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 | |
|---|---|---|---|---|---|---|
2426
Celestica
CLS
$42.2B
| $1.51M | ﹤0.01% |
139,088
+113,988
| +454% | +$1.37M |
|
2427
NGL Energy Partners
NGL
$2.18B
| $1.51M | ﹤0.01% |
129,800
-308,800
| -70% | -$3.75M |
|
|
CGRN
2428
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
| $1.5M | ﹤0.01% |
150,483
+38,572
| +34% | +$493K |
|
2429
iShares Silver Trust
SLV
$31.6B
| $1.5M | ﹤0.01% |
+109,500
| New | +$1.54M |
|
|
ESXB
2430
DELISTED
Community Bankers Trust Corporation
ESXB
| $1.5M | ﹤0.01% |
170,500
-11,300
| -6% | -$104K |
|
|
APTS
2431
DELISTED
Preferred Apartment Communities, Inc.
APTS
| $1.5M | ﹤0.01% |
85,200
-324,333
| -79% | -$5.66M |
|
2432
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
| $1.5M | ﹤0.01% |
+31,300
| New | +$1.49M |
|
2433
Valley National Bancorp
VLY
$8.29B
| $1.49M | ﹤0.01% |
132,500
-134,136
| -50% | -$1.62M |
|
2434
Tredegar Corp
TG
$277M
| $1.48M | ﹤0.01% |
68,500
+36,100
| +111% | +$827K |
|
2435
Hilton Worldwide
HLT
$73.4B
| $1.48M | ﹤0.01% |
18,300
-375,100
| -95% | -$29.6M |
|
|
MBFI
2436
DELISTED
MB Financial Corp
MBFI
| $1.48M | ﹤0.01% |
32,000
-54,393
| -63% | -$2.61M |
|
2437
AutoNation
AN
$6.9B
| $1.48M | ﹤0.01% |
+35,500
| New | +$1.64M |
|
|
JCAP
2438
DELISTED
Jernigan Capital, Inc.
JCAP
| $1.47M | ﹤0.01% |
76,400
+6,300
| +9% | +$120K |
|
|
TULP
2439
Bloomia Holdings
TULP
| $1.47M | ﹤0.01% |
121,517
+10,588
| +10% | +$139K |
|
2440
Vanguard Dividend Appreciation ETF
VIG
$114B
| $1.47M | ﹤0.01% |
13,300
+4,000
| +43% | +$430K |
|
2441
Federated Hermes
FHI
$4.74B
| $1.47M | ﹤0.01% |
61,000
-327,382
| -84% | -$7.7M |
|
2442
Newmark Group
NMRK
$2.74B
| $1.47M | ﹤0.01% |
+131,100
| New | +$1.71M |
|
2443
International Bancshares
IBOC
$4.55B
| $1.46M | ﹤0.01% |
32,500
+27,700
| +577% | +$1.26M |
|
|
CWBC
2444
Community West Bancshares
CWBC
$707M
| $1.46M | ﹤0.01% |
67,500
-2,200
| -3% | -$47.3K |
|
2445
TechnipFMC
FTI
$31B
| $1.46M | ﹤0.01% |
62,765
-46,905
| -43% | -$1.06M |
|
2446
Moelis & Co
MC
$5.08B
| $1.46M | ﹤0.01% |
26,600
-234,400
| -90% | -$13.7M |
|
2447
Harmonic Inc
HLIT
$1.51B
| $1.45M | ﹤0.01% |
264,227
+145,400
| +122% | +$726K |
|
|
STRS
2448
DELISTED
STRATUS PPTYS INC
STRS
| $1.45M | ﹤0.01% |
47,400
+5,500
| +13% | +$168K |
|
2449
Werner Enterprises
WERN
$2.33B
| $1.44M | ﹤0.01% |
+40,759
| New | +$1.51M |
|
2450
Natural Resource Partners
NRP
$1.38B
| $1.44M | ﹤0.01% |
46,444
-10,030
| -18% | -$313K |
|
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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 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.