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 | |
|---|---|---|---|---|---|---|
|
ODP
1901
DELISTED
ODP
ODP
| $3.77M | ﹤0.01% |
+145,943
| New | +$4.18M |
|
1902
Transact Technologies
TACT
$53.2M
| $3.75M | ﹤0.01% |
418,200
+16,700
| +4% | +$204K |
|
1903
Red Rock Resorts
RRR
$3.76B
| $3.75M | ﹤0.01% |
184,800
-200,900
| -52% | -$4.73M |
|
1904
Diodes
DIOD
$4.77B
| $3.73M | ﹤0.01% |
115,751
-8,800
| -7% | -$281K |
|
|
DOO
1905
Bombardier Recreational Products
DOO
$4.73B
| $3.73M | ﹤0.01% |
+143,900
| New | +$5.2M |
|
|
MSON
1906
DELISTED
Misonix Inc
MSON
| $3.73M | ﹤0.01% |
233,000
+1,101
| +0.5% | +$18.4K |
|
1907
Forum Energy Technologies
FET
$960M
| $3.72M | ﹤0.01% |
45,005
+31,655
| +237% | +$4.78M |
|
|
KNL
1908
DELISTED
Knoll, Inc.
KNL
| $3.71M | ﹤0.01% |
225,200
-7,700
| -3% | -$150K |
|
1909
BioMarin Pharmaceuticals
BMRN
$13B
| $3.71M | ﹤0.01% |
43,571
-163,400
| -79% | -$15.5M |
|
|
LION
1910
DELISTED
Fidelity Southern Corporation
LION
| $3.71M | ﹤0.01% |
142,500
+51,700
| +57% | +$1.22M |
|
1911
World Kinect Corp
WKC
$1.85B
| $3.7M | ﹤0.01% |
+173,000
| New | +$4.56M |
|
1912
EnerSys
ENS
$7.42B
| $3.69M | ﹤0.01% |
47,600
-83,000
| -64% | -$6.73M |
|
|
PRO
1913
DELISTED
PROS Holdings
PRO
| $3.67M | ﹤0.01% |
116,933
-14,567
| -11% | -$461K |
|
1914
Ball Corp
BALL
$16.4B
| $3.67M | ﹤0.01% |
+79,822
| New | +$3.73M |
|
1915
Core Molding Technologies
CMT
$224M
| $3.67M | ﹤0.01% |
515,420
-880
| -0.2% | -$6.35K |
|
1916
Medtronic
MDT
$117B
| $3.66M | ﹤0.01% |
40,241
-1,699,949
| -98% | -$159M |
|
|
ITIC
1917
Investors Title Co
ITIC
$543M
| $3.66M | ﹤0.01% |
20,700
+500
| +2% | +$89.1K |
|
1918
FS Bancorp
FSBW
$323M
| $3.65M | ﹤0.01% |
170,298
-78,804
| -32% | -$1.84M |
|
1919
AudioCodes
AUDC
$255M
| $3.65M | ﹤0.01% |
369,200
-61,952
| -14% | -$663K |
|
1920
Tenet Healthcare
THC
$21.6B
| $3.64M | ﹤0.01% |
+212,475
| New | +$5.14M |
|
1921
TriNet
TNET
$3.16B
| $3.64M | ﹤0.01% |
86,800
-26,500
| -23% | -$1.22M |
|
1922
Alliance Resource Partners
ARLP
$3.27B
| $3.64M | ﹤0.01% |
209,843
+65,900
| +46% | +$1.28M |
|
1923
Seres Therapeutics
MCRB
$45.6M
| $3.64M | ﹤0.01% |
40,245
+2,415
| +6% | +$338K |
|
1924
Teekay Tankers
TNK
$2.95B
| $3.64M | ﹤0.01% |
490,027
+148,401
| +43% | +$1.27M |
|
1925
Espey Mfg & Electronics Corp
ESP
$192M
| $3.63M | ﹤0.01% |
145,787
+1,300
| +0.9% | +$35.6K |
|
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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.