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 | |
|---|---|---|---|---|---|---|
2301
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
| $1.77M | ﹤0.01% |
18,700
+16,698
| +834% | +$1.69M |
|
|
AFH
2302
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
| $1.77M | ﹤0.01% |
218,958
-6,705
| -3% | -$64.1K |
|
2303
HUTCHMED
HCM
$2.12B
| $1.77M | ﹤0.01% |
76,500
+44,200
| +137% | +$1.37M |
|
|
MSBF
2304
DELISTED
MSB Financial Corp.
MSBF
| $1.76M | ﹤0.01% |
98,900
-1,298
| -1% | -$24.2K |
|
|
CLPR
2305
Clipper Realty
CLPR
$54M
| $1.76M | ﹤0.01% |
134,752
+66,552
| +98% | +$873K |
|
2306
DXP Enterprises
DXPE
$3.12B
| $1.76M | ﹤0.01% |
63,200
+24,820
| +65% | +$880K |
|
|
ALYA
2307
DELISTED
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
| $1.76M | ﹤0.01% |
+748,261
| New | +$2.79M |
|
2308
KB Financial Group
KB
$42.1B
| $1.75M | ﹤0.01% |
+41,700
| New | +$1.82M |
|
|
CRR
2309
DELISTED
Carbo Ceramics Inc.
CRR
| $1.75M | ﹤0.01% |
502,936
+370,236
| +279% | +$1.85M |
|
2310
Inuvo
INUV
$12.9M
| $1.75M | ﹤0.01% |
163,339
+10,427
| +7% | +$93.7K |
|
2311
Customers Bancorp
CUBI
$2.82B
| $1.74M | ﹤0.01% |
95,620
+66,951
| +234% | +$1.34M |
|
|
MAXR
2312
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
| $1.74M | ﹤0.01% |
+145,302
| New | +$2.96M |
|
|
CDMO
2313
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $1.74M | ﹤0.01% |
423,357
+123,851
| +41% | +$646K |
|
|
SMTX
2314
DELISTED
SMTC Corporation
SMTX
| $1.73M | ﹤0.01% |
424,810
+15,600
| +4% | +$52.5K |
|
2315
V2X
VVX
$2.6B
| $1.73M | ﹤0.01% |
80,200
-67,000
| -46% | -$1.71M |
|
2316
Evolent Health
EVH
$529M
| $1.73M | ﹤0.01% |
+86,499
| New | +$2M |
|
|
WTT
2317
DELISTED
Wireless Telecom Group, Inc.
WTT
| $1.72M | ﹤0.01% |
971,595
-15,000
| -2% | -$26.2K |
|
|
NTUS
2318
DELISTED
Natus Medical Inc
NTUS
| $1.72M | ﹤0.01% |
50,468
-43,621
| -46% | -$1.42M |
|
|
SDRL
2319
DELISTED
Seadrill Limited Common Stock
SDRL
| $1.72M | ﹤0.01% |
176,272
+41,383
| +31% | +$719K |
|
2320
LXP Industrial Trust
LXP
$3.57B
| $1.71M | ﹤0.01% |
+41,756
| New | +$1.72M |
|
2321
IRIDEX
IRIX
$14.9M
| $1.71M | ﹤0.01% |
363,800
+28,300
| +8% | +$141K |
|
2322
S&T Bancorp
STBA
$1.8B
| $1.71M | ﹤0.01% |
45,200
+35,100
| +348% | +$1.41M |
|
|
PFIE
2323
DELISTED
Profire Energy, Inc
PFIE
| $1.71M | ﹤0.01% |
1,178,300
+197,100
| +20% | +$459K |
|
2324
Neogen
NEOG
$2.54B
| $1.71M | ﹤0.01% |
+59,836
| New | +$1.87M |
|
2325
STRATTEC Security
STRT
$348M
| $1.7M | ﹤0.01% |
58,865
-13,700
| -19% | -$441K |
|
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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.