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 | |
|---|---|---|---|---|---|---|
376
Ormat Technologies
ORA
$7.1B
| $59.6M | 0.06% |
1,101,057
-196,800
| -15% | -$10.4M |
|
|
SRC
377
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $59.4M | 0.06% |
1,474,314
-131,586
| -8% | -$5.45M |
|
378
Conagra Brands
CAG
$7.17B
| $59.3M | 0.06% |
+1,746,500
| New | +$63.8M |
|
|
XOXO
379
DELISTED
Xo Group Inc
XOXO
| $59.2M | 0.06% |
1,717,400
+15,700
| +0.9% | +$485K |
|
380
Intel
INTC
$506B
| $59.1M | 0.06% |
+1,250,394
| New | +$60.8M |
|
381
ICU Medical
ICUI
$4.47B
| $59.1M | 0.06% |
209,089
-103,411
| -33% | -$30.3M |
|
|
PINC
382
DELISTED
Premier
PINC
| $59.1M | 0.06% |
1,290,171
+1,214,271
| +1,600% | +$49M |
|
383
Canadian National Railway
CNI
$76.4B
| $58.5M | 0.06% |
650,946
-277,827
| -30% | -$24.2M |
|
|
MLNX
384
DELISTED
Mellanox Technologies, Ltd.
MLNX
| $58.3M | 0.06% |
793,183
+111,700
| +16% | +$8.99M |
|
385
CoreCivic
CXW
$3.3B
| $57.9M | 0.06% |
2,379,400
+212,697
| +10% | +$5.31M |
|
386
PetMed Express
PETS
$42.1M
| $57.7M | 0.06% |
1,748,415
+96,215
| +6% | +$3.6M |
|
387
MarketAxess Holdings
MKTX
$5.72B
| $57.5M | 0.06% |
322,010
+12,610
| +4% | +$2.42M |
|
|
SYNT
388
DELISTED
Syntel Inc
SYNT
| $57.2M | 0.06% |
1,396,990
+938,600
| +205% | +$37.6M |
|
|
WLL
389
DELISTED
Whiting Petroleum Corporation
WLL
| $56.8M | 0.06% |
14,281
+2,128
| +18% | +$7.84M |
|
|
DENN
390
DELISTED
Denny's
DENN
| $56.4M | 0.06% |
3,829,992
+31,492
| +0.8% | +$476K |
|
391
Mercury Insurance
MCY
$5.91B
| $56.1M | 0.06% |
1,118,346
+137,446
| +14% | +$6.85M |
|
392
Philip Morris
PM
$289B
| $55.9M | 0.06% |
685,000
-2,424,431
| -78% | -$199M |
|
393
Affiliated Managers Group
AMG
$9.6B
| $55.2M | 0.06% |
403,500
-12,100
| -3% | -$1.79M |
|
394
Brixmor Property Group
BRX
$9.13B
| $55.1M | 0.06% |
3,145,900
+1,231,000
| +64% | +$21.8M |
|
|
HPP
395
Hudson Pacific Properties
HPP
$767M
| $54.9M | 0.06% |
239,829
+81,843
| +52% | +$19.2M |
|
396
AXIS Capital
AXS
$7.4B
| $54.5M | 0.06% |
944,800
+268,450
| +40% | +$15.2M |
|
397
SunCoke Energy
SXC
$788M
| $54.5M | 0.06% |
4,687,500
+588,900
| +14% | +$7M |
|
|
ISCA
398
DELISTED
International Speedway Corp
ISCA
| $54.5M | 0.06% |
1,243,366
+249,166
| +25% | +$11M |
|
|
CKH
399
DELISTED
Seacor Holdings Inc.
CKH
| $54.4M | 0.06% |
1,101,500
+122,800
| +13% | +$6.36M |
|
400
Teleflex
TFX
$5.88B
| $54.4M | 0.06% |
204,300
-36,400
| -15% | -$9.44M |
|
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.