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 | |
|---|---|---|---|---|---|---|
|
ARR
2051
Armour Residential REIT
ARR
$2.37B
| $2.87M | ﹤0.01% |
28,004
-6,300
| -18% | -$680K |
|
2052
Perion Network
PERI
$385M
| $2.86M | ﹤0.01% |
1,099,442
+56,294
| +5% | +$158K |
|
2053
iShares MSCI Mexico ETF
EWW
$1.86B
| $2.86M | ﹤0.01% |
+69,400
| New | +$3.02M |
|
2054
Citi Trends
CTRN
$616M
| $2.86M | ﹤0.01% |
140,125
+14,400
| +11% | +$341K |
|
2055
Northern Oil and Gas
NOG
$2.61B
| $2.85M | ﹤0.01% |
125,948
+113,193
| +887% | +$3.33M |
|
2056
Banner Corp
BANR
$2.52B
| $2.83M | ﹤0.01% |
52,889
-11,210
| -17% | -$651K |
|
|
ADMS
2057
DELISTED
Adamas Pharmaceuticals
ADMS
| $2.81M | ﹤0.01% |
+329,081
| New | +$4.28M |
|
|
DALN
2058
DELISTED
DallasNews
DALN
| $2.81M | ﹤0.01% |
208,200
+588
| +0.3% | +$10.3K |
|
2059
Silvercrest Asset Management
SAMG
$79.6M
| $2.81M | ﹤0.01% |
212,200
-23,100
| -10% | -$321K |
|
2060
Great Elm Group
GEG
$67.7M
| $2.81M | ﹤0.01% |
830,109
-34,300
| -4% | -$117K |
|
|
CPLG
2061
DELISTED
CorePoint Lodging Inc. Common Stock
CPLG
| $2.79M | ﹤0.01% |
228,148
+1,048
| +0.5% | +$15.8K |
|
2062
Gibraltar Industries
ROCK
$1.42B
| $2.78M | ﹤0.01% |
78,200
-117,100
| -60% | -$4.27M |
|
2063
Triumph Financial Inc
TFIN
$1.87B
| $2.76M | ﹤0.01% |
92,900
-91,800
| -50% | -$3.24M |
|
2064
Genie Energy
GNE
$383M
| $2.76M | ﹤0.01% |
456,997
+68,000
| +17% | +$427K |
|
2065
Commercial Metals
CMC
$7.92B
| $2.75M | ﹤0.01% |
171,500
-63,200
| -27% | -$1.18M |
|
|
TTPH
2066
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
| $2.75M | ﹤0.01% |
121,474
+77,813
| +178% | +$3.04M |
|
2067
Lazard
LAZ
$4.35B
| $2.74M | ﹤0.01% |
74,300
-49,900
| -40% | -$1.99M |
|
|
ORC
2068
Orchid Island Capital
ORC
$1.33B
| $2.74M | ﹤0.01% |
85,780
+3,520
| +4% | +$117K |
|
2069
TTM Technologies
TTMI
$14.7B
| $2.73M | ﹤0.01% |
280,369
-35,137
| -11% | -$431K |
|
|
RPT
2070
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $2.73M | ﹤0.01% |
228,201
+55,801
| +32% | +$737K |
|
2071
Chemung Financial Corp
CHMG
$405M
| $2.72M | ﹤0.01% |
65,800
-4,775
| -7% | -$202K |
|
|
RNWK
2072
DELISTED
RealNetworks Inc
RNWK
| $2.71M | ﹤0.01% |
1,173,278
-61,000
| -5% | -$142K |
|
2073
Kamada
KMDA
$437M
| $2.7M | ﹤0.01% |
540,629
-7,471
| -1% | -$40.2K |
|
|
FENG
2074
Phoenix New Media
FENG
$18.1M
| $2.7M | ﹤0.01% |
140,648
-40,017
| -22% | -$819K |
|
2075
Visteon
VC
$2.89B
| $2.69M | ﹤0.01% |
44,700
+26,300
| +143% | +$1.98M |
|
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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.