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 | |
|---|---|---|---|---|---|---|
1226
BJ's Restaurants
BJRI
$1.42B
| $11.4M | 0.01% |
225,329
-75,300
| -25% | -$4.54M |
|
1227
Great Southern Bancorp
GSBC
$888M
| $11.3M | 0.01% |
246,310
+21,510
| +10% | +$1.12M |
|
1228
Community Trust Bancorp
CTBI
$1.44B
| $11.3M | 0.01% |
286,042
+32,865
| +13% | +$1.44M |
|
1229
G-III Apparel Group
GIII
$1.42B
| $11.3M | 0.01% |
405,000
+388,800
| +2,400% | +$14.4M |
|
|
HI
1230
DELISTED
Hillenbrand
HI
| $11.3M | 0.01% |
297,400
+220,552
| +287% | +$10.1M |
|
1231
Adient
ADNT
$1.59B
| $11.3M | 0.01% |
748,300
+478,300
| +177% | +$12.4M |
|
1232
Essential Utilities
WTRG
$11.4B
| $11.2M | 0.01% |
328,800
+106,200
| +48% | +$3.68M |
|
1233
BOK Financial
BOKF
$8.87B
| $11.2M | 0.01% |
153,279
+91,476
| +148% | +$7.75M |
|
|
SCS
1234
DELISTED
Steelcase
SCS
| $11.2M | 0.01% |
754,500
+343,000
| +83% | +$5.57M |
|
1235
A.O. Smith
AOS
$8.48B
| $11.2M | 0.01% |
262,000
-12,200
| -4% | -$561K |
|
|
LTM
1236
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
| $11.2M | 0.01% |
1,085,290
-407,100
| -27% | -$3.93M |
|
|
HOUS
1237
DELISTED
Anywhere Real Estate
HOUS
| $11.2M | 0.01% |
760,500
+425,496
| +127% | +$7.75M |
|
|
DSPG
1238
DELISTED
DSP Group Inc
DSPG
| $11.2M | 0.01% |
996,700
-8,744
| -0.9% | -$102K |
|
|
TRST
1239
Trustco Bank Corp NY
TRST
$976M
| $11.1M | 0.01% |
323,880
+5,269
| +2% | +$199K |
|
|
LBAI
1240
DELISTED
Lakeland Bancorp Inc
LBAI
| $11.1M | 0.01% |
749,802
+101,172
| +16% | +$1.63M |
|
1241
John Wiley & Sons Class A
WLY
$2.61B
| $11.1M | 0.01% |
236,390
+143,790
| +155% | +$7.74M |
|
1242
Alpha and Omega Semiconductor
AOSL
$902M
| $11.1M | 0.01% |
1,088,500
-67,200
| -6% | -$692K |
|
1243
Elbit Systems
ESLT
$36.6B
| $11.1M | 0.01% |
97,200
-24,935
| -20% | -$3.02M |
|
|
CVGW
1244
DELISTED
Calavo Growers
CVGW
| $11.1M | 0.01% |
151,720
+71,620
| +89% | +$6.69M |
|
1245
Spectrum Brands
SPB
$2.06B
| $11.1M | 0.01% |
261,898
+132,700
| +103% | +$7.67M |
|
1246
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
| $11M | 0.01% |
+228,395
| New | +$10.8M |
|
|
CDK
1247
DELISTED
CDK Global, Inc.
CDK
| $11M | 0.01% |
229,200
-317,500
| -58% | -$16.8M |
|
1248
Lindblad Expeditions
LIND
$2.25B
| $11M | 0.01% |
814,979
-52,521
| -6% | -$701K |
|
1249
eHealth
EHTH
$39.7M
| $11M | 0.01% |
285,480
-220,320
| -44% | -$7.41M |
|
|
EXK
1250
Endeavour Silver
EXK
$3.15B
| $10.9M | 0.01% |
5,086,325
+662,600
| +15% | +$1.39M |
|
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.