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 | |
|---|---|---|---|---|---|---|
|
DHC
776
Diversified Healthcare Trust
DHC
$2.02B
| $25.7M | 0.03% |
1,463,100
+479,700
| +49% | +$8.81M |
|
777
KRONOS Worldwide
KRO
$905M
| $25.6M | 0.03% |
1,578,100
+290,200
| +23% | +$5.92M |
|
|
CTT
778
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
| $25.6M | 0.03% |
2,242,132
+343,632
| +18% | +$4.23M |
|
|
ASRT
779
DELISTED
Assertio
ASRT
| $25.6M | 0.03% |
72,596
-3,528
| -5% | -$1.54M |
|
780
Avery Dennison
AVY
$13.7B
| $25.6M | 0.03% |
236,000
+18,900
| +9% | +$2.03M |
|
781
Yum China
YUMC
$16.4B
| $25.5M | 0.03% |
727,550
+373,750
| +106% | +$13.3M |
|
782
Kaiser Aluminum
KALU
$3.1B
| $25.5M | 0.03% |
234,200
+21,800
| +10% | +$2.37M |
|
783
Insulet
PODD
$10.1B
| $25.5M | 0.03% |
240,900
-573,600
| -70% | -$53.7M |
|
784
Independent Bank Corp
IBCP
$850M
| $25.5M | 0.03% |
1,078,000
-28,600
| -3% | -$714K |
|
785
Host Hotels & Resorts
HST
$15.6B
| $25.5M | 0.03% |
1,206,265
-1,121,700
| -48% | -$23.7M |
|
786
Graham Holdings Company
GHC
$5.03B
| $25.4M | 0.03% |
43,883
-7,017
| -14% | -$3.98M |
|
787
First Commonwealth Financial
FCF
$2.18B
| $25.3M | 0.03% |
1,570,600
+255,200
| +19% | +$4.22M |
|
788
Alexandria Real Estate Equities
ARE
$8.27B
| $25.3M | 0.03% |
201,370
-50,830
| -20% | -$6.43M |
|
789
TechTarget
TTGT
$265M
| $25.3M | 0.03% |
1,303,300
+104,500
| +9% | +$2.69M |
|
|
CEL
790
DELISTED
Cellcom Israel, Ltd.
CEL
| $25.3M | 0.03% |
3,722,900
+7,100
| +0.2% | +$42.2K |
|
791
American Eagle Outfitters
AEO
$2.72B
| $25.2M | 0.03% |
1,016,600
-65,271
| -6% | -$1.65M |
|
|
WBK
792
DELISTED
Westpac Banking Corporation
WBK
| $25.2M | 0.03% |
1,261,400
+62,500
| +5% | +$1.32M |
|
|
TWO
793
Two Harbors Investment
TWO
$1.27B
| $25.2M | 0.03% |
422,365
+154,927
| +58% | +$9.65M |
|
|
CSR
794
Centerspace
CSR
$925M
| $25.2M | 0.03% |
421,735
+109,040
| +35% | +$6M |
|
795
BorgWarner
BWA
$14B
| $25.2M | 0.03% |
668,877
-736,656
| -52% | -$28.9M |
|
796
Eaton
ETN
$179B
| $25.1M | 0.03% |
289,511
-126,500
| -30% | -$10.3M |
|
797
KBR
KBR
$4.8B
| $25.1M | 0.03% |
1,187,050
+529,850
| +81% | +$10.5M |
|
798
Center Bancorp
CNOB
$1.81B
| $25.1M | 0.03% |
1,055,831
+8,255
| +0.8% | +$205K |
|
|
ACOR
799
DELISTED
Acorda Therapeutics
ACOR
| $25.1M | 0.03% |
10,628
+4,954
| +87% | +$15.3M |
|
800
Gilat Satellite Networks
GILT
$895M
| $25.1M | 0.03% |
2,927,633
+33,079
| +1% | +$294K |
|
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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.