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 | |
|---|---|---|---|---|---|---|
|
PBCT
976
DELISTED
People's United Financial Inc
PBCT
| $18.3M | 0.02% |
1,011,786
+240,000
| +31% | +$4.47M |
|
977
iRhythm Holdings
IRTC
$4.13B
| $18.3M | 0.02% |
225,300
-180,000
| -44% | -$12.6M |
|
|
OLP
978
One Liberty Properties
OLP
$523M
| $18.2M | 0.02% |
691,000
+92,500
| +15% | +$2.29M |
|
|
AVNS
979
DELISTED
Avanos Medical
AVNS
| $18.2M | 0.02% |
317,800
+85,600
| +37% | +$4.52M |
|
980
Santander
BSBR
$43.1B
| $18.1M | 0.02% |
2,523,452
+1,144,432
| +83% | +$10.7M |
|
981
Strategy Inc
MSTR
$37.3B
| $18.1M | 0.02% |
1,418,000
+66,000
| +5% | +$860K |
|
|
GOL
982
DELISTED
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
| $18M | 0.02% |
3,366,798
+225,043
| +7% | +$2.04M |
|
983
Univest Financial
UVSP
$1.18B
| $18M | 0.02% |
653,689
+86,800
| +15% | +$2.49M |
|
|
CADE
984
DELISTED
Cadence Bancorporation
CADE
| $18M | 0.02% |
622,500
+114,100
| +22% | +$3.32M |
|
|
ADVM
985
DELISTED
Adverum Biotechnologies
ADVM
| $18M | 0.02% |
338,760
-34,398
| -9% | -$2.07M |
|
|
FSP
986
Franklin Street Properties
FSP
$46.3M
| $17.9M | 0.02% |
2,094,500
+104,400
| +5% | +$827K |
|
|
SINA
987
DELISTED
Sina Corp
SINA
| $17.9M | 0.02% |
211,700
-679,816
| -76% | -$63.3M |
|
988
Equity Bancshares
EQBK
$1.06B
| $17.9M | 0.02% |
432,097
+38,797
| +10% | +$1.57M |
|
989
GameStop
GME
$8.32B
| $17.9M | 0.02% |
4,918,008
-1,491,976
| -23% | -$5.11M |
|
990
Hilton Grand Vacations
HGV
$3.49B
| $17.9M | 0.02% |
515,800
+209,951
| +69% | +$8.5M |
|
|
PRGX
991
DELISTED
PRGX Global, Inc.
PRGX
| $17.9M | 0.02% |
1,842,550
+31,950
| +2% | +$304K |
|
992
Boot Barn
BOOT
$4.87B
| $17.8M | 0.02% |
859,800
+218,700
| +34% | +$4.61M |
|
|
BCPC
993
Balchem Corp
BCPC
$5.73B
| $17.8M | 0.02% |
181,600
-22,200
| -11% | -$2.07M |
|
994
Howard Hughes
HHH
$3.98B
| $17.8M | 0.02% |
141,091
+138,783
| +6,013% | +$17.7M |
|
995
Quanta Services
PWR
$102B
| $17.8M | 0.02% |
533,199
-109,000
| -17% | -$3.82M |
|
|
DHC
996
Diversified Healthcare Trust
DHC
$2.02B
| $17.8M | 0.02% |
983,400
-53,600
| -5% | -$886K |
|
997
Illumina
ILMN
$29.1B
| $17.8M | 0.02% |
65,399
+46,671
| +249% | +$11.9M |
|
998
The RMR Group
RMR
$337M
| $17.8M | 0.02% |
226,300
+21,200
| +10% | +$1.63M |
|
999
Ducommun
DCO
$3.04B
| $17.7M | 0.02% |
535,300
-14,800
| -3% | -$478K |
|
|
APTI
1000
DELISTED
Apptio, Inc. Class A Common Stock
APTI
| $17.7M | 0.02% |
487,700
+19,800
| +4% | +$636K |
|
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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.