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 | 16.12% |
| 2 | Technology | 13.68% |
| 3 | Financials | 11.18% |
| 4 | Real Estate | 10.07% |
| 5 | Consumer Discretionary | 9.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SVA
1001
DELISTED
Sinovac Biotech, Ltd
SVA
| $16.6M | 0.02% |
2,388,573
-59,703
| -2% | -$436K |
|
1002
UFP Technologies
UFPT
$2.48B
| $16.6M | 0.02% |
551,800
-11,800
| -2% | -$404K |
|
|
FBC
1003
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $16.6M | 0.02% |
627,861
-308,751
| -33% | -$9.23M |
|
1004
Natural Health Trends
NHTC
$15.4M
| $16.5M | 0.02% |
894,010
-15,490
| -2% | -$341K |
|
|
TSG
1005
DELISTED
The Stars Group Inc.
TSG
| $16.5M | 0.02% |
997,100
-439,900
| -31% | -$8.59M |
|
1006
Atlanta Braves Holdings Series B
BATRK
$3.41B
| $16.5M | 0.02% |
661,219
+22,281
| +3% | +$564K |
|
1007
Hancock Whitney
HWC
$6.34B
| $16.4M | 0.02% |
473,650
+397,500
| +522% | +$16.1M |
|
1008
Western New England Bancorp
WNEB
$282M
| $16.4M | 0.02% |
1,633,727
+30,918
| +2% | +$307K |
|
1009
Integer Holdings
ITGR
$4.25B
| $16.4M | 0.02% |
215,000
-20,300
| -9% | -$1.63M |
|
|
MNTA
1010
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $16.4M | 0.02% |
1,483,590
+200,390
| +16% | +$2.79M |
|
1011
Prudential
PUK
$34.5B
| $16.3M | 0.02% |
475,703
+434,257
| +1,048% | +$16.6M |
|
|
TBNK
1012
DELISTED
Territorial Bancorp Inc.
TBNK
| $16.3M | 0.02% |
627,400
-20,000
| -3% | -$554K |
|
1013
Sun Life Financial
SLF
$44.4B
| $16.3M | 0.02% |
489,700
+480,600
| +5,281% | +$17.4M |
|
1014
Pediatrix Medical
MD
$2.15B
| $16.2M | 0.02% |
492,200
-85,000
| -15% | -$3.42M |
|
1015
Simpson Manufacturing
SSD
$7.99B
| $16.2M | 0.02% |
299,100
+203,100
| +212% | +$11.9M |
|
|
DHIL
1016
DELISTED
Diamond Hill
DHIL
| $16.2M | 0.02% |
108,211
-8,289
| -7% | -$1.37M |
|
|
PACW
1017
DELISTED
PacWest Bancorp
PACW
| $16.2M | 0.02% |
485,379
+301,500
| +164% | +$12M |
|
1018
AeroVironment
AVAV
$9.59B
| $16.1M | 0.02% |
237,636
+27,800
| +13% | +$2.43M |
|
1019
Zumiez
ZUMZ
$318M
| $16.1M | 0.02% |
842,100
+127,700
| +18% | +$2.7M |
|
1020
Central Pacific Financial
CPF
$1B
| $16.1M | 0.02% |
661,353
+36,600
| +6% | +$964K |
|
1021
iQIYI
IQ
$1.31B
| $16.1M | 0.02% |
+1,081,700
| New | +$22.6M |
|
|
UFS
1022
DELISTED
DOMTAR CORPORATION (New)
UFS
| $16M | 0.02% |
+456,542
| New | +$20M |
|
1023
Stoneridge
SRI
$197M
| $16M | 0.02% |
649,419
-150,281
| -19% | -$3.82M |
|
1024
Star Bulk Carriers
SBLK
$3.11B
| $15.9M | 0.02% |
1,744,026
+204,690
| +13% | +$2.24M |
|
1025
Emcor
EME
$36.7B
| $15.9M | 0.02% |
266,700
+18,900
| +8% | +$1.31M |
|
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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 16% of assets, down from 19% 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.