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 |
Amazon
AMZN
|
+$729M |
| 2 |
Booking.com
BKNG
|
+$309M |
| 3 |
PepsiCo
PEP
|
+$294M |
| 4 |
Comcast
CMCSA
|
+$285M |
| 5 |
Netflix
NFLX
|
+$242M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$778M |
| 2 |
Walmart Inc
WMT
|
+$382M |
| 3 |
GE Aerospace
GE
|
+$361M |
| 4 |
NetEase
NTES
|
+$344M |
| 5 |
Becton Dickinson
BDX
|
+$343M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 16.7% |
| 2 | Technology | 14.02% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Financials | 10.92% |
| 5 | Industrials | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
UBNK
776
DELISTED
United Financial Bancorp, Inc.
UBNK
| $26.5M | 0.03% |
1,632,812
+10,900
| +0.7% | +$181K |
|
777
Booz Allen Hamilton
BAH
$9.43B
| $26.3M | 0.03% |
680,394
+402,000
| +144% | +$15.5M |
|
778
Baidu
BIDU
$35.5B
| $26.3M | 0.03% |
117,980
-437,520
| -79% | -$108M |
|
779
COPT Defense Properties
CDP
$4.23B
| $26.1M | 0.03% |
1,011,300
-895,400
| -47% | -$23.7M |
|
|
CTRL
780
DELISTED
Control4 Corporation
CTRL
| $26M | 0.03% |
1,212,300
+160,400
| +15% | +$4.29M |
|
781
Workiva
WK
$4.01B
| $26M | 0.03% |
1,096,300
+338,000
| +45% | +$7.77M |
|
|
NAVG
782
DELISTED
Navigators Group Inc
NAVG
| $25.9M | 0.03% |
449,400
+15,600
| +4% | +$819K |
|
|
HTO
783
H2O America
HTO
$2.65B
| $25.9M | 0.03% |
490,900
+53,200
| +12% | +$2.99M |
|
|
BNY
784
Bank of New York Mellon
BNY
$110B
| $25.8M | 0.03% |
501,577
+18,200
| +4% | +$1.01M |
|
|
MNTA
785
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $25.8M | 0.03% |
1,423,400
-159,600
| -10% | -$2.66M |
|
786
Abercrombie & Fitch
ANF
$4.84B
| $25.8M | 0.03% |
1,066,500
+326,000
| +44% | +$6.89M |
|
|
TARO
787
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $25.8M | 0.03% |
261,400
+8,700
| +3% | +$882K |
|
|
FBC
788
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $25.7M | 0.03% |
727,012
+65,000
| +10% | +$2.38M |
|
789
Manulife Financial
MFC
$72.9B
| $25.7M | 0.03% |
+1,384,624
| New | +$27.7M |
|
790
PJT Partners
PJT
$4.57B
| $25.7M | 0.03% |
512,800
+190,200
| +59% | +$9.17M |
|
|
TMHC
791
DELISTED
Taylor Morrison
TMHC
| $25.6M | 0.03% |
1,101,800
-457,000
| -29% | -$11.4M |
|
|
QADA
792
DELISTED
QAD Inc.
QADA
| $25.6M | 0.03% |
613,677
-3,500
| -0.6% | -$150K |
|
|
ETP
793
DELISTED
Energy Transfer Partners, L.P.
ETP
| $25.5M | 0.03% |
1,574,229
-292,671
| -16% | -$5.44M |
|
794
Reinsurance Group of America
RGA
$16.4B
| $25.5M | 0.03% |
165,800
+44,100
| +36% | +$6.93M |
|
795
iRhythm Holdings
IRTC
$4.06B
| $25.5M | 0.03% |
405,300
+161,000
| +66% | +$9.97M |
|
796
Piper Sandler
PIPR
$5.54B
| $25.4M | 0.03% |
1,221,200
+696,800
| +133% | +$15.4M |
|
797
MGE Energy Inc
MGEE
$3.06B
| $25.3M | 0.03% |
451,094
+179,444
| +66% | +$10.2M |
|
798
Gilat Satellite Networks
GILT
$886M
| $25.3M | 0.03% |
2,868,754
+53,824
| +2% | +$452K |
|
799
Everest Group
EG
$14B
| $25.2M | 0.03% |
98,300
+67,000
| +214% | +$16.1M |
|
800
Ingevity
NGVT
$2.59B
| $25.1M | 0.03% |
341,200
+121,800
| +56% | +$9.11M |
|
Similar funds
Jim Simons's Q1 2018 Portfolio in Review
As of Q1 2018, Jim Simons held 3,782 positions worth $91.4B, up 0.81% from $90.7B the previous quarter. Its ten largest holdings account for 9% of the portfolio.
Jim Simons's Q1 2018 filing shows 474 new, 1,645 increased, 1,192 reduced and 438 closed positions. Its largest new stake was Amazon: 10,199,100 shares worth $738M. The largest sale was ExxonMobil, an estimated $778M.
By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jim Simons's largest Q1 2018 buy was Amazon: 10,199,100 shares worth $738M.
- Jim Simons added most to Booking.com in Q1 2018, an estimated $309M increase.
- Jim Simons's biggest Q1 2018 reduction was ExxonMobil, cutting an estimated $778M.
- Jim Simons fully exited Marathon Petroleum in Q1 2018, selling an estimated $132M.
- Jim Simons's ten largest holdings make up 9% of its $91.4B portfolio in Q1 2018.
- Jim Simons opened 474 new positions and closed 438 in Q1 2018.
- Jim Simons's portfolio value rose 0.81% quarter-over-quarter to $91.4B.
Based on Renaissance Technologies's 13F filing for Q1 2018, filed 14 May 2018.