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 | |
|---|---|---|---|---|---|---|
|
XHR
501
Xenia Hotels & Resorts
XHR
$1.72B
| $43.5M | 0.05% |
1,786,300
+605,600
| +51% | +$13.8M |
|
502
EXL Service
EXLS
$5.24B
| $43.5M | 0.05% |
3,842,000
+3,000
| +0.1% | +$34.2K |
|
|
PFPT
503
DELISTED
Proofpoint, Inc.
PFPT
| $43.4M | 0.05% |
376,200
-248,800
| -40% | -$30.2M |
|
504
Globus Medical
GMED
$11.4B
| $43.1M | 0.05% |
854,900
+351,100
| +70% | +$18.3M |
|
505
Canadian Pacific Kansas City
CP
$81.4B
| $43.1M | 0.05% |
1,177,500
-3,500
| -0.3% | -$129K |
|
506
DuPont de Nemours
DD
$19.5B
| $43.1M | 0.05% |
258,227
+152,047
| +143% | +$25.5M |
|
507
Factset
FDS
$9.85B
| $43.1M | 0.05% |
217,500
+51,000
| +31% | +$10.2M |
|
|
KMG
508
DELISTED
KMG Chemicals Inc
KMG
| $43.1M | 0.05% |
583,900
-97,600
| -14% | -$6.57M |
|
|
AET
509
DELISTED
Aetna Inc
AET
| $43M | 0.05% |
234,390
-569,400
| -71% | -$101M |
|
510
Synchrony
SYF
$25.6B
| $43M | 0.05% |
1,287,900
+243,300
| +23% | +$8.36M |
|
511
BlackBerry
BB
$5.2B
| $42.9M | 0.05% |
4,446,500
-2,116,200
| -32% | -$23.6M |
|
|
WBC
512
DELISTED
WABCO HOLDINGS INC.
WBC
| $42.9M | 0.05% |
366,500
+204,800
| +127% | +$26.1M |
|
|
PPL
513
PPL Corp
PPL
$26.6B
| $42.8M | 0.05% |
1,497,500
+1,317,600
| +732% | +$36.5M |
|
514
MasterCraft Boat Holdings
MCFT
$590M
| $42.4M | 0.05% |
1,463,800
+187,200
| +15% | +$5.18M |
|
515
eBay
EBAY
$45.6B
| $42.3M | 0.05% |
1,165,440
-4,415,200
| -79% | -$172M |
|
516
US Foods
USFD
$24B
| $41.9M | 0.05% |
1,108,900
-785,000
| -41% | -$27.8M |
|
517
Healthcare Realty
HR
$6.58B
| $41.9M | 0.05% |
1,552,300
-783,100
| -34% | -$19.9M |
|
|
VIVO
518
DELISTED
Meridian Bioscience Inc
VIVO
| $41.8M | 0.05% |
2,631,276
+220,500
| +9% | +$3.29M |
|
519
Argan
AGX
$8.17B
| $41.8M | 0.05% |
1,021,200
-1,300
| -0.1% | -$50.7K |
|
520
Waterstone Financial
WSBF
$375M
| $41.8M | 0.05% |
2,450,474
+28,089
| +1% | +$491K |
|
521
Park Hotels & Resorts
PK
$2.94B
| $41.8M | 0.05% |
1,363,400
+539,443
| +65% | +$16.1M |
|
522
REX American Resources
REX
$1.44B
| $41.7M | 0.05% |
3,090,000
-32,400
| -1% | -$406K |
|
|
ATRI
523
DELISTED
Atrion Corp
ATRI
| $41.7M | 0.05% |
69,500
+7,000
| +11% | +$4.21M |
|
|
524
Eli Lilly
LLY
$1.09T
| $41.6M | 0.05% |
488,000
-3,267,705
| -87% | -$268M |
|
525
Monster Beverage
MNST
$89.4B
| $41.6M | 0.05% |
2,906,000
-7,256,800
| -71% | -$98M |
|
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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.