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 | |
|---|---|---|---|---|---|---|
1401
Paylocity
PCTY
$7.89B
| $8.47M | 0.01% |
140,700
-78,500
| -36% | -$5.03M |
|
1402
Sierra Bancorp
BSRR
$529M
| $8.47M | 0.01% |
352,297
+3,642
| +1% | +$97.8K |
|
1403
Philips
PHG
$26.7B
| $8.43M | 0.01% |
+309,491
| New | +$9.14M |
|
1404
Plains GP Holdings
PAGP
$5.1B
| $8.43M | 0.01% |
419,461
-1,156,300
| -73% | -$25.6M |
|
1405
AGCO
AGCO
$7.05B
| $8.42M | 0.01% |
151,200
-184,700
| -55% | -$10.4M |
|
|
HT
1406
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $8.4M | 0.01% |
479,100
-155,200
| -24% | -$2.9M |
|
1407
Sunstone Hotel Investors
SHO
$2.03B
| $8.38M | 0.01% |
644,296
+279,600
| +77% | +$4.11M |
|
1408
Atmos Energy
ATO
$28.7B
| $8.36M | 0.01% |
90,200
-114,104
| -56% | -$10.9M |
|
1409
U-Haul Holding Co
UHAL
$14.5B
| $8.36M | 0.01% |
254,660
+95,000
| +60% | +$3.21M |
|
1410
FNB Corp
FNB
$6.91B
| $8.35M | 0.01% |
+848,727
| New | +$9.85M |
|
|
DCP
1411
DELISTED
DCP Midstream, LP
DCP
| $8.32M | 0.01% |
314,210
+232,777
| +286% | +$8.36M |
|
|
CNBKA
1412
DELISTED
Century Bancorp Inc/Mass
CNBKA
| $8.32M | 0.01% |
122,800
-11,200
| -8% | -$862K |
|
|
XEC
1413
DELISTED
CIMAREX ENERGY CO
XEC
| $8.32M | 0.01% |
+134,898
| New | +$11.1M |
|
|
ANCX
1414
DELISTED
Access National Corp
ANCX
| $8.3M | 0.01% |
389,205
+16,067
| +4% | +$406K |
|
1415
Wendy's
WEN
$1.62B
| $8.28M | 0.01% |
530,682
-76,500
| -13% | -$1.3M |
|
1416
Hooker Furnishings Corp
HOFT
$158M
| $8.25M | 0.01% |
313,165
-40,900
| -12% | -$1.22M |
|
1417
American Homes 4 Rent
AMH
$12.3B
| $8.24M | 0.01% |
415,084
-870,600
| -68% | -$17.8M |
|
|
TCF
1418
DELISTED
TCF Financial Corporation
TCF
| $8.23M | 0.01% |
422,400
+369,900
| +705% | +$8M |
|
1419
Agilysys
AGYS
$3.2B
| $8.23M | 0.01% |
574,000
+13,948
| +2% | +$219K |
|
1420
NETGEAR
NTGR
$654M
| $8.23M | 0.01% |
158,100
+79,310
| +101% | +$4.28M |
|
|
GSS
1421
DELISTED
Golden Star Resources Ltd.
GSS
| $8.22M | 0.01% |
2,608,896
+39,083
| +2% | +$124K |
|
1422
Reliance Steel & Aluminium
RS
$21.7B
| $8.21M | 0.01% |
115,412
-31,400
| -21% | -$2.48M |
|
1423
Aon
AON
$75.5B
| $8.2M | 0.01% |
56,401
-64,500
| -53% | -$10M |
|
1424
Artivion
AORT
$1.42B
| $8.19M | 0.01% |
288,508
-127,990
| -31% | -$3.85M |
|
1425
Laureate Education
LAUR
$5.16B
| $8.18M | 0.01% |
536,476
+303,976
| +131% | +$4.55M |
|
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.