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 | |
|---|---|---|---|---|---|---|
|
OPOF
2626
DELISTED
Old Point Financial
OPOF
| $934K | ﹤0.01% |
32,368
+8,768
| +37% | +$237K |
|
2627
Fuel Tech
FTEK
$48.1M
| $932K | ﹤0.01% |
862,900
+73,000
| +9% | +$90K |
|
2628
Virco
VIRC
$95.8M
| $932K | ﹤0.01% |
211,800
+2,900
| +1% | +$12.7K |
|
2629
Eagle Bancorp Montana
EBMT
$189M
| $931K | ﹤0.01% |
48,260
+6,260
| +15% | +$125K |
|
2630
Loews
L
$23.1B
| $927K | ﹤0.01% |
19,200
-387,400
| -95% | -$19.5M |
|
|
ALPN
2631
DELISTED
Alpine Immune Sciences Inc
ALPN
| $927K | ﹤0.01% |
122,424
+21,124
| +21% | +$174K |
|
|
MTEM
2632
DELISTED
Molecular Templates, Inc.
MTEM
| $927K | ﹤0.01% |
11,821
+2,507
| +27% | +$284K |
|
|
SAUC
2633
DELISTED
Diversified Restaurant Holdings, Inc. Common stock
SAUC
| $924K | ﹤0.01% |
739,271
+14,571
| +2% | +$18.3K |
|
2634
Willamette Valley Vineyards
WVVI
$11.7M
| $921K | ﹤0.01% |
107,700
+938
| +0.9% | +$7.69K |
|
|
PRSS
2635
DELISTED
CafePress Inc.
PRSS
| $921K | ﹤0.01% |
787,100
+31,600
| +4% | +$43.5K |
|
2636
Vanguard Extended Market ETF
VXF
$32.3B
| $919K | ﹤0.01% |
7,800
-3,300
| -30% | -$383K |
|
|
RBCN
2637
DELISTED
Rubicon Technology, Inc.
RBCN
| $914K | ﹤0.01% |
115,792
-2,748
| -2% | -$20.3K |
|
2638
DLH Holdings
DLHC
$68.8M
| $912K | ﹤0.01% |
166,390
+1,207
| +0.7% | +$6.89K |
|
2639
Inseego
INSG
$82.3M
| $908K | ﹤0.01% |
45,190
+8,040
| +22% | +$159K |
|
|
SSI
2640
DELISTED
Stage Stores Inc
SSI
| $908K | ﹤0.01% |
+376,929
| New | +$1.03M |
|
2641
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.79B
| $907K | ﹤0.01% |
17,100
-6,900
| -29% | -$364K |
|
|
FISV
2642
Fiserv Inc
FISV
$28.2B
| $904K | ﹤0.01% |
+12,208
| New | +$886K |
|
2643
Magna International
MGA
$18.7B
| $902K | ﹤0.01% |
+15,512
| New | +$963K |
|
2644
MediWound
MDWD
$183M
| $900K | ﹤0.01% |
18,643
+1,757
| +10% | +$75.6K |
|
2645
Schwab US Large-Cap Growth ETF
SCHG
$63.2B
| $900K | ﹤0.01% |
+95,032
| New | +$885K |
|
2646
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$724M
| $896K | ﹤0.01% |
+20,200
| New | +$952K |
|
2647
Independent Bank
INDB
$4.07B
| $894K | ﹤0.01% |
11,400
+3,200
| +39% | +$244K |
|
|
DLA
2648
DELISTED
Delta Apparel Inc.
DLA
| $892K | ﹤0.01% |
46,100
+28,000
| +155% | +$523K |
|
|
IHC
2649
DELISTED
Independence Holding Company
IHC
| $891K | ﹤0.01% |
26,800
+8,800
| +49% | +$318K |
|
|
AATC
2650
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
| $881K | ﹤0.01% |
212,400
+23,400
| +12% | +$101K |
|
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.