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 | |
|---|---|---|---|---|---|---|
2051
First Bank
FRBA
$471M
| $3.09M | ﹤0.01% |
222,373
+77,473
| +53% | +$1.08M |
|
2052
Chemung Financial Corp
CHMG
$403M
| $3.08M | ﹤0.01% |
61,500
+5,543
| +10% | +$271K |
|
2053
Bristow Group
VTOL
$1.38B
| $3.08M | ﹤0.01% |
118,750
+78,450
| +195% | +$1.85M |
|
|
DRD
2054
DRDGold
DRD
$2.06B
| $3.07M | ﹤0.01% |
1,210,113
-217,352
| -15% | -$570K |
|
2055
Patrick Industries
PATK
$2.78B
| $3.07M | ﹤0.01% |
+81,119
| New | +$3.19M |
|
|
ESTE
2056
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
| $3.07M | ﹤0.01% |
347,400
+272,680
| +365% | +$2.53M |
|
2057
Radcom
RDCM
$170M
| $3.06M | ﹤0.01% |
154,700
+84,300
| +120% | +$1.64M |
|
|
EMKR
2058
DELISTED
Emcore Corp
EMKR
| $3.05M | ﹤0.01% |
60,471
-3,730
| -6% | -$189K |
|
|
GOOS
2059
Canada Goose Holdings
GOOS
$850M
| $3.02M | ﹤0.01% |
+51,306
| New | +$2.16M |
|
2060
Schwab US TIPS ETF
SCHP
$16.2B
| $3.02M | ﹤0.01% |
109,800
+69,200
| +170% | +$1.89M |
|
2061
First Bancorp
FBP
$4.49B
| $3.01M | ﹤0.01% |
393,913
-199,800
| -34% | -$1.48M |
|
2062
Wipro
WIT
$19.4B
| $3M | ﹤0.01% |
1,672,800
+333,333
| +25% | +$607K |
|
|
PNTR
2063
DELISTED
Pointer Telocation Ltd.
PNTR
| $3M | ﹤0.01% |
250,300
+13,018
| +5% | +$181K |
|
2064
AMES National
ATLO
$281M
| $3M | ﹤0.01% |
97,200
+5,600
| +6% | +$164K |
|
2065
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
| $2.99M | ﹤0.01% |
+24,900
| New | +$2.98M |
|
2066
News Corp Class B
NWS
$17.8B
| $2.99M | ﹤0.01% |
188,400
+74,118
| +65% | +$1.19M |
|
|
WSTL
2067
DELISTED
Westell Technologies Inc
WSTL
| $2.98M | ﹤0.01% |
1,046,996
-53,496
| -5% | -$162K |
|
2068
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
| $2.98M | ﹤0.01% |
+8,400
| New | +$2.95M |
|
2069
Ampco-Pittsburgh
AP
$190M
| $2.97M | ﹤0.01% |
289,800
+15,000
| +5% | +$151K |
|
|
SIOX
2070
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
| $2.95M | ﹤0.01% |
162,950
-78,775
| -33% | -$1.16M |
|
|
ACR
2071
ACRES Commercial Realty
ACR
$101M
| $2.94M | ﹤0.01% |
+96,387
| New | +$2.91M |
|
|
GPX
2072
DELISTED
GP Strategies Corp.
GPX
| $2.94M | ﹤0.01% |
167,225
-64,769
| -28% | -$1.32M |
|
|
PES
2073
DELISTED
Pioneer Energy Services Corp.
PES
| $2.94M | ﹤0.01% |
+503,145
| New | +$2.24M |
|
|
INFN
2074
DELISTED
Infinera Corporation Common Stock
INFN
| $2.94M | ﹤0.01% |
296,152
-132,148
| -31% | -$1.37M |
|
2075
iShares MSCI ACWI ETF
ACWI
$33.6B
| $2.94M | ﹤0.01% |
+41,302
| New | +$3M |
|
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.