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 | |
|---|---|---|---|---|---|---|
101
Walt Disney
DIS
$179B
| $175M | 0.19% |
1,665,507
+880,100
| +112% | +$90M |
|
102
lululemon athletica
LULU
$14.3B
| $174M | 0.19% |
1,394,100
-216,500
| -13% | -$23.1M |
|
103
Morgan Stanley
MS
$338B
| $172M | 0.19% |
+3,630,727
| New | +$190M |
|
104
NRG Energy
NRG
$25.2B
| $171M | 0.19% |
5,575,416
-1,604,200
| -22% | -$51.9M |
|
105
Charles River Laboratories
CRL
$13.5B
| $170M | 0.19% |
1,515,300
+55,000
| +4% | +$5.95M |
|
106
Lockheed Martin
LMT
$138B
| $170M | 0.19% |
575,600
+124,000
| +27% | +$40M |
|
107
Danaher
DHR
$146B
| $170M | 0.18% |
1,938,130
+846,000
| +77% | +$75.4M |
|
108
Toronto Dominion Bank
TD
$201B
| $169M | 0.18% |
2,916,380
+600,205
| +26% | +$34.3M |
|
109
Old Republic International
ORI
$10.2B
| $168M | 0.18% |
8,444,285
-1,082,600
| -11% | -$22.7M |
|
110
RenaissanceRe
RNR
$13.2B
| $167M | 0.18% |
1,389,122
+335,307
| +32% | +$43.3M |
|
111
Regeneron Pharmaceuticals
REGN
$82.1B
| $166M | 0.18% |
481,462
-1,008
| -0.2% | -$315K |
|
112
Arch Capital
ACGL
$33.5B
| $166M | 0.18% |
6,255,400
+18,100
| +0.3% | +$486K |
|
113
Edison International
EIX
$26.9B
| $165M | 0.18% |
2,612,200
+185,900
| +8% | +$11.6M |
|
114
Public Storage
PSA
$60.7B
| $163M | 0.18% |
716,300
+26,466
| +4% | +$5.51M |
|
115
NextEra Energy
NEE
$179B
| $162M | 0.18% |
3,870,000
-1,475,600
| -28% | -$59.6M |
|
116
Chubb
CB
$134B
| $160M | 0.17% |
1,256,461
-358,800
| -22% | -$47.7M |
|
117
Medifast
MED
$130M
| $159M | 0.17% |
993,066
+466
| +0% | +$59.6K |
|
118
Vodafone
VOD
$36.7B
| $159M | 0.17% |
6,538,686
+96,686
| +2% | +$2.64M |
|
119
Nutanix
NTNX
$17.4B
| $158M | 0.17% |
3,068,900
+392,700
| +15% | +$21.6M |
|
120
Northrop Grumman
NOC
$81.8B
| $156M | 0.17% |
505,700
+61,300
| +14% | +$20.3M |
|
121
Mid-America Apartment Communities
MAA
$15.3B
| $154M | 0.17% |
1,534,041
-696,449
| -31% | -$65M |
|
122
Agilent Technologies
A
$42.2B
| $153M | 0.17% |
2,471,500
-377,200
| -13% | -$24.6M |
|
123
Essex Property Trust
ESS
$18.2B
| $150M | 0.16% |
628,626
+222,800
| +55% | +$53.1M |
|
124
Ecopetrol
EC
$35B
| $147M | 0.16% |
7,149,900
+18,700
| +0.3% | +$396K |
|
125
Cable One
CABO
$192M
| $146M | 0.16% |
199,600
+2,900
| +1% | +$1.97M |
|
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.