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 | |
|---|---|---|---|---|---|---|
1526
StealthGas
GASS
$343M
| $7.49M | 0.01% |
1,886,688
+148,888
| +9% | +$598K |
|
1527
Interface
TILE
$2.24B
| $7.49M | 0.01% |
326,300
+140,960
| +76% | +$3.34M |
|
1528
SEI Investments
SEIC
$12.8B
| $7.48M | 0.01% |
119,626
+90,000
| +304% | +$5.99M |
|
1529
Nasdaq
NDAQ
$54.6B
| $7.47M | 0.01% |
245,700
-1,728,300
| -88% | -$52M |
|
1530
Webster Financial
WBS
$12.8B
| $7.47M | 0.01% |
117,331
-138,800
| -54% | -$8.64M |
|
1531
Pearson
PSO
$9.78B
| $7.46M | 0.01% |
643,500
-182,100
| -22% | -$2.1M |
|
1532
Upbound Group
UPBD
$1.15B
| $7.46M | 0.01% |
+506,529
| New | +$5.49M |
|
|
REIS
1533
DELISTED
Reis, Inc.
REIS
| $7.43M | 0.01% |
341,000
+22,195
| +7% | +$473K |
|
|
GRP.U
1534
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $7.41M | 0.01% |
181,800
+25,400
| +16% | +$1.02M |
|
1535
Interparfums
IPAR
$3.7B
| $7.4M | 0.01% |
138,300
-43,413
| -24% | -$2.21M |
|
|
ESSA
1536
DELISTED
ESSA Bancorp
ESSA
| $7.39M | 0.01% |
467,057
+6,803
| +1% | +$103K |
|
1537
FTAI Aviation
FTAI
$22.2B
| $7.39M | 0.01% |
478,905
+157,827
| +49% | +$2.29M |
|
|
RENX
1538
DELISTED
RELX N.V.
RENX
| $7.38M | 0.01% |
345,979
-21,302
| -6% | -$457K |
|
1539
NorthWestern Energy
NWE
$4.4B
| $7.37M | 0.01% |
128,726
+23,000
| +22% | +$1.25M |
|
1540
John Wiley & Sons Class A
WLY
$2.63B
| $7.36M | 0.01% |
+118,005
| New | +$7.84M |
|
|
SEAC
1541
DELISTED
Seachange International Inc
SEAC
| $7.36M | 0.01% |
107,540
+4,190
| +4% | +$255K |
|
|
MDRX
1542
DELISTED
Veradigm Inc. Common Stock
MDRX
| $7.35M | 0.01% |
+612,657
| New | +$7.55M |
|
|
OSG
1543
Octave Specialty Group
OSG
$212M
| $7.35M | 0.01% |
370,200
+60,800
| +20% | +$1.12M |
|
1544
Nelnet
NNI
$4.55B
| $7.34M | 0.01% |
125,700
-7,800
| -6% | -$451K |
|
1545
Verastem
VSTM
$604M
| $7.34M | 0.01% |
88,867
-24,133
| -21% | -$1.48M |
|
1546
Valhi
VHI
$466M
| $7.33M | 0.01% |
128,325
+32,358
| +34% | +$2.61M |
|
1547
Pediatrix Medical
MD
$2.14B
| $7.3M | 0.01% |
+168,623
| New | +$8.08M |
|
1548
POSCO
PKX
$17.1B
| $7.28M | 0.01% |
98,200
-3,700
| -4% | -$299K |
|
1549
Orrstown Financial Services
ORRF
$855M
| $7.28M | 0.01% |
279,900
+72,100
| +35% | +$1.86M |
|
1550
3M
MMM
$94.2B
| $7.26M | 0.01% |
44,132
-440,248
| -91% | -$75.1M |
|
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.