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 | |
|---|---|---|---|---|---|---|
1676
Cass Information Systems
CASS
$750M
| $6.03M | 0.01% |
111,190
+11,402
| +11% | +$661K |
|
1677
Curtiss-Wright
CW
$25.4B
| $6.03M | 0.01% |
43,900
-55,000
| -56% | -$7.21M |
|
1678
Entravision Communication
EVC
$820M
| $6.02M | 0.01% |
1,228,300
-276,800
| -18% | -$1.38M |
|
1679
German American Bancorp
GABC
$1.92B
| $6.01M | 0.01% |
170,500
+9,550
| +6% | +$352K |
|
1680
BOK Financial
BOKF
$8.85B
| $6.01M | 0.01% |
61,803
-70,339
| -53% | -$7.02M |
|
1681
Lazard
LAZ
$4.43B
| $5.98M | 0.01% |
124,200
-211,500
| -63% | -$10.5M |
|
1682
First Mid Bancshares
FMBH
$1.39B
| $5.97M | 0.01% |
148,100
+7,987
| +6% | +$326K |
|
1683
Genpact
G
$5.78B
| $5.97M | 0.01% |
194,900
-396,200
| -67% | -$12M |
|
1684
Sunstone Hotel Investors
SHO
$2.02B
| $5.97M | 0.01% |
364,696
-381,600
| -51% | -$6.3M |
|
|
MBTF
1685
DELISTED
MBT Financial Corporation
MBTF
| $5.96M | 0.01% |
527,747
-7,900
| -1% | -$88.4K |
|
1686
Fox Factory Holding Corp
FOXF
$886M
| $5.96M | 0.01% |
85,093
-3,200
| -4% | -$196K |
|
|
NWY
1687
DELISTED
New York & Co Inc
NWY
| $5.96M | 0.01% |
1,543,000
-407,950
| -21% | -$1.92M |
|
1688
Unisys
UIS
$210M
| $5.95M | 0.01% |
291,533
+148,033
| +103% | +$2.44M |
|
|
XIFR
1689
XPLR Infrastructure LP
XIFR
$1.09B
| $5.94M | 0.01% |
122,500
+48,800
| +66% | +$2.32M |
|
1690
Zymeworks
ZYME
$1.83B
| $5.92M | 0.01% |
376,800
+39,800
| +12% | +$570K |
|
|
SWIR
1691
DELISTED
Sierra Wireless
SWIR
| $5.91M | 0.01% |
294,051
-5,800
| -2% | -$108K |
|
|
PRCP
1692
DELISTED
Perceptron Inc
PRCP
| $5.91M | 0.01% |
606,100
+15,000
| +3% | +$158K |
|
1693
Hudbay
HBM
$11.8B
| $5.89M | 0.01% |
1,165,791
-240,031
| -17% | -$1.19M |
|
|
TGP
1694
DELISTED
Teekay LNG Partners L.P.
TGP
| $5.89M | 0.01% |
352,500
+144,200
| +69% | +$2.31M |
|
1695
Adeia
ADEA
$3.16B
| $5.88M | 0.01% |
1,495,746
-1,216,026
| -45% | -$5.17M |
|
1696
Global Indemnity Group
GBLI
$413M
| $5.87M | 0.01% |
155,564
+37,900
| +32% | +$1.48M |
|
1697
Weis Markets
WMK
$1.77B
| $5.85M | 0.01% |
134,851
-64,249
| -32% | -$3.12M |
|
1698
Globe Life
GL
$14B
| $5.85M | 0.01% |
67,500
-13,700
| -17% | -$1.18M |
|
1699
Interface
TILE
$2.24B
| $5.85M | 0.01% |
250,500
-75,800
| -23% | -$1.76M |
|
1700
Teekay
TK
$1.06B
| $5.84M | 0.01% |
866,900
+294,500
| +51% | +$2.03M |
|
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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.