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 | |
|---|---|---|---|---|---|---|
626
Onto Innovation
ONTO
$20.6B
| $34.2M | 0.04% |
910,794
-34,116
| -4% | -$1.34M |
|
627
Rithm Capital
RITM
$5.71B
| $33.9M | 0.03% |
1,904,505
-589,600
| -24% | -$10.8M |
|
628
Americold
COLD
$4.17B
| $33.9M | 0.03% |
+1,356,100
| New | +$31.5M |
|
|
MNTA
629
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $33.7M | 0.03% |
1,283,200
-95,300
| -7% | -$2.58M |
|
630
Molson Coors Class B
TAP
$7.75B
| $33.6M | 0.03% |
+546,400
| New | +$36.1M |
|
631
CarGurus
CARG
$3.29B
| $33.5M | 0.03% |
+601,900
| New | +$27.8M |
|
632
Teradyne
TER
$63B
| $33.4M | 0.03% |
902,300
-1,192,700
| -57% | -$48M |
|
|
NFBK
633
DELISTED
Northfield Bancorp
NFBK
| $33.3M | 0.03% |
2,093,268
+23,450
| +1% | +$385K |
|
634
Haverty Furniture Companies
HVT
$441M
| $33.2M | 0.03% |
1,503,300
+8,400
| +0.6% | +$181K |
|
635
Ultrapar
UGP
$6.22B
| $33.1M | 0.03% |
7,159,830
+549,230
| +8% | +$2.93M |
|
636
First Merchants
FRME
$2.72B
| $33.1M | 0.03% |
735,778
+6,649
| +0.9% | +$316K |
|
637
Itron
ITRI
$4.49B
| $33.1M | 0.03% |
515,561
-227,200
| -31% | -$14.3M |
|
638
ArcelorMittal
MT
$55.9B
| $33.1M | 0.03% |
1,070,032
+249,631
| +30% | +$7.57M |
|
|
ASNA
639
DELISTED
Ascena Retail Group, Inc.
ASNA
| $33M | 0.03% |
361,162
+127,252
| +54% | +$10.5M |
|
|
AMAG
640
DELISTED
AMAG Pharmaceuticals
AMAG
| $33M | 0.03% |
1,648,500
+7,400
| +0.5% | +$168K |
|
641
NVR
NVR
$16.8B
| $32.9M | 0.03% |
13,330
-2,540
| -16% | -$7.01M |
|
|
IPHS
642
DELISTED
Innophos Holdings, Inc.
IPHS
| $32.9M | 0.03% |
740,600
-13,600
| -2% | -$622K |
|
643
CNA Financial
CNA
$13.7B
| $32.9M | 0.03% |
719,900
+79,700
| +12% | +$3.68M |
|
644
Wells Fargo
WFC
$269B
| $32.9M | 0.03% |
+625,211
| New | +$35.7M |
|
|
SBNY
645
DELISTED
Signature Bank
SBNY
| $32.8M | 0.03% |
285,597
+30,423
| +12% | +$3.58M |
|
|
ZAYO
646
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $32.7M | 0.03% |
+943,200
| New | +$34.4M |
|
647
RadNet
RDNT
$6.06B
| $32.7M | 0.03% |
2,175,016
-239,796
| -10% | -$3.42M |
|
|
ADSW
648
DELISTED
Advanced Disposal Services Inc
ADSW
| $32.7M | 0.03% |
1,207,800
+43,507
| +4% | +$1.12M |
|
649
Provident Financial Services
PFS
$3.24B
| $32.6M | 0.03% |
1,328,800
+72,400
| +6% | +$1.88M |
|
|
TARO
650
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $32.5M | 0.03% |
331,000
+44,000
| +15% | +$4.76M |
|
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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.