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 | |
|---|---|---|---|---|---|---|
1651
CareTrust REIT
CTRE
$9.18B
| $6.3M | 0.01% |
355,800
-40,300
| -10% | -$710K |
|
1652
Iron Mountain
IRM
$37.7B
| $6.3M | 0.01% |
182,500
+175,486
| +2,502% | +$6.25M |
|
1653
STAG Industrial
STAG
$7.12B
| $6.3M | 0.01% |
229,100
-17,500
| -7% | -$488K |
|
|
TMHC
1654
DELISTED
Taylor Morrison
TMHC
| $6.28M | 0.01% |
348,100
-422,100
| -55% | -$8.39M |
|
|
OSG
1655
Octave Specialty Group
OSG
$212M
| $6.27M | 0.01% |
307,000
-63,200
| -17% | -$1.32M |
|
|
EFOR
1656
Everforth Inc
EFOR
$1.37B
| $6.25M | 0.01% |
+79,194
| New | +$6.84M |
|
1657
Southern First Bancshares
SFST
$612M
| $6.25M | 0.01% |
158,900
+2,179
| +1% | +$93.9K |
|
|
ACH
1658
DELISTED
Alum Corp of China Ltd
ACH
| $6.23M | 0.01% |
562,000
-93,500
| -14% | -$982K |
|
1659
Nelnet
NNI
$4.55B
| $6.21M | 0.01% |
108,700
-17,000
| -14% | -$995K |
|
|
TST
1660
DELISTED
TheStreet, Inc.
TST
| $6.21M | 0.01% |
282,350
-240
| -0.1% | -$5.29K |
|
1661
Korn Ferry
KFY
$4.36B
| $6.2M | 0.01% |
126,000
-112,400
| -47% | -$6.92M |
|
|
LBY
1662
DELISTED
Libbey, Inc.
LBY
| $6.19M | 0.01% |
707,300
-42,900
| -6% | -$394K |
|
1663
Bright Horizons
BFAM
$3.85B
| $6.19M | 0.01% |
52,500
-138,800
| -73% | -$15.7M |
|
|
PFNX
1664
DELISTED
Pfenex Inc.
PFNX
| $6.16M | 0.01% |
1,206,005
+189,705
| +19% | +$974K |
|
|
CDR
1665
DELISTED
Cedar Realty Trust, Inc
CDR
| $6.16M | 0.01% |
200,230
+33,831
| +20% | +$1.04M |
|
1666
Grupo Aval
AVAL
$6.41B
| $6.15M | 0.01% |
792,767
+145,207
| +22% | +$1.15M |
|
|
GOV
1667
DELISTED
Government Properties Income Trust
GOV
| $6.15M | 0.01% |
544,800
+191,700
| +54% | +$2.98M |
|
|
SPNE
1668
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
| $6.13M | 0.01% |
393,800
-64,200
| -14% | -$909K |
|
1669
Patrick Industries
PATK
$2.78B
| $6.12M | 0.01% |
154,953
+73,834
| +91% | +$3.04M |
|
|
SCWX
1670
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
| $6.11M | 0.01% |
417,300
+30,300
| +8% | +$397K |
|
1671
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
| $6.11M | 0.01% |
73,100
-22,300
| -23% | -$1.87M |
|
1672
First Bancorp
FNLC
$401M
| $6.1M | 0.01% |
210,500
+5,900
| +3% | +$174K |
|
1673
Bloomin' Brands
BLMN
$924M
| $6.07M | 0.01% |
306,800
-146,600
| -32% | -$2.86M |
|
1674
Upland Software
UPLD
$17.9M
| $6.07M | 0.01% |
18,780
-10,340
| -36% | -$3.58M |
|
|
WPX
1675
DELISTED
WPX Energy, Inc.
WPX
| $6.06M | 0.01% |
301,000
-1,009,600
| -77% | -$18.7M |
|
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.