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 | |
|---|---|---|---|---|---|---|
101
Old Republic International
ORI
$10.2B
| $195M | 0.2% |
8,712,185
+267,900
| +3% | +$5.78M |
|
|
AGN
102
DELISTED
Allergan plc
AGN
| $192M | 0.2% |
1,006,029
+218,201
| +28% | +$40.1M |
|
103
Microsoft
MSFT
$3.74T
| $189M | 0.19% |
1,651,884
-287,883
| -15% | -$31.2M |
|
104
Zoetis
ZTS
$31.1B
| $189M | 0.19% |
2,062,100
+1,389,300
| +206% | +$123M |
|
105
RenaissanceRe
RNR
$13.2B
| $188M | 0.19% |
1,409,197
+20,075
| +1% | +$2.59M |
|
106
Cogent Communications
CCOI
$554M
| $188M | 0.19% |
3,371,900
+82,500
| +3% | +$4.42M |
|
107
Coca-Cola
KO
$372B
| $187M | 0.19% |
+4,045,500
| New | +$185M |
|
|
SAFM
108
DELISTED
Sanderson Farms Inc
SAFM
| $185M | 0.19% |
1,787,917
-1,800
| -0.1% | -$186K |
|
109
Estee Lauder
EL
$31.8B
| $181M | 0.19% |
1,246,700
+882,300
| +242% | +$122M |
|
110
Waters Corp
WAT
$40.7B
| $180M | 0.19% |
924,200
-126,000
| -12% | -$24.4M |
|
111
Franco-Nevada
FNV
$46.4B
| $178M | 0.18% |
2,846,306
+388,106
| +16% | +$26.5M |
|
112
Dolby
DLB
$5.75B
| $172M | 0.18% |
2,458,000
+223,300
| +10% | +$15M |
|
113
Medtronic
MDT
$116B
| $171M | 0.18% |
+1,740,190
| New | +$161M |
|
114
Xcel Energy
XEL
$48.5B
| $168M | 0.17% |
3,557,200
+844,400
| +31% | +$39.9M |
|
115
NextEra Energy
NEE
$179B
| $166M | 0.17% |
3,961,600
+91,600
| +2% | +$3.9M |
|
116
Expedia Group
EXPE
$38.5B
| $165M | 0.17% |
1,264,388
+1,186,138
| +1,516% | +$154M |
|
|
TFCF
117
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $162M | 0.17% |
3,541,417
+3,332,025
| +1,591% | +$151M |
|
|
ENDP
118
DELISTED
Endo International plc
ENDP
| $162M | 0.17% |
9,607,860
-432,689
| -4% | -$6.15M |
|
119
Essex Property Trust
ESS
$18.2B
| $161M | 0.17% |
653,726
+25,100
| +4% | +$6.05M |
|
120
ServiceNow
NOW
$132B
| $160M | 0.16% |
4,099,500
-2,907,500
| -41% | -$110M |
|
|
SNP
121
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $160M | 0.16% |
1,588,900
+55,400
| +4% | +$5.23M |
|
122
Oracle
ORCL
$419B
| $159M | 0.16% |
+3,092,232
| New | +$150M |
|
123
RTX Corp
RTX
$302B
| $158M | 0.16% |
1,795,252
+1,486,033
| +481% | +$125M |
|
124
NRG Energy
NRG
$25.2B
| $158M | 0.16% |
4,216,016
-1,359,400
| -24% | -$45.6M |
|
125
Automatic Data Processing
ADP
$108B
| $157M | 0.16% |
+1,041,937
| New | +$147M |
|
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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.