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 | |
|---|---|---|---|---|---|---|
1851
Gorman-Rupp
GRC
$2.11B
| $4.67M | ﹤0.01% |
127,815
| – | – |
|
1852
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
| $4.66M | ﹤0.01% |
96,366
+15,000
| +18% | +$732K |
|
1853
Champions Oncology
CSBR
$70.6M
| $4.64M | ﹤0.01% |
265,846
+165,246
| +164% | +$1.47M |
|
1854
Avnet
AVT
$7.87B
| $4.63M | ﹤0.01% |
+103,300
| New | +$4.74M |
|
1855
Harvard Bioscience
HBIO
$30.4M
| $4.62M | ﹤0.01% |
87,970
+13,223
| +18% | +$742K |
|
|
ADAM
1856
Adamas Trust
ADAM
$907M
| $4.61M | ﹤0.01% |
189,475
+136,675
| +259% | +$3.42M |
|
|
PRO
1857
DELISTED
PROS Holdings
PRO
| $4.61M | ﹤0.01% |
+131,500
| New | +$4.94M |
|
|
BBL
1858
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $4.61M | ﹤0.01% |
+104,700
| New | +$4.51M |
|
|
COOP
1859
DELISTED
Mr. Cooper
COOP
| $4.6M | ﹤0.01% |
+275,882
| New | +$4.78M |
|
1860
V2X
VVX
$2.55B
| $4.59M | ﹤0.01% |
147,200
-97,600
| -40% | -$3.15M |
|
1861
The GEO Group
GEO
$4B
| $4.58M | ﹤0.01% |
+182,200
| New | +$4.66M |
|
|
MRTX
1862
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $4.58M | ﹤0.01% |
97,200
+92,600
| +2,013% | +$5.16M |
|
|
FENG
1863
Phoenix New Media
FENG
$18.4M
| $4.57M | ﹤0.01% |
180,665
-41,685
| -19% | -$1.1M |
|
1864
G. Willi-Food International
WILC
$396M
| $4.57M | ﹤0.01% |
642,600
+5,700
| +0.9% | +$39.8K |
|
|
ACBI
1865
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
| $4.56M | ﹤0.01% |
272,500
-42,900
| -14% | -$792K |
|
1866
Navios Maritime Partners
NMM
$2.31B
| $4.55M | ﹤0.01% |
173,413
+16,086
| +10% | +$473K |
|
1867
UTStarcom
UTSI
$22.9M
| $4.55M | ﹤0.01% |
296,074
-50
| -0% | -$762 |
|
1868
James Hardie Industries
JHX
$17.9B
| $4.54M | ﹤0.01% |
297,327
+14,400
| +5% | +$230K |
|
1869
Graco
GGG
$13.3B
| $4.53M | ﹤0.01% |
97,800
-332,300
| -77% | -$15.5M |
|
|
WDR
1870
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $4.53M | ﹤0.01% |
213,956
-29,483
| -12% | -$593K |
|
1871
Camden Property Trust
CPT
$11.1B
| $4.53M | ﹤0.01% |
+48,400
| New | +$4.5M |
|
|
EXPR
1872
DELISTED
Express, Inc.
EXPR
| $4.53M | ﹤0.01% |
20,470
-11,180
| -35% | -$2.29M |
|
|
ALTA
1873
DELISTED
Altabancorp
ALTA
| $4.52M | ﹤0.01% |
133,200
-19,000
| -12% | -$677K |
|
|
MITT
1874
TPG Mortgage Investment Trust
MITT
$214M
| $4.52M | ﹤0.01% |
82,867
+8,034
| +11% | +$457K |
|
|
CVLY
1875
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $4.52M | ﹤0.01% |
159,387
+1,330
| +0.8% | +$37.6K |
|
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.