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 | |
|---|---|---|---|---|---|---|
|
HRC
201
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $108M | 0.11% |
1,145,400
-35,000
| -3% | -$3.29M |
|
202
Labcorp
LH
$26.1B
| $108M | 0.11% |
723,665
+76,359
| +12% | +$11.6M |
|
|
MZTI
203
The Marzetti Company
MZTI
$3.15B
| $107M | 0.11% |
718,762
-19,638
| -3% | -$2.93M |
|
204
Ventas
VTR
$44.6B
| $107M | 0.11% |
1,969,200
+945,600
| +92% | +$54.8M |
|
205
Keurig Dr Pepper
KDP
$39.7B
| $107M | 0.11% |
4,612,200
+2,527,500
| +121% | +$79.9M |
|
206
Cigna
CI
$72.4B
| $107M | 0.11% |
512,200
-275,800
| -35% | -$51.1M |
|
|
PCH
207
DELISTED
PotlatchDeltic
PCH
| $107M | 0.11% |
2,601,731
+255,411
| +11% | +$12.1M |
|
208
Agilent Technologies
A
$42.2B
| $106M | 0.11% |
1,509,600
-961,900
| -39% | -$63.7M |
|
209
First Industrial Realty Trust
FR
$8.35B
| $106M | 0.11% |
3,386,000
+273,500
| +9% | +$8.86M |
|
210
Autodesk
ADSK
$53.1B
| $106M | 0.11% |
+680,268
| New | +$96.1M |
|
211
Casella Waste Systems
CWST
$5.89B
| $106M | 0.11% |
3,413,842
-28,300
| -0.8% | -$805K |
|
212
Telephone and Data Systems
TDS
$3.84B
| $106M | 0.11% |
3,471,368
+162,860
| +5% | +$4.65M |
|
213
Rayonier
RYN
$6.45B
| $105M | 0.11% |
3,438,179
+825,458
| +32% | +$26.4M |
|
|
214
Johnson & Johnson
JNJ
$626B
| $105M | 0.11% |
762,100
-2,978,200
| -80% | -$396M |
|
215
Idacorp
IDA
$8.11B
| $105M | 0.11% |
1,056,400
+92,700
| +10% | +$8.93M |
|
216
Choice Hotels
CHH
$4.62B
| $105M | 0.11% |
1,258,400
-294,800
| -19% | -$23.1M |
|
217
Twilio
TWLO
$39.3B
| $105M | 0.11% |
1,212,900
+602,800
| +99% | +$44.1M |
|
|
WIFI
218
DELISTED
Boingo Wireless, Inc.
WIFI
| $105M | 0.11% |
2,996,600
-88,200
| -3% | -$2.56M |
|
219
Walt Disney
DIS
$179B
| $104M | 0.11% |
893,307
-772,200
| -46% | -$85.9M |
|
|
VVC
220
DELISTED
Vectren Corporation
VVC
| $103M | 0.11% |
1,446,900
+16,700
| +1% | +$1.19M |
|
221
Blackrock
BLK
$178B
| $103M | 0.11% |
219,000
+113,300
| +107% | +$55.1M |
|
222
Synopsys
SNPS
$78.7B
| $103M | 0.11% |
1,045,834
+322,900
| +45% | +$30.8M |
|
223
Post Holdings
POST
$3.56B
| $102M | 0.11% |
1,591,718
-347,467
| -18% | -$21.3M |
|
224
WD-40
WDFC
$3.13B
| $102M | 0.1% |
592,600
-15,800
| -3% | -$2.64M |
|
225
Prudential Financial
PRU
$42.2B
| $101M | 0.1% |
1,000,500
+177,753
| +22% | +$17.5M |
|
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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.