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 | |
|---|---|---|---|---|---|---|
|
BCOV
951
DELISTED
Brightcove, Inc.
BCOV
| $19.6M | 0.02% |
2,328,534
+4,134
| +0.2% | +$35.5K |
|
|
CLGX
952
DELISTED
Corelogic, Inc.
CLGX
| $19.6M | 0.02% |
395,786
+191,305
| +94% | +$9.74M |
|
|
SCHW
953
Charles Schwab
SCHW
$189B
| $19.5M | 0.02% |
+397,300
| New | +$20.3M |
|
954
Integer Holdings
ITGR
$4.25B
| $19.5M | 0.02% |
235,300
+156,700
| +199% | +$11.7M |
|
955
Methanex
MEOH
$4.17B
| $19.5M | 0.02% |
246,598
+130,800
| +113% | +$9.52M |
|
956
Federal Agricultural Mortgage
AGM
$2.58B
| $19.5M | 0.02% |
270,200
+16,900
| +7% | +$1.43M |
|
957
Churchill Downs
CHDN
$6.17B
| $19.5M | 0.02% |
421,014
-163,236
| -28% | -$7.74M |
|
|
CWEN.A
958
DELISTED
Clearway Energy Class A
CWEN.A
| $19.5M | 0.02% |
1,023,400
+376,400
| +58% | +$7.14M |
|
959
James River Group Holdings
JRVR
$199M
| $19.5M | 0.02% |
456,800
+29,400
| +7% | +$1.2M |
|
960
Delek US
DK
$4.12B
| $19.4M | 0.02% |
457,900
-154,626
| -25% | -$7.63M |
|
|
AKRX
961
DELISTED
Akorn Inc
AKRX
| $19.3M | 0.02% |
1,486,900
+553,100
| +59% | +$9.09M |
|
|
DHIL
962
DELISTED
Diamond Hill
DHIL
| $19.3M | 0.02% |
116,500
+3,800
| +3% | +$701K |
|
963
Smith & Wesson
SWBI
$636M
| $19.3M | 0.02% |
+1,613,500
| New | +$14.6M |
|
|
BBBY
964
DELISTED
Bed Bath & Beyond Inc
BBBY
| $19.2M | 0.02% |
1,280,060
+1,208,502
| +1,689% | +$22.6M |
|
965
Atmos Energy
ATO
$28.7B
| $19.2M | 0.02% |
204,304
-28,496
| -12% | -$2.63M |
|
966
IQVIA
IQV
$39.8B
| $19.1M | 0.02% |
147,547
+142,047
| +2,583% | +$17.1M |
|
|
TBNK
967
DELISTED
Territorial Bancorp Inc.
TBNK
| $19.1M | 0.02% |
647,400
-4,800
| -0.7% | -$145K |
|
968
Horizon Bancorp
HBNC
$1.05B
| $19.1M | 0.02% |
967,309
+32,199
| +3% | +$661K |
|
969
Descartes Systems
DSGX
$6.65B
| $19.1M | 0.02% |
562,900
-16,700
| -3% | -$564K |
|
970
Addus HomeCare
ADUS
$2.2B
| $19M | 0.02% |
271,547
+87,847
| +48% | +$5.69M |
|
971
Photronics
PLAB
$1.97B
| $19M | 0.02% |
1,925,900
-43,700
| -2% | -$406K |
|
972
Kadant
KAI
$3.94B
| $18.9M | 0.02% |
175,216
-65,584
| -27% | -$6.52M |
|
973
MSC Industrial Direct
MSM
$6.67B
| $18.9M | 0.02% |
214,400
+165,400
| +338% | +$14.1M |
|
974
Omega Healthcare
OHI
$13.9B
| $18.9M | 0.02% |
+576,400
| New | +$18.3M |
|
975
Core Laboratories
CLB
$571M
| $18.8M | 0.02% |
162,700
-121,400
| -43% | -$13.7M |
|
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.