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 | |
|---|---|---|---|---|---|---|
|
GLOG
951
DELISTED
GASLOG LTD
GLOG
| $18M | 0.02% |
1,092,800
+204,800
| +23% | +$4.08M |
|
|
ASNA
952
DELISTED
Ascena Retail Group, Inc.
ASNA
| $17.9M | 0.02% |
356,265
-4,897
| -1% | -$346K |
|
|
LSXMK
953
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $17.8M | 0.02% |
632,709
-562,089
| -47% | -$17.1M |
|
954
Rockwell Automation
ROK
$50.1B
| $17.8M | 0.02% |
118,400
+103,700
| +705% | +$17.3M |
|
|
CTT
955
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
| $17.8M | 0.02% |
2,500,632
+258,500
| +12% | +$2.3M |
|
|
IMPV
956
DELISTED
Imperva, Inc.
IMPV
| $17.7M | 0.02% |
318,247
-537,753
| -63% | -$29.2M |
|
957
Spotify
SPOT
$101B
| $17.7M | 0.02% |
156,100
-39,300
| -20% | -$5.49M |
|
|
LLL
958
DELISTED
L3 Technologies, Inc.
LLL
| $17.7M | 0.02% |
+102,000
| New | +$19.6M |
|
959
Hackett Group
HCKT
$278M
| $17.7M | 0.02% |
1,105,595
-2,849
| -0.3% | -$53.1K |
|
960
Marcus Corp
MCS
$914M
| $17.7M | 0.02% |
448,094
+46,514
| +12% | +$1.92M |
|
|
SEND
961
DELISTED
SendGrid, Inc.
SEND
| $17.6M | 0.02% |
408,600
-216,443
| -35% | -$8.33M |
|
|
CIO
962
DELISTED
City Office REIT
CIO
| $17.6M | 0.02% |
1,720,496
-236,843
| -12% | -$2.65M |
|
963
Carriage Services
CSV
$535M
| $17.6M | 0.02% |
1,136,400
-22,600
| -2% | -$396K |
|
964
Kimberly-Clark
KMB
$36.8B
| $17.6M | 0.02% |
+154,500
| New | +$17.1M |
|
965
Willis Lease Finance
WLFC
$1.21B
| $17.5M | 0.02% |
1,521,300
-51,900
| -3% | -$615K |
|
966
ICU Medical
ICUI
$4.58B
| $17.5M | 0.02% |
76,300
-132,789
| -64% | -$32.7M |
|
967
Nathan's Famous
NATH
$397M
| $17.5M | 0.02% |
262,800
-900
| -0.3% | -$66.3K |
|
968
Flex
FLEX
$45.9B
| $17.4M | 0.02% |
3,040,361
+825,128
| +37% | +$5.76M |
|
|
OPLN
969
Openlane
OPLN
$4.34B
| $17.4M | 0.02% |
964,858
-759,575
| -44% | -$15.8M |
|
|
DRE
970
DELISTED
Duke Realty Corp.
DRE
| $17.4M | 0.02% |
671,000
-433,300
| -39% | -$12M |
|
|
LM
971
DELISTED
Legg Mason, Inc.
LM
| $17.4M | 0.02% |
680,500
+298,600
| +78% | +$8.37M |
|
|
WAGE
972
DELISTED
WageWorks, Inc.
WAGE
| $17.3M | 0.02% |
637,835
+514,750
| +418% | +$18.5M |
|
|
SFLY
973
DELISTED
Shutterfly, Inc.
SFLY
| $17.3M | 0.02% |
+430,100
| New | +$22.6M |
|
974
Renasant Corp
RNST
$4B
| $17.3M | 0.02% |
572,449
+123,982
| +28% | +$4.35M |
|
975
Insulet
PODD
$10.1B
| $17.3M | 0.02% |
217,700
-23,200
| -10% | -$1.96M |
|
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.