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 | |
|---|---|---|---|---|---|---|
876
Performance Food Group
PFGC
$16.9B
| $20.2M | 0.02% |
625,000
-99,206
| -14% | -$3.15M |
|
877
ScottsMiracle-Gro
SMG
$3.62B
| $20.1M | 0.02% |
327,600
-139,400
| -30% | -$9.92M |
|
878
Credit Acceptance
CACC
$5.99B
| $20.1M | 0.02% |
52,706
+51,906
| +6,488% | +$20.9M |
|
879
Travel + Leisure Co
TNL
$4.58B
| $20M | 0.02% |
558,900
+482,000
| +627% | +$18.8M |
|
880
Robert Half
RHI
$4.25B
| $19.9M | 0.02% |
348,700
+144,200
| +71% | +$8.85M |
|
881
Spok Holdings
SPOK
$230M
| $19.9M | 0.02% |
1,504,200
-77,689
| -5% | -$1.12M |
|
882
Rio Tinto
RIO
$160B
| $19.9M | 0.02% |
410,632
+127,532
| +45% | +$6.22M |
|
883
CytomX Therapeutics
CTMX
$760M
| $19.9M | 0.02% |
1,317,800
-202,700
| -13% | -$3.01M |
|
|
BFS
884
Saul Centers
BFS
$850M
| $19.9M | 0.02% |
421,214
+17,514
| +4% | +$897K |
|
885
Berkshire Hathaway Class A
BRK.A
$1.09T
| $19.9M | 0.02% |
65
-87
| -57% | -$27.2M |
|
|
UBA
886
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $19.9M | 0.02% |
1,034,817
+52,000
| +5% | +$1.05M |
|
887
Fortuna Silver Mines
FSM
$3.21B
| $19.9M | 0.02% |
5,460,603
+1,649,903
| +43% | +$6.09M |
|
888
Utah Medical Products
UTMD
$230M
| $19.9M | 0.02% |
239,214
-11,369
| -5% | -$1M |
|
889
CoStar Group
CSGP
$13.4B
| $19.9M | 0.02% |
588,980
-1,001,000
| -63% | -$36.6M |
|
890
ArcelorMittal
MT
$55.9B
| $19.9M | 0.02% |
961,171
-108,861
| -10% | -$2.69M |
|
891
Fox Factory Holding Corp
FOXF
$886M
| $19.8M | 0.02% |
336,793
+251,700
| +296% | +$15.7M |
|
|
PFC
892
DELISTED
Premier Financial Corp. Common Stock
PFC
| $19.8M | 0.02% |
808,100
-2,305
| -0.3% | -$62.2K |
|
893
Univest Financial
UVSP
$1.18B
| $19.8M | 0.02% |
916,569
+77,000
| +9% | +$1.87M |
|
|
VRTU
894
DELISTED
Virtusa Corporation
VRTU
| $19.7M | 0.02% |
462,300
-74,500
| -14% | -$3.4M |
|
895
Boston Properties
BXP
$10.8B
| $19.5M | 0.02% |
173,200
+109,100
| +170% | +$13.2M |
|
896
DHT Holdings
DHT
$3.09B
| $19.5M | 0.02% |
4,969,581
+1,363,681
| +38% | +$6.32M |
|
|
MIC
897
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $19.4M | 0.02% |
532,000
+445,200
| +513% | +$17.8M |
|
|
PRMW
898
DELISTED
Primo Water Corporation
PRMW
| $19.4M | 0.02% |
1,393,090
+151,290
| +12% | +$2.23M |
|
|
SINA
899
DELISTED
Sina Corp
SINA
| $19.4M | 0.02% |
360,900
+67,900
| +23% | +$4.19M |
|
900
Goldman Sachs
GS
$302B
| $19.3M | 0.02% |
+115,800
| New | +$23.4M |
|
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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.