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 | |
|---|---|---|---|---|---|---|
|
PCSB
1851
DELISTED
PCSB Financial Corporation
PCSB
| $4.52M | ﹤0.01% |
227,600
+128,200
| +129% | +$2.61M |
|
|
CVGW
1852
DELISTED
Calavo Growers
CVGW
| $4.51M | ﹤0.01% |
46,900
+36,200
| +338% | +$3.37M |
|
1853
Xenon Pharmaceuticals
XENE
$6.31B
| $4.5M | ﹤0.01% |
489,500
+201,500
| +70% | +$1.25M |
|
1854
Assembly Biosciences
ASMB
$536M
| $4.5M | ﹤0.01% |
9,567
-4,350
| -31% | -$2.3M |
|
1855
Gorman-Rupp
GRC
$2.15B
| $4.47M | ﹤0.01% |
127,815
+68,400
| +115% | +$2.23M |
|
|
NXTM
1856
DELISTED
NxStage Medical Inc.
NXTM
| $4.47M | ﹤0.01% |
160,283
-199,300
| -55% | -$5.34M |
|
1857
United-Guardian
UG
$33.3M
| $4.47M | ﹤0.01% |
233,300
+12,400
| +6% | +$229K |
|
1858
Navios Maritime Partners
NMM
$2.26B
| $4.46M | ﹤0.01% |
157,327
+37,607
| +31% | +$1.02M |
|
1859
COPT Defense Properties
CDP
$4.23B
| $4.45M | ﹤0.01% |
153,600
-857,700
| -85% | -$23.5M |
|
|
MTGE
1860
DELISTED
MTGE Investment Corp. Common Stock
MTGE
| $4.45M | ﹤0.01% |
227,200
-6,877
| -3% | -$132K |
|
1861
Carpenter Technology
CRS
$26.3B
| $4.45M | ﹤0.01% |
+84,592
| New | +$4.58M |
|
1862
Teekay
TK
$1.03B
| $4.44M | ﹤0.01% |
572,400
+504,200
| +739% | +$4.21M |
|
1863
First Internet Bancorp
INBK
$255M
| $4.43M | ﹤0.01% |
130,000
+41,500
| +47% | +$1.45M |
|
1864
Universal Technical Institute
UTI
$1.41B
| $4.43M | ﹤0.01% |
1,405,406
+21,391
| +2% | +$65.7K |
|
1865
Superior Group of Companies
SGC
$213M
| $4.42M | ﹤0.01% |
213,300
+26,900
| +14% | +$653K |
|
|
UNVR
1866
DELISTED
Univar Solutions Inc.
UNVR
| $4.4M | ﹤0.01% |
+167,795
| New | +$4.64M |
|
1867
Ameresco
AMRC
$1.47B
| $4.4M | ﹤0.01% |
366,800
-121,900
| -25% | -$1.45M |
|
|
CVLY
1868
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $4.4M | ﹤0.01% |
158,057
+37,044
| +31% | +$988K |
|
1869
La-Z-Boy
LZB
$1.64B
| $4.39M | ﹤0.01% |
143,440
+126,140
| +729% | +$3.88M |
|
1870
Kemper
KMPR
$1.56B
| $4.38M | ﹤0.01% |
57,900
-175,100
| -75% | -$12.3M |
|
1871
John B. Sanfilippo & Son
JBSS
$989M
| $4.38M | ﹤0.01% |
58,800
+39,400
| +203% | +$2.56M |
|
1872
Archrock
AROC
$5.84B
| $4.38M | ﹤0.01% |
+364,743
| New | +$4.03M |
|
1873
Nicolet Bankshares
NIC
$3.72B
| $4.38M | ﹤0.01% |
79,407
+5,507
| +7% | +$310K |
|
|
WDR
1874
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $4.38M | ﹤0.01% |
243,439
-313,661
| -56% | -$6.1M |
|
1875
Titan Machinery
TITN
$431M
| $4.36M | ﹤0.01% |
280,400
-101,300
| -27% | -$1.96M |
|
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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.