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 | |
|---|---|---|---|---|---|---|
|
ORIT
751
DELISTED
Oritani Financial Corp. New
ORIT
| $26.8M | 0.03% |
1,720,300
+94,633
| +6% | +$1.53M |
|
752
Manulife Financial
MFC
$72.6B
| $26.7M | 0.03% |
1,493,824
+619,700
| +71% | +$11.3M |
|
753
Kemper
KMPR
$1.56B
| $26.7M | 0.03% |
331,888
+273,988
| +473% | +$21.5M |
|
754
International Paper
IP
$21.8B
| $26.6M | 0.03% |
572,246
-734,237
| -56% | -$36.4M |
|
755
Diamondrock Hospitality Co
DRH
$2.5B
| $26.6M | 0.03% |
2,281,284
+233,200
| +11% | +$2.78M |
|
|
PBPB
756
DELISTED
Potbelly
PBPB
| $26.6M | 0.03% |
2,161,600
+33,300
| +2% | +$431K |
|
|
AUY
757
DELISTED
Yamana Gold, Inc.
AUY
| $26.6M | 0.03% |
10,672,290
+2,237,015
| +27% | +$6.21M |
|
|
CUTR
758
DELISTED
Cutera, Inc.
CUTR
| $26.5M | 0.03% |
813,400
-182,500
| -18% | -$6.65M |
|
|
PAMT
759
PAMT Corp
PAMT
$279M
| $26.5M | 0.03% |
1,626,000
-32,400
| -2% | -$454K |
|
760
Stryker
SYK
$133B
| $26.4M | 0.03% |
+148,400
| New | +$25.3M |
|
761
Mercantile Bank Corp
MBWM
$1.06B
| $26.4M | 0.03% |
790,115
+29,600
| +4% | +$1.06M |
|
|
LGTY
762
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $26.3M | 0.03% |
2,171,031
+21,431
| +1% | +$324K |
|
|
AIMC
763
DELISTED
Altra Industrial Motion Corp
AIMC
| $26.3M | 0.03% |
637,609
+370,105
| +138% | +$15.5M |
|
764
Avis
CAR
$4.93B
| $26.3M | 0.03% |
817,200
+138,600
| +20% | +$4.62M |
|
765
Maximus
MMS
$2.85B
| $26.3M | 0.03% |
403,700
+217,700
| +117% | +$14.1M |
|
|
VEDL
766
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $26.2M | 0.03% |
2,049,800
-884,560
| -30% | -$11.2M |
|
|
P
767
DELISTED
Pandora Media Inc
P
| $26.2M | 0.03% |
+2,756,200
| New | +$23.2M |
|
768
US Foods
USFD
$24B
| $26.2M | 0.03% |
850,100
-258,800
| -23% | -$8.95M |
|
769
Methode Electronics
MEI
$602M
| $26M | 0.03% |
719,500
-96,900
| -12% | -$3.79M |
|
770
Vishay Intertechnology
VSH
$5.15B
| $26M | 0.03% |
1,278,625
+840,300
| +192% | +$19.8M |
|
771
Viavi Solutions
VIAV
$10.6B
| $25.8M | 0.03% |
2,277,688
+1,611,342
| +242% | +$17.4M |
|
772
Liberty Global Class C
LBTYK
$3.46B
| $25.8M | 0.03% |
915,415
+312,000
| +52% | +$8.42M |
|
|
IMOS
773
ChipMOS TECHNOLOGIES
IMOS
$1.96B
| $25.8M | 0.03% |
1,426,698
+12,650
| +0.9% | +$213K |
|
774
NOV
NOV
$7.45B
| $25.8M | 0.03% |
597,910
+212,600
| +55% | +$9.51M |
|
775
MGE Energy Inc
MGEE
$3.07B
| $25.7M | 0.03% |
403,050
+14,900
| +4% | +$967K |
|
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.