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 | |
|---|---|---|---|---|---|---|
1101
Healthpeak Properties
DOC
$14.2B
| $15.1M | 0.02% |
575,500
+438,200
| +319% | +$11.5M |
|
|
CSW
1102
CSW Industrials
CSW
$5.65B
| $15M | 0.02% |
279,590
+22,690
| +9% | +$1.24M |
|
1103
Reading International Class A
RDI
$32.7M
| $15M | 0.02% |
947,790
-20,005
| -2% | -$318K |
|
|
GRMN
1104
Garmin
GRMN
$59.8B
| $14.9M | 0.02% |
213,042
-504,300
| -70% | -$33.1M |
|
1105
Santander
BSBR
$43.1B
| $14.9M | 0.02% |
1,765,300
-758,152
| -30% | -$6.29M |
|
1106
MDU Resources
MDU
$4.32B
| $14.9M | 0.02% |
1,522,835
+493,630
| +48% | +$5.28M |
|
1107
WaFd
WAFD
$2.79B
| $14.9M | 0.02% |
464,376
+35,400
| +8% | +$1.19M |
|
1108
Village Super Market
VLGEA
$627M
| $14.9M | 0.02% |
546,097
+897
| +0.2% | +$25.8K |
|
1109
HealthEquity
HQY
$8.82B
| $14.9M | 0.02% |
157,300
+149,500
| +1,917% | +$12.9M |
|
1110
Embotelladora Andina Series B
AKO.B
$4.89B
| $14.8M | 0.02% |
646,300
+35,170
| +6% | +$819K |
|
|
MIXT
1111
DELISTED
MIX TELEMATICS LIMITED
MIXT
| $14.8M | 0.02% |
1,025,000
-75,200
| -7% | -$1.24M |
|
1112
White Mountains Insurance
WTM
$5.06B
| $14.7M | 0.02% |
15,724
-6,576
| -29% | -$6.1M |
|
|
KIN
1113
DELISTED
Kindred Biosciences, Inc.
KIN
| $14.7M | 0.02% |
1,053,800
+105,100
| +11% | +$1.42M |
|
1114
Artivion
AORT
$1.4B
| $14.7M | 0.02% |
416,498
-157,492
| -27% | -$5.08M |
|
1115
A.O. Smith
AOS
$8.51B
| $14.6M | 0.02% |
274,200
+55,500
| +25% | +$3.26M |
|
1116
STMicroelectronics
STM
$48.4B
| $14.6M | 0.02% |
797,484
-2,075,761
| -72% | -$43M |
|
1117
Cognex
CGNX
$10.2B
| $14.5M | 0.01% |
260,056
-543,600
| -68% | -$27.9M |
|
1118
AES
AES
$10.5B
| $14.5M | 0.01% |
+1,035,900
| New | +$14M |
|
1119
Rio Tinto
RIO
$165B
| $14.4M | 0.01% |
+283,100
| New | +$14.4M |
|
1120
Illumina
ILMN
$29.1B
| $14.4M | 0.01% |
40,316
-25,083
| -38% | -$8.04M |
|
1121
Robert Half
RHI
$4.25B
| $14.4M | 0.01% |
+204,500
| New | +$15M |
|
|
OLBK
1122
DELISTED
Old Line Bancshares, Inc.
OLBK
| $14.4M | 0.01% |
454,740
+21,500
| +5% | +$736K |
|
|
HT
1123
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $14.4M | 0.01% |
634,300
+387,500
| +157% | +$8.68M |
|
1124
ON Semiconductor
ON
$32.4B
| $14.3M | 0.01% |
+776,596
| New | +$16.6M |
|
1125
Regional Management Corp
RM
$297M
| $14.3M | 0.01% |
496,291
+76,755
| +18% | +$2.55M |
|
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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.