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 | |
|---|---|---|---|---|---|---|
1926
Harvard Bioscience
HBIO
$28.1M
| $4M | ﹤0.01% |
74,747
-983
| -1% | -$50.4K |
|
1927
Nature's Sunshine
NATR
$273M
| $3.98M | ﹤0.01% |
426,128
+33,428
| +9% | +$313K |
|
1928
Helix Energy Solutions
HLX
$1.49B
| $3.98M | ﹤0.01% |
477,327
+433,900
| +999% | +$3.19M |
|
1929
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
| $3.98M | ﹤0.01% |
81,366
+74,800
| +1,139% | +$3.66M |
|
1930
Ingersoll Rand
IR
$32.9B
| $3.97M | ﹤0.01% |
135,200
-534,700
| -80% | -$16.8M |
|
|
TRHC
1931
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $3.96M | ﹤0.01% |
62,100
+18,200
| +41% | +$893K |
|
|
PFBI
1932
DELISTED
Premier Financial Bancorp
PFBI
| $3.96M | ﹤0.01% |
212,188
+34,273
| +19% | +$591K |
|
1933
Kingstone Companies
KINS
$284M
| $3.96M | ﹤0.01% |
234,100
-21,582
| -8% | -$373K |
|
|
TCO
1934
DELISTED
Taubman Centers Inc.
TCO
| $3.96M | ﹤0.01% |
+67,300
| New | +$3.78M |
|
1935
State Street Health Care Select Sector SPDR ETF
XLV
$44B
| $3.95M | ﹤0.01% |
47,300
-37,000
| -44% | -$3.07M |
|
1936
Innovative Industrial Properties
IIPR
$1.67B
| $3.92M | ﹤0.01% |
107,000
+43,400
| +68% | +$1.49M |
|
1937
Constellium
CSTM
$4B
| $3.88M | ﹤0.01% |
376,900
-797,700
| -68% | -$9.27M |
|
|
MSGN
1938
DELISTED
MSG Networks Inc.
MSGN
| $3.88M | ﹤0.01% |
162,037
-19,763
| -11% | -$419K |
|
1939
RCM Technologies
RCMT
$202M
| $3.87M | ﹤0.01% |
783,270
-18,117
| -2% | -$94.1K |
|
|
FLY
1940
DELISTED
Fly Leasing Limited
FLY
| $3.87M | ﹤0.01% |
274,280
+77,931
| +40% | +$1.08M |
|
1941
VanEck Junior Gold Miners ETF
GDXJ
$8.33B
| $3.86M | ﹤0.01% |
+118,100
| New | +$3.89M |
|
1942
Napco Security Technologies
NSSC
$1.39B
| $3.86M | ﹤0.01% |
527,000
+17,600
| +3% | +$104K |
|
|
TOWR
1943
DELISTED
Tower International, Inc.
TOWR
| $3.86M | ﹤0.01% |
121,300
+79,800
| +192% | +$2.4M |
|
1944
Espey Mfg & Electronics Corp
ESP
$195M
| $3.86M | ﹤0.01% |
143,700
+1,900
| +1% | +$52K |
|
|
CTIC
1945
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
| $3.85M | ﹤0.01% |
773,445
+84,500
| +12% | +$370K |
|
|
DALN
1946
DELISTED
DallasNews
DALN
| $3.83M | ﹤0.01% |
203,615
+6,765
| +3% | +$135K |
|
|
OIIM
1947
DELISTED
02Micro International
OIIM
| $3.81M | ﹤0.01% |
2,076,400
+58,500
| +3% | +$90.7K |
|
|
ALBO
1948
DELISTED
Albireo Pharma Inc
ALBO
| $3.81M | ﹤0.01% |
107,366
+14,934
| +16% | +$484K |
|
|
FARO
1949
DELISTED
Faro Technologies
FARO
| $3.81M | ﹤0.01% |
70,042
+35,900
| +105% | +$2M |
|
|
SPNS
1950
DELISTED
Sapiens International
SPNS
| $3.8M | ﹤0.01% |
389,100
-2,400
| -0.6% | -$22.2K |
|
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.