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 | |
|---|---|---|---|---|---|---|
1201
Par Pacific Holdings
PARR
$4B
| $13M | 0.01% |
750,200
+287,946
| +62% | +$5.12M |
|
|
RFP
1202
DELISTED
Resolute Forest Products Inc.
RFP
| $13M | 0.01% |
1,258,800
+334,300
| +36% | +$3.36M |
|
1203
Blackbaud
BLKB
$2B
| $13M | 0.01% |
127,097
-70,500
| -36% | -$7.27M |
|
|
TSRO
1204
DELISTED
TESARO, Inc.
TSRO
| $13M | 0.01% |
292,600
+106,100
| +57% | +$5.15M |
|
1205
Power Integrations
POWI
$3.53B
| $13M | 0.01% |
356,200
-161,400
| -31% | -$5.85M |
|
1206
Valmont Industries
VMI
$9.48B
| $13M | 0.01% |
86,100
-25,700
| -23% | -$3.76M |
|
|
ISBC
1207
DELISTED
Investors Bancorp, Inc.
ISBC
| $13M | 0.01% |
1,013,512
+513,552
| +103% | +$6.92M |
|
1208
A.O. Smith
AOS
$8.44B
| $12.9M | 0.01% |
+218,700
| New | +$13.8M |
|
1209
NVE Corp
NVEC
$572M
| $12.9M | 0.01% |
106,100
-5,000
| -5% | -$499K |
|
1210
Wingstop
WING
$3.06B
| $12.9M | 0.01% |
247,800
+210,700
| +568% | +$10.7M |
|
|
AE
1211
DELISTED
Adams Resources & Energy Inc
AE
| $12.9M | 0.01% |
300,230
+6,230
| +2% | +$283K |
|
|
TRST
1212
Trustco Bank Corp NY
TRST
$973M
| $12.9M | 0.01% |
289,460
+14,280
| +5% | +$626K |
|
|
MCBC
1213
DELISTED
Macatawa Bank Corp
MCBC
| $12.9M | 0.01% |
1,060,600
-36,300
| -3% | -$413K |
|
|
AEGN
1214
DELISTED
Aegion Corp
AEGN
| $12.7M | 0.01% |
495,000
+89,800
| +22% | +$2.23M |
|
1215
Energizer
ENR
$1.54B
| $12.7M | 0.01% |
201,800
-176,100
| -47% | -$10.4M |
|
|
EXK
1216
Endeavour Silver
EXK
$3.07B
| $12.6M | 0.01% |
4,043,200
-298,600
| -7% | -$868K |
|
1217
Quaker Houghton
KWR
$2.94B
| $12.5M | 0.01% |
80,900
-18,700
| -19% | -$2.88M |
|
|
IIN
1218
DELISTED
IntriCon Corporation
IIN
| $12.5M | 0.01% |
310,300
-23,400
| -7% | -$702K |
|
1219
ONE Gas
OGS
$5.1B
| $12.5M | 0.01% |
167,300
+39,300
| +31% | +$2.79M |
|
1220
Allstate
ALL
$65.2B
| $12.5M | 0.01% |
136,800
-347,600
| -72% | -$33M |
|
1221
BancFirst
BANF
$3.87B
| $12.5M | 0.01% |
210,900
+3,100
| +1% | +$182K |
|
|
GLOP
1222
DELISTED
GASLOG PARTNERS LP
GLOP
| $12.5M | 0.01% |
522,700
+266,700
| +104% | +$6.42M |
|
1223
A10 Networks
ATEN
$1.98B
| $12.4M | 0.01% |
1,997,400
-191,300
| -9% | -$1.2M |
|
1224
1st Source
SRCE
$2.14B
| $12.4M | 0.01% |
232,814
+38,100
| +20% | +$2.03M |
|
1225
BOK Financial
BOKF
$8.83B
| $12.4M | 0.01% |
132,142
+27,600
| +26% | +$2.8M |
|
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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.