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 | |
|---|---|---|---|---|---|---|
1701
Natural Alternatives International
NAII
$13.6M
| $5.73M | 0.01% |
564,378
+14,478
| +3% | +$153K |
|
1702
Cass Information Systems
CASS
$750M
| $5.72M | 0.01% |
99,788
+12,240
| +14% | +$643K |
|
|
MBTF
1703
DELISTED
MBT Financial Corporation
MBTF
| $5.71M | 0.01% |
535,647
-31,100
| -5% | -$328K |
|
|
JOBS
1704
DELISTED
51job Inc
JOBS
| $5.7M | 0.01% |
+58,400
| New | +$5.72M |
|
1705
VanEck Semiconductor ETF
SMH
$72.5B
| $5.68M | 0.01% |
110,600
+101,600
| +1,129% | +$5.31M |
|
|
XRM
1706
DELISTED
Xerium Technologies Inc (new)
XRM
| $5.68M | 0.01% |
428,800
+45,900
| +12% | +$331K |
|
|
FENG
1707
Phoenix New Media
FENG
$18.4M
| $5.67M | 0.01% |
222,350
-35,483
| -14% | -$983K |
|
1708
Southwest Gas
SWX
$6.67B
| $5.67M | 0.01% |
74,300
-8,400
| -10% | -$613K |
|
1709
First Northwest Bancorp
FNWB
$108M
| $5.64M | 0.01% |
353,300
+4,200
| +1% | +$69.3K |
|
1710
MacroGenics
MGNX
$259M
| $5.63M | 0.01% |
272,399
-126,924
| -32% | -$2.86M |
|
1711
Brookfield
BN
$111B
| $5.62M | 0.01% |
388,526
+347,937
| +857% | +$4.97M |
|
1712
UMB Financial
UMBF
$11.5B
| $5.62M | 0.01% |
73,700
-48,900
| -40% | -$3.76M |
|
1713
EPAM Systems
EPAM
$5.24B
| $5.61M | 0.01% |
45,109
+10,209
| +29% | +$1.23M |
|
|
PMBC
1714
DELISTED
Pacific Mercantile Bancorp
PMBC
| $5.61M | 0.01% |
575,200
+38,600
| +7% | +$376K |
|
|
GOV
1715
DELISTED
Government Properties Income Trust
GOV
| $5.6M | 0.01% |
353,100
-260,800
| -42% | -$3.56M |
|
1716
Spyre Therapeutics
SYRE
$8.98B
| $5.59M | 0.01% |
21,128
+17,048
| +418% | +$4.2M |
|
1717
Oceaneering
OII
$5.11B
| $5.58M | 0.01% |
+219,300
| New | +$4.91M |
|
|
RDUS
1718
DELISTED
Radius Recycling
RDUS
| $5.55M | 0.01% |
164,796
-130,500
| -44% | -$4.16M |
|
|
GEN
1719
DELISTED
Genesis Healthcare, Inc.
GEN
| $5.55M | 0.01% |
2,424,200
+863,600
| +55% | +$1.67M |
|
1720
Clearfield
CLFD
$390M
| $5.54M | 0.01% |
501,299
+3,900
| +0.8% | +$46.7K |
|
1721
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.78B
| $5.53M | 0.01% |
55,600
+43,700
| +367% | +$4.37M |
|
|
PRTK
1722
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
| $5.51M | 0.01% |
539,949
-30,900
| -5% | -$350K |
|
1723
First Mid Bancshares
FMBH
$1.39B
| $5.51M | 0.01% |
140,113
+43,813
| +45% | +$1.66M |
|
1724
Ciena
CIEN
$62.7B
| $5.5M | 0.01% |
207,474
-1,254,600
| -86% | -$31.9M |
|
|
PFNX
1725
DELISTED
Pfenex Inc.
PFNX
| $5.5M | 0.01% |
1,016,300
-82,500
| -8% | -$477K |
|
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.