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 | |
|---|---|---|---|---|---|---|
901
Urban Outfitters
URBN
$6.63B
| $19.3M | 0.02% |
582,437
+378,037
| +185% | +$14.1M |
|
902
Center Bancorp
CNOB
$1.81B
| $19.3M | 0.02% |
1,046,676
-9,155
| -0.9% | -$187K |
|
|
IPHS
903
DELISTED
Innophos Holdings, Inc.
IPHS
| $19.3M | 0.02% |
785,000
+44,400
| +6% | +$1.35M |
|
|
BFYT
904
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
| $19.3M | 0.02% |
720,200
-255,500
| -26% | -$10.2M |
|
905
Alamos Gold
AGI
$13.8B
| $19.2M | 0.02% |
5,345,431
+873,260
| +20% | +$3.41M |
|
|
HTB
906
HomeTrust Bancshares
HTB
$831M
| $19.2M | 0.02% |
734,415
-43,200
| -6% | -$1.15M |
|
907
Viavi Solutions
VIAV
$10.6B
| $19.2M | 0.02% |
1,912,688
-365,000
| -16% | -$3.94M |
|
908
Johnson Outdoors
JOUT
$499M
| $19.2M | 0.02% |
327,200
-48,000
| -13% | -$3.43M |
|
909
Stryker
SYK
$133B
| $19.2M | 0.02% |
122,600
-25,800
| -17% | -$4.32M |
|
|
NAV
910
DELISTED
Navistar International
NAV
| $19.2M | 0.02% |
740,400
+730,900
| +7,694% | +$22.9M |
|
911
Liberty Global Class C
LBTYK
$3.46B
| $19.2M | 0.02% |
928,715
+13,300
| +1% | +$318K |
|
912
KRONOS Worldwide
KRO
$905M
| $19.1M | 0.02% |
1,656,700
+78,600
| +5% | +$1.06M |
|
|
CATM
913
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $19M | 0.02% |
732,600
+224,665
| +44% | +$6.81M |
|
914
Fabrinet
FN
$20.5B
| $19M | 0.02% |
370,035
+335,535
| +973% | +$16.1M |
|
915
Dine Brands
DIN
$462M
| $19M | 0.02% |
281,900
+178,400
| +172% | +$14.8M |
|
|
SBNY
916
DELISTED
Signature Bank
SBNY
| $18.9M | 0.02% |
184,178
-101,419
| -36% | -$11.4M |
|
917
Webster Financial
WBS
$12.8B
| $18.9M | 0.02% |
383,931
+247,300
| +181% | +$14.1M |
|
|
CLGX
918
DELISTED
Corelogic, Inc.
CLGX
| $18.9M | 0.02% |
566,186
+170,400
| +43% | +$6.91M |
|
|
HOLX
919
DELISTED
Hologic
HOLX
| $18.9M | 0.02% |
+460,218
| New | +$18.9M |
|
|
DOC
920
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $18.8M | 0.02% |
1,175,597
+854,197
| +266% | +$14.3M |
|
921
Kite Realty
KRG
$5.27B
| $18.8M | 0.02% |
1,337,400
+527,800
| +65% | +$8.3M |
|
922
Enterprise Financial Services Corp
EFSC
$2.41B
| $18.8M | 0.02% |
500,700
+107,500
| +27% | +$4.79M |
|
923
Cabot Corp
CBT
$4.45B
| $18.8M | 0.02% |
437,900
+231,000
| +112% | +$11.5M |
|
924
James River Group Holdings
JRVR
$199M
| $18.8M | 0.02% |
514,000
+57,200
| +13% | +$2.18M |
|
925
Accuray
ARAY
$32.9M
| $18.8M | 0.02% |
5,507,123
+194,500
| +4% | +$789K |
|
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.