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 | |
|---|---|---|---|---|---|---|
576
Bank of Montreal
BMO
$129B
| $37.5M | 0.04% |
454,195
-455,100
| -50% | -$36.6M |
|
|
QADA
577
DELISTED
QAD Inc.
QADA
| $37.4M | 0.04% |
660,577
+52,059
| +9% | +$2.84M |
|
578
Healthcare Realty
HR
$6.58B
| $37.4M | 0.04% |
1,402,800
-149,500
| -10% | -$4.12M |
|
579
American States Water
AWR
$3.49B
| $37.3M | 0.04% |
610,840
-172,160
| -22% | -$10.3M |
|
580
InterDigital
IDCC
$9.07B
| $37.2M | 0.04% |
465,593
+48,598
| +12% | +$3.98M |
|
581
OceanFirst Financial
OCFC
$1.85B
| $37.2M | 0.04% |
1,366,020
-236,905
| -15% | -$6.92M |
|
582
United Parks & Resorts
PRKS
$2.01B
| $37.1M | 0.04% |
1,180,900
+1,121,800
| +1,898% | +$29.2M |
|
583
Glaukos
GKOS
$11B
| $37.1M | 0.04% |
571,400
-29,800
| -5% | -$1.46M |
|
|
ESIO
584
DELISTED
Electro Scientific Industries
ESIO
| $37M | 0.04% |
2,118,520
+309,800
| +17% | +$6.04M |
|
585
Starwood Property Trust
STWD
$6.09B
| $36.8M | 0.04% |
1,709,184
-604,300
| -26% | -$13.4M |
|
586
ScottsMiracle-Gro
SMG
$3.62B
| $36.8M | 0.04% |
+467,000
| New | +$36.7M |
|
587
McGrath RentCorp
MGRC
$2.94B
| $36.7M | 0.04% |
674,295
-20,500
| -3% | -$1.19M |
|
|
BMTC
588
DELISTED
Bryn Mawr Bank Corp
BMTC
| $36.7M | 0.04% |
781,519
+47,800
| +7% | +$2.3M |
|
|
TMX
589
DELISTED
Terminix Global Holdings, Inc.
TMX
| $36.6M | 0.04% |
881,019
+288,895
| +49% | +$11.6M |
|
590
Extra Space Storage
EXR
$31B
| $36.6M | 0.04% |
422,400
+411,800
| +3,885% | +$38.2M |
|
591
Natera
NTRA
$45.5B
| $36.6M | 0.04% |
1,528,400
+736,000
| +93% | +$17.8M |
|
592
Cal-Maine
CALM
$3.86B
| $36.6M | 0.04% |
756,908
+266,300
| +54% | +$12.7M |
|
|
RST
593
DELISTED
ROSETTA STONE INC
RST
| $36.4M | 0.04% |
1,829,500
-213,700
| -10% | -$3.47M |
|
594
Honda
HMC
$40.6B
| $36.2M | 0.04% |
1,204,500
-80,536
| -6% | -$2.4M |
|
595
Franklin Resources
BEN
$17.1B
| $36.2M | 0.04% |
1,190,200
+607,443
| +104% | +$19.6M |
|
596
Future Fuel
FF
$257M
| $36.2M | 0.04% |
1,950,300
+46,700
| +2% | +$692K |
|
597
Unum
UNM
$14.5B
| $35.9M | 0.04% |
919,900
+38,084
| +4% | +$1.42M |
|
|
CHK
598
DELISTED
Chesapeake Energy Corporation
CHK
| $35.8M | 0.04% |
+39,911
| New | +$36.4M |
|
|
TSG
599
DELISTED
The Stars Group Inc.
TSG
| $35.8M | 0.04% |
1,437,000
-129,200
| -8% | -$3.93M |
|
600
Invesco
IVZ
$13.9B
| $35.7M | 0.04% |
1,560,500
-198,437
| -11% | -$4.96M |
|
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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.