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 | |
|---|---|---|---|---|---|---|
526
American Water Works
AWK
$26.8B
| $41.6M | 0.05% |
487,100
-276,700
| -36% | -$22.9M |
|
527
Otter Tail
OTTR
$3.87B
| $41.6M | 0.05% |
873,500
+25,990
| +3% | +$1.17M |
|
|
CCF
528
DELISTED
Chase Corporation
CCF
| $41.2M | 0.04% |
351,400
-700
| -0.2% | -$81.1K |
|
|
EBSB
529
DELISTED
Meridian Bancorp, Inc.
EBSB
| $41.2M | 0.04% |
2,151,358
+54,500
| +3% | +$1.06M |
|
530
Incyte
INCY
$24.5B
| $41.2M | 0.04% |
614,500
-306,100
| -33% | -$20.9M |
|
531
Yum! Brands
YUM
$41B
| $41.1M | 0.04% |
+525,700
| New | +$43.9M |
|
532
Liberty Broadband Class C
LBRDK
$5.07B
| $41M | 0.04% |
541,600
+308,200
| +132% | +$23.3M |
|
533
Ametek
AME
$59.3B
| $40.8M | 0.04% |
+565,750
| New | +$41.9M |
|
534
Civeo
CVEO
$345M
| $40.8M | 0.04% |
779,050
+74,075
| +11% | +$3.36M |
|
535
Northwest Natural Holdings
NWN
$2.12B
| $40.7M | 0.04% |
637,600
+71,300
| +13% | +$4.29M |
|
536
Ituran Location and Control
ITRN
$1.07B
| $40.7M | 0.04% |
1,339,600
+79,200
| +6% | +$2.5M |
|
537
Kimberly-Clark
KMB
$36.2B
| $40.6M | 0.04% |
+385,200
| New | +$40M |
|
|
SVC
538
Service Properties Trust
SVC
$1.1B
| $40.2M | 0.04% |
281,200
+4,980
| +2% | +$673K |
|
539
NiSource
NI
$20.1B
| $40.2M | 0.04% |
1,528,100
+136,500
| +10% | +$3.35M |
|
|
CUTR
540
DELISTED
Cutera, Inc.
CUTR
| $40.1M | 0.04% |
995,900
-83,700
| -8% | -$3.86M |
|
541
Unitil
UTL
$984M
| $40M | 0.04% |
783,800
+67,375
| +9% | +$3.24M |
|
|
BRSS
542
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
| $40M | 0.04% |
1,276,000
+56,300
| +5% | +$1.8M |
|
543
Lincoln National
LNC
$8.44B
| $40M | 0.04% |
641,974
+605,700
| +1,670% | +$41.4M |
|
|
VEDL
544
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $39.9M | 0.04% |
2,934,360
+543,900
| +23% | +$8.74M |
|
545
AB InBev
BUD
$156B
| $39.8M | 0.04% |
395,300
+137,100
| +53% | +$13.6M |
|
546
Rollins
ROL
$17.6B
| $39.6M | 0.04% |
1,695,994
-1,168,650
| -41% | -$26.5M |
|
|
AHRT
547
AH Realty Trust
AHRT
$501M
| $39.4M | 0.04% |
2,646,600
+373,400
| +16% | +$5.27M |
|
|
AGR
548
DELISTED
Avangrid, Inc.
AGR
| $39.4M | 0.04% |
743,800
+318,900
| +75% | +$16.5M |
|
549
National Healthcare
NHC
$3.47B
| $39.4M | 0.04% |
559,200
+29,200
| +6% | +$1.91M |
|
|
COUP
550
DELISTED
Coupa Software Incorporated
COUP
| $39.3M | 0.04% |
632,000
-541,000
| -46% | -$28.8M |
|
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.