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 | |
|---|---|---|---|---|---|---|
|
ARI
1001
Apollo Commercial Real Estate
ARI
$885M
| $17.6M | 0.02% |
961,748
+535,508
| +126% | +$9.81M |
|
1002
UFP Technologies
UFPT
$2.5B
| $17.6M | 0.02% |
569,100
+6,300
| +1% | +$199K |
|
|
PF
1003
DELISTED
Pinnacle Foods, Inc.
PF
| $17.5M | 0.02% |
269,500
-743,800
| -73% | -$45.8M |
|
1004
Benchmark Electronics
BHE
$2.94B
| $17.5M | 0.02% |
601,050
-111,700
| -16% | -$3.21M |
|
|
PARAA
1005
DELISTED
Paramount Global Class A
PARAA
| $17.5M | 0.02% |
309,400
-6,200
| -2% | -$326K |
|
|
SYKE
1006
DELISTED
SYKES Enterprises Inc
SYKE
| $17.5M | 0.02% |
606,473
+75,973
| +14% | +$2.18M |
|
|
EHIC
1007
DELISTED
eHi Car Services Limited
EHIC
| $17.4M | 0.02% |
1,345,100
+789,492
| +142% | +$10.4M |
|
1008
Cohu
COHU
$2.66B
| $17.4M | 0.02% |
711,100
+59,000
| +9% | +$1.39M |
|
1009
Cardinal Health
CAH
$54.5B
| $17.4M | 0.02% |
+356,400
| New | +$20.2M |
|
1010
Penumbra
PEN
$12.9B
| $17.4M | 0.02% |
+125,700
| New | +$17.9M |
|
|
DMC
1011
Del Monte Corp
DMC
$1.42B
| $17.4M | 0.02% |
389,700
+3,900
| +1% | +$182K |
|
1012
Western New England Bancorp
WNEB
$282M
| $17.3M | 0.02% |
1,574,409
+102,982
| +7% | +$1.12M |
|
1013
Atlantic Union Bankshares
AUB
$6.06B
| $17.3M | 0.02% |
444,878
+17,300
| +4% | +$682K |
|
|
CSR
1014
Centerspace
CSR
$925M
| $17.3M | 0.02% |
312,695
+40,740
| +15% | +$2.22M |
|
1015
Peoples Bancorp
PEBO
$1.48B
| $17.3M | 0.02% |
456,579
+79,400
| +21% | +$2.94M |
|
|
SREV
1016
DELISTED
ServiceSource International, Inc.
SREV
| $17.2M | 0.02% |
4,374,367
+1,307,221
| +43% | +$5.19M |
|
|
Y
1017
DELISTED
Alleghany Corp
Y
| $17.2M | 0.02% |
29,888
+25,700
| +614% | +$15M |
|
1018
Hooker Furnishings Corp
HOFT
$160M
| $17.2M | 0.02% |
366,365
-7,700
| -2% | -$315K |
|
|
XENT
1019
DELISTED
Intersect ENT, Inc
XENT
| $17.2M | 0.02% |
458,307
+10,707
| +2% | +$420K |
|
|
BMS
1020
DELISTED
Bemis
BMS
| $17.2M | 0.02% |
406,500
+268,300
| +194% | +$11.6M |
|
1021
Genpact
G
$5.7B
| $17.1M | 0.02% |
591,100
+153,000
| +35% | +$4.73M |
|
|
CHU
1022
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $17.1M | 0.02% |
1,366,204
+167,704
| +14% | +$2.25M |
|
|
CYOU
1023
DELISTED
Changyou.com Limited American Depositary Share
CYOU
| $17.1M | 0.02% |
1,022,900
+33,300
| +3% | +$722K |
|
1024
ConocoPhillips
COP
$153B
| $17M | 0.02% |
+244,613
| New | +$16.3M |
|
|
MGP
1025
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $17M | 0.02% |
558,400
-105,900
| -16% | -$3.05M |
|
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.