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 | |
|---|---|---|---|---|---|---|
1726
Citi Trends
CTRN
$621M
| $5.49M | 0.01% |
200,075
+44,650
| +29% | +$1.34M |
|
1727
Four Corners Property Trust
FCPT
$2.76B
| $5.49M | 0.01% |
222,900
+57,400
| +35% | +$1.31M |
|
1728
DNOW Inc
DNOW
$2.95B
| $5.48M | 0.01% |
411,400
+341,400
| +488% | +$4.5M |
|
1729
NGL Energy Partners
NGL
$2.13B
| $5.48M | 0.01% |
+438,600
| New | +$5.15M |
|
|
ARA
1730
DELISTED
American Renal Associates Holdings, Inc
ARA
| $5.48M | 0.01% |
347,500
+183,000
| +111% | +$2.88M |
|
|
AMRN
1731
Amarin Corp
AMRN
$299M
| $5.47M | 0.01% |
88,461
-41,646
| -32% | -$2.58M |
|
1732
Oil States International
OIS
$526M
| $5.46M | 0.01% |
170,200
-9,800
| -5% | -$330K |
|
1733
Invesco QQQ Trust
QQQ
$487B
| $5.46M | 0.01% |
31,800
+15,500
| +95% | +$2.6M |
|
1734
Lincoln Electric
LECO
$15.5B
| $5.45M | 0.01% |
62,138
-144,000
| -70% | -$12.8M |
|
1735
Mitsubishi UFJ Financial
MUFG
$260B
| $5.45M | 0.01% |
963,700
+410,800
| +74% | +$2.6M |
|
1736
USA Compression Partners
USAC
$3.78B
| $5.44M | 0.01% |
323,300
+151,900
| +89% | +$2.71M |
|
|
ALTA
1737
DELISTED
Altabancorp
ALTA
| $5.43M | 0.01% |
152,200
+17,500
| +13% | +$600K |
|
1738
BCB Bancorp
BCBP
$163M
| $5.43M | 0.01% |
362,116
+57,985
| +19% | +$895K |
|
1739
Capital City Bank Group
CCBG
$898M
| $5.42M | 0.01% |
229,517
+36,718
| +19% | +$878K |
|
|
AMNB
1740
DELISTED
American National Bankshares Inc
AMNB
| $5.42M | 0.01% |
135,376
+7,776
| +6% | +$309K |
|
1741
Saga Communications
SGA
$61.8M
| $5.41M | 0.01% |
140,500
+6,700
| +5% | +$257K |
|
|
AVX
1742
DELISTED
AVX Corporation
AVX
| $5.41M | 0.01% |
344,900
+160,200
| +87% | +$2.55M |
|
1743
Mistras Group
MG
$584M
| $5.4M | 0.01% |
286,100
+128,800
| +82% | +$2.51M |
|
1744
Invesco Senior Loan ETF
BKLN
$6.76B
| $5.4M | 0.01% |
235,800
-37,963
| -14% | -$875K |
|
1745
Citizens & Northern Corp
CZNC
$466M
| $5.4M | 0.01% |
208,700
-4,200
| -2% | -$105K |
|
|
RESI
1746
DELISTED
Front Yard Residential Corporation Common Stock
RESI
| $5.39M | 0.01% |
517,700
+463,008
| +847% | +$4.81M |
|
1747
Aviat Networks
AVNW
$282M
| $5.39M | 0.01% |
658,166
-19,000
| -3% | -$163K |
|
1748
Allot
ALLT
$388M
| $5.38M | 0.01% |
1,004,604
+55,564
| +6% | +$294K |
|
1749
KNOT Offshore Partners
KNOP
$366M
| $5.38M | 0.01% |
243,100
+118,400
| +95% | +$2.46M |
|
1750
Grupo Aval
AVAL
$6.41B
| $5.37M | 0.01% |
647,560
-141,640
| -18% | -$1.22M |
|
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.