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 | |
|---|---|---|---|---|---|---|
2051
Global Industrial
GIC
$1.49B
| $3.16M | ﹤0.01% |
96,000
-47,200
| -33% | -$1.79M |
|
|
AY
2052
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $3.16M | ﹤0.01% |
153,500
-46,400
| -23% | -$952K |
|
2053
Liberty Broadband Class A
LBRDA
$5.07B
| $3.15M | ﹤0.01% |
37,356
-15,944
| -30% | -$1.27M |
|
|
MTLS
2054
Materialise
MTLS
$393M
| $3.15M | ﹤0.01% |
228,000
+48,400
| +27% | +$654K |
|
2055
INNOVATE Corp
VATE
$105M
| $3.15M | ﹤0.01% |
51,410
+7,430
| +17% | +$445K |
|
2056
Plexus
PLXS
$7.25B
| $3.14M | ﹤0.01% |
53,700
-124,100
| -70% | -$7.59M |
|
|
DFRG
2057
DELISTED
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
| $3.14M | ﹤0.01% |
378,400
+114,021
| +43% | +$1.13M |
|
2058
Perion Network
PERI
$377M
| $3.14M | ﹤0.01% |
1,043,148
+112,615
| +12% | +$363K |
|
|
QTNA
2059
DELISTED
Quantenna Communications, Inc. Common Stock
QTNA
| $3.14M | ﹤0.01% |
170,200
-124,300
| -42% | -$2.11M |
|
|
CXP
2060
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $3.13M | ﹤0.01% |
132,500
-30,900
| -19% | -$719K |
|
|
PFIE
2061
DELISTED
Profire Energy, Inc
PFIE
| $3.13M | ﹤0.01% |
981,200
+166,600
| +20% | +$530K |
|
|
EMKR
2062
DELISTED
Emcore Corp
EMKR
| $3.13M | ﹤0.01% |
65,891
+5,420
| +9% | +$264K |
|
|
PNTR
2063
DELISTED
Pointer Telocation Ltd.
PNTR
| $3.13M | ﹤0.01% |
240,600
-9,700
| -4% | -$119K |
|
|
EDGW
2064
DELISTED
Edgewater Technology Inc
EDGW
| $3.12M | ﹤0.01% |
621,738
+8,462
| +1% | +$43.6K |
|
2065
Parke Bancorp
PKBK
$409M
| $3.12M | ﹤0.01% |
152,632
+8,237
| +6% | +$174K |
|
2066
Community Bank
CBU
$3.43B
| $3.11M | ﹤0.01% |
50,908
-33,040
| -39% | -$2.11M |
|
|
ITI
2067
DELISTED
Iteris, Inc.
ITI
| $3.09M | ﹤0.01% |
574,000
-19,600
| -3% | -$99.6K |
|
2068
Aware
AWRE
$26M
| $3.08M | ﹤0.01% |
856,992
-5,208
| -0.6% | -$19.5K |
|
2069
BGSF Inc
BGSF
$57.6M
| $3.08M | ﹤0.01% |
113,300
+86,200
| +318% | +$2.25M |
|
2070
Acme United Corp
ACU
$228M
| $3.08M | ﹤0.01% |
144,800
+4,300
| +3% | +$91.2K |
|
2071
Kewaunee Scientific
KEQU
$104M
| $3.08M | ﹤0.01% |
97,700
+3,500
| +4% | +$116K |
|
2072
Bruker
BRKR
$8.83B
| $3.06M | ﹤0.01% |
91,610
-482,000
| -84% | -$15.9M |
|
2073
Stantec
STN
$8.47B
| $3.05M | ﹤0.01% |
122,900
-2,900
| -2% | -$74.3K |
|
2074
Embotelladora Andina Series A
AKO.A
$3.76B
| $3.05M | ﹤0.01% |
153,700
| – | – |
|
2075
Assembly Biosciences
ASMB
$536M
| $3.04M | ﹤0.01% |
6,833
-2,734
| -29% | -$1.28M |
|
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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.