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 | |
|---|---|---|---|---|---|---|
|
CO
876
DELISTED
Global Cord Blood Corporation
CO
| $21.6M | 0.02% |
2,280,400
-3,500
| -0.2% | -$33.5K |
|
|
MRSH
877
Marsh
MRSH
$90.1B
| $21.6M | 0.02% |
262,900
+187,200
| +247% | +$15.3M |
|
878
Grupo Aeroportuario Centro Norte
OMAB
$5.28B
| $21.5M | 0.02% |
517,000
+9,800
| +2% | +$398K |
|
879
SFL Corp
SFL
$1.57B
| $21.5M | 0.02% |
1,437,962
+1,083,330
| +305% | +$15.8M |
|
880
RCI Hospitality Holdings
RICK
$214M
| $21.5M | 0.02% |
679,196
+22,486
| +3% | +$676K |
|
881
First American
FAF
$7.38B
| $21.5M | 0.02% |
415,400
+32,400
| +8% | +$1.73M |
|
882
Aramark
ARMK
$15.9B
| $21.5M | 0.02% |
800,944
-413,840
| -34% | -$11.4M |
|
883
NovoCure
NVCR
$2.05B
| $21.4M | 0.02% |
682,603
+501,203
| +276% | +$13.9M |
|
|
EGN
884
DELISTED
Energen
EGN
| $21.4M | 0.02% |
293,200
+225,800
| +335% | +$14.8M |
|
|
BIG
885
DELISTED
Big Lots, Inc.
BIG
| $21.3M | 0.02% |
510,000
+403,900
| +381% | +$17M |
|
886
Calix
CALX
$2.51B
| $21.3M | 0.02% |
2,725,100
-600
| -0% | -$4.23K |
|
|
CHMI
887
Cherry Hill Mortgage Investment Corp
CHMI
$107M
| $21.2M | 0.02% |
1,188,700
+212,200
| +22% | +$3.84M |
|
|
CEL
888
DELISTED
Cellcom Israel, Ltd.
CEL
| $21.2M | 0.02% |
3,715,800
-3,800
| -0.1% | -$25.8K |
|
|
AVP
889
DELISTED
Avon Products, Inc.
AVP
| $21.1M | 0.02% |
13,005,100
-1,320,200
| -9% | -$2.8M |
|
890
Atmos Energy
ATO
$28.7B
| $21M | 0.02% |
232,800
-57,400
| -20% | -$4.97M |
|
|
CARO
891
DELISTED
Carolina Financial Corp.
CARO
| $20.9M | 0.02% |
486,487
+63,714
| +15% | +$2.65M |
|
|
VRTU
892
DELISTED
Virtusa Corporation
VRTU
| $20.8M | 0.02% |
428,201
+283,701
| +196% | +$13.8M |
|
893
Dana Inc
DAN
$3.2B
| $20.8M | 0.02% |
1,032,300
+765,400
| +287% | +$18.2M |
|
894
Coeur Mining
CDE
$19.3B
| $20.8M | 0.02% |
2,738,428
-643,400
| -19% | -$5.19M |
|
895
Macerich
MAC
$6.99B
| $20.8M | 0.02% |
+365,883
| New | +$20.8M |
|
896
Clearway Energy Class C
CWEN
$7.06B
| $20.7M | 0.02% |
1,202,000
+596,900
| +99% | +$10.4M |
|
|
LPT
897
DELISTED
Liberty Property Trust
LPT
| $20.7M | 0.02% |
466,200
-651,000
| -58% | -$27.6M |
|
|
CMO
898
DELISTED
Capstead Mortgage Corp.
CMO
| $20.6M | 0.02% |
2,303,646
+67,132
| +3% | +$602K |
|
899
Interactive Brokers
IBKR
$41.5B
| $20.6M | 0.02% |
1,279,200
-392,400
| -23% | -$7.1M |
|
|
CLD
900
DELISTED
Cloud Peak Energy Inc
CLD
| $20.6M | 0.02% |
5,900,700
+27,800
| +0.5% | +$92.7K |
|
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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.