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 | |
|---|---|---|---|---|---|---|
51
Tapestry
TPR
$32.4B
| $276M | 0.3% |
5,915,500
+59,100
| +1% | +$2.84M |
|
52
Molina Healthcare
MOH
$10.2B
| $275M | 0.3% |
2,805,850
+709,100
| +34% | +$61.8M |
|
53
Fortinet
FTNT
$119B
| $267M | 0.29% |
21,394,000
-2,610,500
| -11% | -$30.9M |
|
54
AvalonBay Communities
AVB
$26B
| $262M | 0.29% |
1,524,514
-67,000
| -4% | -$11.1M |
|
55
DTE Energy
DTE
$28.6B
| $261M | 0.28% |
2,963,526
-325,534
| -10% | -$28.2M |
|
56
Icon
ICLR
$12.8B
| $256M | 0.28% |
1,933,360
+10,600
| +0.6% | +$1.32M |
|
57
Keurig Dr Pepper
KDP
$39.7B
| $254M | 0.28% |
2,084,700
+798,800
| +62% | +$95.9M |
|
58
Philip Morris
PM
$290B
| $251M | 0.27% |
3,109,431
-1,532,700
| -33% | -$130M |
|
59
Ameren
AEE
$29.8B
| $250M | 0.27% |
4,100,847
+282,247
| +7% | +$16.2M |
|
60
Equinor
EQNR
$97.2B
| $243M | 0.27% |
9,213,123
-949,477
| -9% | -$24.7M |
|
61
Usana Health Sciences
USNA
$254M
| $243M | 0.26% |
2,105,466
+144,000
| +7% | +$15.8M |
|
62
ServiceNow
NOW
$132B
| $242M | 0.26% |
7,007,000
-4,479,000
| -39% | -$155M |
|
|
WWE
63
DELISTED
World Wrestling Entertainment
WWE
| $242M | 0.26% |
3,318,100
+1,083,700
| +49% | +$54.9M |
|
64
Waste Management
WM
$90.7B
| $241M | 0.26% |
2,966,000
-1,014,000
| -25% | -$84M |
|
|
AIV
65
Aimco
AIV
$376M
| $240M | 0.26% |
42,656,551
-1,803,135
| -4% | -$9.8M |
|
66
Comcast
CMCSA
$91B
| $232M | 0.25% |
7,084,976
-268,000
| -4% | -$8.73M |
|
67
Petrobras
PBR
$116B
| $230M | 0.25% |
22,890,250
+5,399,750
| +31% | +$69.1M |
|
|
P
68
Everpure Inc
P
$36.4B
| $229M | 0.25% |
9,568,900
-1,179,700
| -11% | -$25.9M |
|
69
Entergy
ETR
$49.7B
| $224M | 0.24% |
5,554,200
-1,069,000
| -16% | -$42.3M |
|
|
WCN
70
Waste Connections
WCN
$42B
| $224M | 0.24% |
2,976,711
+124,200
| +4% | +$9.28M |
|
71
Consolidated Edison
ED
$39.8B
| $221M | 0.24% |
2,836,200
-136,200
| -5% | -$10.4M |
|
72
AbbVie
ABBV
$442B
| $219M | 0.24% |
2,362,283
+606,627
| +35% | +$59.2M |
|
73
Markel Group
MKL
$22.8B
| $216M | 0.24% |
199,041
+18,680
| +10% | +$21.1M |
|
|
EA
74
DELISTED
Electronic Arts
EA
| $213M | 0.23% |
1,512,464
-2,900
| -0.2% | -$377K |
|
75
Kinross Gold
KGC
$32.3B
| $205M | 0.22% |
54,555,299
+6,743,300
| +14% | +$25.3M |
|
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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.