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 | |
|---|---|---|---|---|---|---|
2776
Vanguard Long-Term Bond ETF
BLV
$5.73B
| $629K | ﹤0.01% |
7,200
-10,200
| -59% | -$903K |
|
|
TOO
2777
DELISTED
Teekay Offshore Partners L.P.
TOO
| $629K | ﹤0.01% |
268,817
-487,588
| -64% | -$1.19M |
|
|
UFAB
2778
DELISTED
Unique Fabricating, Inc.
UFAB
| $622K | ﹤0.01% |
76,796
-3,004
| -4% | -$24.7K |
|
|
SIRE
2779
DELISTED
Sisecam Resources LP
SIRE
| $622K | ﹤0.01% |
23,018
-10,400
| -31% | -$285K |
|
2780
Simmons First National
SFNC
$3.45B
| $618K | ﹤0.01% |
21,000
-32,088
| -60% | -$987K |
|
2781
First Guaranty Bancshares
FGBI
$139M
| $617K | ﹤0.01% |
29,040
-5,808
| -17% | -$125K |
|
|
ARAV
2782
DELISTED
Aravive, Inc. Common Stock
ARAV
| $615K | ﹤0.01% |
73,250
+24,436
| +50% | +$257K |
|
|
APEN
2783
DELISTED
Apollo Endosurgery, Inc.
APEN
| $613K | ﹤0.01% |
85,500
+40,200
| +89% | +$312K |
|
2784
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$525M
| $611K | ﹤0.01% |
11,900
-12,200
| -51% | -$627K |
|
|
ANCB
2785
DELISTED
Anchor Bancorp
ANCB
| $611K | ﹤0.01% |
21,600
-2,300
| -10% | -$66K |
|
|
SMRT
2786
DELISTED
Stein Mart Inc
SMRT
| $610K | ﹤0.01% |
259,481
-169,819
| -40% | -$390K |
|
2787
Vanguard Information Technology ETF
VGT
$151B
| $608K | ﹤0.01% |
24,000
-2,400
| -9% | -$58.4K |
|
2788
Fortress Biotech
FBIO
$91.4M
| $605K | ﹤0.01% |
25,215
+17,395
| +222% | +$557K |
|
2789
Telecom Argentina
TEO
$5.81B
| $605K | ﹤0.01% |
34,709
-238,200
| -87% | -$4.38M |
|
2790
Caesarstone
CSTE
$104M
| $601K | ﹤0.01% |
32,400
-145,800
| -82% | -$2.56M |
|
2791
UMB Financial
UMBF
$11.4B
| $596K | ﹤0.01% |
8,400
-65,300
| -89% | -$4.9M |
|
|
GTHX
2792
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
| $596K | ﹤0.01% |
+11,400
| New | +$622K |
|
2793
ProShares Ultra QQQ
QLD
$14.4B
| $594K | ﹤0.01% |
47,208
-90,400
| -66% | -$1.08M |
|
|
EV
2794
DELISTED
Eaton Vance Corp.
EV
| $594K | ﹤0.01% |
+11,300
| New | +$599K |
|
2795
Perma-Fix Environmental Services
PESI
$412M
| $593K | ﹤0.01% |
141,108
+14,107
| +11% | +$64.6K |
|
2796
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
| $591K | ﹤0.01% |
+19,900
| New | +$599K |
|
|
ALTR
2797
DELISTED
Altair Engineering Inc
ALTR
| $591K | ﹤0.01% |
+13,600
| New | +$518K |
|
|
PKD
2798
DELISTED
Parker Drilling Company
PKD
| $591K | ﹤0.01% |
198,475
+19,935
| +11% | +$82.1K |
|
|
TSRI
2799
DELISTED
TSR Inc. New
TSRI
| $590K | ﹤0.01% |
83,050
+1,200
| +1% | +$8.84K |
|
2800
Trustmark
TRMK
$2.79B
| $589K | ﹤0.01% |
17,500
-27,300
| -61% | -$951K |
|
Similar funds
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.