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 | |
|---|---|---|---|---|---|---|
1526
Invesco Senior Loan ETF
BKLN
$6.76B
| $7.67M | 0.01% |
330,800
+95,000
| +40% | +$2.19M |
|
1527
NACCO Industries
NC
$318M
| $7.65M | 0.01% |
233,700
+26,000
| +13% | +$883K |
|
1528
Cactus
WHD
$5.78B
| $7.64M | 0.01% |
+199,700
| New | +$6.84M |
|
1529
Ares Management
ARES
$33.6B
| $7.64M | 0.01% |
329,500
+237,388
| +258% | +$5.09M |
|
1530
Helix Energy Solutions
HLX
$1.49B
| $7.63M | 0.01% |
771,927
+294,600
| +62% | +$2.69M |
|
|
ESSA
1531
DELISTED
ESSA Bancorp
ESSA
| $7.62M | 0.01% |
468,597
+1,540
| +0.3% | +$24.5K |
|
|
SCS
1532
DELISTED
Steelcase
SCS
| $7.61M | 0.01% |
411,500
+288,200
| +234% | +$4.23M |
|
1533
Aecom
ACM
$8.17B
| $7.61M | 0.01% |
+233,077
| New | +$7.68M |
|
|
REIS
1534
DELISTED
Reis, Inc.
REIS
| $7.6M | 0.01% |
330,600
-10,400
| -3% | -$223K |
|
1535
La-Z-Boy
LZB
$1.68B
| $7.6M | 0.01% |
240,600
+97,160
| +68% | +$3.09M |
|
|
PETQ
1536
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $7.56M | 0.01% |
+192,400
| New | +$6.4M |
|
1537
Northrim BanCorp
NRIM
$600M
| $7.56M | 0.01% |
728,000
+124,800
| +21% | +$1.32M |
|
1538
Pembina Pipeline
PBA
$28.5B
| $7.54M | 0.01% |
221,900
-326,600
| -60% | -$11.3M |
|
1539
ING
ING
$102B
| $7.52M | 0.01% |
579,710
+129,900
| +29% | +$1.82M |
|
|
TEN
1540
Tsakos Energy Navigation Ltd
TEN
$1.23B
| $7.52M | 0.01% |
443,420
+12,460
| +3% | +$213K |
|
1541
Dycom Industries
DY
$12.3B
| $7.51M | 0.01% |
+88,816
| New | +$7.68M |
|
1542
Nice
NICE
$6.17B
| $7.5M | 0.01% |
65,544
-111,300
| -63% | -$12.4M |
|
1543
BioLife Solutions
BLFS
$1.72B
| $7.49M | 0.01% |
427,900
+221,000
| +107% | +$4.37M |
|
|
BBU
1544
DELISTED
Brookfield Business Partners
BBU
| $7.49M | 0.01% |
254,655
+7,946
| +3% | +$212K |
|
1545
Howmet Aerospace
HWM
$112B
| $7.46M | 0.01% |
441,665
-2,488,945
| -85% | -$39.6M |
|
1546
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $7.42M | 0.01% |
68,861
-19,600
| -22% | -$2.11M |
|
|
CNR
1547
Core Natural Resources Inc
CNR
$4.64B
| $7.41M | 0.01% |
+181,600
| New | +$7.64M |
|
1548
Western Union
WU
$2.31B
| $7.4M | 0.01% |
388,400
-1,084,900
| -74% | -$21.1M |
|
|
NIHD
1549
DELISTED
NII Holdings, Inc. Common Stock
NIHD
| $7.39M | 0.01% |
1,260,338
+81,900
| +7% | +$421K |
|
1550
iRadimed
IRMD
$1.11B
| $7.38M | 0.01% |
198,700
+81,500
| +70% | +$2.2M |
|
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.