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 | |
|---|---|---|---|---|---|---|
|
CRZO
1201
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $12.7M | 0.01% |
505,500
+226,400
| +81% | +$5.85M |
|
|
EHIC
1202
DELISTED
eHi Car Services Limited
EHIC
| $12.7M | 0.01% |
1,117,100
-228,000
| -17% | -$2.82M |
|
|
SREV
1203
DELISTED
ServiceSource International, Inc.
SREV
| $12.7M | 0.01% |
4,444,639
+70,272
| +2% | +$234K |
|
|
MPT
1204
Medical Properties Trust
MPT
$2.47B
| $12.6M | 0.01% |
+848,000
| New | +$12.4M |
|
1205
Funko
FNKO
$337M
| $12.6M | 0.01% |
+532,500
| New | +$10.7M |
|
1206
ONE Gas
OGS
$5.13B
| $12.6M | 0.01% |
153,300
-14,000
| -8% | -$1.1M |
|
1207
A10 Networks
ATEN
$2B
| $12.6M | 0.01% |
2,074,300
+76,900
| +4% | +$520K |
|
|
MOBL
1208
DELISTED
MobileIron, Inc.
MOBL
| $12.6M | 0.01% |
2,377,500
+365,100
| +18% | +$1.83M |
|
1209
Toro Company
TTC
$9.3B
| $12.6M | 0.01% |
210,100
+162,800
| +344% | +$9.9M |
|
|
HTBK
1210
DELISTED
Heritage Commerce
HTBK
| $12.6M | 0.01% |
844,100
+55,200
| +7% | +$874K |
|
|
HA
1211
DELISTED
Hawaiian Holdings, Inc.
HA
| $12.6M | 0.01% |
+313,200
| New | +$12.4M |
|
1212
Cimpress
CMPR
$2.39B
| $12.6M | 0.01% |
91,900
-84,722
| -48% | -$12.2M |
|
1213
Reliance Steel & Aluminium
RS
$21.8B
| $12.5M | 0.01% |
146,812
+47,500
| +48% | +$4.2M |
|
|
CTLT
1214
DELISTED
CATALENT, INC.
CTLT
| $12.5M | 0.01% |
+274,300
| New | +$11.6M |
|
1215
Global Net Lease
GNL
$1.91B
| $12.5M | 0.01% |
598,000
+509,100
| +573% | +$10.8M |
|
1216
BHP
BHP
$225B
| $12.4M | 0.01% |
+279,914
| New | +$12.1M |
|
1217
Great Southern Bancorp
GSBC
$889M
| $12.4M | 0.01% |
224,800
+12,300
| +6% | +$724K |
|
|
HCCI
1218
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $12.4M | 0.01% |
581,900
-26,300
| -4% | -$576K |
|
1219
Extreme Networks
EXTR
$3.26B
| $12.4M | 0.01% |
2,265,361
-243,900
| -10% | -$1.73M |
|
1220
Aflac
AFL
$60.9B
| $12.4M | 0.01% |
+263,500
| New | +$12.1M |
|
1221
Lumentum
LITE
$83.1B
| $12.4M | 0.01% |
206,719
+201,219
| +3,659% | +$12M |
|
1222
First Financial Bancorp
FFBC
$3.62B
| $12.4M | 0.01% |
416,680
+33,800
| +9% | +$1.05M |
|
1223
EastGroup Properties
EGP
$11B
| $12.4M | 0.01% |
129,300
+26,300
| +26% | +$2.53M |
|
|
FONR
1224
DELISTED
Fonar
FONR
| $12.3M | 0.01% |
495,216
+49,000
| +11% | +$1.28M |
|
|
MCBC
1225
DELISTED
Macatawa Bank Corp
MCBC
| $12.3M | 0.01% |
1,050,544
-10,056
| -0.9% | -$124K |
|
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.