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 | |
|---|---|---|---|---|---|---|
|
AD
526
Array Digital Infrastructure
AD
$3.04B
| $41.1M | 0.04% |
918,800
+90,800
| +11% | +$3.66M |
|
|
KBAL
527
DELISTED
Kimball International
KBAL
| $41.1M | 0.04% |
2,455,779
+158,439
| +7% | +$2.69M |
|
528
Regis Corp
RGS
$69.3M
| $41M | 0.04% |
100,350
-3,720
| -4% | -$1.42M |
|
|
CSFL
529
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $40.8M | 0.04% |
1,455,921
+528,650
| +57% | +$15.8M |
|
|
GRA
530
DELISTED
W.R. Grace & Co.
GRA
| $40.6M | 0.04% |
568,400
+151,800
| +36% | +$10.9M |
|
531
Rapid7
RPD
$827M
| $40.1M | 0.04% |
1,085,596
+86,396
| +9% | +$2.9M |
|
532
Allegiant Air
ALGT
$2.31B
| $40.1M | 0.04% |
315,900
-64,900
| -17% | -$8.64M |
|
|
NAVG
533
DELISTED
Navigators Group Inc
NAVG
| $39.9M | 0.04% |
578,095
+29,203
| +5% | +$1.87M |
|
534
Allstate
ALL
$64.7B
| $39.8M | 0.04% |
403,600
+266,800
| +195% | +$26M |
|
535
Civeo
CVEO
$345M
| $39.8M | 0.04% |
799,692
+20,642
| +3% | +$968K |
|
|
IMPV
536
DELISTED
Imperva, Inc.
IMPV
| $39.8M | 0.04% |
856,000
-128,500
| -13% | -$6.22M |
|
537
Service Corp International
SCI
$11.5B
| $39.7M | 0.04% |
899,300
+174,800
| +24% | +$7.06M |
|
538
LivePerson
LPSN
$34.1M
| $39.6M | 0.04% |
101,773
-58,962
| -37% | -$21.7M |
|
|
ZEN
539
DELISTED
ZENDESK INC
ZEN
| $39.6M | 0.04% |
557,200
+151,572
| +37% | +$9.68M |
|
|
LSXMK
540
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $39.5M | 0.04% |
1,194,798
-225,154
| -16% | -$7.99M |
|
|
NXRT
541
NexPoint Residential Trust
NXRT
$631M
| $39.5M | 0.04% |
1,190,200
+112,200
| +10% | +$3.47M |
|
542
Hamilton Lane
HLNE
$5.69B
| $39.5M | 0.04% |
892,300
+97,900
| +12% | +$4.71M |
|
543
Progress Software
PRGS
$1.79B
| $39.5M | 0.04% |
1,118,100
-108,911
| -9% | -$4.32M |
|
|
PDCO
544
DELISTED
Patterson Companies, Inc.
PDCO
| $39.2M | 0.04% |
1,602,904
+505,300
| +46% | +$12M |
|
545
Rambus
RMBS
$11B
| $39.2M | 0.04% |
3,590,186
-573,314
| -14% | -$6.98M |
|
546
Iridium Communications
IRDM
$5.26B
| $39.1M | 0.04% |
1,739,900
+701,300
| +68% | +$13.6M |
|
547
Brookdale Senior Living
BKD
$3.1B
| $39.1M | 0.04% |
3,980,018
+1,442,132
| +57% | +$13.3M |
|
548
Warner Bros
WBD
$69.3B
| $39.1M | 0.04% |
1,221,350
+22,500
| +2% | +$634K |
|
549
Semtech
SMTC
$13B
| $39M | 0.04% |
701,416
+70,695
| +11% | +$3.7M |
|
|
OPLN
550
Openlane
OPLN
$4.34B
| $39M | 0.04% |
1,724,433
-1,344,514
| -44% | -$31M |
|
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.