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 | |
|---|---|---|---|---|---|---|
|
WPX
826
DELISTED
WPX Energy, Inc.
WPX
| $23.6M | 0.03% |
1,310,600
+999,400
| +321% | +$17.1M |
|
|
ZNH
827
DELISTED
China Southern Airlines Company Limited
ZNH
| $23.6M | 0.03% |
596,700
+20,100
| +3% | +$1.03M |
|
|
TMX
828
DELISTED
Terminix Global Holdings, Inc.
TMX
| $23.6M | 0.03% |
592,124
-944,920
| -61% | -$35.1M |
|
829
Hawaiian Electric Industries
HE
$2.06B
| $23.5M | 0.03% |
685,800
+116,700
| +21% | +$3.97M |
|
830
Spok Holdings
SPOK
$230M
| $23.5M | 0.03% |
1,562,900
-1,200
| -0.1% | -$18.1K |
|
831
AGCO
AGCO
$7.11B
| $23.5M | 0.03% |
387,300
+50,000
| +15% | +$3.19M |
|
|
ARCH
832
DELISTED
Arch Resources, Inc.
ARCH
| $23.5M | 0.03% |
299,400
-112,900
| -27% | -$9.62M |
|
833
New Jersey Resources
NJR
$5.62B
| $23.4M | 0.03% |
523,600
-70,400
| -12% | -$2.97M |
|
|
PSB
834
DELISTED
PS Business Parks, Inc.
PSB
| $23.3M | 0.03% |
181,600
-70,700
| -28% | -$8.43M |
|
835
CBIZ
CBZ
$2.96B
| $23.2M | 0.03% |
1,007,126
+170,200
| +20% | +$3.44M |
|
836
Kadant
KAI
$3.94B
| $23.2M | 0.03% |
240,800
+65,600
| +37% | +$6.3M |
|
|
REGI
837
DELISTED
Renewable Energy Group, Inc.
REGI
| $23.1M | 0.03% |
1,293,179
+166,412
| +15% | +$2.58M |
|
838
Brookdale Senior Living
BKD
$3.1B
| $23.1M | 0.03% |
2,537,886
+1,857,286
| +273% | +$14.4M |
|
839
Chord Energy
CHRD
$7.53B
| $23.1M | 0.03% |
1,777,400
+305,600
| +21% | +$3.48M |
|
840
Seaboard Corp
SEB
$4.02B
| $23M | 0.03% |
5,814
+530
| +10% | +$2.14M |
|
841
Nathan's Famous
NATH
$397M
| $23M | 0.03% |
244,415
+11,315
| +5% | +$940K |
|
842
Baxter International
BAX
$13.9B
| $22.9M | 0.03% |
310,600
-812,145
| -72% | -$57.2M |
|
843
FMC
FMC
$1.28B
| $22.9M | 0.03% |
295,860
-235,442
| -44% | -$17.5M |
|
844
TC Energy
TRP
$66.3B
| $22.9M | 0.02% |
529,100
-475,000
| -47% | -$20.2M |
|
845
Ezcorp Inc
EZPW
$1.78B
| $22.8M | 0.02% |
1,892,418
-449,500
| -19% | -$5.89M |
|
|
PDLI
846
DELISTED
PDL BioPharma, Inc.
PDLI
| $22.7M | 0.02% |
9,688,354
+39,500
| +0.4% | +$110K |
|
847
Federal Agricultural Mortgage
AGM
$2.58B
| $22.7M | 0.02% |
253,300
+26,800
| +12% | +$2.41M |
|
848
First Busey Corp
BUSE
$2.58B
| $22.7M | 0.02% |
714,425
+71,100
| +11% | +$2.22M |
|
|
UCFC
849
DELISTED
United Community Financial Corp
UCFC
| $22.6M | 0.02% |
2,059,304
+616,900
| +43% | +$6.48M |
|
850
Natural Health Trends
NHTC
$15.4M
| $22.6M | 0.02% |
904,400
+13,700
| +2% | +$287K |
|
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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.