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 | |
|---|---|---|---|---|---|---|
1676
Bankwell Financial Group
BWFG
$542M
| $5.95M | 0.01% |
184,900
+10,600
| +6% | +$335K |
|
1677
Materion
MTRN
$5.88B
| $5.94M | 0.01% |
109,700
+35,600
| +48% | +$1.93M |
|
|
TERP
1678
DELISTED
TerraForm Power, Inc
TERP
| $5.92M | 0.01% |
505,680
+285,100
| +129% | +$3.18M |
|
|
GFN
1679
DELISTED
General Finance Corporation
GFN
| $5.91M | 0.01% |
436,315
+194,615
| +81% | +$1.98M |
|
|
SRT
1680
DELISTED
Startek Inc.
SRT
| $5.91M | 0.01% |
939,600
+89,400
| +11% | +$688K |
|
|
BNY
1681
Bank of New York Mellon
BNY
$110B
| $5.9M | 0.01% |
109,477
-392,100
| -78% | -$21.6M |
|
|
ARC
1682
DELISTED
ARC Document Solutions, Inc.
ARC
| $5.89M | 0.01% |
3,328,381
+298,001
| +10% | +$621K |
|
1683
Atlanta Braves Holdings Series A
BATRA
$3.64B
| $5.89M | 0.01% |
229,100
+53,400
| +30% | +$1.28M |
|
|
KE
1684
Kimball Electronics
KE
$626M
| $5.86M | 0.01% |
320,275
-8,500
| -3% | -$152K |
|
1685
Element Solutions
ESI
$9.51B
| $5.85M | 0.01% |
504,200
+484,500
| +2,459% | +$5.28M |
|
1686
Rocky Mountain Chocolate Factory
RMCF
$15.6M
| $5.84M | 0.01% |
510,185
+9,608
| +2% | +$111K |
|
|
VVUS
1687
DELISTED
Vivus Inc
VVUS
| $5.83M | 0.01% |
827,380
+42,310
| +5% | +$255K |
|
1688
Grupo Aeroportuario del Sureste
ASR
$8.01B
| $5.83M | 0.01% |
36,600
+3,500
| +11% | +$583K |
|
|
LORL
1689
DELISTED
Loral Space and Communications, Inc.
LORL
| $5.82M | 0.01% |
+154,700
| New | +$6.05M |
|
1690
Arrow Electronics
ARW
$10.6B
| $5.8M | 0.01% |
77,100
-20,500
| -21% | -$1.56M |
|
|
EXPR
1691
DELISTED
Express, Inc.
EXPR
| $5.79M | 0.01% |
31,650
-1,779
| -5% | -$308K |
|
|
SPNE
1692
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
| $5.78M | 0.01% |
458,000
+25,608
| +6% | +$307K |
|
|
AFSI
1693
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $5.78M | 0.01% |
+396,712
| New | +$5.34M |
|
1694
First Bancorp
FNLC
$401M
| $5.77M | 0.01% |
204,600
+20,500
| +11% | +$585K |
|
1695
German American Bancorp
GABC
$1.92B
| $5.77M | 0.01% |
160,950
+61,450
| +62% | +$2.18M |
|
|
ITCI
1696
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $5.75M | 0.01% |
325,476
-219,524
| -40% | -$4.46M |
|
1697
Sun Life Financial
SLF
$44.8B
| $5.75M | 0.01% |
143,100
+124,800
| +682% | +$5.17M |
|
1698
iShares Russell 2000 ETF
IWM
$82.4B
| $5.75M | 0.01% |
35,100
-2,800
| -7% | -$448K |
|
1699
UroGen Pharma
URGN
$2.34B
| $5.75M | 0.01% |
115,451
-41,249
| -26% | -$2.4M |
|
1700
Aptevo Therapeutics
APVO
$5.16M
| – | – |
0
| – | – |
|
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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.