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 | |
|---|---|---|---|---|---|---|
1451
Quanta Services
PWR
$102B
| $8.7M | 0.01% |
260,599
-272,600
| -51% | -$9.28M |
|
1452
Under Armour
UAA
$2.32B
| $8.69M | 0.01% |
+409,700
| New | +$8.53M |
|
1453
Dime Commercial Bancshares
DCOM
$1.82B
| $8.63M | 0.01% |
260,099
+21,499
| +9% | +$762K |
|
1454
Standard BioTools
LAB
$304M
| $8.63M | 0.01% |
1,152,800
+82,300
| +8% | +$585K |
|
|
BNY
1455
Bank of New York Mellon
BNY
$110B
| $8.57M | 0.01% |
168,077
+58,600
| +54% | +$3.08M |
|
|
RAVN
1456
DELISTED
Raven Industries Inc
RAVN
| $8.57M | 0.01% |
187,316
+48,116
| +35% | +$2.05M |
|
|
PZN
1457
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $8.55M | 0.01% |
896,300
+72,400
| +9% | +$670K |
|
1458
Invitation Homes
INVH
$18B
| $8.54M | 0.01% |
+372,800
| New | +$8.68M |
|
|
GV
1459
DELISTED
Goldfield Corporation
GV
| $8.5M | 0.01% |
2,000,999
-1,000
| -0% | -$4.62K |
|
1460
Loews
L
$23B
| $8.48M | 0.01% |
168,800
+149,600
| +779% | +$7.5M |
|
1461
AZZ Inc
AZZ
$4.51B
| $8.47M | 0.01% |
167,700
+75,197
| +81% | +$4.01M |
|
1462
Brookfield Infrastructure Partners
BIP
$18.3B
| $8.45M | 0.01% |
355,898
-363,646
| -51% | -$8.65M |
|
1463
Amneal Pharmaceuticals
AMRX
$6.16B
| $8.45M | 0.01% |
+380,700
| New | +$8.01M |
|
1464
Vitamin Cottage Natural Grocers
NGVC
$652M
| $8.43M | 0.01% |
499,215
+235,915
| +90% | +$3.92M |
|
1465
Dine Brands
DIN
$443M
| $8.42M | 0.01% |
103,500
+86,100
| +495% | +$6.68M |
|
1466
Alcoa
AA
$13.1B
| $8.39M | 0.01% |
207,696
-1,878,400
| -90% | -$81.6M |
|
|
NETI
1467
DELISTED
Eneti Inc.
NETI
| $8.38M | 0.01% |
124,423
-36,359
| -23% | -$2.37M |
|
1468
Valero Energy
VLO
$97.7B
| $8.38M | 0.01% |
+73,688
| New | +$8.37M |
|
1469
Grupo Aeroportuario del Sureste
ASR
$8.04B
| $8.37M | 0.01% |
40,800
+4,200
| +11% | +$772K |
|
1470
Urban Outfitters
URBN
$6.5B
| $8.36M | 0.01% |
204,400
-256,500
| -56% | -$11.5M |
|
1471
Provident Financial
PROV
$112M
| $8.36M | 0.01% |
456,600
-5,106
| -1% | -$93.8K |
|
|
RLH
1472
DELISTED
Red Lions Hotel Corporation
RLH
| $8.36M | 0.01% |
668,500
+12,800
| +2% | +$163K |
|
|
CISN
1473
DELISTED
Cision Ltd. Ordinary Share
CISN
| $8.35M | 0.01% |
496,980
-162,820
| -25% | -$2.68M |
|
|
WSR
1474
DELISTED
Whitestone REIT
WSR
| $8.35M | 0.01% |
601,300
+353,400
| +143% | +$4.66M |
|
1475
Allot
ALLT
$388M
| $8.32M | 0.01% |
1,346,236
+341,632
| +34% | +$2M |
|
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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.