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 | |
|---|---|---|---|---|---|---|
2201
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
| $2.12M | ﹤0.01% |
+27,170
| New | +$2.11M |
|
|
AGTC
2202
DELISTED
Applied Genetic Technologies Corporation
AGTC
| $2.11M | ﹤0.01% |
848,100
+140,600
| +20% | +$823K |
|
|
FFWM
2203
DELISTED
First Foundation Inc
FFWM
| $2.1M | ﹤0.01% |
163,665
-91,635
| -36% | -$1.38M |
|
|
FCCY
2204
DELISTED
1st Constitution Bancorp
FCCY
| $2.1M | ﹤0.01% |
105,100
-17,300
| -14% | -$341K |
|
2205
Escalade
ESCA
$276M
| $2.09M | ﹤0.01% |
182,400
-12,100
| -6% | -$143K |
|
|
PHLT
2206
DELISTED
Performant Healthcare Inc
PHLT
| $2.09M | ﹤0.01% |
927,700
-840
| -0.1% | -$1.4K |
|
|
DL
2207
DELISTED
China Distance Education Holdings Limited
DL
| $2.08M | ﹤0.01% |
309,800
+6,205
| +2% | +$46.7K |
|
2208
State Street Utilities Select Sector SPDR ETF
XLU
$23B
| $2.07M | ﹤0.01% |
78,400
-278,000
| -78% | -$7.55M |
|
2209
News Corp Class B
NWS
$17.9B
| $2.07M | ﹤0.01% |
179,000
-23,300
| -12% | -$305K |
|
2210
Lincoln Electric
LECO
$15.6B
| $2.06M | ﹤0.01% |
26,138
-83,800
| -76% | -$6.96M |
|
2211
Peoples Financial Services
PFIS
$714M
| $2.06M | ﹤0.01% |
46,681
+6,214
| +15% | +$264K |
|
|
DEST
2212
DELISTED
Destination Maternity Corporation
DEST
| $2.06M | ﹤0.01% |
724,400
-16,300
| -2% | -$67.8K |
|
2213
Monolithic Power Systems
MPWR
$68.9B
| $2.05M | ﹤0.01% |
+17,642
| New | +$2.11M |
|
2214
Park-Ohio Holdings
PKOH
$716M
| $2.05M | ﹤0.01% |
66,700
-45,300
| -40% | -$1.58M |
|
2215
TETRA Technologies
TTI
$1.27B
| $2.04M | ﹤0.01% |
1,216,446
-729,454
| -37% | -$2.02M |
|
|
VIVS
2216
VivoSim Labs
VIVS
$1.13M
| $2.04M | ﹤0.01% |
8,881
+2,377
| +37% | +$599K |
|
|
ARNA
2217
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $2.04M | ﹤0.01% |
+52,368
| New | +$2.06M |
|
|
AIMC
2218
DELISTED
Altra Industrial Motion Corp
AIMC
| $2.04M | ﹤0.01% |
80,909
-556,700
| -87% | -$18.1M |
|
2219
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
| $2.03M | ﹤0.01% |
77,000
-45,700
| -37% | -$1.2M |
|
|
IVAC
2220
DELISTED
Intevac Inc
IVAC
| $2.03M | ﹤0.01% |
387,900
-53,000
| -12% | -$252K |
|
2221
Harmonic Inc
HLIT
$1.51B
| $2.03M | ﹤0.01% |
429,500
+165,273
| +63% | +$902K |
|
2222
Orion Group Holdings
ORN
$402M
| $2.02M | ﹤0.01% |
471,895
-207,394
| -31% | -$1.04M |
|
|
SCX
2223
DELISTED
The L.S. Starrett Company
SCX
| $2.02M | ﹤0.01% |
386,945
-1,789
| -0.5% | -$9.91K |
|
|
WFT
2224
DELISTED
Weatherford International plc
WFT
| $2.01M | ﹤0.01% |
+3,596,030
| New | +$4.69M |
|
|
RPT
2225
Rithm Property Trust
RPT
$104M
| $2.01M | ﹤0.01% |
28,752
+4,443
| +18% | +$334K |
|
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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.