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 | |
|---|---|---|---|---|---|---|
1876
Axcelis
ACLS
$4.42B
| $4.51M | ﹤0.01% |
229,699
+15,100
| +7% | +$311K |
|
|
FDC
1877
DELISTED
First Data Corporation
FDC
| $4.51M | ﹤0.01% |
184,400
-221,706
| -55% | -$5.35M |
|
1878
Modine Manufacturing
MOD
$10.8B
| $4.5M | ﹤0.01% |
301,780
+246,771
| +449% | +$4.2M |
|
1879
Rafael Holdings
RFL
$102M
| $4.49M | ﹤0.01% |
542,031
+10,546
| +2% | +$96.2K |
|
1880
Red Robin
RRGB
$183M
| $4.47M | ﹤0.01% |
+111,466
| New | +$4.74M |
|
1881
Spyre Therapeutics
SYRE
$8.98B
| $4.47M | ﹤0.01% |
18,690
-2,438
| -12% | -$569K |
|
1882
iShares MSCI Taiwan ETF
EWT
$11.6B
| $4.47M | ﹤0.01% |
+118,600
| New | +$4.39M |
|
1883
Vanguard Total International Bond ETF
BNDX
$83B
| $4.46M | ﹤0.01% |
81,804
-101,712
| -55% | -$5.56M |
|
|
UMH
1884
UMH Properties
UMH
$1.42B
| $4.44M | ﹤0.01% |
284,000
-205,000
| -42% | -$3.22M |
|
1885
Southern Missouri Bancorp
SMBC
$850M
| $4.44M | ﹤0.01% |
119,100
+3,100
| +3% | +$122K |
|
1886
John B. Sanfilippo & Son
JBSS
$1.01B
| $4.43M | ﹤0.01% |
62,100
+3,300
| +6% | +$248K |
|
|
CPLG
1887
DELISTED
CorePoint Lodging Inc. Common Stock
CPLG
| $4.42M | ﹤0.01% |
227,100
-113,100
| -33% | -$2.61M |
|
|
GSB
1888
DELISTED
GlobalSCAPE, Inc.
GSB
| $4.42M | ﹤0.01% |
1,101,604
+20,704
| +2% | +$79.2K |
|
1889
Ameresco
AMRC
$1.47B
| $4.41M | ﹤0.01% |
323,100
-43,700
| -12% | -$597K |
|
|
RVNC
1890
DELISTED
Revance Therapeutics, Inc.
RVNC
| $4.38M | ﹤0.01% |
176,454
-58,746
| -25% | -$1.6M |
|
|
CBPO
1891
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $4.38M | ﹤0.01% |
54,800
-68,800
| -56% | -$6.41M |
|
1892
iShares TIPS Bond ETF
TIP
$14.7B
| $4.38M | ﹤0.01% |
39,576
-37,500
| -49% | -$4.19M |
|
1893
Archrock
AROC
$5.85B
| $4.37M | ﹤0.01% |
358,328
-6,415
| -2% | -$80.9K |
|
1894
Vermilion Energy
VET
$1.72B
| $4.37M | ﹤0.01% |
132,700
+21,000
| +19% | +$702K |
|
1895
China Yuchai International
CYD
$1.71B
| $4.37M | ﹤0.01% |
252,900
-51,114
| -17% | -$987K |
|
|
BGG
1896
DELISTED
Briggs & Stratton Corp.
BGG
| $4.37M | ﹤0.01% |
227,000
+163,787
| +259% | +$3.1M |
|
|
HAYN
1897
DELISTED
Haynes International, Inc.
HAYN
| $4.36M | ﹤0.01% |
122,800
+38,400
| +45% | +$1.46M |
|
|
LORL
1898
DELISTED
Loral Space and Communications, Inc.
LORL
| $4.35M | ﹤0.01% |
95,900
-58,800
| -38% | -$2.43M |
|
1899
AudioCodes
AUDC
$253M
| $4.34M | ﹤0.01% |
431,152
+219,552
| +104% | +$2.14M |
|
1900
Espey Mfg & Electronics Corp
ESP
$193M
| $4.32M | ﹤0.01% |
144,487
+787
| +0.5% | +$21.4K |
|
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.