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 | |
|---|---|---|---|---|---|---|
176
MSCI
MSCI
$40.8B
| $120M | 0.12% |
677,121
+123,021
| +22% | +$21.4M |
|
177
IBM
IBM
$225B
| $120M | 0.12% |
827,176
-667,244
| -45% | -$93.2M |
|
178
Grand Canyon Education
LOPE
$3.76B
| $119M | 0.12% |
1,050,700
+208,400
| +25% | +$24.3M |
|
179
Dollar General
DG
$26.5B
| $118M | 0.12% |
1,080,600
+91,800
| +9% | +$9.54M |
|
|
HZNP
180
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $118M | 0.12% |
6,020,575
+1,006,275
| +20% | +$19.1M |
|
181
Logitech
LOGI
$14.8B
| $118M | 0.12% |
2,633,142
+79,242
| +3% | +$3.68M |
|
|
ORBK
182
DELISTED
Orbotech Ltd
ORBK
| $117M | 0.12% |
1,971,682
-316,100
| -14% | -$19.8M |
|
183
Encompass Health
EHC
$12.4B
| $117M | 0.12% |
1,882,358
+789,774
| +72% | +$48M |
|
184
Applied Materials
AMAT
$417B
| $115M | 0.12% |
+2,987,712
| New | +$132M |
|
185
AbbVie
ABBV
$442B
| $115M | 0.12% |
1,220,056
-1,142,227
| -48% | -$108M |
|
186
Chunghwa Telecom
CHT
$32.9B
| $115M | 0.12% |
3,210,348
-15,136
| -0.5% | -$533K |
|
187
FIVE9
FIVN
$2.44B
| $115M | 0.12% |
2,628,700
+117,800
| +5% | +$4.86M |
|
188
Waste Management
WM
$90.7B
| $115M | 0.12% |
1,269,500
-1,696,500
| -57% | -$150M |
|
|
DATA
189
DELISTED
Tableau Software, Inc.
DATA
| $115M | 0.12% |
1,026,100
-32,800
| -3% | -$3.54M |
|
190
Commault Systems
CVLT
$5.78B
| $114M | 0.12% |
1,621,500
+21,700
| +1% | +$1.47M |
|
191
Diageo
DEO
$52.8B
| $111M | 0.11% |
786,300
+83,800
| +12% | +$12M |
|
192
Cheniere Energy
LNG
$54.8B
| $111M | 0.11% |
1,601,048
-48,752
| -3% | -$3.14M |
|
193
Phillips 66
PSX
$89.5B
| $111M | 0.11% |
+984,000
| New | +$114M |
|
|
TSE
194
DELISTED
Trinseo
TSE
| $111M | 0.11% |
1,414,000
-181,500
| -11% | -$13.6M |
|
|
AVTA
195
DELISTED
Avantax, Inc. Common Stock
AVTA
| $111M | 0.11% |
2,748,800
+296,200
| +12% | +$10.8M |
|
196
Intuit
INTU
$92B
| $110M | 0.11% |
+482,448
| New | +$104M |
|
197
Capitol Federal Financial
CFFN
$1.09B
| $109M | 0.11% |
8,580,258
+213,761
| +3% | +$2.81M |
|
198
lululemon athletica
LULU
$14.3B
| $109M | 0.11% |
671,169
-722,931
| -52% | -$99.1M |
|
199
Oneok
OKE
$57.7B
| $108M | 0.11% |
1,600,068
+881,254
| +123% | +$60.3M |
|
200
Regeneron Pharmaceuticals
REGN
$82.1B
| $108M | 0.11% |
268,062
-213,400
| -44% | -$81.2M |
|
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.