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 | |
|---|---|---|---|---|---|---|
1426
Moelis & Co
MC
$5.08B
| $8.17M | 0.01% |
237,757
+211,157
| +794% | +$8.97M |
|
1427
Lakeland Financial Corp
LKFN
$1.55B
| $8.17M | 0.01% |
203,351
+30,700
| +18% | +$1.33M |
|
1428
Enerpac Tool Group
EPAC
$1.88B
| $8.16M | 0.01% |
388,900
+339,000
| +679% | +$8.26M |
|
1429
Par Pacific Holdings
PARR
$4.02B
| $8.16M | 0.01% |
575,600
-92,200
| -14% | -$1.57M |
|
|
DHC
1430
Diversified Healthcare Trust
DHC
$2.02B
| $8.14M | 0.01% |
695,000
-768,100
| -52% | -$11.4M |
|
1431
Hilton Grand Vacations
HGV
$3.6B
| $8.14M | 0.01% |
308,400
-225,500
| -42% | -$6.54M |
|
1432
Protolabs
PRLB
$2.17B
| $8.13M | 0.01% |
+72,100
| New | +$8.89M |
|
1433
HealthStream
HSTM
$843M
| $8.13M | 0.01% |
336,600
+7,400
| +2% | +$192K |
|
|
MTSC
1434
DELISTED
MTS Systems Corp
MTSC
| $8.12M | 0.01% |
202,218
+74,818
| +59% | +$3.6M |
|
1435
Moody's
MCO
$84.1B
| $8.11M | 0.01% |
57,900
-64,800
| -53% | -$9.77M |
|
1436
Foster
FSTR
$408M
| $8.11M | 0.01% |
509,855
+3,455
| +0.7% | +$64.5K |
|
|
CLCT
1437
DELISTED
Collectors Universe
CLCT
| $8.1M | 0.01% |
712,981
-90,338
| -11% | -$1.22M |
|
1438
Fresenius Medical Care
FMS
$12.6B
| $8.08M | 0.01% |
249,400
+232,300
| +1,358% | +$9.38M |
|
1439
Herc Holdings
HRI
$5.78B
| $8.03M | 0.01% |
+309,100
| New | +$10.8M |
|
|
Y
1440
DELISTED
Alleghany Corp
Y
| $8.03M | 0.01% |
12,888
-2,367
| -16% | -$1.46M |
|
1441
Nomad Foods
NOMD
$1.66B
| $8.01M | 0.01% |
479,100
+93,400
| +24% | +$1.78M |
|
|
BECN
1442
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $7.99M | 0.01% |
+251,757
| New | +$7.77M |
|
1443
First Community Bankshares
FCBC
$930M
| $7.98M | 0.01% |
253,400
+12,600
| +5% | +$420K |
|
1444
Glaukos
GKOS
$11B
| $7.98M | 0.01% |
141,995
-429,405
| -75% | -$25.8M |
|
1445
Eagle Bancorp
EGBN
$872M
| $7.96M | 0.01% |
163,385
+104,805
| +179% | +$5.33M |
|
1446
Dave & Buster's
PLAY
$351M
| $7.91M | 0.01% |
+177,400
| New | +$9.97M |
|
1447
Cedar Fair
FUN
$1.69B
| $7.89M | 0.01% |
166,750
+145,000
| +667% | +$7.56M |
|
1448
C&F Financial
CFFI
$286M
| $7.88M | 0.01% |
148,100
-5,000
| -3% | -$263K |
|
|
TDAY
1449
USA Today Co
TDAY
$1.04B
| $7.87M | 0.01% |
680,200
-155,700
| -19% | -$2.17M |
|
1450
Huntsman Corp
HUN
$1.8B
| $7.85M | 0.01% |
407,100
-265,000
| -39% | -$5.68M |
|
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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.