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 | |
|---|---|---|---|---|---|---|
|
TMX
1626
DELISTED
Terminix Global Holdings, Inc.
TMX
| $5.73M | 0.01% |
155,900
-725,119
| -82% | -$30.1M |
|
|
QEP
1627
DELISTED
QEP RESOURCES, INC.
QEP
| $5.73M | 0.01% |
+1,017,025
| New | +$8.93M |
|
1628
National CineMedia
NCMI
$269M
| $5.72M | 0.01% |
88,285
+37,861
| +75% | +$2.98M |
|
1629
Northrim BanCorp
NRIM
$606M
| $5.72M | 0.01% |
696,068
-31,932
| -4% | -$294K |
|
|
CBM
1630
DELISTED
Cambrex Corporation
CBM
| $5.7M | 0.01% |
+151,000
| New | +$7.64M |
|
|
NGD
1631
DELISTED
New Gold Inc
NGD
| $5.69M | 0.01% |
7,516,893
+1,184,509
| +19% | +$957K |
|
1632
Beazer Homes USA
BZH
$872M
| $5.69M | 0.01% |
599,760
+468,988
| +359% | +$4.67M |
|
|
CVRR
1633
DELISTED
CVR Refining, LP
CVRR
| $5.68M | 0.01% |
544,335
+532,375
| +4,451% | +$8.36M |
|
1634
Funko
FNKO
$344M
| $5.68M | 0.01% |
431,600
-100,900
| -19% | -$1.68M |
|
|
OMCC
1635
DELISTED
Old Market Capital Corp
OMCC
| $5.67M | 0.01% |
544,765
+827
| +0.2% | +$9.32K |
|
|
LKFT
1636
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.8B
| $5.66M | 0.01% |
61,700
-60,600
| -50% | -$6.14M |
|
1637
Sally Beauty Holdings
SBH
$1.54B
| $5.66M | 0.01% |
+331,900
| New | +$6.21M |
|
1638
Chubb
CB
$133B
| $5.66M | 0.01% |
43,783
-289,663
| -87% | -$37.4M |
|
|
ARA
1639
DELISTED
American Renal Associates Holdings, Inc
ARA
| $5.65M | 0.01% |
490,760
+32,960
| +7% | +$562K |
|
1640
Puma Biotechnology
PBYI
$456M
| $5.65M | 0.01% |
+277,600
| New | +$8.33M |
|
|
TST
1641
DELISTED
TheStreet, Inc.
TST
| $5.65M | 0.01% |
278,216
-4,134
| -1% | -$80.8K |
|
|
AVH
1642
DELISTED
AVIANCA HOLDINGS S.A.
AVH
| $5.64M | 0.01% |
1,390,210
-13,300
| -0.9% | -$67.3K |
|
|
BHR
1643
Braemar Hotels & Resorts
BHR
$139M
| $5.63M | 0.01% |
636,957
-56,846
| -8% | -$567K |
|
|
FTR
1644
DELISTED
Frontier Communications Corp.
FTR
| $5.63M | 0.01% |
2,364,273
+1,471,200
| +165% | +$6.23M |
|
|
MDC
1645
DELISTED
M.D.C. Holdings, Inc.
MDC
| $5.62M | 0.01% |
+233,116
| New | +$5.63M |
|
|
EGIO
1646
DELISTED
Edgio, Inc. Common Stock
EGIO
| $5.61M | 0.01% |
59,893
-8,528
| -12% | -$1.25M |
|
1647
UFP Industries
UFPI
$4.96B
| $5.6M | 0.01% |
215,809
+131,900
| +157% | +$3.79M |
|
1648
German American Bancorp
GABC
$1.93B
| $5.59M | 0.01% |
201,400
+30,900
| +18% | +$961K |
|
|
CMD
1649
DELISTED
Cantel Medical Corporation
CMD
| $5.59M | 0.01% |
75,025
-11,100
| -13% | -$916K |
|
1650
Digi International
DGII
$3.23B
| $5.58M | 0.01% |
553,284
+66,300
| +14% | +$767K |
|
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.