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 | |
|---|---|---|---|---|---|---|
|
SNMP
2876
DELISTED
Evolve Transition Infrastructure LP
SNMP
| $454K | ﹤0.01% |
2,129
-968
| -31% | -$291K |
|
2877
Innospec
IOSP
$2.31B
| $453K | ﹤0.01% |
+5,900
| New | +$460K |
|
|
ACHN
2878
DELISTED
Achillion Pharmaceuticals
ACHN
| $452K | ﹤0.01% |
122,700
-610,220
| -83% | -$1.82M |
|
|
ENG
2879
DELISTED
ENGlobal Corp
ENG
| $449K | ﹤0.01% |
55,063
-1,437
| -3% | -$13K |
|
|
AGRX
2880
DELISTED
Agile Therapeutics
AGRX
| $449K | ﹤0.01% |
612
+216
| +55% | +$158K |
|
|
BKS
2881
DELISTED
Barnes & Noble
BKS
| $448K | ﹤0.01% |
77,200
-19,200
| -20% | -$108K |
|
2882
iShares International Treasury Bond ETF
IGOV
$1.54B
| $446K | ﹤0.01% |
9,270
-19,263
| -68% | -$938K |
|
2883
ePlus
PLUS
$2.32B
| $445K | ﹤0.01% |
+9,600
| New | +$479K |
|
2884
Bel Fuse Inc Class A
BELFA
$3.4B
| $444K | ﹤0.01% |
20,600
+100
| +0.5% | +$2.25K |
|
2885
CPI Aerostructures
CVU
$75M
| $444K | ﹤0.01% |
53,200
-3,989
| -7% | -$36K |
|
|
TMQ
2886
Trilogy Metals
TMQ
$650M
| $444K | ﹤0.01% |
221,966
-7,000
| -3% | -$12.9K |
|
|
YELL
2887
DELISTED
Yellow Corporation Common Stock
YELL
| $443K | ﹤0.01% |
+49,387
| New | +$479K |
|
|
NTRP
2888
DELISTED
Neurotrope, Inc. Common
NTRP
| $441K | ﹤0.01% |
50,000
+21,000
| +72% | +$201K |
|
2889
J. Jill
JILL
$279M
| $440K | ﹤0.01% |
+16,960
| New | +$528K |
|
2890
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
| $439K | ﹤0.01% |
9,200
-124,290
| -93% | -$5.96M |
|
2891
Zedge
ZDGE
$38.6M
| $439K | ﹤0.01% |
220,414
+3,220
| +1% | +$9.16K |
|
2892
Noodles & Co
NDLS
$98M
| $438K | ﹤0.01% |
4,523
-5,965
| -57% | -$552K |
|
2893
S&T Bancorp
STBA
$1.82B
| $438K | ﹤0.01% |
10,100
+3,800
| +60% | +$172K |
|
2894
KALA BIO
KALA
$17.1M
| $436K | ﹤0.01% |
+18
| New | +$548K |
|
2895
LSB Industries
LXU
$711M
| $436K | ﹤0.01% |
+57,979
| New | +$340K |
|
|
UGLD
2896
DELISTED
VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER
UGLD
| $435K | ﹤0.01% |
+5,530
| New | +$463K |
|
2897
Globalstar
GSAT
$10.8B
| $434K | ﹤0.01% |
56,980
+6,768
| +13% | +$50.6K |
|
2898
Neurogene
NGNE
$740M
| $433K | ﹤0.01% |
7,382
+4,538
| +160% | +$268K |
|
2899
Plumas Bancorp
PLBC
$439M
| $432K | ﹤0.01% |
17,400
-400
| -2% | -$10.7K |
|
|
PSXP
2900
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| $429K | ﹤0.01% |
+8,396
| New | +$438K |
|
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.