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 | |
|---|---|---|---|---|---|---|
601
Fossil Group
FOSL
$311M
| $35.7M | 0.04% |
1,533,500
+598,100
| +64% | +$15.1M |
|
602
LivaNova
LIVN
$4.45B
| $35.6M | 0.04% |
287,394
-83,700
| -23% | -$9.87M |
|
|
EBSB
603
DELISTED
Meridian Bancorp, Inc.
EBSB
| $35.6M | 0.04% |
2,094,958
-56,400
| -3% | -$1.03M |
|
604
C.H. Robinson
CHRW
$17.1B
| $35.6M | 0.04% |
363,308
+357,000
| +5,659% | +$33.5M |
|
|
CRCM
605
DELISTED
CARE.COM, INC.
CRCM
| $35.5M | 0.04% |
1,606,600
-35,900
| -2% | -$719K |
|
606
Shutterstock
SSTK
$208M
| $35.5M | 0.04% |
650,723
+188,223
| +41% | +$9.69M |
|
607
Spotify
SPOT
$101B
| $35.3M | 0.04% |
+195,400
| New | +$35.8M |
|
608
Fidelity National Financial
FNF
$12.8B
| $35.3M | 0.04% |
932,584
-667,352
| -42% | -$25.4M |
|
609
Weyerhaeuser
WY
$17.8B
| $35.2M | 0.04% |
1,089,281
-1,182,500
| -52% | -$41.1M |
|
610
Principal Financial Group
PFG
$24.4B
| $35M | 0.04% |
598,100
+211,336
| +55% | +$11.8M |
|
611
Johnson Outdoors
JOUT
$499M
| $34.9M | 0.04% |
375,200
-22,100
| -6% | -$2.06M |
|
612
Cognizant
CTSH
$26.2B
| $34.8M | 0.04% |
451,452
+53,500
| +13% | +$4.19M |
|
|
CSII
613
DELISTED
Cardiovascular Systems, Inc.
CSII
| $34.7M | 0.04% |
886,356
+133,056
| +18% | +$4.92M |
|
614
Unifirst Corp
UNF
$5.24B
| $34.7M | 0.04% |
199,705
+58,305
| +41% | +$10.7M |
|
615
Nike
NKE
$60.1B
| $34.6M | 0.04% |
+408,576
| New | +$32.8M |
|
616
Safety Insurance
SAFT
$1.52B
| $34.6M | 0.04% |
386,200
-3,900
| -1% | -$360K |
|
617
CVR Energy
CVI
$3.52B
| $34.6M | 0.04% |
860,351
+108,951
| +14% | +$4.09M |
|
618
MongoDB
MDB
$35.2B
| $34.6M | 0.04% |
+424,100
| New | +$28.3M |
|
619
Ambev
ABEV
$43.5B
| $34.5M | 0.04% |
7,553,200
-31,281,797
| -81% | -$149M |
|
|
CORR
620
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $34.5M | 0.04% |
918,400
+50,500
| +6% | +$1.91M |
|
621
Forrester Research
FORR
$220M
| $34.5M | 0.04% |
751,900
+18,400
| +3% | +$846K |
|
622
Phibro Animal Health
PAHC
$1.37B
| $34.5M | 0.04% |
803,800
+169,300
| +27% | +$8M |
|
623
Workday
WDAY
$43.3B
| $34.4M | 0.04% |
+235,600
| New | +$32.7M |
|
624
Annaly Capital Management
NLY
$17.4B
| $34.4M | 0.04% |
839,766
-1,042,739
| -55% | -$43.7M |
|
|
CDK
625
DELISTED
CDK Global, Inc.
CDK
| $34.2M | 0.04% |
546,700
-312,000
| -36% | -$19.8M |
|
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.