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 | |
|---|---|---|---|---|---|---|
|
DRRX
1776
DELISTED
DURECT Corp
DRRX
| $5.1M | 0.01% |
326,949
+150,489
| +85% | +$3.09M |
|
1777
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
| $5.1M | 0.01% |
192,300
-900
| -0.5% | -$24.5K |
|
1778
Amplify Energy
AMPY
$200M
| $5.1M | 0.01% |
374,500
+19,600
| +6% | +$265K |
|
|
USAP
1779
DELISTED
Universal Stainless & Alloy
USAP
| $5.1M | 0.01% |
215,300
+40,700
| +23% | +$1.11M |
|
|
EXFO
1780
DELISTED
EXFO INC.
EXFO
| $5.09M | 0.01% |
1,476,282
-38,173
| -3% | -$139K |
|
1781
Integer Holdings
ITGR
$4.25B
| $5.08M | 0.01% |
78,600
+17,300
| +28% | +$1.07M |
|
1782
Suburban Propane Partners
SPH
$1.17B
| $5.08M | 0.01% |
216,067
+178,057
| +468% | +$4.1M |
|
|
NCI
1783
DELISTED
Navigant Consulting, Inc.
NCI
| $5.07M | 0.01% |
+229,100
| New | +$5.21M |
|
1784
KVH Industries
KVHI
$143M
| $5.07M | 0.01% |
378,400
+11,500
| +3% | +$128K |
|
1785
DHI Group
DHX
$174M
| $5.04M | 0.01% |
2,143,500
+314,200
| +17% | +$636K |
|
1786
Oxford Industries
OXM
$542M
| $5.02M | 0.01% |
60,500
+40,300
| +200% | +$3.25M |
|
|
PWOD
1787
DELISTED
Penns Woods Bancorp
PWOD
| $4.98M | 0.01% |
166,950
+11,980
| +8% | +$354K |
|
1788
Zymeworks
ZYME
$1.83B
| $4.98M | 0.01% |
+337,000
| New | +$5.22M |
|
1789
Hingham Institution for Saving
HIFS
$686M
| $4.96M | 0.01% |
22,600
+500
| +2% | +$106K |
|
1790
Brunswick
BC
$5.29B
| $4.96M | 0.01% |
+76,900
| New | +$4.8M |
|
1791
Community Bank
CBU
$3.46B
| $4.96M | 0.01% |
83,948
-18,460
| -18% | -$1.08M |
|
|
NPKI
1792
NPK International
NPKI
$1.18B
| $4.96M | 0.01% |
457,000
+187,500
| +70% | +$1.91M |
|
|
SAFE
1793
Safehold
SAFE
$1.1B
| $4.95M | 0.01% |
94,174
-66,809
| -42% | -$3.44M |
|
1794
Global Industrial
GIC
$1.49B
| $4.92M | 0.01% |
143,200
-5,200
| -4% | -$166K |
|
1795
Consolidated Water Co
CWCO
$502M
| $4.88M | 0.01% |
378,100
+110,100
| +41% | +$1.47M |
|
1796
Old National Bancorp
ONB
$10.4B
| $4.87M | 0.01% |
261,876
-114,628
| -30% | -$2.04M |
|
1797
Transact Technologies
TACT
$52.5M
| $4.86M | 0.01% |
389,100
-18,100
| -4% | -$213K |
|
|
OMCC
1798
DELISTED
Old Market Capital Corp
OMCC
| $4.86M | 0.01% |
527,929
-1,969
| -0.4% | -$17.2K |
|
1799
Telecom Argentina
TEO
$5.75B
| $4.84M | 0.01% |
272,909
+127,625
| +88% | +$3.24M |
|
1800
UTStarcom
UTSI
$22.9M
| $4.83M | 0.01% |
296,124
+4,250
| +1% | +$79.6K |
|
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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.