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 | |
|---|---|---|---|---|---|---|
2176
Harvard Bioscience
HBIO
$30.3M
| $2.23M | ﹤0.01% |
69,991
-17,979
| -20% | -$709K |
|
2177
State Street SPDR S&P 500 ETF Trust
SPY
$813B
| $2.22M | ﹤0.01% |
+8,900
| New | +$2.4M |
|
|
ITI
2178
DELISTED
Iteris, Inc.
ITI
| $2.22M | ﹤0.01% |
595,900
+21,900
| +4% | +$93.9K |
|
2179
Kforce
KFRC
$1.04B
| $2.2M | ﹤0.01% |
71,100
-23,948
| -25% | -$771K |
|
2180
Avient
AVNT
$4.25B
| $2.19M | ﹤0.01% |
76,658
+20,500
| +37% | +$686K |
|
2181
Parke Bancorp
PKBK
$413M
| $2.19M | ﹤0.01% |
128,645
-23,987
| -16% | -$425K |
|
|
UBFO
2182
DELISTED
United Security Bancshares
UBFO
| $2.19M | ﹤0.01% |
228,076
-6,839
| -3% | -$71.7K |
|
|
BBQ
2183
DELISTED
BBQ Holdings, Inc. Common Stock
BBQ
| $2.18M | ﹤0.01% |
475,302
+23,200
| +5% | +$122K |
|
2184
LCNB Corp
LCNB
$283M
| $2.18M | ﹤0.01% |
143,616
-5,184
| -3% | -$87.2K |
|
|
ATTU
2185
DELISTED
Attunity Ltd
ATTU
| $2.18M | ﹤0.01% |
110,559
-138,696
| -56% | -$2.63M |
|
2186
VanEck Oil Services ETF
OIH
$2B
| $2.17M | ﹤0.01% |
7,735
+7,290
| +1,638% | +$2.88M |
|
2187
ENI
E
$79.8B
| $2.17M | ﹤0.01% |
+68,850
| New | +$2.34M |
|
|
ADAM
2188
Adamas Trust
ADAM
$910M
| $2.16M | ﹤0.01% |
91,650
-97,825
| -52% | -$2.37M |
|
|
SYNC
2189
DELISTED
Synacor, Inc.
SYNC
| $2.16M | ﹤0.01% |
1,458,500
+21,300
| +1% | +$37.5K |
|
2190
La-Z-Boy
LZB
$1.67B
| $2.16M | ﹤0.01% |
77,800
-162,800
| -68% | -$4.59M |
|
|
DDE
2191
DELISTED
Dover Downs Gaming & Entertain
DDE
| $2.15M | ﹤0.01% |
776,200
-75,597
| -9% | -$186K |
|
2192
Ohio Valley Banc Corp
OVBC
$210M
| $2.15M | ﹤0.01% |
60,700
-3,900
| -6% | -$139K |
|
|
ONIT
2193
Onity Group
ONIT
$328M
| $2.15M | ﹤0.01% |
106,862
-24,814
| -19% | -$1.02M |
|
2194
Lincoln Educational Services
LINC
$950M
| $2.14M | ﹤0.01% |
669,375
-6,401
| -0.9% | -$15.1K |
|
|
GHL
2195
DELISTED
Greenhill & Co., Inc.
GHL
| $2.14M | ﹤0.01% |
87,800
+69,200
| +372% | +$1.69M |
|
2196
Invesco S&P 500 Low Volatility ETF
SPLV
$7.23B
| $2.14M | ﹤0.01% |
45,900
+39,300
| +595% | +$1.91M |
|
2197
PG&E
PCG
$39.3B
| $2.14M | ﹤0.01% |
+90,000
| New | +$3.22M |
|
|
MN
2198
DELISTED
MANNING & NAPIER, INC.
MN
| $2.13M | ﹤0.01% |
1,208,300
-17,000
| -1% | -$35.2K |
|
2199
CVB Financial
CVBF
$4.09B
| $2.13M | ﹤0.01% |
+105,100
| New | +$2.28M |
|
2200
Global Water Resources
GWRS
$247M
| $2.12M | ﹤0.01% |
209,125
+34,978
| +20% | +$366K |
|
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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.