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 | |
|---|---|---|---|---|---|---|
|
GOOS
1751
Canada Goose Holdings
GOOS
$854M
| $4.83M | 0.01% |
110,300
-33,800
| -23% | -$1.88M |
|
1752
Weis Markets
WMK
$1.76B
| $4.82M | 0.01% |
100,951
-33,900
| -25% | -$1.54M |
|
1753
Ametek
AME
$58.4B
| $4.82M | 0.01% |
71,150
-196,700
| -73% | -$14.1M |
|
1754
National Fuel Gas
NFG
$7.79B
| $4.79M | 0.01% |
93,583
-123,000
| -57% | -$6.74M |
|
|
AMNB
1755
DELISTED
American National Bankshares Inc
AMNB
| $4.78M | 0.01% |
163,200
+21,429
| +15% | +$753K |
|
1756
Bankwell Financial Group
BWFG
$543M
| $4.77M | 0.01% |
166,200
-15,798
| -9% | -$464K |
|
|
WUBA
1757
DELISTED
58.com Inc
WUBA
| $4.77M | 0.01% |
+88,000
| New | +$5.37M |
|
1758
Sempra
SRE
$56.5B
| $4.76M | 0.01% |
+88,000
| New | +$5.02M |
|
1759
Darling Ingredients
DAR
$10.6B
| $4.76M | 0.01% |
+247,200
| New | +$5.01M |
|
1760
Saga Communications
SGA
$62.1M
| $4.74M | 0.01% |
142,673
-5,613
| -4% | -$198K |
|
|
IIJI
1761
DELISTED
Internet Initiative Japan Inc
IIJI
| $4.74M | 0.01% |
416,200
+885
| +0.2% | +$9.31K |
|
1762
Ameris Bancorp
ABCB
$6.02B
| $4.73M | 0.01% |
+149,408
| New | +$6.09M |
|
|
TBHC
1763
DELISTED
The Brand House Collective
TBHC
| $4.72M | 0.01% |
495,500
-169,600
| -25% | -$1.65M |
|
|
CORE
1764
DELISTED
Core Mark Holding Co., Inc.
CORE
| $4.72M | 0.01% |
203,000
+12,900
| +7% | +$393K |
|
|
AEL
1765
DELISTED
American Equity Investment Life Holding Company
AEL
| $4.72M | 0.01% |
+168,900
| New | +$5.43M |
|
1766
iShares MSCI Malaysia ETF
EWM
$330M
| $4.72M | 0.01% |
158,399
+135,199
| +583% | +$4.1M |
|
1767
BlackLine
BL
$1.77B
| $4.69M | 0.01% |
114,501
-4,089
| -3% | -$174K |
|
1768
Capital City Bank Group
CCBG
$898M
| $4.69M | 0.01% |
201,900
-21,399
| -10% | -$517K |
|
|
MOFG
1769
DELISTED
MidWestOne Financial Group
MOFG
| $4.68M | 0.01% |
188,600
-31,249
| -14% | -$916K |
|
1770
Genco Shipping & Trading
GNK
$1.15B
| $4.68M | 0.01% |
593,430
+5,700
| +1% | +$58.1K |
|
1771
PRA Group
PRAA
$776M
| $4.67M | 0.01% |
+191,800
| New | +$5.73M |
|
|
PMBC
1772
DELISTED
Pacific Mercantile Bancorp
PMBC
| $4.67M | 0.01% |
653,400
+35,600
| +6% | +$285K |
|
|
GSB
1773
DELISTED
GlobalSCAPE, Inc.
GSB
| $4.67M | 0.01% |
1,042,100
-59,504
| -5% | -$256K |
|
|
SVM
1774
Silvercorp Metals
SVM
$2.66B
| $4.67M | 0.01% |
2,222,210
+329,610
| +17% | +$707K |
|
1775
Axos Financial
AX
$5.8B
| $4.66M | 0.01% |
+185,000
| New | +$5.58M |
|
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.