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 | |
|---|---|---|---|---|---|---|
351
MGIC Investment
MTG
$6.23B
| $62.4M | 0.07% |
5,816,754
+1,618,954
| +39% | +$17.6M |
|
|
CS
352
DELISTED
Credit Suisse Group
CS
| $62.1M | 0.07% |
4,171,788
-1,341,900
| -24% | -$21.6M |
|
353
Insperity
NSP
$1.94B
| $61.9M | 0.07% |
649,900
+61,800
| +11% | +$5.31M |
|
354
Synopsys
SNPS
$78.7B
| $61.9M | 0.07% |
722,934
-398,500
| -36% | -$34.7M |
|
355
Affiliated Managers Group
AMG
$9.48B
| $61.8M | 0.07% |
+415,600
| New | +$68.5M |
|
356
Gold Fields
GFI
$36B
| $61.6M | 0.07% |
17,265,700
+280,100
| +2% | +$1.05M |
|
357
Deere & Co
DE
$167B
| $61.6M | 0.07% |
440,300
-1,100
| -0.2% | -$162K |
|
|
ELME
358
Elme Communities
ELME
$144M
| $61.2M | 0.07% |
2,018,900
-113,100
| -5% | -$3.24M |
|
359
Bio-Techne
TECH
$11.2B
| $61.2M | 0.07% |
1,655,200
+174,000
| +12% | +$6.64M |
|
360
MarketAxess Holdings
MKTX
$5.72B
| $61.2M | 0.07% |
309,400
+7,800
| +3% | +$1.62M |
|
361
Berkshire Hathaway Class A
BRK.A
$1.11T
| $61.2M | 0.07% |
217
-35
| -14% | -$10.3M |
|
362
Southern Company
SO
$106B
| $61.1M | 0.07% |
1,318,800
+191,700
| +17% | +$8.58M |
|
363
Mettler-Toledo International
MTD
$28.8B
| $60.9M | 0.07% |
105,300
-179,000
| -63% | -$102M |
|
|
RTN
364
DELISTED
Raytheon Company
RTN
| $60.8M | 0.07% |
314,600
-401,300
| -56% | -$84.3M |
|
|
DENN
365
DELISTED
Denny's
DENN
| $60.5M | 0.07% |
3,798,500
-15,811
| -0.4% | -$251K |
|
366
PLDT
PHI
$4.23B
| $60.3M | 0.07% |
2,581,100
+87,700
| +4% | +$2.27M |
|
|
WNS
367
DELISTED
WNS Holdings
WNS
| $60.1M | 0.07% |
1,151,500
-158,000
| -12% | -$7.81M |
|
368
American Financial Group
AFG
$12B
| $60.1M | 0.07% |
559,600
-11,500
| -2% | -$1.27M |
|
369
Banco de Chile
BCH
$20.7B
| $59.4M | 0.06% |
1,959,578
+76,231
| +4% | +$2.41M |
|
|
ALE
370
DELISTED
Allete
ALE
| $59.4M | 0.06% |
766,800
-9,899
| -1% | -$741K |
|
371
Bath & Body Works
BBWI
$3.81B
| $59M | 0.06% |
1,979,488
-512,737
| -21% | -$14.8M |
|
372
Encompass Health
EHC
$12.4B
| $58.9M | 0.06% |
1,092,584
+575,831
| +111% | +$28.8M |
|
|
LMNX
373
DELISTED
Luminex Corp
LMNX
| $58.9M | 0.06% |
1,993,200
-180,140
| -8% | -$4.62M |
|
374
Check Point Software Technologies
CHKP
$13.2B
| $58.8M | 0.06% |
601,531
+46,623
| +8% | +$4.62M |
|
|
PARA
375
DELISTED
Paramount Global Class B
PARA
| $58.6M | 0.06% |
1,042,900
+671,600
| +181% | +$35.1M |
|
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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.