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 | |
|---|---|---|---|---|---|---|
801
MGE Energy Inc
MGEE
$3.07B
| $24.5M | 0.03% |
388,150
-62,944
| -14% | -$3.67M |
|
802
Westwood Holdings Group
WHG
$183M
| $24.5M | 0.03% |
411,000
+68,600
| +20% | +$4M |
|
|
AUY
803
DELISTED
Yamana Gold, Inc.
AUY
| $24.5M | 0.03% |
8,435,275
+1,694,400
| +25% | +$4.93M |
|
804
Glaukos
GKOS
$11B
| $24.4M | 0.03% |
601,200
+95,300
| +19% | +$3.39M |
|
805
Arbor Realty Trust
ABR
$974M
| $24.4M | 0.03% |
2,341,702
+687,651
| +42% | +$6.4M |
|
|
MB
806
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
| $24.4M | 0.03% |
632,600
-267,800
| -30% | -$10.5M |
|
|
ANAT
807
DELISTED
American National Group, Inc. Common Stock
ANAT
| $24.4M | 0.03% |
203,800
-24,400
| -11% | -$2.93M |
|
|
CSII
808
DELISTED
Cardiovascular Systems, Inc.
CSII
| $24.4M | 0.03% |
753,300
-146,700
| -16% | -$4.04M |
|
809
RTX Corp
RTX
$300B
| $24.3M | 0.03% |
309,219
-1,237,673
| -80% | -$96.9M |
|
810
Sabre
SABR
$831M
| $24.3M | 0.03% |
+986,284
| New | +$22.9M |
|
811
First Bancorp
FBNC
$2.72B
| $24.3M | 0.03% |
593,814
+12,605
| +2% | +$499K |
|
812
Plains All American Pipeline
PAA
$16.4B
| $24.3M | 0.03% |
+1,025,914
| New | +$24.7M |
|
813
Q2 Holdings
QTWO
$3.9B
| $24.2M | 0.03% |
424,809
+204,609
| +93% | +$11.2M |
|
814
QCR Holdings
QCRH
$1.73B
| $24.2M | 0.03% |
510,700
+80,200
| +19% | +$3.78M |
|
|
CTT
815
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
| $24.2M | 0.03% |
1,898,500
+348,100
| +22% | +$4.48M |
|
816
Kinder Morgan
KMI
$70.7B
| $24M | 0.03% |
+1,360,231
| New | +$22.3M |
|
|
COHR
817
DELISTED
Coherent Inc
COHR
| $23.9M | 0.03% |
152,900
-27,300
| -15% | -$4.62M |
|
|
ULTI
818
DELISTED
Ultimate Software Group Inc
ULTI
| $23.8M | 0.03% |
92,614
+54,700
| +144% | +$14M |
|
|
IPG
819
DELISTED
Interpublic Group of Companies
IPG
| $23.8M | 0.03% |
1,016,400
+798,000
| +365% | +$18.8M |
|
820
InterContinental Hotels
IHG
$23.9B
| $23.8M | 0.03% |
361,063
-128,472
| -26% | -$8.62M |
|
821
ArcelorMittal
MT
$55.9B
| $23.8M | 0.03% |
820,401
+393,607
| +92% | +$13.1M |
|
|
SC
822
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $23.8M | 0.03% |
1,246,910
-562,390
| -31% | -$10.3M |
|
|
ABAX
823
DELISTED
Abaxis Inc
ABAX
| $23.7M | 0.03% |
285,971
+150,571
| +111% | +$11.6M |
|
|
LOGM
824
DELISTED
LogMein, Inc.
LOGM
| $23.7M | 0.03% |
229,227
+134,200
| +141% | +$15M |
|
|
BSTC
825
DELISTED
BioSpecifics Technologies Corp.
BSTC
| $23.6M | 0.03% |
526,900
+24,900
| +5% | +$1.07M |
|
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.