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 | |
|---|---|---|---|---|---|---|
1301
JB Hunt Transport Services
JBHT
$26.5B
| $10.7M | 0.01% |
+88,244
| New | +$10.8M |
|
1302
TTEC Holdings
TTEC
$80.8M
| $10.7M | 0.01% |
310,322
-9,900
| -3% | -$336K |
|
1303
Bank of Marin Bancorp
BMRC
$465M
| $10.7M | 0.01% |
265,200
-3,800
| -1% | -$145K |
|
1304
Safe Bulkers
SB
$778M
| $10.7M | 0.01% |
3,145,922
+542,822
| +21% | +$1.8M |
|
|
SHI
1305
DELISTED
Sinopec Shanghai Petrochemical Co., Ltd.
SHI
| $10.7M | 0.01% |
178,250
+9,497
| +6% | +$633K |
|
1306
Brown-Forman Class A
BF.A
$13.1B
| $10.7M | 0.01% |
218,600
+32,000
| +17% | +$1.7M |
|
|
UFS
1307
DELISTED
DOMTAR CORPORATION (New)
UFS
| $10.7M | 0.01% |
223,442
+139,500
| +166% | +$6.46M |
|
1308
Financial Institutions
FISI
$826M
| $10.6M | 0.01% |
323,200
+2,700
| +0.8% | +$86.6K |
|
1309
Weis Markets
WMK
$1.78B
| $10.6M | 0.01% |
199,100
-314,700
| -61% | -$15.6M |
|
|
CLGX
1310
DELISTED
Corelogic, Inc.
CLGX
| $10.6M | 0.01% |
204,481
+58,095
| +40% | +$2.92M |
|
|
CALL
1311
DELISTED
magicJack VocalTec Ltd
CALL
| $10.6M | 0.01% |
1,248,400
+197,561
| +19% | +$1.67M |
|
|
NETI
1312
DELISTED
Eneti Inc.
NETI
| $10.6M | 0.01% |
160,782
+63,889
| +66% | +$4.4M |
|
1313
Plexus
PLXS
$7.22B
| $10.6M | 0.01% |
177,800
-63,600
| -26% | -$3.79M |
|
|
BPY
1314
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $10.6M | 0.01% |
555,214
+427,851
| +336% | +$8.33M |
|
1315
Healthcare Services Group
HCSG
$1.45B
| $10.6M | 0.01% |
244,364
-188,900
| -44% | -$7.5M |
|
|
SPA
1316
DELISTED
Sparton
SPA
| $10.5M | 0.01% |
555,435
+107,400
| +24% | +$1.98M |
|
1317
Sunoco
SUN
$14.1B
| $10.5M | 0.01% |
421,700
+93,875
| +29% | +$2.49M |
|
1318
Addus HomeCare
ADUS
$2.19B
| $10.5M | 0.01% |
183,700
+120,600
| +191% | +$6.59M |
|
1319
Columbus McKinnon
CMCO
$544M
| $10.5M | 0.01% |
242,085
+45,900
| +23% | +$1.78M |
|
|
BELFB
1320
Bel Fuse Inc Class B
BELFB
$4.25B
| $10.4M | 0.01% |
497,700
-1,717
| -0.3% | -$34.7K |
|
|
TFCF
1321
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $10.3M | 0.01% |
209,392
| – | – |
|
1322
Community Trust Bancorp
CTBI
$1.43B
| $10.3M | 0.01% |
206,400
+19,823
| +11% | +$980K |
|
1323
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $10.3M | 0.01% |
93,300
+13,100
| +16% | +$1.45M |
|
1324
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
| $10.3M | 0.01% |
112,450
+16,900
| +18% | +$1.55M |
|
|
PTNR
1325
DELISTED
Partner Communications
PTNR
| $10.3M | 0.01% |
2,685,450
-2,250
| -0.1% | -$9.05K |
|
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.