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 | |
|---|---|---|---|---|---|---|
|
CNR
501
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $43.3M | 0.04% |
2,858,087
+105,087
| +4% | +$1.75M |
|
502
Keysight
KEYS
$60.5B
| $43.2M | 0.04% |
651,500
+596,200
| +1,078% | +$37M |
|
|
KLXI
503
DELISTED
KLX Inc.
KLXI
| $43.1M | 0.04% |
686,900
+630,091
| +1,109% | +$38.8M |
|
504
CAE Inc. Common Shares
CAE
$8.81B
| $43.1M | 0.04% |
2,119,400
-11,700
| -0.5% | -$239K |
|
505
NMI Holdings
NMIH
$3.39B
| $42.9M | 0.04% |
1,896,000
+81,100
| +4% | +$1.69M |
|
506
Novanta
NOVT
$6.37B
| $42.9M | 0.04% |
626,700
-220,200
| -26% | -$15.4M |
|
|
CHS
507
DELISTED
Chicos FAS, Inc.
CHS
| $42.7M | 0.04% |
4,924,864
+3,247,764
| +194% | +$28.9M |
|
508
AppFolio
APPF
$6.91B
| $42.6M | 0.04% |
544,000
+43,600
| +9% | +$3.3M |
|
509
ATN International
ATNI
$475M
| $42.6M | 0.04% |
576,900
+4,400
| +0.8% | +$295K |
|
|
CCF
510
DELISTED
Chase Corporation
CCF
| $42.5M | 0.04% |
353,500
+2,100
| +0.6% | +$259K |
|
511
Apple Hospitality REIT
APLE
$3.69B
| $42.3M | 0.04% |
2,420,300
+783,900
| +48% | +$13.9M |
|
|
CUK
512
DELISTED
Carnival PLC
CUK
| $42.3M | 0.04% |
670,800
+13,200
| +2% | +$795K |
|
513
Archer Daniels Midland
ADM
$38.7B
| $42.2M | 0.04% |
+839,400
| New | +$41.2M |
|
514
Suncor Energy
SU
$74.8B
| $42.2M | 0.04% |
+1,090,320
| New | +$44.1M |
|
515
Costco
COST
$422B
| $42M | 0.04% |
179,013
+159,713
| +828% | +$36M |
|
516
Waterstone Financial
WSBF
$375M
| $42M | 0.04% |
2,450,174
-300
| -0% | -$5.12K |
|
|
DEA
517
Easterly Government Properties
DEA
$1.16B
| $42M | 0.04% |
866,480
+133,320
| +18% | +$6.57M |
|
|
VIVO
518
DELISTED
Meridian Bioscience Inc
VIVO
| $41.7M | 0.04% |
2,801,208
+169,932
| +6% | +$2.63M |
|
519
Universal Health Services
UHS
$10.1B
| $41.5M | 0.04% |
324,300
+40,300
| +14% | +$4.95M |
|
520
Gen Digital
GEN
$17.1B
| $41.5M | 0.04% |
1,947,838
+1,554,411
| +395% | +$31.7M |
|
521
Incyte
INCY
$24.5B
| $41.4M | 0.04% |
600,000
-14,500
| -2% | -$995K |
|
|
AHT
522
Ashford Hospitality Trust
AHT
$19.7M
| $41.4M | 0.04% |
6,554
+790
| +14% | +$5.5M |
|
523
Unitil
UTL
$986M
| $41.4M | 0.04% |
813,000
+29,200
| +4% | +$1.49M |
|
524
Southside Bancshares
SBSI
$974M
| $41.4M | 0.04% |
1,188,710
+126,300
| +12% | +$4.47M |
|
|
TRCO
525
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $41.2M | 0.04% |
1,071,400
-106,300
| -9% | -$3.83M |
|
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.