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 | |
|---|---|---|---|---|---|---|
901
National Fuel Gas
NFG
$7.77B
| $20.6M | 0.02% |
388,100
+280,900
| +262% | +$14.5M |
|
|
SIVB
902
DELISTED
SVB Financial Group
SIVB
| $20.6M | 0.02% |
+71,170
| New | +$20.9M |
|
903
Urban Outfitters
URBN
$6.63B
| $20.5M | 0.02% |
+460,900
| New | +$19.3M |
|
904
Principal Financial Group
PFG
$24.4B
| $20.5M | 0.02% |
386,764
+375,864
| +3,448% | +$21.8M |
|
905
Camden National
CAC
$990M
| $20.5M | 0.02% |
447,449
+19,500
| +5% | +$883K |
|
906
First Commonwealth Financial
FCF
$2.18B
| $20.4M | 0.02% |
1,315,400
+147,400
| +13% | +$2.27M |
|
907
TriCo Bancshares
TCBK
$1.84B
| $20.4M | 0.02% |
544,537
+6,345
| +1% | +$243K |
|
908
Adtran
ADTN
$665M
| $20.3M | 0.02% |
1,369,028
-404,500
| -23% | -$6.03M |
|
|
LSXMA
909
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $20.3M | 0.02% |
623,831
+204,576
| +49% | +$6.48M |
|
910
East-West Bancorp
EWBC
$18.5B
| $20.3M | 0.02% |
311,133
+84,500
| +37% | +$5.72M |
|
|
HTB
911
HomeTrust Bancshares
HTB
$831M
| $20.2M | 0.02% |
719,015
+44,000
| +7% | +$1.19M |
|
|
TBNK
912
DELISTED
Territorial Bancorp Inc.
TBNK
| $20.2M | 0.02% |
652,200
+51,600
| +9% | +$1.57M |
|
913
White Mountains Insurance
WTM
$5.06B
| $20.2M | 0.02% |
22,300
+11,289
| +103% | +$9.94M |
|
914
CBRE Group
CBRE
$42.7B
| $20.2M | 0.02% |
422,600
+111,900
| +36% | +$5.29M |
|
915
Altria Group
MO
$107B
| $20.1M | 0.02% |
+354,700
| New | +$20.5M |
|
916
BlueLinx
BXC
$701M
| $20.1M | 0.02% |
536,260
-49,000
| -8% | -$1.91M |
|
|
BFS
917
Saul Centers
BFS
$850M
| $20.1M | 0.02% |
374,600
+2,800
| +0.8% | +$140K |
|
918
Accuray
ARAY
$33.4M
| $20.1M | 0.02% |
4,890,600
+229,700
| +5% | +$1.06M |
|
|
CIO
919
DELISTED
City Office REIT
CIO
| $20M | 0.02% |
1,558,500
+346,900
| +29% | +$4.13M |
|
920
Extreme Networks
EXTR
$3.2B
| $20M | 0.02% |
2,509,261
-1,601,500
| -39% | -$15.4M |
|
|
ZIXI
921
DELISTED
Zix Corporation
ZIXI
| $20M | 0.02% |
3,704,400
-22,800
| -0.6% | -$117K |
|
922
Aptiv
APTV
$10.1B
| $19.9M | 0.02% |
217,500
-126,500
| -37% | -$11.8M |
|
|
CLR
923
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $19.9M | 0.02% |
+307,500
| New | +$19.9M |
|
|
FFKT
924
DELISTED
Farmers Capital Bank Corp
FFKT
| $19.9M | 0.02% |
381,300
+36,400
| +11% | +$1.83M |
|
925
Kennametal
KMT
$2.35B
| $19.8M | 0.02% |
+552,800
| New | +$21.2M |
|
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.