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 | 18.72% |
| 2 | Technology | 15.53% |
| 3 | Financials | 11.25% |
| 4 | Consumer Discretionary | 9.26% |
| 5 | Real Estate | 8.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PBFX
2226
DELISTED
PBF LOGISTICS LP
PBFX
| $2.19M | ﹤0.01% |
101,500
+50,728
| +100% | +$1.1M |
|
|
EA
2227
DELISTED
Electronic Arts
EA
| $2.18M | ﹤0.01% |
18,100
-1,494,364
| -99% | -$193M |
|
2228
Cumberland Pharmaceuticals
CPIX
$119M
| $2.18M | ﹤0.01% |
381,471
+4,262
| +1% | +$25.1K |
|
2229
Maui Land & Pineapple Co
MLP
$310M
| $2.17M | ﹤0.01% |
169,900
-51,800
| -23% | -$662K |
|
2230
Grupo SIMEC
SIM
$4.68B
| $2.17M | ﹤0.01% |
240,900
+5,300
| +2% | +$49.1K |
|
2231
Greif Class B
GEF.B
$4.24B
| $2.17M | ﹤0.01% |
37,700
+3,500
| +10% | +$204K |
|
|
ATCO
2232
DELISTED
Atlas Corp.
ATCO
| $2.17M | ﹤0.01% |
260,500
+120,200
| +86% | +$1.08M |
|
2233
Hilltop Holdings
HTH
$2.25B
| $2.16M | ﹤0.01% |
+107,284
| New | +$2.27M |
|
|
FGH
2234
DELISTED
FG Group Holdings Inc.
FGH
| $2.15M | ﹤0.01% |
537,100
-2,600
| -0.5% | -$12.4K |
|
|
GPX
2235
DELISTED
GP Strategies Corp.
GPX
| $2.15M | ﹤0.01% |
127,394
-39,831
| -24% | -$734K |
|
2236
Aspen Aerogels
ASPN
$504M
| $2.14M | ﹤0.01% |
468,801
-14,999
| -3% | -$73K |
|
|
CWAY
2237
DELISTED
Coastway Bancorp, Inc.
CWAY
| $2.14M | ﹤0.01% |
75,900
+1,800
| +2% | +$50.2K |
|
2238
IRIDEX
IRIX
$14.3M
| $2.13M | ﹤0.01% |
335,500
+14,100
| +4% | +$105K |
|
2239
Landmark Bancorp
LARK
$197M
| $2.12M | ﹤0.01% |
107,950
+4,580
| +4% | +$89.4K |
|
2240
Vicor
VICR
$10.4B
| $2.11M | ﹤0.01% |
45,800
+27,000
| +144% | +$1.48M |
|
|
VBTX
2241
DELISTED
Veritex Holdings
VBTX
| $2.1M | ﹤0.01% |
74,500
+15,500
| +26% | +$476K |
|
2242
Ultralife
ULBI
$120M
| $2.1M | ﹤0.01% |
258,100
+10,834
| +4% | +$101K |
|
|
EVBN
2243
DELISTED
Evans Bancorp Inc
EVBN
| $2.1M | ﹤0.01% |
44,800
-9,100
| -17% | -$428K |
|
|
PRTK
2244
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
| $2.1M | ﹤0.01% |
216,849
-323,100
| -60% | -$3.26M |
|
2245
Genie Energy
GNE
$380M
| $2.1M | ﹤0.01% |
388,997
+4,700
| +1% | +$26.2K |
|
2246
Titan Machinery
TITN
$431M
| $2.09M | ﹤0.01% |
135,200
-145,200
| -52% | -$2.3M |
|
2247
Hawkins
HWKN
$2.67B
| $2.09M | ﹤0.01% |
100,920
-77,880
| -44% | -$1.54M |
|
|
FPRX
2248
DELISTED
Five Prime Therapeutics, Inc.
FPRX
| $2.09M | ﹤0.01% |
150,000
-73,800
| -33% | -$1.1M |
|
2249
Inovio Pharmaceuticals
INO
$93M
| $2.09M | ﹤0.01% |
31,282
+5,309
| +20% | +$296K |
|
2250
Regal Rexnord
RRX
$11.4B
| $2.09M | ﹤0.01% |
+25,300
| New | +$2.1M |
|
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 19% 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.