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 | 15.48% |
| 2 | Technology | 13.21% |
| 3 | Financials | 10.74% |
| 4 | Real Estate | 9.97% |
| 5 | Utilities | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CEO
201
DELISTED
CNOOC Limited
CEO
| $105M | 0.12% |
691,000
+75,348
| +12% | +$12.8M |
|
202
Portland General Electric
POR
$5.69B
| $105M | 0.11% |
2,282,728
+262,228
| +13% | +$12.3M |
|
203
First Industrial Realty Trust
FR
$8.35B
| $105M | 0.11% |
3,622,400
+236,400
| +7% | +$7.31M |
|
204
TFS Financial
TFSL
$4.83B
| $104M | 0.11% |
6,465,900
+216,900
| +3% | +$3.33M |
|
205
McKesson
MCK
$105B
| $104M | 0.11% |
943,610
+244,210
| +35% | +$30.5M |
|
206
American Water Works
AWK
$27B
| $104M | 0.11% |
1,144,202
+428,402
| +60% | +$39.1M |
|
207
Braskem
BAK
$881M
| $103M | 0.11% |
4,229,300
-62,400
| -1% | -$1.69M |
|
208
LyondellBasell Industries
LYB
$20.7B
| $103M | 0.11% |
1,234,300
+780,400
| +172% | +$71.4M |
|
209
Commault Systems
CVLT
$5.78B
| $103M | 0.11% |
1,736,587
+115,087
| +7% | +$6.79M |
|
210
Skywest
SKYW
$4.19B
| $102M | 0.11% |
2,285,468
-56,100
| -2% | -$2.9M |
|
211
Grand Canyon Education
LOPE
$3.76B
| $102M | 0.11% |
1,057,100
+6,400
| +0.6% | +$744K |
|
212
Orion
OEC
$377M
| $102M | 0.11% |
4,019,196
+137,200
| +4% | +$3.58M |
|
213
Pan American Silver
PAAS
$21.8B
| $102M | 0.11% |
6,958,017
+1,198,530
| +21% | +$17.1M |
|
214
Canadian National Railway
CNI
$76.4B
| $99.7M | 0.11% |
1,344,400
+693,454
| +107% | +$57.5M |
|
215
Texas Instruments
TXN
$257B
| $99.6M | 0.11% |
1,054,300
-118,400
| -10% | -$11.5M |
|
216
Cadence Design Systems
CDNS
$90.2B
| $99.4M | 0.11% |
2,286,102
+740,502
| +48% | +$32.2M |
|
217
Brady Corp
BRC
$4.48B
| $99.4M | 0.11% |
2,287,098
+65,400
| +3% | +$2.73M |
|
218
Factset
FDS
$10.1B
| $98.8M | 0.11% |
493,900
+180,150
| +57% | +$39.7M |
|
219
Public Service Enterprise Group
PEG
$37.5B
| $98M | 0.11% |
1,882,584
+269,484
| +17% | +$14.5M |
|
220
FIVE9
FIVN
$2.44B
| $97M | 0.11% |
2,218,600
-410,100
| -16% | -$16.5M |
|
221
Crocs
CROX
$6.31B
| $96.8M | 0.11% |
3,726,300
-237,800
| -6% | -$5.56M |
|
222
Cardinal Health
CAH
$55.9B
| $96.2M | 0.11% |
2,156,420
-379,380
| -15% | -$19.8M |
|
|
VGR
223
DELISTED
Vector Group Ltd.
VGR
| $95M | 0.1% |
14,460,380
-353,345
| -2% | -$2.98M |
|
224
EOG Resources
EOG
$75.2B
| $94.6M | 0.1% |
1,085,030
+462,530
| +74% | +$49.5M |
|
225
Emergent Biosolutions
EBS
$228M
| $94.6M | 0.1% |
1,596,011
-275,300
| -15% | -$17.7M |
|
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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 15% of assets, down from 18% 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.