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 | |
|---|---|---|---|---|---|---|
|
FBR
151
DELISTED
Fibria Celulose Sa
FBR
| $126M | 0.14% |
6,758,128
+1,226,600
| +22% | +$23.6M |
|
152
Xcel Energy
XEL
$48.5B
| $124M | 0.14% |
2,712,800
-248,700
| -8% | -$11.1M |
|
153
Halliburton
HAL
$28.2B
| $123M | 0.13% |
2,720,695
-2,100
| -0.1% | -$105K |
|
154
FirstCash
FCFS
$9.04B
| $121M | 0.13% |
1,347,724
+381,500
| +39% | +$33.8M |
|
155
Royal Bank of Canada
RY
$292B
| $121M | 0.13% |
1,602,377
-87,200
| -5% | -$6.68M |
|
|
PCH
156
DELISTED
PotlatchDeltic
PCH
| $119M | 0.13% |
2,346,320
-305,311
| -12% | -$15.5M |
|
157
IAMGOLD
IAG
$10.4B
| $118M | 0.13% |
20,351,900
-4,031,896
| -17% | -$23.2M |
|
158
Choice Hotels
CHH
$4.62B
| $117M | 0.13% |
1,553,200
+86,700
| +6% | +$6.95M |
|
159
Chunghwa Telecom
CHT
$32.9B
| $116M | 0.13% |
3,225,484
+76,100
| +2% | +$2.83M |
|
160
UGI
UGI
$7.54B
| $116M | 0.13% |
2,224,650
+335,000
| +18% | +$16.2M |
|
161
Copa Holdings
CPA
$5.49B
| $115M | 0.13% |
1,216,902
+222,302
| +22% | +$24.9M |
|
162
Lamar Advertising Co
LAMR
$15.6B
| $115M | 0.13% |
1,679,800
+217,788
| +15% | +$14.6M |
|
163
Veeva Systems
VEEV
$38.4B
| $115M | 0.13% |
1,492,600
+25,800
| +2% | +$1.96M |
|
164
Box
BOX
$4.55B
| $115M | 0.12% |
4,586,100
+987,100
| +27% | +$24.5M |
|
165
Braskem
BAK
$881M
| $114M | 0.12% |
4,376,300
+34,800
| +0.8% | +$898K |
|
166
Rogers Communications
RCI
$19.1B
| $113M | 0.12% |
2,385,800
-93,400
| -4% | -$4.39M |
|
|
TSE
167
DELISTED
Trinseo
TSE
| $113M | 0.12% |
1,595,500
+52,100
| +3% | +$3.87M |
|
168
HCA Healthcare
HCA
$89.1B
| $112M | 0.12% |
1,094,431
+714,331
| +188% | +$72.3M |
|
169
Logitech
LOGI
$14.8B
| $112M | 0.12% |
2,553,900
-4,842
| -0.2% | -$195K |
|
170
Skywest
SKYW
$4.19B
| $112M | 0.12% |
2,160,068
+199,000
| +10% | +$11.1M |
|
171
Advanced Micro Devices
AMD
$774B
| $111M | 0.12% |
7,427,326
+6,269,500
| +541% | +$79.7M |
|
172
HEICO Corp Class A
HEI.A
$37B
| $111M | 0.12% |
1,825,852
+113,026
| +7% | +$6.75M |
|
173
Qualys
QLYS
$6.51B
| $110M | 0.12% |
1,306,200
-182,000
| -12% | -$14.6M |
|
174
Pinnacle West Capital
PNW
$12.1B
| $110M | 0.12% |
1,366,800
+294,600
| +27% | +$23M |
|
175
Capitol Federal Financial
CFFN
$1.09B
| $110M | 0.12% |
8,366,497
+11,800
| +0.1% | +$153K |
|
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.