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 | |
|---|---|---|---|---|---|---|
451
Stanley Black & Decker
SWK
$15.5B
| $48.2M | 0.05% |
362,769
+88,807
| +32% | +$12.8M |
|
|
WLL
452
DELISTED
Whiting Petroleum Corporation
WLL
| $48.1M | 0.05% |
+12,153
| New | +$42M |
|
453
OceanFirst Financial
OCFC
$1.86B
| $48M | 0.05% |
1,602,925
-23,016
| -1% | -$650K |
|
|
CZZ
454
DELISTED
Cosan Limited
CZZ
| $48M | 0.05% |
6,288,299
-3,346,300
| -35% | -$31.4M |
|
|
MNR
455
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $48M | 0.05% |
2,902,300
+19,700
| +0.7% | +$305K |
|
456
Simon Property Group
SPG
$71.3B
| $47.9M | 0.05% |
281,705
-88,200
| -24% | -$14M |
|
457
Vistra
VST
$49.1B
| $47.9M | 0.05% |
2,026,073
-1,403,927
| -41% | -$32.3M |
|
458
Banco Bradesco
BBD
$35B
| $47.9M | 0.05% |
11,142,003
-792,691
| -7% | -$4.3M |
|
459
Albemarle
ALB
$15.2B
| $47.8M | 0.05% |
506,808
-61,500
| -11% | -$5.9M |
|
460
Canadian Natural Resources
CNQ
$98.5B
| $47.7M | 0.05% |
2,698,707
-1,269,716
| -32% | -$21.5M |
|
461
Progress Software
PRGS
$1.76B
| $47.6M | 0.05% |
1,227,011
-219,200
| -15% | -$8.32M |
|
|
IMPV
462
DELISTED
Imperva, Inc.
IMPV
| $47.5M | 0.05% |
984,500
-25,700
| -3% | -$1.23M |
|
463
NVR
NVR
$16.8B
| $47.1M | 0.05% |
15,870
-19,200
| -55% | -$58.8M |
|
|
PDM
464
Piedmont Realty Trust
PDM
$1.18B
| $46.9M | 0.05% |
2,352,526
-127,174
| -5% | -$2.36M |
|
465
Innoviva
INVA
$1.5B
| $46.8M | 0.05% |
3,390,800
+1,084,980
| +47% | +$16.3M |
|
466
Invesco
IVZ
$13.9B
| $46.7M | 0.05% |
+1,758,937
| New | +$50.6M |
|
|
MXIM
467
DELISTED
Maxim Integrated Products
MXIM
| $46.6M | 0.05% |
793,800
+69,500
| +10% | +$4.05M |
|
468
Xerox
XRX
$414M
| $46.5M | 0.05% |
1,936,584
+27,760
| +1% | +$785K |
|
469
Ferrari
RACE
$71.4B
| $46.4M | 0.05% |
341,418
-140,680
| -29% | -$18.5M |
|
470
Northwest Bancshares
NWBI
$2.31B
| $46.2M | 0.05% |
2,659,200
-134,154
| -5% | -$2.29M |
|
|
AHT
471
Ashford Hospitality Trust
AHT
$20.1M
| $46.1M | 0.05% |
5,764
+1,383
| +32% | +$9.65M |
|
472
Empire State Realty Trust
ESRT
$810M
| $46.1M | 0.05% |
2,697,300
+664,600
| +33% | +$11.2M |
|
473
Mercer International
MERC
$32.9M
| $46.1M | 0.05% |
2,632,600
+369,267
| +16% | +$5.56M |
|
474
Essent Group
ESNT
$6.17B
| $46M | 0.05% |
1,283,550
+298,250
| +30% | +$10.8M |
|
475
Vipshop
VIPS
$6.92B
| $45.8M | 0.05% |
+4,225,561
| New | +$57.8M |
|
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.