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 | |
|---|---|---|---|---|---|---|
1251
British American Tobacco
BTI
$124B
| $11.8M | 0.01% |
253,533
-62,300
| -20% | -$3.16M |
|
|
HIVE
1252
DELISTED
Aerohive Networks
HIVE
| $11.8M | 0.01% |
2,855,110
+532,410
| +23% | +$2.22M |
|
|
LTRPA
1253
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $11.8M | 0.01% |
791,700
+508,600
| +180% | +$8.05M |
|
1254
CNO Financial Group
CNO
$5.06B
| $11.7M | 0.01% |
553,307
+230,107
| +71% | +$4.83M |
|
1255
BlueLinx
BXC
$704M
| $11.7M | 0.01% |
372,660
-163,600
| -31% | -$5.9M |
|
1256
Community Trust Bancorp
CTBI
$1.43B
| $11.7M | 0.01% |
253,177
+46,777
| +23% | +$2.3M |
|
1257
Jack Henry & Associates
JKHY
$10.8B
| $11.7M | 0.01% |
73,219
-26,881
| -27% | -$3.95M |
|
1258
Employers Holdings
EIG
$869M
| $11.7M | 0.01% |
258,500
-34,000
| -12% | -$1.5M |
|
|
LBAI
1259
DELISTED
Lakeland Bancorp Inc
LBAI
| $11.7M | 0.01% |
648,630
+94,730
| +17% | +$1.84M |
|
|
FFNW
1260
DELISTED
First Financial Northwest, Inc
FFNW
| $11.7M | 0.01% |
706,120
-2,680
| -0.4% | -$48.7K |
|
1261
Ceragon Networks
CRNT
$202M
| $11.7M | 0.01% |
3,470,291
+773,591
| +29% | +$2.63M |
|
1262
Ternium
TX
$10.7B
| $11.7M | 0.01% |
386,000
+107,554
| +39% | +$3.41M |
|
1263
Mesa Laboratories
MLAB
$644M
| $11.6M | 0.01% |
62,700
+200
| +0.3% | +$40.3K |
|
1264
Vipshop
VIPS
$6.78B
| $11.6M | 0.01% |
1,861,081
-2,364,480
| -56% | -$19.4M |
|
|
FLIR
1265
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $11.6M | 0.01% |
188,760
-96,400
| -34% | -$5.67M |
|
1266
Cincinnati Financial
CINF
$26.4B
| $11.6M | 0.01% |
150,900
-123,500
| -45% | -$9.2M |
|
1267
Floor & Decor
FND
$6.33B
| $11.6M | 0.01% |
+383,800
| New | +$15.7M |
|
1268
Movado Group
MOV
$815M
| $11.6M | 0.01% |
276,000
-11,000
| -4% | -$516K |
|
1269
NVE Corp
NVEC
$572M
| $11.5M | 0.01% |
109,000
+2,900
| +3% | +$334K |
|
|
XRM
1270
DELISTED
Xerium Technologies Inc (new)
XRM
| $11.5M | 0.01% |
853,600
+424,800
| +99% | +$5.68M |
|
1271
COPT Defense Properties
CDP
$4.23B
| $11.5M | 0.01% |
384,907
+231,307
| +151% | +$6.93M |
|
1272
Dominion Energy
D
$60.1B
| $11.5M | 0.01% |
163,100
-1,083,100
| -87% | -$76.7M |
|
|
VISN
1273
Vistance Networks Inc
VISN
$2.69B
| $11.4M | 0.01% |
+372,000
| New | +$11.4M |
|
1274
Anika Therapeutics
ANIK
$285M
| $11.4M | 0.01% |
270,126
-47,374
| -15% | -$1.87M |
|
1275
Northrop Grumman
NOC
$81.6B
| $11.4M | 0.01% |
35,900
-469,800
| -93% | -$143M |
|
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.