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 |
Amazon
AMZN
|
+$729M |
| 2 |
Booking.com
BKNG
|
+$309M |
| 3 |
PepsiCo
PEP
|
+$294M |
| 4 |
Comcast
CMCSA
|
+$285M |
| 5 |
Netflix
NFLX
|
+$242M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$778M |
| 2 |
Walmart Inc
WMT
|
+$382M |
| 3 |
GE Aerospace
GE
|
+$361M |
| 4 |
NetEase
NTES
|
+$344M |
| 5 |
Becton Dickinson
BDX
|
+$343M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.65% |
| 2 | Technology | 14.45% |
| 3 | Consumer Discretionary | 11.36% |
| 4 | Financials | 11.34% |
| 5 | Industrials | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
INN
1901
Summit Hotel Properties
INN
$651M
| $4.36M | ﹤0.01% |
320,552
-417,400
| -57% | -$5.99M |
|
|
STOR
1902
DELISTED
STORE Capital Corporation
STOR
| $4.36M | ﹤0.01% |
175,500
+167,400
| +2,067% | +$4.07M |
|
|
ALTA
1903
DELISTED
Altabancorp
ALTA
| $4.35M | ﹤0.01% |
134,700
+31,600
| +31% | +$995K |
|
|
QVCGA
1904
DELISTED
QVC Group Inc Series A
QVCGA
| $4.35M | ﹤0.01% |
+3,559
| New | +$4.68M |
|
1905
Cass Information Systems
CASS
$748M
| $4.34M | ﹤0.01% |
87,548
-18,240
| -17% | -$894K |
|
1906
First Hawaiian
FHB
$3.37B
| $4.34M | ﹤0.01% |
155,800
+93,700
| +151% | +$2.73M |
|
1907
Nature's Sunshine
NATR
$266M
| $4.32M | ﹤0.01% |
392,700
+11,500
| +3% | +$132K |
|
1908
Pebblebrook Hotel Trust
PEB
$2.06B
| $4.32M | ﹤0.01% |
+125,700
| New | +$4.57M |
|
1909
Illumina
ILMN
$28.8B
| $4.31M | ﹤0.01% |
18,728
-26,317
| -58% | -$6.03M |
|
1910
Kingstone Companies
KINS
$285M
| $4.29M | ﹤0.01% |
255,682
+35,351
| +16% | +$698K |
|
1911
Banco Bilbao Vizcaya Argentaria
BBVA
$158B
| $4.29M | ﹤0.01% |
+542,958
| New | +$4.67M |
|
|
OTIC
1912
DELISTED
Otonomy, Inc.
OTIC
| $4.27M | ﹤0.01% |
1,016,700
+279,050
| +38% | +$1.52M |
|
|
STCN
1913
DELISTED
Steel Connect, Inc. Common Stock
STCN
| $4.26M | ﹤0.01% |
215,553
+1,473
| +0.7% | +$31.4K |
|
|
USCR
1914
DELISTED
U S Concrete, Inc.
USCR
| $4.25M | ﹤0.01% |
+70,300
| New | +$5.22M |
|
1915
Global Industrial
GIC
$1.48B
| $4.24M | ﹤0.01% |
148,400
+18,600
| +14% | +$562K |
|
|
EGN
1916
DELISTED
Energen
EGN
| $4.24M | ﹤0.01% |
+67,400
| New | +$3.78M |
|
1917
Larimar Therapeutics
LRMR
$453M
| $4.23M | ﹤0.01% |
47,333
-8,581
| -15% | -$727K |
|
|
NSU
1918
DELISTED
Nevsun Resources Ltd.
NSU
| $4.22M | ﹤0.01% |
1,772,800
-149,700
| -8% | -$343K |
|
|
ACFC
1919
DELISTED
Atlantic Coast Financial Corporation
ACFC
| $4.21M | ﹤0.01% |
408,800
+6,800
| +2% | +$70.7K |
|
|
MN
1920
DELISTED
MANNING & NAPIER, INC.
MN
| $4.21M | ﹤0.01% |
1,202,800
-11,391
| -0.9% | -$40.7K |
|
1921
Aaon
AAON
$7.24B
| $4.2M | ﹤0.01% |
161,513
-263,100
| -62% | -$6.39M |
|
|
NWY
1922
DELISTED
New York & Co Inc
NWY
| $4.2M | ﹤0.01% |
1,242,100
+4,900
| +0.4% | +$14.5K |
|
1923
Heritage Financial
HFWA
$1.22B
| $4.19M | ﹤0.01% |
136,989
+39,300
| +40% | +$1.21M |
|
1924
Alpha Pro Tech
APT
$55.4M
| $4.19M | ﹤0.01% |
1,250,910
-16,500
| -1% | -$60.1K |
|
|
MTGE
1925
DELISTED
MTGE Investment Corp. Common Stock
MTGE
| $4.19M | ﹤0.01% |
234,077
-2,123
| -0.9% | -$37.5K |
|
Similar funds
Jim Simons's Q1 2018 Portfolio in Review
As of Q1 2018, Jim Simons held 3,782 positions worth $91.4B, up 0.81% from $90.7B the previous quarter. Its ten largest holdings account for 9% of the portfolio.
Jim Simons's Q1 2018 filing shows 474 new, 1,645 increased, 1,192 reduced and 438 closed positions. Its largest new stake was Amazon: 10,199,100 shares worth $738M. The largest sale was ExxonMobil, an estimated $778M.
By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jim Simons's largest Q1 2018 buy was Amazon: 10,199,100 shares worth $738M.
- Jim Simons added most to Booking.com in Q1 2018, an estimated $309M increase.
- Jim Simons's biggest Q1 2018 reduction was ExxonMobil, cutting an estimated $778M.
- Jim Simons fully exited Marathon Petroleum in Q1 2018, selling an estimated $132M.
- Jim Simons's ten largest holdings make up 9% of its $91.4B portfolio in Q1 2018.
- Jim Simons opened 474 new positions and closed 438 in Q1 2018.
- Jim Simons's portfolio value rose 0.81% quarter-over-quarter to $91.4B.
Based on Renaissance Technologies's 13F filing for Q1 2018, filed 14 May 2018.