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 | |
|---|---|---|---|---|---|---|
851
Brookfield
BN
$110B
| $21.2M | 0.02% |
+1,547,599
| New | +$23.1M |
|
852
Global Net Lease
GNL
$1.9B
| $21.2M | 0.02% |
1,202,998
+604,998
| +101% | +$12M |
|
853
Sterling Infrastructure
STRL
$16.8B
| $21.2M | 0.02% |
1,943,800
-83,405
| -4% | -$1.01M |
|
|
CSR
854
Centerspace
CSR
$925M
| $21.1M | 0.02% |
430,789
+9,054
| +2% | +$483K |
|
855
EPR Properties
EPR
$4.7B
| $21.1M | 0.02% |
+329,100
| New | +$22.6M |
|
856
Itaú Unibanco
ITUB
$80.9B
| $21.1M | 0.02% |
+3,167,279
| New | +$20.3M |
|
|
VEDL
857
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $20.9M | 0.02% |
1,813,500
-236,300
| -12% | -$2.7M |
|
858
GoPro
GPRO
$106M
| $20.9M | 0.02% |
4,935,400
-1,183,400
| -19% | -$6.62M |
|
|
WLL
859
DELISTED
Whiting Petroleum Corporation
WLL
| $20.9M | 0.02% |
12,288
-1,993
| -14% | -$5.12M |
|
860
First Commonwealth Financial
FCF
$2.18B
| $20.9M | 0.02% |
1,730,400
+159,800
| +10% | +$2.2M |
|
861
WaFd
WAFD
$2.79B
| $20.9M | 0.02% |
782,576
+318,200
| +69% | +$8.94M |
|
|
CWEN.A
862
DELISTED
Clearway Energy Class A
CWEN.A
| $20.9M | 0.02% |
1,232,891
+209,491
| +20% | +$3.87M |
|
863
Plains All American Pipeline
PAA
$16.4B
| $20.9M | 0.02% |
1,040,760
+507,529
| +95% | +$11.6M |
|
|
ATH
864
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $20.7M | 0.02% |
520,400
+77,400
| +17% | +$3.48M |
|
|
HDS
865
DELISTED
HD Supply Holdings, Inc.
HDS
| $20.7M | 0.02% |
552,257
+6,257
| +1% | +$241K |
|
|
OLP
866
One Liberty Properties
OLP
$523M
| $20.7M | 0.02% |
855,336
+52,671
| +7% | +$1.36M |
|
867
Santander
BSBR
$43.1B
| $20.7M | 0.02% |
1,942,780
+177,480
| +10% | +$1.87M |
|
|
ACC
868
DELISTED
American Campus Communities, Inc.
ACC
| $20.5M | 0.02% |
496,128
-100
| -0% | -$4.15K |
|
869
TriCo Bancshares
TCBK
$1.84B
| $20.5M | 0.02% |
606,914
+25,100
| +4% | +$903K |
|
|
SNV
870
DELISTED
Synovus
SNV
| $20.5M | 0.02% |
640,873
+245,718
| +62% | +$9.27M |
|
871
Allegiant Air
ALGT
$2.36B
| $20.5M | 0.02% |
204,400
-111,500
| -35% | -$13.3M |
|
872
Sabra Healthcare REIT
SBRA
$5.15B
| $20.4M | 0.02% |
1,235,579
+881,500
| +249% | +$17.7M |
|
873
Methode Electronics
MEI
$602M
| $20.3M | 0.02% |
873,480
+153,980
| +21% | +$4.34M |
|
874
Seaboard Corp
SEB
$4.02B
| $20.3M | 0.02% |
5,749
-246
| -4% | -$907K |
|
875
Fossil Group
FOSL
$330M
| $20.3M | 0.02% |
1,287,350
-246,150
| -16% | -$4.77M |
|
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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.