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 | |
|---|---|---|---|---|---|---|
251
Williams Companies
WMB
$88.4B
| $91M | 0.09% |
3,348,485
+633,185
| +23% | +$18.4M |
|
252
Bio-Techne
TECH
$11.2B
| $90.6M | 0.09% |
1,774,800
+119,600
| +7% | +$5.3M |
|
253
State Street
STT
$51.4B
| $90.4M | 0.09% |
1,078,831
+996,900
| +1,217% | +$87.6M |
|
254
Lowe's Companies
LOW
$124B
| $90.4M | 0.09% |
+787,100
| New | +$82M |
|
255
Inogen
INGN
$157M
| $89.8M | 0.09% |
367,900
+58,086
| +19% | +$13.4M |
|
256
Vail Resorts
MTN
$5.26B
| $89.6M | 0.09% |
326,500
+82,300
| +34% | +$23.7M |
|
|
CA
257
DELISTED
CA, Inc.
CA
| $88.5M | 0.09% |
+2,004,900
| New | +$86.4M |
|
258
Sony
SONY
$138B
| $88M | 0.09% |
7,252,500
+1,964,000
| +37% | +$21.6M |
|
259
Highwoods Properties
HIW
$3.4B
| $87.6M | 0.09% |
1,853,400
+490,000
| +36% | +$24.2M |
|
260
CorVel
CRVL
$3.09B
| $87.3M | 0.09% |
4,345,200
-40,500
| -0.9% | -$781K |
|
|
STMP
261
DELISTED
Stamps.com, Inc.
STMP
| $87M | 0.09% |
384,700
+27,100
| +8% | +$6.78M |
|
262
Advanced Energy
AEIS
$13.1B
| $86.9M | 0.09% |
1,682,822
+290,200
| +21% | +$16.8M |
|
|
PGTI
263
DELISTED
PGT, Inc.
PGTI
| $86.3M | 0.09% |
3,997,529
+119,800
| +3% | +$2.8M |
|
264
ResMed
RMD
$32.6B
| $86.3M | 0.09% |
747,900
+447,649
| +149% | +$49M |
|
265
Public Service Enterprise Group
PEG
$37.5B
| $85.2M | 0.09% |
1,613,100
+537,500
| +50% | +$28.1M |
|
266
Pan American Silver
PAAS
$21.8B
| $85M | 0.09% |
5,759,487
+876,582
| +18% | +$14M |
|
|
VRE
267
DELISTED
Veris Residential
VRE
| $84.8M | 0.09% |
3,990,200
+498,595
| +14% | +$10.2M |
|
268
Darden Restaurants
DRI
$24.9B
| $84.5M | 0.09% |
760,200
+220,300
| +41% | +$24.8M |
|
269
Crocs
CROX
$6.31B
| $84.4M | 0.09% |
3,964,100
+333,100
| +9% | +$6.4M |
|
270
Monster Beverage
MNST
$89.2B
| $84.2M | 0.09% |
5,776,800
+2,870,800
| +99% | +$43.2M |
|
271
DexCom
DXCM
$33.8B
| $83.4M | 0.09% |
2,332,236
+767,664
| +49% | +$23.8M |
|
272
Kearny Financial
KRNY
$600M
| $83.3M | 0.09% |
6,015,293
-5,070
| -0.1% | -$69.7K |
|
273
SLB Ltd
SLB
$79.7B
| $83M | 0.09% |
+1,362,104
| New | +$87.7M |
|
|
PNK
274
DELISTED
Pinnacle Entertainment Inc.
PNK
| $82.9M | 0.09% |
2,459,799
+45,499
| +2% | +$1.54M |
|
275
Insperity
NSP
$1.94B
| $81.8M | 0.08% |
693,300
+43,400
| +7% | +$4.72M |
|
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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.