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 | |
|---|---|---|---|---|---|---|
726
Stride
LRN
$3.27B
| $27.8M | 0.03% |
1,571,500
-4,800
| -0.3% | -$82K |
|
727
Kennametal
KMT
$2.35B
| $27.8M | 0.03% |
637,200
+84,400
| +15% | +$3.35M |
|
|
SPPI
728
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $27.7M | 0.03% |
1,648,700
-1,868,700
| -53% | -$40.4M |
|
729
CRA International
CRAI
$1.06B
| $27.7M | 0.03% |
550,748
-44,583
| -7% | -$2.43M |
|
|
BRKL
730
DELISTED
Brookline Bancorp
BRKL
| $27.6M | 0.03% |
1,653,300
+116,300
| +8% | +$2.1M |
|
731
Barrett Business Services
BBSI
$756M
| $27.5M | 0.03% |
1,650,000
+24,000
| +1% | +$486K |
|
|
ANH
732
DELISTED
Anworth Mortgage Asset Corporation
ANH
| $27.5M | 0.03% |
5,940,320
-132,490
| -2% | -$649K |
|
733
First American
FAF
$7.38B
| $27.5M | 0.03% |
532,300
+116,900
| +28% | +$6.4M |
|
734
Evertec
EVTC
$1.82B
| $27.4M | 0.03% |
1,138,100
+721,400
| +173% | +$17.1M |
|
735
Simon Property Group
SPG
$71.4B
| $27.3M | 0.03% |
154,500
-127,205
| -45% | -$22.5M |
|
736
Vera Bradley
VRA
$96.7M
| $27.3M | 0.03% |
1,787,120
-92,680
| -5% | -$1.35M |
|
|
CHU
737
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $27.3M | 0.03% |
2,332,205
+966,001
| +71% | +$11.6M |
|
|
ONDK
738
DELISTED
On Deck Capital, Inc.
ONDK
| $27.2M | 0.03% |
3,587,800
+1,185,600
| +49% | +$9.22M |
|
739
Dr. Reddy's Laboratories
RDY
$10.3B
| $27.1M | 0.03% |
3,916,500
+1,047,450
| +37% | +$7M |
|
740
Vishay Precision Group
VPG
$934M
| $27.1M | 0.03% |
724,416
-11,784
| -2% | -$480K |
|
741
Macerich
MAC
$6.99B
| $27M | 0.03% |
488,919
+123,036
| +34% | +$7.09M |
|
742
Hawaiian Electric Industries
HE
$2.06B
| $27M | 0.03% |
757,900
+72,100
| +11% | +$2.54M |
|
743
Ross Stores
ROST
$79.6B
| $26.9M | 0.03% |
+271,828
| New | +$25M |
|
744
Pediatrix Medical
MD
$2.15B
| $26.9M | 0.03% |
577,200
+408,577
| +242% | +$18.8M |
|
745
Ingredion
INGR
$6.54B
| $26.9M | 0.03% |
256,400
-46,700
| -15% | -$4.77M |
|
746
Avista
AVA
$3.23B
| $26.9M | 0.03% |
531,400
+160,400
| +43% | +$8.2M |
|
747
Grupo Aeroportuario Centro Norte
OMAB
$5.28B
| $26.8M | 0.03% |
471,000
-46,000
| -9% | -$2.3M |
|
748
First Bancorp
FBNC
$2.72B
| $26.8M | 0.03% |
661,914
+68,100
| +11% | +$2.82M |
|
749
Digital Realty Trust
DLR
$72.9B
| $26.8M | 0.03% |
238,243
+184,500
| +343% | +$22.1M |
|
750
Washington Trust Bancorp
WASH
$750M
| $26.8M | 0.03% |
484,068
+32,368
| +7% | +$1.9M |
|
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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.