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 | |
|---|---|---|---|---|---|---|
2126
SmartFinancial
SMBK
$898M
| $2.73M | ﹤0.01% |
115,900
-25,200
| -18% | -$627K |
|
2127
Innovative Industrial Properties
IIPR
$1.67B
| $2.73M | ﹤0.01% |
56,500
-50,500
| -47% | -$1.93M |
|
|
RC
2128
Ready Capital
RC
$289M
| $2.73M | ﹤0.01% |
163,700
+14,801
| +10% | +$247K |
|
2129
News Corp Class A
NWSA
$15.5B
| $2.72M | ﹤0.01% |
+206,500
| New | +$2.9M |
|
2130
ORIX
IX
$44.1B
| $2.71M | ﹤0.01% |
167,000
-51,500
| -24% | -$830K |
|
|
UCTT
2131
Ultra Clean Holdings
UCTT
$4.21B
| $2.71M | ﹤0.01% |
+215,500
| New | +$3.13M |
|
2132
Teekay Tankers
TNK
$2.81B
| $2.7M | ﹤0.01% |
341,626
+66,187
| +24% | +$549K |
|
|
WSTL
2133
DELISTED
Westell Technologies Inc
WSTL
| $2.69M | ﹤0.01% |
1,012,933
-34,063
| -3% | -$93.3K |
|
2134
Pegasystems
PEGA
$5.15B
| $2.69M | ﹤0.01% |
86,048
-399,600
| -82% | -$12.1M |
|
|
CRHM
2135
DELISTED
CRH Medical Corporation
CRHM
| $2.69M | ﹤0.01% |
680,400
+296,800
| +77% | +$1.09M |
|
2136
Trimble
TRMB
$13.4B
| $2.68M | ﹤0.01% |
61,744
-1,027,300
| -94% | -$40.1M |
|
2137
NeoGenomics
NEO
$2.11B
| $2.68M | ﹤0.01% |
+174,652
| New | +$2.41M |
|
2138
AerCap
AER
$23.6B
| $2.68M | ﹤0.01% |
+46,600
| New | +$2.63M |
|
|
TTOO
2139
DELISTED
T2 Biosystems, Inc
TTOO
| $2.68M | ﹤0.01% |
72
-92
| -56% | -$3.03M |
|
2140
M/I Homes
MHO
$3.82B
| $2.68M | ﹤0.01% |
111,905
-141,695
| -56% | -$3.68M |
|
2141
Full House Resorts
FLL
$83.5M
| $2.67M | ﹤0.01% |
928,456
-6,926
| -0.7% | -$21.2K |
|
2142
Acushnet Holdings
GOLF
$5.2B
| $2.67M | ﹤0.01% |
+97,500
| New | +$2.53M |
|
|
WRI
2143
DELISTED
Weingarten Realty Investors
WRI
| $2.67M | ﹤0.01% |
+89,800
| New | +$2.73M |
|
2144
NetSol Technologies
NTWK
$49.3M
| $2.66M | ﹤0.01% |
403,422
+52,402
| +15% | +$306K |
|
2145
Prestige Consumer Healthcare
PBH
$2.43B
| $2.66M | ﹤0.01% |
+70,200
| New | +$2.66M |
|
2146
State Street SPDR S&P Retail ETF
XRT
$643M
| $2.65M | ﹤0.01% |
52,020
-12,200
| -19% | -$619K |
|
2147
ACNB Corp
ACNB
$656M
| $2.65M | ﹤0.01% |
71,098
-3,002
| -4% | -$107K |
|
2148
Pool Corp
POOL
$7.25B
| $2.64M | ﹤0.01% |
15,842
-62,558
| -80% | -$10.1M |
|
|
SSKN
2149
DELISTED
Strata Skin Sciences
SSKN
| $2.64M | ﹤0.01% |
74,558
+45,208
| +154% | +$1.11M |
|
|
RARX
2150
DELISTED
Ra Pharmaceuticals, Inc. Common Stock
RARX
| $2.64M | ﹤0.01% |
145,800
+78,300
| +116% | +$928K |
|
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.