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 | |
|---|---|---|---|---|---|---|
2401
Varex Imaging
VREX
$779M
| $1.44M | ﹤0.01% |
60,900
-108,300
| -64% | -$2.75M |
|
2402
HNI Corp
HNI
$3.53B
| $1.44M | ﹤0.01% |
+40,600
| New | +$1.54M |
|
2403
Rogers Corp
ROG
$2.55B
| $1.44M | ﹤0.01% |
+14,505
| New | +$1.74M |
|
|
VVUS
2404
DELISTED
Vivus Inc
VVUS
| $1.44M | ﹤0.01% |
644,475
-183,898
| -22% | -$634K |
|
2405
Network-1 Technologies
NTIP
$35.4M
| $1.44M | ﹤0.01% |
643,400
-35,000
| -5% | -$91.3K |
|
|
AAT
2406
American Assets Trust
AAT
$1.4B
| $1.43M | ﹤0.01% |
+35,700
| New | +$1.39M |
|
|
ENFC
2407
DELISTED
Entegra Financial Corp.
ENFC
| $1.43M | ﹤0.01% |
69,122
-9,400
| -12% | -$213K |
|
2408
KALA BIO
KALA
$18.3M
| $1.42M | ﹤0.01% |
117
+99
| +550% | +$1.72M |
|
2409
Minerals Technologies
MTX
$2.27B
| $1.42M | ﹤0.01% |
+27,700
| New | +$1.55M |
|
|
SUP
2410
DELISTED
Superior Industries International
SUP
| $1.42M | ﹤0.01% |
295,193
+149,493
| +103% | +$1.39M |
|
|
PPIH
2411
Perma-Pipe International
PPIH
$218M
| $1.42M | ﹤0.01% |
161,994
-10,076
| -6% | -$90.5K |
|
2412
GATX Corp
GATX
$6.38B
| $1.42M | ﹤0.01% |
20,000
+17,100
| +590% | +$1.35M |
|
|
CASA
2413
DELISTED
Casa Systems, Inc. Common Stock
CASA
| $1.41M | ﹤0.01% |
+107,300
| New | +$1.54M |
|
|
LN
2414
DELISTED
LINE Corporation
LN
| $1.41M | ﹤0.01% |
41,200
-13,700
| -25% | -$453K |
|
|
UMH
2415
UMH Properties
UMH
$1.4B
| $1.4M | ﹤0.01% |
118,600
-165,400
| -58% | -$2.24M |
|
2416
Howard Hughes
HHH
$3.98B
| $1.4M | ﹤0.01% |
15,001
-21,085
| -58% | -$2.19M |
|
2417
Transcat
TRNS
$877M
| $1.4M | ﹤0.01% |
73,386
-11,995
| -14% | -$247K |
|
2418
iShares Core US Aggregate Bond ETF
AGG
$138B
| $1.4M | ﹤0.01% |
+13,100
| New | +$1.37M |
|
2419
First Citizens BancShares
FCNCA
$25.9B
| $1.4M | ﹤0.01% |
3,700
+1,200
| +48% | +$504K |
|
2420
American Airlines Group
AAL
$9.82B
| $1.39M | ﹤0.01% |
+43,400
| New | +$1.51M |
|
|
FLOW
2421
DELISTED
SPX FLOW, Inc.
FLOW
| $1.39M | ﹤0.01% |
45,739
-94,261
| -67% | -$3.55M |
|
2422
Maui Land & Pineapple Co
MLP
$304M
| $1.39M | ﹤0.01% |
139,808
-30,092
| -18% | -$346K |
|
2423
Flanigan's Enterprises
BDL
$90.1M
| $1.38M | ﹤0.01% |
53,500
+2,100
| +4% | +$56.6K |
|
2424
Greif
GEF
$4.97B
| $1.38M | ﹤0.01% |
37,100
+17,500
| +89% | +$819K |
|
2425
Ring Energy
REI
$357M
| $1.38M | ﹤0.01% |
+270,618
| New | +$1.92M |
|
Similar funds
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.