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 | |
|---|---|---|---|---|---|---|
|
BZUN
1401
Baozun
BZUN
$167M
| $9.21M | 0.01% |
+168,400
| New | +$8.92M |
|
|
PCTI
1402
DELISTED
PCTEL, Inc. Common Stock
PCTI
| $9.21M | 0.01% |
1,476,099
+1,700
| +0.1% | +$11.7K |
|
1403
Chefs' Warehouse
CHEF
$4.54B
| $9.2M | 0.01% |
322,900
+81,700
| +34% | +$2.14M |
|
1404
Pebblebrook Hotel Trust
PEB
$2.06B
| $9.17M | 0.01% |
236,300
+110,600
| +88% | +$4.16M |
|
1405
Enviri
NVRI
$562M
| $9.16M | 0.01% |
414,625
-501,375
| -55% | -$11.6M |
|
1406
Richardson Electronics
RELL
$299M
| $9.16M | 0.01% |
940,399
+39,522
| +4% | +$362K |
|
1407
Bloomin' Brands
BLMN
$930M
| $9.11M | 0.01% |
+453,400
| New | +$10.3M |
|
1408
Evertec
EVTC
$1.91B
| $9.11M | 0.01% |
416,700
-12,800
| -3% | -$260K |
|
1409
Goldgroup Mining Inc.
GORO
$210M
| $9.1M | 0.01% |
1,381,200
+261,200
| +23% | +$1.47M |
|
1410
Frontline
FRO
$9.04B
| $9.1M | 0.01% |
1,559,601
+397,101
| +34% | +$2M |
|
1411
Monarch Casino & Resort
MCRI
$2.21B
| $9.09M | 0.01% |
206,300
-54,900
| -21% | -$2.42M |
|
|
DWCH
1412
DELISTED
Datawatch Corp
DWCH
| $9.07M | 0.01% |
954,600
-10,600
| -1% | -$97.5K |
|
|
ARRY
1413
DELISTED
Array Biopharma Inc
ARRY
| $9.07M | 0.01% |
540,352
+67,400
| +14% | +$1.07M |
|
1414
Sasol
SSL
$7.17B
| $9.06M | 0.01% |
247,900
-70,200
| -22% | -$2.53M |
|
1415
Federated Hermes
FHI
$4.74B
| $9.06M | 0.01% |
+388,382
| New | +$10.4M |
|
1416
Thomson Reuters
TRI
$46B
| $9.02M | 0.01% |
192,676
-645,755
| -77% | -$29.7M |
|
|
HMTV
1417
DELISTED
Hemisphere Media Group, Inc.
HMTV
| $9.01M | 0.01% |
687,501
+77,701
| +13% | +$925K |
|
|
AAMI
1418
Acadian Asset Management
AAMI
$3.3B
| $9M | 0.01% |
631,200
-500,000
| -44% | -$7.65M |
|
1419
C&F Financial
CFFI
$288M
| $8.98M | 0.01% |
143,600
+16,146
| +13% | +$949K |
|
1420
Brookfield Renewable
BEP
$10.5B
| $8.98M | 0.01% |
560,983
+215,037
| +62% | +$3.52M |
|
|
NXEO
1421
DELISTED
Nexeo Solutions, Inc. Common Stock
NXEO
| $8.97M | 0.01% |
982,992
+136,392
| +16% | +$1.36M |
|
|
MOBL
1422
DELISTED
MobileIron, Inc.
MOBL
| $8.96M | 0.01% |
2,012,400
-213,000
| -10% | -$971K |
|
|
LEAF
1423
DELISTED
Leaf Group Ltd.
LEAF
| $8.95M | 0.01% |
824,600
+59,700
| +8% | +$534K |
|
1424
iShares National Muni Bond ETF
MUB
$46B
| $8.93M | 0.01% |
81,927
+5,046
| +7% | +$548K |
|
1425
Packaging Corp of America
PKG
$22.9B
| $8.93M | 0.01% |
79,900
-300,200
| -79% | -$35.1M |
|
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.