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 | |
|---|---|---|---|---|---|---|
|
CRZO
1501
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $7.77M | 0.01% |
+279,100
| New | +$6.44M |
|
1502
Acco Brands
ACCO
$399M
| $7.77M | 0.01% |
560,847
-325,900
| -37% | -$4.18M |
|
|
CIM
1503
Chimera Investment
CIM
$993M
| $7.77M | 0.01% |
141,623
+115,503
| +442% | +$6.23M |
|
1504
First Community Bankshares
FCBC
$933M
| $7.76M | 0.01% |
243,496
+23,696
| +11% | +$773K |
|
|
STFC
1505
DELISTED
State Auto Financial Corp
STFC
| $7.74M | 0.01% |
258,800
+7,400
| +3% | +$227K |
|
1506
Lakeland Industries
LAKE
$117M
| $7.73M | 0.01% |
546,408
-33,694
| -6% | -$476K |
|
|
PVLA
1507
Palvella Therapeutics
PVLA
$2.26B
| $7.72M | 0.01% |
19,033
-90
| -0.5% | -$42.8K |
|
|
TLRA
1508
DELISTED
Telaria, Inc.
TLRA
| $7.71M | 0.01% |
1,909,000
+52,905
| +3% | +$218K |
|
|
TESS
1509
DELISTED
Tessco Technologies Inc
TESS
| $7.71M | 0.01% |
445,500
+65,801
| +17% | +$1.21M |
|
|
AMBR
1510
DELISTED
Amber Road Inc
AMBR
| $7.69M | 0.01% |
817,400
+129,820
| +19% | +$1.19M |
|
1511
TriMas Corp
TRS
$1.39B
| $7.67M | 0.01% |
260,700
+19,700
| +8% | +$559K |
|
|
RLH
1512
DELISTED
Red Lions Hotel Corporation
RLH
| $7.64M | 0.01% |
655,700
+52,700
| +9% | +$560K |
|
1513
State Street
STT
$52.2B
| $7.63M | 0.01% |
81,931
-8,100
| -9% | -$803K |
|
|
CTG
1514
DELISTED
Computer Task Group, Inc.
CTG
| $7.62M | 0.01% |
984,300
+133,700
| +16% | +$1.02M |
|
|
CTB
1515
DELISTED
Cooper Tire & Rubber Co.
CTB
| $7.61M | 0.01% |
+289,500
| New | +$7.78M |
|
|
TOUR
1516
Tuniu
TOUR
$54.4M
| $7.61M | 0.01% |
89,860
+1,610
| +2% | +$112K |
|
|
PZN
1517
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $7.59M | 0.01% |
823,900
+63,200
| +8% | +$606K |
|
|
CIVI
1518
DELISTED
Civitas Resources
CIVI
| $7.57M | 0.01% |
199,800
+163,800
| +455% | +$5.26M |
|
1519
Trupanion
TRUP
$1.36B
| $7.56M | 0.01% |
195,900
-187,100
| -49% | -$5.81M |
|
1520
V2X
VVX
$2.55B
| $7.54M | 0.01% |
244,800
-42,500
| -15% | -$1.44M |
|
|
LAND
1521
Gladstone Land Corp
LAND
$358M
| $7.54M | 0.01% |
595,319
+141,919
| +31% | +$1.8M |
|
1522
Entravision Communication
EVC
$820M
| $7.53M | 0.01% |
1,505,100
-645,052
| -30% | -$2.97M |
|
1523
Bar Harbor Bankshares
BHB
$681M
| $7.52M | 0.01% |
248,296
+22,950
| +10% | +$683K |
|
|
UMH
1524
UMH Properties
UMH
$1.42B
| $7.51M | 0.01% |
489,000
-30,700
| -6% | -$432K |
|
1525
CNB Financial Corp
CCNE
$1.04B
| $7.49M | 0.01% |
249,300
+18,600
| +8% | +$558K |
|
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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.