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 | |
|---|---|---|---|---|---|---|
1176
AngioDynamics
ANGO
$651M
| $13.2M | 0.01% |
606,400
-41,200
| -6% | -$915K |
|
|
AXON
1177
Axon Enterprise
AXON
$48.7B
| $13.2M | 0.01% |
192,552
-73,300
| -28% | -$4.94M |
|
1178
Zurn Elkay Water Solutions
ZWS
$8.46B
| $13.2M | 0.01% |
+887,891
| New | +$12.7M |
|
1179
Capri Holdings
CPRI
$1.77B
| $13.1M | 0.01% |
+191,600
| New | +$13.4M |
|
|
TDAY
1180
USA Today Co
TDAY
$1.01B
| $13.1M | 0.01% |
835,900
-48,900
| -6% | -$819K |
|
1181
Simply Good Foods
SMPL
$968M
| $13.1M | 0.01% |
+674,300
| New | +$11.7M |
|
|
COBZ
1182
DELISTED
CoBiz Financial,Inc
COBZ
| $13.1M | 0.01% |
590,600
-150,800
| -20% | -$3.39M |
|
|
FFIC
1183
DELISTED
Flushing Financial
FFIC
| $13M | 0.01% |
534,260
-6,800
| -1% | -$176K |
|
1184
Quaker Houghton
KWR
$2.91B
| $13M | 0.01% |
64,300
-16,600
| -21% | -$2.9M |
|
1185
Cabot Corp
CBT
$4.46B
| $13M | 0.01% |
206,900
-39,000
| -16% | -$2.51M |
|
|
MSGN
1186
DELISTED
MSG Networks Inc.
MSGN
| $13M | 0.01% |
502,700
+340,663
| +210% | +$8.17M |
|
1187
Schneider National
SNDR
$6.27B
| $12.9M | 0.01% |
518,303
+295,103
| +132% | +$7.89M |
|
1188
Tompkins Financial
TMP
$1.44B
| $12.9M | 0.01% |
159,322
+6,892
| +5% | +$596K |
|
1189
Artesian Resources
ARTNA
$362M
| $12.9M | 0.01% |
351,600
+9,800
| +3% | +$365K |
|
1190
Pebblebrook Hotel Trust
PEB
$2.04B
| $12.9M | 0.01% |
355,101
+118,801
| +50% | +$4.53M |
|
|
AE
1191
DELISTED
Adams Resources & Energy Inc
AE
| $12.9M | 0.01% |
304,091
+3,861
| +1% | +$165K |
|
|
THR
1192
DELISTED
Thermon Group Holdings
THR
| $12.9M | 0.01% |
500,490
+30,890
| +7% | +$779K |
|
1193
Lindblad Expeditions
LIND
$2.24B
| $12.9M | 0.01% |
867,500
+130,300
| +18% | +$1.85M |
|
|
NXEO
1194
DELISTED
Nexeo Solutions, Inc. Common Stock
NXEO
| $12.9M | 0.01% |
1,051,400
+68,408
| +7% | +$683K |
|
1195
Open Text
OTEX
$5.8B
| $12.9M | 0.01% |
+338,116
| New | +$12.9M |
|
1196
SLM Corp
SLM
$5.26B
| $12.9M | 0.01% |
1,153,400
-198,900
| -15% | -$2.3M |
|
1197
BancFirst
BANF
$3.84B
| $12.8M | 0.01% |
213,974
+3,074
| +1% | +$192K |
|
1198
Fortune Brands Innovations
FBIN
$5.83B
| $12.8M | 0.01% |
286,299
+82,251
| +40% | +$3.87M |
|
1199
SEI Investments
SEIC
$12.7B
| $12.8M | 0.01% |
208,926
+89,300
| +75% | +$5.54M |
|
1200
Universal Logistics Holdings
ULH
$518M
| $12.8M | 0.01% |
346,480
+112,930
| +48% | +$3.75M |
|
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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.