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 | |
|---|---|---|---|---|---|---|
726
Ubiquiti
UI
$35B
| $28.2M | 0.03% |
332,300
+29,800
| +10% | +$2.34M |
|
727
Mercantile Bank Corp
MBWM
$1.06B
| $28.1M | 0.03% |
760,515
+56,600
| +8% | +$2.03M |
|
728
Vishay Precision Group
VPG
$934M
| $28.1M | 0.03% |
736,200
+67,100
| +10% | +$2.28M |
|
|
ENV
729
DELISTED
ENVESTNET, INC.
ENV
| $28M | 0.03% |
509,392
+33,100
| +7% | +$1.84M |
|
730
Verisk Analytics
VRSK
$23.5B
| $28M | 0.03% |
260,000
-348,200
| -57% | -$37.1M |
|
731
eGain
EGAN
$200M
| $27.9M | 0.03% |
1,846,200
+597,800
| +48% | +$6.44M |
|
732
Huntsman Corp
HUN
$1.78B
| $27.9M | 0.03% |
954,400
-1,154,100
| -55% | -$35.7M |
|
|
LSI
733
DELISTED
Life Storage, Inc.
LSI
| $27.8M | 0.03% |
429,000
+32,700
| +8% | +$1.98M |
|
734
SiriusXM
SIRI
$9.59B
| $27.8M | 0.03% |
411,000
+366,190
| +817% | +$24.7M |
|
735
CVR Energy
CVI
$3.52B
| $27.8M | 0.03% |
751,400
-145,000
| -16% | -$5.47M |
|
736
DXC Technology
DXC
$1.71B
| $27.7M | 0.03% |
344,100
-589,370
| -63% | -$50.7M |
|
737
Hanmi Financial
HAFC
$956M
| $27.7M | 0.03% |
978,057
-38,000
| -4% | -$1.13M |
|
|
ALX
738
Alexander's
ALX
$1.39B
| $27.7M | 0.03% |
72,400
+10,800
| +18% | +$4.18M |
|
|
CSFL
739
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $27.7M | 0.03% |
927,271
-121,500
| -12% | -$3.61M |
|
740
Quest Diagnostics
DGX
$26.2B
| $27.6M | 0.03% |
251,500
-88,300
| -26% | -$9.2M |
|
741
First Horizon
FHN
$12.3B
| $27.6M | 0.03% |
1,547,234
-147,300
| -9% | -$2.77M |
|
|
PBPB
742
DELISTED
Potbelly
PBPB
| $27.6M | 0.03% |
2,128,300
+133,900
| +7% | +$1.69M |
|
743
Towne Bank
TOWN
$3.49B
| $27.5M | 0.03% |
856,827
+28,400
| +3% | +$882K |
|
744
Winmark
WINA
$1.24B
| $27.5M | 0.03% |
185,200
+5,400
| +3% | +$740K |
|
745
Stepan Co
SCL
$1.48B
| $27.5M | 0.03% |
352,300
-14,100
| -4% | -$1.08M |
|
|
GPT
746
DELISTED
Gramercy Property Trust
GPT
| $27.4M | 0.03% |
1,002,613
+210,900
| +27% | +$5.4M |
|
|
I
747
DELISTED
INTELSAT S. A.
I
| $27.3M | 0.03% |
1,640,400
+240,800
| +17% | +$3.11M |
|
|
PE
748
DELISTED
PARSLEY ENERGY INC
PE
| $27.3M | 0.03% |
+902,500
| New | +$26.6M |
|
749
Sterling Infrastructure
STRL
$16.8B
| $27.3M | 0.03% |
2,096,000
-91,096
| -4% | -$1.13M |
|
750
Chesapeake Utilities
CPK
$3.25B
| $27.3M | 0.03% |
341,300
+29,100
| +9% | +$2.22M |
|
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.