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 | |
|---|---|---|---|---|---|---|
|
SHLO
2451
DELISTED
Shiloh Industries Inc
SHLO
| $1.3M | ﹤0.01% |
223,611
+55,500
| +33% | +$441K |
|
|
HF
2452
DELISTED
HFF Inc.
HF
| $1.3M | ﹤0.01% |
+39,100
| New | +$1.45M |
|
|
CBK
2453
DELISTED
Christopher & Banks Corporation
CBK
| $1.3M | ﹤0.01% |
2,785,895
+53,400
| +2% | +$28K |
|
2454
Unity Bancorp
UNTY
$618M
| $1.29M | ﹤0.01% |
62,301
-5,000
| -7% | -$107K |
|
2455
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$196M
| $1.29M | ﹤0.01% |
+28,320
| New | +$1.52M |
|
2456
iShares Russell 1000 ETF
IWB
$50.4B
| $1.29M | ﹤0.01% |
+9,300
| New | +$1.39M |
|
|
SPTN
2457
DELISTED
SpartanNash
SPTN
| $1.29M | ﹤0.01% |
75,112
-20,754
| -22% | -$377K |
|
|
QUMU
2458
DELISTED
Qumu Corp.
QUMU
| $1.29M | ﹤0.01% |
677,652
-2,100
| -0.3% | -$4.92K |
|
2459
Emerson Radio
MSN
$7.91M
| $1.29M | ﹤0.01% |
892,750
-12,900
| -1% | -$18.7K |
|
2460
iShares California Muni Bond ETF
CMF
$4.62B
| $1.28M | ﹤0.01% |
+21,920
| New | +$1.26M |
|
2461
VSE Corp
VSEC
$6.76B
| $1.28M | ﹤0.01% |
42,700
-15,953
| -27% | -$480K |
|
2462
Covenant Logistics
CVLG
$884M
| $1.27M | ﹤0.01% |
+132,600
| New | +$1.55M |
|
2463
American Superconductor
AMSC
$1.55B
| $1.27M | ﹤0.01% |
113,958
+42,200
| +59% | +$361K |
|
2464
EyePoint Inc
EYPT
$1.26B
| $1.27M | ﹤0.01% |
67,163
-37,137
| -36% | -$899K |
|
2465
Innodata
INOD
$2.1B
| $1.26M | ﹤0.01% |
839,601
+59,549
| +8% | +$91.5K |
|
2466
Vicor
VICR
$10.8B
| $1.26M | ﹤0.01% |
33,300
-12,500
| -27% | -$457K |
|
|
AIOT
2467
PowerFleet Inc
AIOT
$416M
| $1.26M | ﹤0.01% |
224,797
+5,200
| +2% | +$31.3K |
|
2468
Home BancShares
HOMB
$6.3B
| $1.25M | ﹤0.01% |
+76,700
| New | +$1.46M |
|
2469
ImmunityBio
IBRX
$8.02B
| $1.25M | ﹤0.01% |
1,077,217
+376,650
| +54% | +$862K |
|
2470
Eli Lilly
LLY
$1.05T
| $1.25M | ﹤0.01% |
+10,800
| New | +$1.21M |
|
|
BOCH
2471
DELISTED
Bank of Commerce Holdings (CA)
BOCH
| $1.24M | ﹤0.01% |
113,313
-34,387
| -23% | -$400K |
|
2472
Heartland Express
HTLD
$989M
| $1.24M | ﹤0.01% |
+67,733
| New | +$1.29M |
|
2473
Perrigo
PRGO
$1.8B
| $1.24M | ﹤0.01% |
31,900
-49,200
| -61% | -$3.12M |
|
2474
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.72B
| $1.23M | ﹤0.01% |
11,625
+4,973
| +75% | +$695K |
|
|
TULP
2475
Bloomia Holdings
TULP
| $1.23M | ﹤0.01% |
118,211
-3,306
| -3% | -$40.2K |
|
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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.