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 | |
|---|---|---|---|---|---|---|
701
CNA Financial
CNA
$13.7B
| $29.2M | 0.03% |
640,200
+194,100
| +44% | +$9.38M |
|
702
Phibro Animal Health
PAHC
$1.37B
| $29.2M | 0.03% |
634,500
+97,700
| +18% | +$4.33M |
|
703
Stoneridge
SRI
$197M
| $29.2M | 0.03% |
831,200
+96,400
| +13% | +$2.93M |
|
704
General Motors
GM
$76.1B
| $29.2M | 0.03% |
740,180
-1,888,530
| -72% | -$74.4M |
|
705
Expeditors International
EXPD
$24B
| $29.1M | 0.03% |
397,416
+16,700
| +4% | +$1.17M |
|
706
KRONOS Worldwide
KRO
$905M
| $29M | 0.03% |
1,287,900
+43,000
| +3% | +$1.02M |
|
707
GoPro
GPRO
$106M
| $29M | 0.03% |
4,496,600
+3,719,700
| +479% | +$20.7M |
|
708
Churchill Downs
CHDN
$6.17B
| $28.9M | 0.03% |
+584,250
| New | +$27.3M |
|
|
ADSW
709
DELISTED
Advanced Disposal Services Inc
ADSW
| $28.9M | 0.03% |
1,164,293
+79,893
| +7% | +$1.86M |
|
710
Gentex
GNTX
$4.93B
| $28.8M | 0.03% |
1,250,900
+27,500
| +2% | +$653K |
|
711
NatWest
NWG
$76.7B
| $28.8M | 0.03% |
3,927,300
+305,593
| +8% | +$2.46M |
|
712
Elevance Health
ELV
$86.6B
| $28.7M | 0.03% |
120,673
-512,600
| -81% | -$119M |
|
713
New York Times
NYT
$10.3B
| $28.7M | 0.03% |
1,107,300
+98,700
| +10% | +$2.32M |
|
|
UBNK
714
DELISTED
United Financial Bancorp, Inc.
UBNK
| $28.6M | 0.03% |
1,634,739
+1,927
| +0.1% | +$33.1K |
|
|
BRKL
715
DELISTED
Brookline Bancorp
BRKL
| $28.6M | 0.03% |
1,537,000
+150,600
| +11% | +$2.64M |
|
716
Kroger
KR
$34.3B
| $28.6M | 0.03% |
+1,004,400
| New | +$25.3M |
|
|
DF
717
DELISTED
Dean Foods Company
DF
| $28.6M | 0.03% |
2,718,600
-566,300
| -17% | -$5.35M |
|
|
ESIO
718
DELISTED
Electro Scientific Industries
ESIO
| $28.5M | 0.03% |
1,808,720
+60,020
| +3% | +$1.13M |
|
719
Workiva
WK
$3.7B
| $28.4M | 0.03% |
1,164,000
+67,700
| +6% | +$1.7M |
|
720
Rush Enterprises Class A
RUSHA
$9.41B
| $28.4M | 0.03% |
1,473,075
-113,625
| -7% | -$2.16M |
|
721
Blackstone Mortgage Trust
BXMT
$2.41B
| $28.4M | 0.03% |
902,780
+606,500
| +205% | +$19.1M |
|
722
Carriage Services
CSV
$535M
| $28.3M | 0.03% |
1,150,700
+134,800
| +13% | +$3.51M |
|
723
Independent Bank Corp
IBCP
$850M
| $28.2M | 0.03% |
1,106,600
+174,700
| +19% | +$4.34M |
|
724
Rapid7
RPD
$827M
| $28.2M | 0.03% |
999,200
+215,700
| +28% | +$6.42M |
|
|
MNTA
725
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $28.2M | 0.03% |
1,378,500
-44,900
| -3% | -$963K |
|
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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.