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 | |
|---|---|---|---|---|---|---|
76
Hershey
HSY
$36.6B
| $204M | 0.22% |
2,188,000
+48,700
| +2% | +$4.54M |
|
77
Waters Corp
WAT
$40.7B
| $203M | 0.22% |
1,050,200
-214,600
| -17% | -$42.3M |
|
78
WEC Energy
WEC
$34.8B
| $202M | 0.22% |
3,119,802
-33,700
| -1% | -$2.09M |
|
79
IBM
IBM
$225B
| $200M | 0.22% |
1,494,420
-87,132
| -6% | -$12.2M |
|
|
CHL
80
DELISTED
China Mobile Limited
CHL
| $196M | 0.21% |
4,405,700
+459,900
| +12% | +$21.2M |
|
|
MOMO
81
Hello Group
MOMO
$861M
| $196M | 0.21% |
4,494,700
+2,300,100
| +105% | +$95.5M |
|
82
Gilead Sciences
GILD
$168B
| $195M | 0.21% |
2,752,400
-2,280,400
| -45% | -$161M |
|
83
SBA Communications
SBAC
$19.3B
| $193M | 0.21% |
1,171,849
+20,449
| +2% | +$3.3M |
|
84
Microsoft
MSFT
$3.74T
| $191M | 0.21% |
+1,939,767
| New | +$188M |
|
85
Eversource Energy
ES
$26.8B
| $191M | 0.21% |
3,255,880
-415,620
| -11% | -$23.9M |
|
86
National Beverage
FIZZ
$2.89B
| $191M | 0.21% |
3,569,800
+308,000
| +9% | +$14.5M |
|
|
SAFM
87
DELISTED
Sanderson Farms Inc
SAFM
| $188M | 0.21% |
1,789,717
-8,383
| -0.5% | -$910K |
|
88
Telus
TU
$15.2B
| $187M | 0.2% |
10,525,200
+166,200
| +2% | +$2.94M |
|
|
VGR
89
DELISTED
Vector Group Ltd.
VGR
| $185M | 0.2% |
15,067,658
-305,668
| -2% | -$3.85M |
|
|
MBT
90
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $184M | 0.2% |
20,820,850
+1,599,050
| +8% | +$15.8M |
|
|
CTXS
91
DELISTED
Citrix Systems Inc
CTXS
| $184M | 0.2% |
1,751,190
+1,410,500
| +414% | +$145M |
|
92
NetApp
NTAP
$38.9B
| $183M | 0.2% |
2,332,932
+1,702,432
| +270% | +$120M |
|
93
Ambev
ABEV
$43.9B
| $180M | 0.2% |
38,834,997
+36,775,197
| +1,785% | +$216M |
|
94
Franco-Nevada
FNV
$46.4B
| $179M | 0.2% |
2,458,200
+274,300
| +13% | +$19.4M |
|
95
BCE
BCE
$21.8B
| $178M | 0.19% |
4,392,771
+811,000
| +23% | +$34M |
|
96
Goldman Sachs
GS
$301B
| $177M | 0.19% |
801,657
+703,457
| +716% | +$168M |
|
97
Haemonetics
HAE
$3.97B
| $177M | 0.19% |
1,969,700
+650,200
| +49% | +$54.9M |
|
98
United Therapeutics
UTHR
$22.1B
| $176M | 0.19% |
1,556,200
+22,322
| +1% | +$2.45M |
|
99
National Grid
NGG
$80.7B
| $176M | 0.19% |
3,558,998
+565,557
| +19% | +$28.6M |
|
100
Cogent Communications
CCOI
$554M
| $176M | 0.19% |
3,289,400
+285,400
| +10% | +$14.2M |
|
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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.