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 | |
|---|---|---|---|---|---|---|
876
HDFC Bank
HDB
$119B
| $22.2M | 0.02% |
944,828
+870,828
| +1,177% | +$22.2M |
|
877
Univest Financial
UVSP
$1.18B
| $22.2M | 0.02% |
839,569
+185,880
| +28% | +$5.17M |
|
878
Chord Energy
CHRD
$7.53B
| $22M | 0.02% |
1,553,800
-223,600
| -13% | -$2.83M |
|
879
AptarGroup
ATR
$8.47B
| $22M | 0.02% |
204,300
-64,000
| -24% | -$6.57M |
|
|
CLDT
880
Chatham Lodging
CLDT
$590M
| $22M | 0.02% |
1,053,300
+355,600
| +51% | +$7.6M |
|
|
LOXO
881
DELISTED
Loxo Oncology, Inc
LOXO
| $22M | 0.02% |
128,800
+65,600
| +104% | +$11M |
|
882
Park Hotels & Resorts
PK
$2.99B
| $22M | 0.02% |
669,200
-694,200
| -51% | -$22.4M |
|
883
Calix
CALX
$2.51B
| $22M | 0.02% |
2,710,900
-14,200
| -0.5% | -$108K |
|
|
PRMW
884
DELISTED
Primo Water Corporation
PRMW
| $21.9M | 0.02% |
1,214,491
+524,136
| +76% | +$9.72M |
|
885
Flex
FLEX
$46B
| $21.9M | 0.02% |
2,215,233
+2,180,868
| +6,346% | +$22.8M |
|
|
PE
886
DELISTED
PARSLEY ENERGY INC
PE
| $21.8M | 0.02% |
746,800
-155,700
| -17% | -$4.62M |
|
887
Dana Inc
DAN
$3.2B
| $21.8M | 0.02% |
1,166,000
+133,700
| +13% | +$2.69M |
|
888
Nathan's Famous
NATH
$397M
| $21.7M | 0.02% |
263,700
+19,285
| +8% | +$1.77M |
|
889
Watts Water Technologies
WTS
$12.9B
| $21.7M | 0.02% |
261,800
-22,200
| -8% | -$1.84M |
|
890
Energizer
ENR
$1.56B
| $21.7M | 0.02% |
370,319
+168,519
| +84% | +$10.6M |
|
891
BJ's Restaurants
BJRI
$1.48B
| $21.7M | 0.02% |
300,629
-8,429
| -3% | -$566K |
|
892
Oshkosh
OSK
$9.61B
| $21.7M | 0.02% |
304,200
+274,700
| +931% | +$19.8M |
|
893
Turning Point Brands
TPB
$1.73B
| $21.7M | 0.02% |
522,302
+185,540
| +55% | +$6.52M |
|
894
Regenxbio
RGNX
$720M
| $21.6M | 0.02% |
+286,500
| New | +$20.6M |
|
|
UCFC
895
DELISTED
United Community Financial Corp
UCFC
| $21.5M | 0.02% |
2,224,204
+164,900
| +8% | +$1.74M |
|
896
AMC Entertainment Holdings
AMC
$2.26B
| $21.4M | 0.02% |
+104,613
| New | +$18.9M |
|
|
ADVM
897
DELISTED
Adverum Biotechnologies
ADVM
| $21.4M | 0.02% |
354,250
+15,490
| +5% | +$870K |
|
|
SP
898
DELISTED
SP Plus Corporation
SP
| $21.4M | 0.02% |
586,700
-12,800
| -2% | -$493K |
|
899
Stewart Information Services
STC
$2B
| $21.4M | 0.02% |
475,384
+118,084
| +33% | +$5.29M |
|
|
VG
900
DELISTED
Vonage Holdings Corporation
VG
| $21.4M | 0.02% |
1,508,826
+355,226
| +31% | +$4.88M |
|
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.