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 | |
|---|---|---|---|---|---|---|
1801
Materion
MTRN
$5.88B
| $5M | 0.01% |
82,613
-27,087
| -25% | -$1.63M |
|
1802
CDW
CDW
$17.8B
| $4.99M | 0.01% |
+56,098
| New | +$4.85M |
|
|
ITCL
1803
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
| $4.99M | 0.01% |
319,800
+2,100
| +0.7% | +$31.4K |
|
1804
Marchex
MCHX
$80.6M
| $4.98M | 0.01% |
1,791,134
+53,400
| +3% | +$153K |
|
1805
Amkor Technology
AMKR
$14.3B
| $4.97M | 0.01% |
672,500
-351,800
| -34% | -$2.99M |
|
|
ENLC
1806
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $4.95M | 0.01% |
+301,132
| New | +$5.02M |
|
1807
NETGEAR
NTGR
$647M
| $4.95M | 0.01% |
78,790
+57,590
| +272% | +$3.94M |
|
|
PFSW
1808
DELISTED
PFSweb, Inc.
PFSW
| $4.95M | 0.01% |
669,039
+27,900
| +4% | +$251K |
|
|
PCSB
1809
DELISTED
PCSB Financial Corporation
PCSB
| $4.93M | 0.01% |
242,539
+14,939
| +7% | +$301K |
|
1810
OFG Bancorp
OFG
$2.26B
| $4.92M | 0.01% |
304,870
+186,500
| +158% | +$3.02M |
|
1811
AMC Global Media
AMCX
$496M
| $4.92M | 0.01% |
74,200
+45,500
| +159% | +$2.84M |
|
1812
Edgewell Personal Care
EPC
$1.31B
| $4.91M | 0.01% |
+106,200
| New | +$5.62M |
|
|
ECOL
1813
DELISTED
US Ecology, Inc.
ECOL
| $4.9M | 0.01% |
66,400
+25,200
| +61% | +$1.77M |
|
1814
AB InBev
BUD
$158B
| $4.88M | 0.01% |
55,700
-339,600
| -86% | -$33.1M |
|
1815
Atlanta Braves Holdings Series A
BATRA
$3.64B
| $4.87M | 0.01% |
178,663
-50,437
| -22% | -$1.31M |
|
1816
Air T
AIRT
$78.1M
| $4.87M | 0.01% |
216,662
+212
| +0.1% | +$4.7K |
|
|
NYRT
1817
DELISTED
New York REIT, Inc.
NYRT
| $4.87M | 0.01% |
268,350
+199,660
| +291% | +$3.61M |
|
1818
Varex Imaging
VREX
$780M
| $4.85M | 0.01% |
169,200
-102,700
| -38% | -$3.38M |
|
|
BREW
1819
DELISTED
Craft Brew Alliance, Inc.
BREW
| $4.84M | 0.01% |
296,148
+126,200
| +74% | +$2.39M |
|
|
CEQP
1820
DELISTED
Crestwood Equity Partners LP
CEQP
| $4.84M | 0.01% |
131,682
-290,699
| -69% | -$10.6M |
|
|
CNXM
1821
DELISTED
CNX Midstream Partners LP
CNXM
| $4.84M | 0.01% |
251,300
+80,500
| +47% | +$1.59M |
|
1822
Lloyds Banking Group
LYG
$90B
| $4.84M | 0.01% |
1,590,800
+651,700
| +69% | +$2.09M |
|
1823
First Business Financial Services
FBIZ
$601M
| $4.83M | 0.01% |
208,600
+2,695
| +1% | +$63.4K |
|
1824
Commercial Metals
CMC
$7.98B
| $4.82M | 0.01% |
+234,700
| New | +$5.05M |
|
|
RESI
1825
DELISTED
Front Yard Residential Corporation Common Stock
RESI
| $4.81M | ﹤0.01% |
443,600
-74,100
| -14% | -$826K |
|
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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.