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 | |
|---|---|---|---|---|---|---|
301
US Physical Therapy
USPH
$1.22B
| $74.4M | 0.08% |
627,100
-26,000
| -4% | -$2.94M |
|
|
S
302
DELISTED
Sprint Corporation
S
| $74.3M | 0.08% |
11,366,643
+10,888,543
| +2,277% | +$64.7M |
|
|
ALE
303
DELISTED
Allete
ALE
| $74M | 0.08% |
986,999
+220,199
| +29% | +$16.9M |
|
304
Celanese
CE
$4.92B
| $74M | 0.08% |
649,300
+255,410
| +65% | +$29.3M |
|
305
AGNC Investment
AGNC
$12.9B
| $73.6M | 0.08% |
3,950,129
+3,620,514
| +1,098% | +$69M |
|
306
Lear
LEA
$8.12B
| $73.4M | 0.08% |
506,000
+323,600
| +177% | +$55.4M |
|
307
Wynn Resorts
WYNN
$10.8B
| $73.2M | 0.08% |
575,900
+252,300
| +78% | +$37.5M |
|
|
TTM
308
DELISTED
Tata Motors Limited
TTM
| $73M | 0.08% |
4,754,600
+605,900
| +15% | +$11.1M |
|
309
Coca-Cola Femsa
KOF
$23B
| $72.9M | 0.08% |
1,191,182
+25,282
| +2% | +$1.54M |
|
310
Exelixis
EXEL
$12.7B
| $72.6M | 0.07% |
4,098,710
+60,900
| +2% | +$1.19M |
|
311
Enanta Pharmaceuticals
ENTA
$393M
| $72.5M | 0.07% |
848,400
-30,100
| -3% | -$3.02M |
|
|
MGLN
312
DELISTED
Magellan Health Services, Inc.
MGLN
| $72.1M | 0.07% |
1,000,500
+8,100
| +0.8% | +$652K |
|
|
PTR
313
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $71.7M | 0.07% |
880,200
+54,200
| +7% | +$4.04M |
|
314
Innoviva
INVA
$1.5B
| $71.7M | 0.07% |
4,702,409
+1,311,609
| +39% | +$18.9M |
|
315
Grupo Aeroportuario del Pacifico
PAC
$12.7B
| $71.5M | 0.07% |
655,300
+51,500
| +9% | +$5.15M |
|
316
M&T Bank
MTB
$36.4B
| $71.2M | 0.07% |
432,742
-205,600
| -32% | -$35.7M |
|
317
MGIC Investment
MTG
$6.23B
| $71M | 0.07% |
5,331,800
-484,954
| -8% | -$6.01M |
|
|
MODV
318
DELISTED
ModivCare
MODV
| $70.5M | 0.07% |
1,048,500
+15,292
| +1% | +$1.06M |
|
|
ETFC
319
DELISTED
E*Trade Financial Corporation
ETFC
| $70.2M | 0.07% |
1,340,034
+596,994
| +80% | +$35M |
|
320
Factset
FDS
$10.1B
| $70.2M | 0.07% |
313,750
+96,250
| +44% | +$20.9M |
|
321
Colliers International
CIGI
$5.3B
| $70.2M | 0.07% |
904,800
-53,400
| -6% | -$4.27M |
|
322
ExxonMobil
XOM
$657B
| $70.1M | 0.07% |
+825,054
| New | +$67.5M |
|
323
Cadence Design Systems
CDNS
$90.2B
| $70M | 0.07% |
1,545,600
+250,400
| +19% | +$11.4M |
|
|
WNS
324
DELISTED
WNS Holdings
WNS
| $69.9M | 0.07% |
1,377,086
+225,586
| +20% | +$11.5M |
|
325
PLDT
PHI
$4.23B
| $69.8M | 0.07% |
2,717,900
+136,800
| +5% | +$3.5M |
|
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.