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 | |
|---|---|---|---|---|---|---|
1576
Kirby Corp
KEX
$7.26B
| $6.86M | 0.01% |
+82,100
| New | +$7.13M |
|
1577
Gyre Therapeutics
GYRE
$693M
| $6.84M | 0.01% |
78,210
+4,027
| +5% | +$706K |
|
1578
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
| $6.84M | 0.01% |
84,441
+18,700
| +28% | +$1.51M |
|
1579
Shore Bancshares
SHBI
$799M
| $6.83M | 0.01% |
359,300
+17,000
| +5% | +$320K |
|
1580
Viavi Solutions
VIAV
$10.6B
| $6.82M | 0.01% |
666,346
-802,137
| -55% | -$7.93M |
|
1581
Donegal Group Class A
DGICA
$696M
| $6.81M | 0.01% |
500,368
+25,868
| +5% | +$370K |
|
|
TGB
1582
Trekor Metals
TGB
$3.08B
| $6.8M | 0.01% |
6,295,800
-99,200
| -2% | -$117K |
|
1583
Tower Semiconductor
TSEM
$28.6B
| $6.8M | 0.01% |
308,900
-100,700
| -25% | -$2.56M |
|
1584
Turkcell
TKC
$4.72B
| $6.8M | 0.01% |
+1,039,219
| New | +$7.87M |
|
|
USAK
1585
DELISTED
USA Truck Inc
USAK
| $6.79M | 0.01% |
289,500
+52,800
| +22% | +$1.3M |
|
1586
Mizuho Financial
MFG
$134B
| $6.77M | 0.01% |
1,997,200
-192,800
| -9% | -$689K |
|
|
SIFI
1587
DELISTED
SI Financial Group, Inc. NEW MD
SIFI
| $6.77M | 0.01% |
458,700
+69,800
| +18% | +$1.02M |
|
|
NWLI
1588
DELISTED
National Western Life Group, Inc. Class A
NWLI
| $6.76M | 0.01% |
22,000
+3,600
| +20% | +$1.12M |
|
|
TRK
1589
DELISTED
Speedway Motorsports, Inc.
TRK
| $6.75M | 0.01% |
388,700
+91,600
| +31% | +$1.6M |
|
|
GLUU
1590
DELISTED
Glu Mobile Inc.
GLUU
| $6.73M | 0.01% |
1,049,600
+54,000
| +5% | +$281K |
|
1591
M/I Homes
MHO
$3.9B
| $6.71M | 0.01% |
253,600
-192,600
| -43% | -$5.74M |
|
1592
STAG Industrial
STAG
$7.12B
| $6.71M | 0.01% |
246,600
-32,100
| -12% | -$821K |
|
1593
IDEX
IEX
$17.6B
| $6.69M | 0.01% |
49,025
-3,700
| -7% | -$517K |
|
1594
Nokia
NOK
$59B
| $6.68M | 0.01% |
1,161,900
-8,915,080
| -88% | -$52.7M |
|
|
EGLE
1595
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $6.67M | 0.01% |
175,183
+88,412
| +102% | +$3.37M |
|
|
PACW
1596
DELISTED
PacWest Bancorp
PACW
| $6.66M | 0.01% |
+134,679
| New | +$7.04M |
|
1597
Carlyle Group
CG
$18.3B
| $6.65M | 0.01% |
312,300
-842,600
| -73% | -$18.1M |
|
1598
Larimar Therapeutics
LRMR
$444M
| $6.65M | 0.01% |
54,142
+6,809
| +14% | +$578K |
|
|
LONE
1599
DELISTED
Lonestar Resources US Inc. Class A Common Stock
LONE
| $6.64M | 0.01% |
787,100
+646,400
| +459% | +$4.07M |
|
1600
CareTrust REIT
CTRE
$9.18B
| $6.61M | 0.01% |
396,100
-350,600
| -47% | -$5.27M |
|
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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.