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 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$327M |
| 2 |
Chipotle Mexican Grill
CMG
|
+$271M |
| 3 |
Chevron
CVX
|
+$264M |
| 4 |
JPMorgan Chase
JPM
|
+$233M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$224M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$707M |
| 2 |
Johnson & Johnson
JNJ
|
+$396M |
| 3 |
Amazon
AMZN
|
+$312M |
| 4 |
Walmart Inc
WMT
|
+$285M |
| 5 |
Intuitive Surgical
ISRG
|
+$262M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.73% |
| 2 | Technology | 14.98% |
| 3 | Financials | 10.9% |
| 4 | Consumer Discretionary | 8.96% |
| 5 | Real Estate | 8.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
United Airlines
UAL
$41B
| $101M | 0.1% |
+1,129,263
| New | +$93.1M |
|
227
Kohl's
KSS
$2.1B
| $100M | 0.1% |
1,347,242
+25,342
| +2% | +$1.92M |
|
228
Nutanix
NTNX
$17.4B
| $100M | 0.1% |
2,346,526
-722,374
| -24% | -$38.1M |
|
229
Lamb Weston
LW
$7.23B
| $100M | 0.1% |
1,504,500
+318,000
| +27% | +$21.8M |
|
230
Capital One
COF
$134B
| $99.8M | 0.1% |
+1,051,399
| New | +$102M |
|
231
Cisco
CSCO
$475B
| $99.7M | 0.1% |
2,049,556
+2,036,356
| +15,427% | +$91.6M |
|
232
Clean Harbors
CLH
$16.4B
| $99.4M | 0.1% |
1,388,902
+67,800
| +5% | +$4.31M |
|
233
Evercore
EVR
$11.7B
| $99.3M | 0.1% |
987,400
-309,400
| -24% | -$33.3M |
|
|
DNB
234
DELISTED
Dun & Bradstreet
DNB
| $99.2M | 0.1% |
695,800
-155,900
| -18% | -$21.2M |
|
|
TXNM
235
TXNM Energy Inc
TXNM
$5.91B
| $98.2M | 0.1% |
2,488,600
+183,400
| +8% | +$7.18M |
|
236
Brady Corp
BRC
$4.48B
| $97.2M | 0.1% |
2,221,698
+273,098
| +14% | +$10.9M |
|
237
Telkom Indonesia
TLK
$14.4B
| $97.1M | 0.1% |
3,965,700
+246,100
| +7% | +$6.09M |
|
238
Live Nation Entertainment
LYV
$42.7B
| $96.5M | 0.1% |
1,771,566
-196,234
| -10% | -$9.94M |
|
|
AET
239
DELISTED
Aetna Inc
AET
| $95.9M | 0.1% |
472,890
+238,500
| +102% | +$46.6M |
|
240
Illinois Tool Works
ITW
$83.5B
| $95.8M | 0.1% |
678,700
-114,120
| -14% | -$16.1M |
|
241
Transocean
RIG
$6.49B
| $95.1M | 0.1% |
6,815,200
-1,207,228
| -15% | -$15M |
|
242
Qualys
QLYS
$6.51B
| $94.3M | 0.1% |
1,058,600
-247,600
| -19% | -$22.3M |
|
|
CSGS
243
DELISTED
CSG Systems International
CSGS
| $94.1M | 0.1% |
2,345,322
-130,200
| -5% | -$5.15M |
|
|
FCE.A
244
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $94M | 0.1% |
3,744,863
-139,700
| -4% | -$3.4M |
|
245
TFS Financial
TFSL
$4.83B
| $93.8M | 0.1% |
6,249,000
+39,478
| +0.6% | +$617K |
|
|
COR
246
DELISTED
Coresite Realty Corporation
COR
| $93.7M | 0.1% |
843,100
+131,400
| +18% | +$15M |
|
247
Canadian Imperial Bank of Commerce
CM
$109B
| $93.2M | 0.1% |
1,988,528
+61,000
| +3% | +$2.8M |
|
248
McKesson
MCK
$105B
| $92.8M | 0.1% |
+699,400
| New | +$91.2M |
|
249
Portland General Electric
POR
$5.69B
| $92.2M | 0.09% |
2,020,500
-89,800
| -4% | -$4.09M |
|
250
Okta
OKTA
$26.1B
| $91.3M | 0.09% |
1,298,300
+1,242,100
| +2,210% | +$74M |
|
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Jim Simons's Q3 2018 Portfolio in Review
As of Q3 2018, Jim Simons held 3,734 positions worth $97.3B, up 6% from $91.7B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.
Jim Simons's Q3 2018 filing shows 508 new, 1,623 increased, 1,169 reduced and 410 closed positions. Its largest new stake was JPMorgan Chase: 2,054,913 shares worth $232M. The largest sale was Apple, an estimated $707M.
By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 18% a quarter earlier, followed by Technology and Financials.
- Jim Simons's largest Q3 2018 buy was JPMorgan Chase: 2,054,913 shares worth $232M.
- Jim Simons added most to Twenty-First Century Fox, Inc. Class A in Q3 2018, an estimated $327M increase.
- Jim Simons's biggest Q3 2018 reduction was Johnson & Johnson, cutting an estimated $396M.
- Jim Simons fully exited Apple in Q3 2018, selling an estimated $707M.
- Jim Simons's ten largest holdings make up 9.7% of its $97.3B portfolio in Q3 2018.
- Jim Simons opened 508 new positions and closed 410 in Q3 2018.
- Jim Simons's portfolio value rose 6% quarter-over-quarter to $97.3B.
Based on Renaissance Technologies's 13F filing for Q3 2018, filed 13 Nov 2018.