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 |
Amazon
AMZN
|
+$729M |
| 2 |
Booking.com
BKNG
|
+$309M |
| 3 |
PepsiCo
PEP
|
+$294M |
| 4 |
Comcast
CMCSA
|
+$285M |
| 5 |
Netflix
NFLX
|
+$242M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$778M |
| 2 |
Walmart Inc
WMT
|
+$382M |
| 3 |
GE Aerospace
GE
|
+$361M |
| 4 |
NetEase
NTES
|
+$344M |
| 5 |
Becton Dickinson
BDX
|
+$343M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 16.7% |
| 2 | Technology | 14.02% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Financials | 10.92% |
| 5 | Industrials | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BLUE
1026
DELISTED
bluebird bio
BLUE
| $17M | 0.02% |
+7,705
| New | +$19.6M |
|
1027
Natural Health Trends
NHTC
$15.4M
| $16.9M | 0.02% |
890,700
-12,900
| -1% | -$219K |
|
1028
Cimpress
CMPR
$2.4B
| $16.9M | 0.02% |
+109,100
| New | +$16.2M |
|
1029
Planet Fitness
PLNT
$3.65B
| $16.9M | 0.02% |
446,500
+322,400
| +260% | +$11.3M |
|
1030
Cullen/Frost Bankers
CFR
$10.4B
| $16.9M | 0.02% |
+158,876
| New | +$16.6M |
|
1031
WesBanco
WSBC
$4.07B
| $16.8M | 0.02% |
397,973
+4,800
| +1% | +$202K |
|
1032
Willis Lease Finance
WLFC
$1.21B
| $16.8M | 0.02% |
1,472,400
+42,900
| +3% | +$395K |
|
|
RWT
1033
Redwood Trust
RWT
$592M
| $16.8M | 0.02% |
1,087,000
-140,700
| -11% | -$2.11M |
|
1034
First Interstate BancSystem
FIBK
$3.7B
| $16.8M | 0.02% |
424,419
+43,900
| +12% | +$1.79M |
|
1035
Embotelladora Andina Series B
AKO.B
$4.89B
| $16.8M | 0.02% |
574,000
+15,800
| +3% | +$464K |
|
1036
Sonoco
SON
$5.74B
| $16.8M | 0.02% |
345,600
-241,300
| -41% | -$12.3M |
|
1037
TechTarget
TTGT
$265M
| $16.8M | 0.02% |
843,000
+271,547
| +48% | +$4.54M |
|
|
FSP
1038
Franklin Street Properties
FSP
$46.3M
| $16.7M | 0.02% |
1,990,100
-340,000
| -15% | -$3.15M |
|
1039
Ducommun
DCO
$3.04B
| $16.7M | 0.02% |
550,100
-75,900
| -12% | -$2.19M |
|
|
SGY
1040
DELISTED
Stone Energy
SGY
| $16.7M | 0.02% |
450,100
+185,000
| +70% | +$6.34M |
|
|
BCPC
1041
Balchem Corp
BCPC
$5.65B
| $16.7M | 0.02% |
203,800
+36,448
| +22% | +$2.87M |
|
|
EMBJ
1042
Embraer S.A. ADS
EMBJ
$13.2B
| $16.6M | 0.02% |
+639,700
| New | +$16.6M |
|
|
CARO
1043
DELISTED
Carolina Financial Corp.
CARO
| $16.6M | 0.02% |
422,773
+79,157
| +23% | +$3.13M |
|
1044
UFP Technologies
UFPT
$2.48B
| $16.6M | 0.02% |
562,800
-200
| -0% | -$5.79K |
|
1045
Wolverine World Wide
WWW
$1.63B
| $16.6M | 0.02% |
573,000
+484,200
| +545% | +$14.9M |
|
1046
Kadant
KAI
$3.91B
| $16.6M | 0.02% |
175,200
+28,801
| +20% | +$2.83M |
|
1047
Photronics
PLAB
$1.97B
| $16.5M | 0.02% |
2,003,200
-16,000
| -0.8% | -$134K |
|
1048
America Movil
AMX
$69.7B
| $16.5M | 0.02% |
865,500
+308,000
| +55% | +$5.7M |
|
1049
First Commonwealth Financial
FCF
$2.18B
| $16.5M | 0.02% |
1,168,000
+310,700
| +36% | +$4.49M |
|
1050
Cohen & Steers
CNS
$4.36B
| $16.5M | 0.02% |
405,100
-63,200
| -13% | -$2.65M |
|
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Jim Simons's Q1 2018 Portfolio in Review
As of Q1 2018, Jim Simons held 3,782 positions worth $91.4B, up 0.81% from $90.7B the previous quarter. Its ten largest holdings account for 9% of the portfolio.
Jim Simons's Q1 2018 filing shows 474 new, 1,645 increased, 1,192 reduced and 438 closed positions. Its largest new stake was Amazon: 10,199,100 shares worth $738M. The largest sale was ExxonMobil, an estimated $778M.
By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jim Simons's largest Q1 2018 buy was Amazon: 10,199,100 shares worth $738M.
- Jim Simons added most to Booking.com in Q1 2018, an estimated $309M increase.
- Jim Simons's biggest Q1 2018 reduction was ExxonMobil, cutting an estimated $778M.
- Jim Simons fully exited Marathon Petroleum in Q1 2018, selling an estimated $132M.
- Jim Simons's ten largest holdings make up 9% of its $91.4B portfolio in Q1 2018.
- Jim Simons opened 474 new positions and closed 438 in Q1 2018.
- Jim Simons's portfolio value rose 0.81% quarter-over-quarter to $91.4B.
Based on Renaissance Technologies's 13F filing for Q1 2018, filed 14 May 2018.