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 | |
|---|---|---|---|---|---|---|
2851
TJX Companies
TJX
$169B
| $493K | ﹤0.01% |
+8,800
| New | +$452K |
|
|
GHL
2852
DELISTED
Greenhill & Co., Inc.
GHL
| $490K | ﹤0.01% |
+18,600
| New | +$552K |
|
|
SBOW
2853
DELISTED
SilverBow Resources, Inc.
SBOW
| $488K | ﹤0.01% |
18,300
+6,900
| +61% | +$205K |
|
|
AAMI
2854
Acadian Asset Management
AAMI
$3.27B
| $487K | ﹤0.01% |
39,300
-591,900
| -94% | -$7.77M |
|
2855
Cardiff Oncology
CRDF
$77.1M
| $486K | ﹤0.01% |
99,434
+65,467
| +193% | +$310K |
|
|
EFC
2856
Ellington Financial
EFC
$1.76B
| $483K | ﹤0.01% |
30,160
-14,239
| -32% | -$231K |
|
|
IHC
2857
DELISTED
Independence Holding Company
IHC
| $481K | ﹤0.01% |
13,410
-13,390
| -50% | -$472K |
|
2858
Vanguard High Dividend Yield ETF
VYM
$84.2B
| $479K | ﹤0.01% |
5,500
-2,500
| -31% | -$216K |
|
2859
FlexShares Quality Dividend Index Fund
QDF
$2.29B
| $478K | ﹤0.01% |
10,100
+4,400
| +77% | +$207K |
|
|
NVIV
2860
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
| $478K | ﹤0.01% |
316
+150
| +90% | +$221K |
|
2861
Cerus
CERS
$572M
| $477K | ﹤0.01% |
+66,100
| New | +$480K |
|
|
APTO
2862
DELISTED
Aptose Biosciences, Inc.
APTO
| $477K | ﹤0.01% |
408
+375
| +1,136% | +$503K |
|
|
MRUS
2863
DELISTED
Merus
MRUS
| $474K | ﹤0.01% |
24,000
-24,200
| -50% | -$514K |
|
2864
Victory Capital Holdings
VCTR
$7.15B
| $474K | ﹤0.01% |
+49,700
| New | +$489K |
|
|
ENFY
2865
DELISTED
Enlightify Inc
ENFY
| $474K | ﹤0.01% |
45,418
+14,810
| +48% | +$189K |
|
2866
CB Financial Services
CBFV
$192M
| $472K | ﹤0.01% |
15,309
+7,576
| +98% | +$246K |
|
2867
Citizens Community Bancorp
CZWI
$200M
| $468K | ﹤0.01% |
33,413
-2,887
| -8% | -$40.6K |
|
2868
Moog Inc Class B
MOG.B
$13B
| $466K | ﹤0.01% |
5,600
| – | – |
|
2869
WisdomTree
WT
$3.44B
| $466K | ﹤0.01% |
+54,900
| New | +$466K |
|
|
RDGT
2870
Ridgetech Inc
RDGT
$3.19M
| $466K | ﹤0.01% |
8
+4
| +100% | +$198K |
|
|
RELV
2871
DELISTED
Reliv International Inc
RELV
| $466K | ﹤0.01% |
92,280
+3,600
| +4% | +$17.9K |
|
|
TI.A
2872
DELISTED
Telecom Italia 10 Svg
TI.A
| $462K | ﹤0.01% |
85,635
+65,435
| +324% | +$400K |
|
2873
Arbutus Biopharma
ABUS
$908M
| $461K | ﹤0.01% |
48,766
-201,886
| -81% | -$2M |
|
2874
Tenax Therapeutics
TENX
$68.5M
| $461K | ﹤0.01% |
55
+3
| +6% | +$28.3K |
|
|
CEMI
2875
DELISTED
Chembio diagnostics, Inc.
CEMI
| $460K | ﹤0.01% |
43,800
+22,100
| +102% | +$237K |
|
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.