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 |
Apple
AAPL
|
+$693M |
| 2 |
Meta Platforms (Facebook)
META
|
+$446M |
| 3 |
Johnson & Johnson
JNJ
|
+$306M |
| 4 |
Evergy
EVRG
|
+$288M |
| 5 |
Walmart Inc
WMT
|
+$265M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$596M |
| 2 |
Booking.com
BKNG
|
+$519M |
| 3 |
Amazon
AMZN
|
+$518M |
| 4 |
Eli Lilly
LLY
|
+$268M |
| 5 |
UnitedHealth
UNH
|
+$246M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.51% |
| 2 | Technology | 14.39% |
| 3 | Financials | 11.76% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Real Estate | 8.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2526
NETSCOUT
NTCT
$2.87B
| $1.19M | ﹤0.01% |
+40,000
| New | +$1.11M |
|
2527
Heritage Financial
HFWA
$1.23B
| $1.19M | ﹤0.01% |
34,000
-102,989
| -75% | -$3.3M |
|
2528
Coca-Cola Europacific Partners
CCEP
$47.4B
| $1.18M | ﹤0.01% |
29,174
+12,674
| +77% | +$499K |
|
|
LION
2529
DELISTED
Fidelity Southern Corporation
LION
| $1.18M | ﹤0.01% |
+46,550
| New | +$1.12M |
|
2530
Zevra Therapeutics
ZVRA
$669M
| $1.18M | ﹤0.01% |
11,363
+5,713
| +101% | +$558K |
|
2531
Lifeway Foods
LWAY
$391M
| $1.18M | ﹤0.01% |
234,800
+32,600
| +16% | +$183K |
|
2532
Lincoln Educational Services
LINC
$955M
| $1.18M | ﹤0.01% |
678,292
-2,908
| -0.4% | -$5.4K |
|
2533
Orion Energy Systems
OESX
$79.6M
| $1.18M | ﹤0.01% |
107,140
+6,720
| +7% | +$58.4K |
|
2534
Unity Bancorp
UNTY
$622M
| $1.18M | ﹤0.01% |
51,801
+15,692
| +43% | +$356K |
|
2535
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.8B
| $1.18M | ﹤0.01% |
6,700
+1,300
| +24% | +$223K |
|
2536
Colony Bankcorp
CBAN
$471M
| $1.18M | ﹤0.01% |
69,600
+3,018
| +5% | +$49.2K |
|
|
ONCT
2537
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
| $1.17M | ﹤0.01% |
548
+25
| +5% | +$63.4K |
|
|
EVA
2538
DELISTED
Enviva Inc.
EVA
| $1.16M | ﹤0.01% |
39,900
-2,605
| -6% | -$75.3K |
|
2539
SIGA Technologies
SIGA
$208M
| $1.16M | ﹤0.01% |
+194,900
| New | +$1.27M |
|
|
CDMO
2540
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $1.16M | ﹤0.01% |
295,406
-221,194
| -43% | -$767K |
|
2541
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.8B
| $1.15M | ﹤0.01% |
+19,900
| New | +$1.16M |
|
2542
Royal Gold
RGLD
$19.2B
| $1.15M | ﹤0.01% |
12,400
-170,900
| -93% | -$15.3M |
|
2543
Innovative Solutions & Support
ISSC
$394M
| $1.15M | ﹤0.01% |
394,454
+6,155
| +2% | +$19.6K |
|
2544
Resources Connection
RGP
$145M
| $1.15M | ﹤0.01% |
67,842
+33,242
| +96% | +$544K |
|
|
UCBA
2545
DELISTED
United Community Bancorp
UCBA
| $1.15M | ﹤0.01% |
42,100
+10,200
| +32% | +$270K |
|
2546
Inuvo
INUV
$14.3M
| $1.14M | ﹤0.01% |
147,872
+7,310
| +5% | +$60.4K |
|
|
GPIC
2547
DELISTED
Gaming Partners International Corporation
GPIC
| $1.14M | ﹤0.01% |
133,100
+1,300
| +1% | +$11.6K |
|
2548
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.28B
| $1.14M | ﹤0.01% |
+45,300
| New | +$1.14M |
|
2549
Metallus
MTUS
$902M
| $1.14M | ﹤0.01% |
69,600
-18,700
| -21% | -$320K |
|
|
TCS
2550
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $1.14M | ﹤0.01% |
+9,020
| New | +$956K |
|
Similar funds
Jim Simons's Q2 2018 Portfolio in Review
As of Q2 2018, Jim Simons held 3,750 positions worth $91.7B, up 0.34% from $91.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Jim Simons withdrew a net $3.9B in Q2 2018, closing 524 positions and reducing 1,111 holdings. Its most notable exit was Booking.com, an estimated $519M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Financials.
Against the trend, Jim Simons opened a new position in Apple worth $707M.
- Jim Simons's largest Q2 2018 buy was Apple: 15,275,332 shares worth $707M.
- Jim Simons added most to Johnson & Johnson in Q2 2018, an estimated $306M increase.
- Jim Simons's biggest Q2 2018 reduction was Home Depot, cutting an estimated $596M.
- Jim Simons fully exited Booking.com in Q2 2018, selling an estimated $519M.
- Jim Simons's ten largest holdings make up 9.1% of its $91.7B portfolio in Q2 2018.
- Jim Simons opened 412 new positions and closed 524 in Q2 2018.
- Jim Simons's portfolio value rose 0.34% quarter-over-quarter to $91.7B.
Based on Renaissance Technologies's 13F filing for Q2 2018, filed 13 Aug 2018.