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 | |
|---|---|---|---|---|---|---|
476
Air Products & Chemicals
APD
$68.1B
| $46M | 0.05% |
275,600
+236,400
| +603% | +$38.5M |
|
|
KMG
477
DELISTED
KMG Chemicals Inc
KMG
| $46M | 0.05% |
609,100
+25,200
| +4% | +$1.88M |
|
478
EXL Service
EXLS
$5.24B
| $45.7M | 0.05% |
3,453,000
-389,000
| -10% | -$4.82M |
|
479
DaVita
DVA
$11.5B
| $45.5M | 0.05% |
634,800
-17,400
| -3% | -$1.23M |
|
480
Northwest Bancshares
NWBI
$2.3B
| $45.2M | 0.05% |
2,612,492
-46,708
| -2% | -$841K |
|
|
AGR
481
DELISTED
Avangrid, Inc.
AGR
| $45.1M | 0.05% |
941,300
+197,500
| +27% | +$9.96M |
|
482
Roku
ROKU
$22.4B
| $45M | 0.05% |
+616,000
| New | +$35.3M |
|
|
BRSL
483
Brightstar Lottery PLC
BRSL
$2.06B
| $45M | 0.05% |
2,276,000
-1,208,700
| -35% | -$26.3M |
|
484
Chubb
CB
$133B
| $44.6M | 0.05% |
333,446
-923,015
| -73% | -$125M |
|
485
United Microelectronic
UMC
$48.8B
| $44.6M | 0.05% |
17,267,689
-572,300
| -3% | -$1.56M |
|
486
Central Garden & Pet Co Class A
CENTA
$2.42B
| $44.5M | 0.05% |
1,678,500
-9,500
| -0.6% | -$288K |
|
487
BGC Group
BGC
$5.05B
| $44.4M | 0.05% |
5,846,253
-4,656,447
| -44% | -$34.5M |
|
488
Conduent
CNDT
$236M
| $44.3M | 0.05% |
1,966,000
-997,000
| -34% | -$20.5M |
|
489
National Healthcare
NHC
$3.43B
| $44.2M | 0.05% |
586,400
+27,200
| +5% | +$2M |
|
490
American Public Education
APEI
$829M
| $44.2M | 0.05% |
1,336,700
-46,400
| -3% | -$1.78M |
|
491
Otter Tail
OTTR
$3.9B
| $44.1M | 0.05% |
921,000
+47,500
| +5% | +$2.3M |
|
492
Malibu Boats
MBUU
$571M
| $44.1M | 0.05% |
806,200
+156,700
| +24% | +$6.96M |
|
493
Altria Group
MO
$108B
| $44.1M | 0.05% |
730,645
+375,945
| +106% | +$22.3M |
|
494
GoPro
GPRO
$107M
| $44.1M | 0.05% |
6,118,800
+1,622,200
| +36% | +$10.4M |
|
495
NovoCure
NVCR
$2.03B
| $44M | 0.05% |
839,195
+156,592
| +23% | +$6.23M |
|
|
SJR
496
DELISTED
Shaw Communications Inc.
SJR
| $43.6M | 0.04% |
2,235,900
+485,800
| +28% | +$9.82M |
|
497
STAAR Surgical
STAA
$1.28B
| $43.5M | 0.04% |
906,000
+287,000
| +46% | +$11.8M |
|
498
VF Corp
VFC
$5.76B
| $43.4M | 0.04% |
+493,618
| New | +$42.1M |
|
499
Allison Transmission
ALSN
$10.1B
| $43.3M | 0.04% |
832,900
+481,400
| +137% | +$22.6M |
|
500
Ubiquiti
UI
$35.4B
| $43.3M | 0.04% |
438,000
+105,700
| +32% | +$9.33M |
|
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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.