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 | |
|---|---|---|---|---|---|---|
801
International Flavors & Fragrances
IFF
$21.4B
| $25M | 0.03% |
179,600
-326,700
| -65% | -$43M |
|
802
Carriage Services
CSV
$535M
| $25M | 0.03% |
1,159,000
+8,300
| +0.7% | +$195K |
|
803
SPS Commerce
SPSC
$2.75B
| $25M | 0.03% |
503,066
+176,666
| +54% | +$7.91M |
|
804
Helios Technologies
HLIO
$2.67B
| $24.9M | 0.03% |
455,300
-92,000
| -17% | -$4.66M |
|
|
SJI
805
DELISTED
South Jersey Industries, Inc.
SJI
| $24.8M | 0.03% |
703,000
-361,400
| -34% | -$12.3M |
|
|
CIO
806
DELISTED
City Office REIT
CIO
| $24.7M | 0.03% |
1,957,339
+398,839
| +26% | +$5.08M |
|
807
Wheaton Precious Metals
WPM
$61.3B
| $24.7M | 0.03% |
1,409,300
+548,297
| +64% | +$10.5M |
|
808
WPP
WPP
$5.8B
| $24.6M | 0.03% |
336,200
-37,900
| -10% | -$2.96M |
|
809
B2Gold
BTG
$6.88B
| $24.6M | 0.03% |
10,698,397
+1,098,400
| +11% | +$2.6M |
|
|
ONC
810
BeOne Medicines Ltd
ONC
$40.6B
| $24.5M | 0.03% |
142,500
-74,616
| -34% | -$12.5M |
|
|
LOGM
811
DELISTED
LogMein, Inc.
LOGM
| $24.5M | 0.03% |
275,427
+46,200
| +20% | +$4.18M |
|
812
Cooper-Standard Automotive
CPS
$490M
| $24.5M | 0.03% |
204,200
-134,700
| -40% | -$18.1M |
|
813
BlackBerry
BB
$5.14B
| $24.5M | 0.03% |
2,152,080
-2,294,420
| -52% | -$23.4M |
|
|
PFC
814
DELISTED
Premier Financial Corp. Common Stock
PFC
| $24.4M | 0.03% |
810,405
+26,805
| +3% | +$862K |
|
815
Spok Holdings
SPOK
$230M
| $24.4M | 0.03% |
1,581,889
+18,989
| +1% | +$287K |
|
816
Hanmi Financial
HAFC
$956M
| $24.3M | 0.03% |
976,157
-1,900
| -0.2% | -$50.1K |
|
817
Trane Technologies
TT
$105B
| $24.2M | 0.02% |
+236,568
| New | +$23.1M |
|
|
PDLI
818
DELISTED
PDL BioPharma, Inc.
PDLI
| $24.1M | 0.02% |
9,173,954
-514,400
| -5% | -$1.26M |
|
819
Performance Food Group
PFGC
$16.9B
| $24.1M | 0.02% |
724,206
+363,475
| +101% | +$12.8M |
|
820
TSMC
TSM
$2.23T
| $24.1M | 0.02% |
544,700
-3,311,220
| -86% | -$137M |
|
821
Murphy Oil
MUR
$5.06B
| $24M | 0.02% |
721,200
-5,400
| -0.7% | -$172K |
|
822
Brinker International
EAT
$10.5B
| $24M | 0.02% |
513,000
+487,600
| +1,920% | +$22.7M |
|
823
Accuray
ARAY
$33.4M
| $23.9M | 0.02% |
5,312,623
+422,023
| +9% | +$1.66M |
|
824
AngloGold Ashanti
AU
$49.5B
| $23.9M | 0.02% |
2,780,800
+1,172,900
| +73% | +$9.68M |
|
825
Andersons Inc
ANDE
$2.23B
| $23.9M | 0.02% |
633,506
-20,094
| -3% | -$758K |
|
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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.