
795
Energy Transfer Partners
ET
$71.5B
| $23.1M | 0.03% |
1,751,685
-1,114,167
| -39% | -$16.9M |
|
|
FLIR
796
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $23M | 0.03% |
527,360
+338,600
| +179% | +$16.6M |
|
797
Fortune Brands Innovations
FBIN
$5.78B
| $23M | 0.03% |
707,031
+420,732
| +147% | +$15.9M |
|
798
Stepan Co
SCL
$1.48B
| $22.9M | 0.03% |
309,500
-17,400
| -5% | -$1.42M |
|
|
ONDK
799
DELISTED
On Deck Capital, Inc.
ONDK
| $22.9M | 0.03% |
3,879,542
+291,742
| +8% | +$2.07M |
|
800
CDW
CDW
$17.8B
| $22.9M | 0.03% |
282,198
+226,100
| +403% | +$19.5M |
|
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.