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 | |
|---|---|---|---|---|---|---|
926
Bassett Furniture
BSET
$171M
| $19.8M | 0.02% |
719,999
+105,599
| +17% | +$3M |
|
|
DFS
927
DELISTED
Discover Financial Services
DFS
| $19.7M | 0.02% |
279,100
+274,900
| +6,545% | +$20.2M |
|
928
Erie Indemnity
ERIE
$13.5B
| $19.6M | 0.02% |
167,400
+19,000
| +13% | +$2.2M |
|
929
Bright Horizons
BFAM
$3.76B
| $19.6M | 0.02% |
191,300
-154,700
| -45% | -$15.5M |
|
|
LTM
930
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
| $19.6M | 0.02% |
1,981,900
-561,257
| -22% | -$7.53M |
|
|
ACOR
931
DELISTED
Acorda Therapeutics
ACOR
| $19.5M | 0.02% |
5,674
+3,945
| +228% | +$12.1M |
|
932
Avista
AVA
$3.23B
| $19.5M | 0.02% |
371,000
+74,800
| +25% | +$3.91M |
|
|
MIXT
933
DELISTED
MIX TELEMATICS LIMITED
MIXT
| $19.5M | 0.02% |
1,100,200
+194,224
| +21% | +$3.47M |
|
|
OMN
934
DELISTED
OMNOVA Solutions Inc.
OMN
| $19.5M | 0.02% |
1,874,275
+67,800
| +4% | +$723K |
|
|
PAMT
935
PAMT Corp
PAMT
$279M
| $19.5M | 0.02% |
1,658,400
+136,288
| +9% | +$1.35M |
|
936
Graco
GGG
$13.4B
| $19.4M | 0.02% |
430,100
-111,700
| -21% | -$5.12M |
|
937
Ennis
EBF
$556M
| $19.4M | 0.02% |
955,300
+186,600
| +24% | +$3.54M |
|
938
Independence Realty Trust
IRT
$3.96B
| $19.4M | 0.02% |
1,885,000
+763,200
| +68% | +$7.35M |
|
939
Horizon Bancorp
HBNC
$1.05B
| $19.3M | 0.02% |
935,110
+231,098
| +33% | +$4.72M |
|
940
Universal Corp
UVV
$1.13B
| $19.3M | 0.02% |
292,900
+78,300
| +36% | +$4.34M |
|
|
CALY
941
Callaway Golf Company
CALY
$2.95B
| $19.2M | 0.02% |
+1,012,400
| New | +$18.5M |
|
942
STAAR Surgical
STAA
$1.27B
| $19.2M | 0.02% |
619,000
+226,200
| +58% | +$5.29M |
|
943
Children's Place
PLCE
$55.1M
| $19.2M | 0.02% |
158,760
-56,500
| -26% | -$7.32M |
|
944
Quad
QUAD
$507M
| $19.2M | 0.02% |
920,200
-471,100
| -34% | -$10.3M |
|
|
LTXB
945
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $19.1M | 0.02% |
489,979
-58,000
| -11% | -$2.45M |
|
|
UBA
946
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $19.1M | 0.02% |
844,400
+145,300
| +21% | +$3.04M |
|
947
PENN Entertainment
PENN
$2.57B
| $19M | 0.02% |
567,100
-554,900
| -49% | -$17.3M |
|
948
WesBanco
WSBC
$4.07B
| $19M | 0.02% |
422,173
+24,200
| +6% | +$1.1M |
|
|
TPIC
949
DELISTED
TPI Composites
TPIC
| $19M | 0.02% |
650,000
+95,300
| +17% | +$2.41M |
|
950
Pembina Pipeline
PBA
$28.4B
| $19M | 0.02% |
548,500
-49,764
| -8% | -$1.66M |
|
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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.