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 | |
|---|---|---|---|---|---|---|
1426
Larimar Therapeutics
LRMR
$445M
| $9.01M | 0.01% |
64,192
+10,050
| +19% | +$1.22M |
|
1427
C&F Financial
CFFI
$288M
| $8.99M | 0.01% |
153,100
+9,500
| +7% | +$591K |
|
1428
Euronet Worldwide
EEFT
$2.71B
| $8.99M | 0.01% |
+89,745
| New | +$8.45M |
|
1429
Pearson
PSO
$9.71B
| $8.99M | 0.01% |
780,030
+136,530
| +21% | +$1.6M |
|
1430
Stock Yards Bancorp
SYBT
$2.63B
| $8.99M | 0.01% |
247,550
-18,500
| -7% | -$706K |
|
1431
Veracyte
VCYT
$3.47B
| $8.98M | 0.01% |
940,400
+435,000
| +86% | +$4.8M |
|
1432
Sasol
SSL
$7.18B
| $8.95M | 0.01% |
231,500
-16,400
| -7% | -$622K |
|
1433
TTEC Holdings
TTEC
$78.4M
| $8.94M | 0.01% |
345,322
+35,000
| +11% | +$1.02M |
|
|
VRS
1434
DELISTED
Verso Corporation
VRS
| $8.93M | 0.01% |
+265,100
| New | +$6.93M |
|
1435
Cullen/Frost Bankers
CFR
$10.5B
| $8.92M | 0.01% |
85,404
-154,996
| -64% | -$17.2M |
|
1436
Gibraltar Industries
ROCK
$1.47B
| $8.91M | 0.01% |
195,300
-165,600
| -46% | -$7.16M |
|
1437
Valmont Industries
VMI
$9.49B
| $8.88M | 0.01% |
64,100
-22,000
| -26% | -$3.1M |
|
1438
WillScot Mobile Mini Holdings
WSC
$4.07B
| $8.88M | 0.01% |
517,578
+51,978
| +11% | +$852K |
|
1439
Oxford Industries
OXM
$547M
| $8.85M | 0.01% |
98,100
+37,600
| +62% | +$3.42M |
|
1440
Brighthouse Financial
BHF
$3.45B
| $8.85M | 0.01% |
+200,000
| New | +$8.42M |
|
|
PMD
1441
DELISTED
Psychemedics Corporation
PMD
| $8.8M | 0.01% |
468,066
+18,366
| +4% | +$366K |
|
|
SPA
1442
DELISTED
Sparton
SPA
| $8.79M | 0.01% |
608,935
+53,500
| +10% | +$777K |
|
|
SVU
1443
DELISTED
SUPERVALU Inc.
SVU
| $8.78M | 0.01% |
+272,455
| New | +$7.97M |
|
1444
TETRA Technologies
TTI
$1.29B
| $8.78M | 0.01% |
1,945,900
+2,700
| +0.1% | +$12.2K |
|
|
MFSF
1445
DELISTED
MutualFirst Financial Inc
MFSF
| $8.76M | 0.01% |
237,800
+5,453
| +2% | +$207K |
|
|
PACW
1446
DELISTED
PacWest Bancorp
PACW
| $8.76M | 0.01% |
183,879
+49,200
| +37% | +$2.48M |
|
1447
Wolverine World Wide
WWW
$1.64B
| $8.76M | 0.01% |
224,300
-188,110
| -46% | -$6.99M |
|
1448
First Bancorp
FBP
$4.51B
| $8.71M | 0.01% |
957,642
+563,729
| +143% | +$4.77M |
|
|
WIN
1449
DELISTED
Windstream Holdings Inc
WIN
| $8.71M | 0.01% |
1,778,008
+115,640
| +7% | +$522K |
|
1450
Sabre
SABR
$880M
| $8.7M | 0.01% |
333,600
-652,684
| -66% | -$16.8M |
|
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.