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 | |
|---|---|---|---|---|---|---|
776
Stride
LRN
$3.27B
| $25.8M | 0.03% |
1,576,300
+48,500
| +3% | +$752K |
|
|
SHLM
777
DELISTED
Schulman (A.) Inc
SHLM
| $25.8M | 0.03% |
578,900
+77,900
| +16% | +$3.4M |
|
|
CHFN
778
DELISTED
Charter Financial Corp
CHFN
| $25.7M | 0.03% |
1,065,459
+53,000
| +5% | +$1.26M |
|
779
Cimpress
CMPR
$2.4B
| $25.6M | 0.03% |
176,622
+67,522
| +62% | +$9.77M |
|
780
Hartford Financial Services
HIG
$37.7B
| $25.6M | 0.03% |
499,800
-133,100
| -21% | -$6.97M |
|
|
VER
781
DELISTED
VEREIT, Inc.
VER
| $25.3M | 0.03% |
680,751
+568,520
| +507% | +$20M |
|
|
TWTR
782
DELISTED
Twitter, Inc.
TWTR
| $25.2M | 0.03% |
577,400
-3,325,200
| -85% | -$117M |
|
783
Fomento Económico Mexicano
FMX
$40B
| $25.2M | 0.03% |
287,100
-102,800
| -26% | -$9.08M |
|
|
IMOS
784
ChipMOS TECHNOLOGIES
IMOS
$1.96B
| $25.2M | 0.03% |
1,414,048
-25,894
| -2% | -$452K |
|
785
Middlesex Water
MSEX
$1.1B
| $25.2M | 0.03% |
597,100
-1,500
| -0.3% | -$62.2K |
|
786
Trinity Industries
TRN
$2.3B
| $25.2M | 0.03% |
1,020,082
+54,727
| +6% | +$1.32M |
|
787
American Eagle Outfitters
AEO
$2.72B
| $25.2M | 0.03% |
+1,081,871
| New | +$24M |
|
788
Diamondrock Hospitality Co
DRH
$2.5B
| $25.1M | 0.03% |
2,048,084
-95,900
| -4% | -$1.12M |
|
789
Tesla
TSLA
$1.29T
| $25.1M | 0.03% |
1,099,380
-4,417,500
| -80% | -$89.8M |
|
790
Fossil Group
FOSL
$311M
| $25.1M | 0.03% |
+935,400
| New | +$19.2M |
|
791
AptarGroup
ATR
$8.47B
| $25.1M | 0.03% |
268,300
-67,600
| -20% | -$6.29M |
|
792
Unifirst Corp
UNF
$5.24B
| $25M | 0.03% |
141,400
-4,400
| -3% | -$753K |
|
793
NXP Semiconductors
NXPI
$58.9B
| $25M | 0.03% |
228,761
-1,787,927
| -89% | -$197M |
|
794
Utah Medical Products
UTMD
$230M
| $24.9M | 0.03% |
226,300
+7,378
| +3% | +$770K |
|
|
PDCO
795
DELISTED
Patterson Companies, Inc.
PDCO
| $24.9M | 0.03% |
1,097,604
+759,500
| +225% | +$17.1M |
|
796
B2Gold
BTG
$6.88B
| $24.8M | 0.03% |
9,599,997
-1,956,700
| -17% | -$5.35M |
|
797
Tenaris
TS
$26.8B
| $24.7M | 0.03% |
+678,100
| New | +$25.1M |
|
798
Alamos Gold
AGI
$14B
| $24.6M | 0.03% |
4,321,671
+220,200
| +5% | +$1.21M |
|
799
Sturm, Ruger & Co
RGR
$600M
| $24.6M | 0.03% |
438,900
+135,800
| +45% | +$7.92M |
|
800
Murphy Oil
MUR
$5.06B
| $24.5M | 0.03% |
726,600
+298,000
| +70% | +$9.19M |
|
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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.