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 | 15.48% |
| 2 | Technology | 13.21% |
| 3 | Financials | 10.74% |
| 4 | Real Estate | 9.97% |
| 5 | Utilities | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lamar Advertising Co
LAMR
$15.6B
| $148M | 0.16% |
2,134,612
+245,012
| +13% | +$18M |
|
127
Brown & Brown
BRO
$23.9B
| $148M | 0.16% |
5,352,600
+267,800
| +5% | +$7.57M |
|
128
Costco
COST
$419B
| $147M | 0.16% |
722,185
+543,172
| +303% | +$121M |
|
129
Micron Technology
MU
$981B
| $147M | 0.16% |
+4,621,511
| New | +$175M |
|
130
UGI
UGI
$7.54B
| $146M | 0.16% |
2,743,450
+322,800
| +13% | +$17.9M |
|
|
VVC
131
DELISTED
Vectren Corporation
VVC
| $145M | 0.16% |
2,009,903
+563,003
| +39% | +$40.3M |
|
132
Waters Corp
WAT
$40.7B
| $143M | 0.16% |
756,125
-168,075
| -18% | -$31.9M |
|
133
Jazz Pharmaceuticals
JAZZ
$16.1B
| $143M | 0.16% |
1,150,201
+254,407
| +28% | +$37.7M |
|
134
Emerson Electric
EMR
$91.7B
| $141M | 0.15% |
+2,367,200
| New | +$160M |
|
135
Lamb Weston
LW
$7.23B
| $141M | 0.15% |
1,922,200
+417,700
| +28% | +$32M |
|
136
Mid-America Apartment Communities
MAA
$15.3B
| $141M | 0.15% |
1,477,150
+35,809
| +2% | +$3.55M |
|
|
137
Dell
DELL
$285B
| $139M | 0.15% |
5,596,326
-12,129,358
| -68% | -$332M |
|
138
Telephone and Data Systems
TDS
$3.84B
| $138M | 0.15% |
4,241,192
+769,824
| +22% | +$25.5M |
|
139
Exelon
EXC
$46.2B
| $138M | 0.15% |
4,288,578
+420,460
| +11% | +$13.4M |
|
140
MKS Inc
MKSI
$19.9B
| $138M | 0.15% |
2,130,952
+228,580
| +12% | +$16.5M |
|
141
Ericsson
ERIC
$33B
| $137M | 0.15% |
15,486,000
+11,111,800
| +254% | +$96.6M |
|
142
Valero Energy
VLO
$93.3B
| $137M | 0.15% |
1,821,388
+1,747,700
| +2,372% | +$154M |
|
|
VAR
143
DELISTED
Varian Medical Systems, Inc.
VAR
| $136M | 0.15% |
1,200,293
-15,700
| -1% | -$1.8M |
|
144
Arch Capital
ACGL
$33.5B
| $135M | 0.15% |
5,049,100
-191,200
| -4% | -$5.29M |
|
145
Starbucks
SBUX
$122B
| $134M | 0.15% |
+2,085,884
| New | +$131M |
|
146
MSCI
MSCI
$40.8B
| $134M | 0.15% |
908,788
+231,667
| +34% | +$35.3M |
|
147
Encompass Health
EHC
$12.4B
| $133M | 0.15% |
2,712,480
+830,122
| +44% | +$47.2M |
|
148
Cigna
CI
$72.4B
| $133M | 0.15% |
698,459
+186,259
| +36% | +$38.9M |
|
149
Phillips 66
PSX
$89.5B
| $131M | 0.14% |
1,524,900
+540,900
| +55% | +$52.9M |
|
|
CTXS
150
DELISTED
Citrix Systems Inc
CTXS
| $131M | 0.14% |
1,277,390
-86,900
| -6% | -$9.18M |
|
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 15% of assets, down from 18% 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.