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 | |
|---|---|---|---|---|---|---|
1076
Horizon Bancorp
HBNC
$1.05B
| $14.8M | 0.02% |
940,315
-26,994
| -3% | -$462K |
|
1077
Unum
UNM
$14.7B
| $14.8M | 0.02% |
503,500
-416,400
| -45% | -$14.6M |
|
1078
TechTarget
TTGT
$265M
| $14.8M | 0.02% |
1,211,000
-92,300
| -7% | -$1.52M |
|
1079
KKR & Co
KKR
$103B
| $14.8M | 0.02% |
+751,833
| New | +$17.2M |
|
1080
Granite Construction
GVA
$5.41B
| $14.7M | 0.02% |
365,146
+188,027
| +106% | +$8.59M |
|
1081
Avery Dennison
AVY
$13.6B
| $14.6M | 0.02% |
162,900
-73,100
| -31% | -$6.88M |
|
1082
SLM Corp
SLM
$5.26B
| $14.6M | 0.02% |
1,756,700
+603,300
| +52% | +$6M |
|
|
CYBR
1083
DELISTED
CyberArk
CYBR
| $14.6M | 0.02% |
196,800
+108,300
| +122% | +$7.74M |
|
1084
Texas Roadhouse
TXRH
$14.1B
| $14.6M | 0.02% |
243,988
+228,888
| +1,516% | +$14.7M |
|
1085
Deere & Co
DE
$165B
| $14.5M | 0.02% |
+97,500
| New | +$14.3M |
|
|
SP
1086
DELISTED
SP Plus Corporation
SP
| $14.5M | 0.02% |
491,043
-95,657
| -16% | -$2.97M |
|
1087
Mueller Water Products
MWA
$4.09B
| $14.5M | 0.02% |
1,591,300
+413,100
| +35% | +$4.33M |
|
1088
Becton Dickinson
BDX
$50B
| $14.5M | 0.02% |
+65,859
| New | +$15.3M |
|
|
AKRX
1089
DELISTED
Akorn Inc
AKRX
| $14.5M | 0.02% |
4,270,044
+2,783,144
| +187% | +$16.6M |
|
1090
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
| $14.5M | 0.02% |
158,250
+39,600
| +33% | +$3.62M |
|
|
CALY
1091
Callaway Golf Company
CALY
$2.95B
| $14.5M | 0.02% |
946,000
-633,185
| -40% | -$12.7M |
|
1092
Preferred Bank
PFBC
$1.26B
| $14.5M | 0.02% |
333,655
+41,600
| +14% | +$2.12M |
|
1093
SouthState Bank Corp
SSB
$10.8B
| $14.4M | 0.02% |
240,467
+105,200
| +78% | +$7.31M |
|
1094
Sanmina
SANM
$11.2B
| $14.3M | 0.02% |
596,341
+349,808
| +142% | +$8.8M |
|
1095
Urban Edge Properties
UE
$2.78B
| $14.3M | 0.02% |
863,000
+547,700
| +174% | +$10.8M |
|
1096
Varonis Systems
VRNS
$5.26B
| $14.3M | 0.02% |
812,700
+680,100
| +513% | +$13.4M |
|
|
BCOV
1097
DELISTED
Brightcove, Inc.
BCOV
| $14.3M | 0.02% |
2,028,351
-300,183
| -13% | -$2.25M |
|
1098
LifeVantage
LFVN
$81.9M
| $14.3M | 0.02% |
1,081,148
+69,343
| +7% | +$830K |
|
1099
Itron
ITRI
$4.5B
| $14.2M | 0.02% |
301,000
-214,561
| -42% | -$11.3M |
|
|
XHR
1100
Xenia Hotels & Resorts
XHR
$1.73B
| $14.2M | 0.02% |
826,660
-520,540
| -39% | -$10.6M |
|
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 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.