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 | |
|---|---|---|---|---|---|---|
1251
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $10.9M | 0.01% |
98,900
+600
| +0.6% | +$66.2K |
|
1252
Camtek
CAMT
$7.56B
| $10.9M | 0.01% |
1,609,100
+25,800
| +2% | +$200K |
|
1253
Federated Hermes
FHI
$4.74B
| $10.9M | 0.01% |
409,900
+348,900
| +572% | +$8.67M |
|
1254
iShares 20+ Year Treasury Bond ETF
TLT
$40.5B
| $10.9M | 0.01% |
89,500
+83,300
| +1,344% | +$9.64M |
|
1255
Cimpress
CMPR
$2.34B
| $10.8M | 0.01% |
104,600
+12,700
| +14% | +$1.47M |
|
1256
Armstrong World Industries
AWI
$7.68B
| $10.8M | 0.01% |
185,700
+32,000
| +21% | +$2.04M |
|
|
OLBK
1257
DELISTED
Old Line Bancshares, Inc.
OLBK
| $10.8M | 0.01% |
410,340
-44,400
| -10% | -$1.29M |
|
|
FFIC
1258
DELISTED
Flushing Financial
FFIC
| $10.8M | 0.01% |
500,160
-34,100
| -6% | -$762K |
|
1259
Arrow Financial
AROW
$731M
| $10.7M | 0.01% |
387,708
+13,222
| +4% | +$392K |
|
1260
Regional Management Corp
RM
$309M
| $10.7M | 0.01% |
445,000
-51,291
| -10% | -$1.39M |
|
1261
Standard BioTools
LAB
$285M
| $10.7M | 0.01% |
1,240,882
+88,082
| +8% | +$686K |
|
1262
Invesco Ultra Short Duration ETF
GSY
$3.88B
| $10.7M | 0.01% |
213,500
+2,800
| +1% | +$141K |
|
1263
McCormick & Company Non-Voting
MKC
$14.6B
| $10.7M | 0.01% |
+153,200
| New | +$11M |
|
|
VRN
1264
DELISTED
Veren
VRN
| $10.7M | 0.01% |
+3,514,935
| New | +$15M |
|
1265
Barclays
BCS
$94.6B
| $10.7M | 0.01% |
+1,477,571
| New | +$11.9M |
|
1266
Coeur Mining
CDE
$19.5B
| $10.7M | 0.01% |
2,382,628
-541,900
| -19% | -$2.56M |
|
|
HIVE
1267
DELISTED
Aerohive Networks
HIVE
| $10.6M | 0.01% |
3,265,710
+410,600
| +14% | +$1.54M |
|
1268
Gran Tierra Energy
GTE
$333M
| $10.6M | 0.01% |
489,997
+43,697
| +10% | +$1.25M |
|
|
ZVO
1269
DELISTED
Zovio Inc. Common Stock
ZVO
| $10.6M | 0.01% |
1,513,358
+22,401
| +2% | +$191K |
|
|
DOOR
1270
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $10.6M | 0.01% |
236,500
+71,500
| +43% | +$3.87M |
|
1271
Owens Corning
OC
$12.2B
| $10.6M | 0.01% |
240,000
-304,500
| -56% | -$14.8M |
|
1272
American Express
AXP
$231B
| $10.5M | 0.01% |
+110,600
| New | +$11.6M |
|
1273
Yelp
YELP
$1.33B
| $10.5M | 0.01% |
300,800
-690,200
| -70% | -$26.4M |
|
1274
United Fire Group
UFCS
$1.39B
| $10.5M | 0.01% |
189,756
+9,456
| +5% | +$487K |
|
1275
Tetra Tech
TTEK
$9.33B
| $10.5M | 0.01% |
1,014,100
+334,000
| +49% | +$4.14M |
|
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.