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 | |
|---|---|---|---|---|---|---|
1151
Mohawk Industries
MHK
$9.4B
| $13.1M | 0.01% |
+112,100
| New | +$15M |
|
|
RDC
1152
DELISTED
Rowan Companies Plc
RDC
| $13.1M | 0.01% |
1,556,800
+840,624
| +117% | +$12.4M |
|
1153
Culp Inc
CULP
$43.7M
| $13.1M | 0.01% |
690,800
+24,700
| +4% | +$535K |
|
1154
Tilly's
TLYS
$123M
| $13M | 0.01% |
1,201,100
+165,700
| +16% | +$2.46M |
|
1155
White Mountains Insurance
WTM
$5.11B
| $13M | 0.01% |
15,200
-524
| -3% | -$467K |
|
|
ARI
1156
Apollo Commercial Real Estate
ARI
$887M
| $13M | 0.01% |
779,840
+295,500
| +61% | +$5.46M |
|
1157
Mesa Laboratories
MLAB
$625M
| $13M | 0.01% |
62,300
-400
| -0.6% | -$78K |
|
1158
National Presto Industries
NPK
$1.01B
| $13M | 0.01% |
110,900
+36,200
| +48% | +$4.53M |
|
1159
Winnebago Industries
WGO
$896M
| $12.9M | 0.01% |
534,700
+446,300
| +505% | +$11.8M |
|
1160
Amneal Pharmaceuticals
AMRX
$6.03B
| $12.9M | 0.01% |
953,700
+573,000
| +151% | +$10.3M |
|
|
ZNH
1161
DELISTED
China Southern Airlines Company Limited
ZNH
| $12.9M | 0.01% |
423,800
-73,100
| -15% | -$2.24M |
|
1162
Leidos
LDOS
$17.8B
| $12.9M | 0.01% |
243,950
+12,800
| +6% | +$795K |
|
|
OMN
1163
DELISTED
OMNOVA Solutions Inc.
OMN
| $12.8M | 0.01% |
1,745,021
+7,475
| +0.4% | +$60.2K |
|
1164
Gentex
GNTX
$4.98B
| $12.8M | 0.01% |
632,400
-298,900
| -32% | -$6.26M |
|
|
BHBK
1165
DELISTED
Blue Hills Bancorp, Inc.
BHBK
| $12.7M | 0.01% |
596,500
+153,300
| +35% | +$3.53M |
|
1166
Associated Banc-Corp
ASB
$6.11B
| $12.7M | 0.01% |
642,031
+605,400
| +1,653% | +$13.8M |
|
1167
Olin
OLN
$2.18B
| $12.7M | 0.01% |
630,600
+513,023
| +436% | +$10.9M |
|
1168
Employers Holdings
EIG
$861M
| $12.7M | 0.01% |
301,900
+43,400
| +17% | +$1.9M |
|
|
PTNR
1169
DELISTED
Partner Communications
PTNR
| $12.7M | 0.01% |
2,684,250
-3,900
| -0.1% | -$19.6K |
|
|
ONCE
1170
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $12.6M | 0.01% |
322,962
+131,762
| +69% | +$5.71M |
|
1171
Vanguard Total International Bond ETF
BNDX
$82.8B
| $12.6M | 0.01% |
232,916
+151,112
| +185% | +$8.25M |
|
1172
Artesian Resources
ARTNA
$364M
| $12.6M | 0.01% |
362,000
+10,400
| +3% | +$375K |
|
1173
Churchill Downs
CHDN
$6.18B
| $12.6M | 0.01% |
309,450
-111,564
| -26% | -$4.92M |
|
1174
Algonquin Power & Utilities
AQN
$4.52B
| $12.6M | 0.01% |
1,249,500
+99,899
| +9% | +$1.03M |
|
|
WSR
1175
DELISTED
Whitestone REIT
WSR
| $12.6M | 0.01% |
1,024,000
+422,700
| +70% | +$5.73M |
|
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.