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 | |
|---|---|---|---|---|---|---|
|
EE
351
DELISTED
El Paso Electric Company
EE
| $63.2M | 0.06% |
1,104,200
+6,700
| +0.6% | +$410K |
|
352
American Water Works
AWK
$27B
| $63M | 0.06% |
715,800
+228,700
| +47% | +$20.1M |
|
353
WSFS Financial
WSFS
$4.14B
| $62.8M | 0.06% |
1,331,005
+158,591
| +14% | +$8.16M |
|
354
TIM SA
TIMB
$8.62B
| $62.6M | 0.06% |
4,323,138
+429,938
| +11% | +$6.69M |
|
355
American Financial Group
AFG
$12B
| $62.6M | 0.06% |
564,309
+4,709
| +0.8% | +$524K |
|
356
W.W. Grainger
GWW
$61.3B
| $62.6M | 0.06% |
175,200
+47,700
| +37% | +$16.4M |
|
357
Burlington
BURL
$22.6B
| $62.5M | 0.06% |
383,400
-492,100
| -56% | -$78.5M |
|
358
JetBlue
JBLU
$2.19B
| $62.3M | 0.06% |
3,217,604
+1,639,285
| +104% | +$31.1M |
|
359
Ryman Hospitality Properties
RHP
$7.7B
| $62.2M | 0.06% |
721,300
+97,659
| +16% | +$8.34M |
|
360
KLA
KLAC
$262B
| $62.1M | 0.06% |
6,108,220
+4,960,000
| +432% | +$54.2M |
|
361
Corcept Therapeutics
CORT
$12.1B
| $61.9M | 0.06% |
4,415,600
+70,200
| +2% | +$981K |
|
362
Agnico Eagle Mines
AEM
$92B
| $61.8M | 0.06% |
1,806,200
+50,600
| +3% | +$1.97M |
|
363
CSX Corp
CSX
$92.5B
| $61.2M | 0.06% |
2,481,300
+2,142,600
| +633% | +$51M |
|
364
Occidental Petroleum
OXY
$59B
| $61M | 0.06% |
742,448
-274,300
| -27% | -$22.2M |
|
365
Spire
SR
$4.87B
| $60.9M | 0.06% |
827,400
-58,000
| -7% | -$4.29M |
|
|
I
366
DELISTED
INTELSAT S. A.
I
| $60.8M | 0.06% |
2,027,900
+387,500
| +24% | +$8.48M |
|
|
RPAI
367
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $60.5M | 0.06% |
4,966,055
+841,200
| +20% | +$10.6M |
|
368
Banco de Chile
BCH
$20.7B
| $60.5M | 0.06% |
1,994,013
+34,435
| +2% | +$1.03M |
|
369
Flowers Foods
FLO
$1.52B
| $60.4M | 0.06% |
3,239,002
+1,075,320
| +50% | +$21.7M |
|
|
BFYT
370
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
| $60.2M | 0.06% |
975,700
-36,600
| -4% | -$1.67M |
|
371
CenterPoint Energy
CNP
$26.5B
| $59.9M | 0.06% |
2,167,100
+189,700
| +10% | +$5.31M |
|
|
CARB
372
DELISTED
Carbonite Inc
CARB
| $59.9M | 0.06% |
1,680,289
+5,289
| +0.3% | +$203K |
|
|
IMGN
373
DELISTED
Immunogen Inc
IMGN
| $59.8M | 0.06% |
6,312,640
-212,660
| -3% | -$2.04M |
|
374
OraSure Technologies
OSUR
$268M
| $59.7M | 0.06% |
3,866,207
-28,996
| -0.7% | -$475K |
|
|
LMNX
375
DELISTED
Luminex Corp
LMNX
| $59.6M | 0.06% |
1,967,800
-25,400
| -1% | -$762K |
|
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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.