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 | |
|---|---|---|---|---|---|---|
|
SNT
2201
Senstar Technologies
SNT
$42.9M
| $2.57M | ﹤0.01% |
445,549
-26,311
| -6% | -$153K |
|
2202
Fresenius Medical Care
FMS
$12.6B
| $2.57M | ﹤0.01% |
50,300
-44,468
| -47% | -$2.37M |
|
|
TGA
2203
DELISTED
Transglobe Energy Corp
TGA
| $2.57M | ﹤0.01% |
1,915,400
+148,100
| +8% | +$204K |
|
|
HAYN
2204
DELISTED
Haynes International, Inc.
HAYN
| $2.57M | ﹤0.01% |
69,136
-20,610
| -23% | -$807K |
|
2205
Equity Residential
EQR
$24.7B
| $2.54M | ﹤0.01% |
41,300
-960,300
| -96% | -$57M |
|
2206
Ascent Industries
ACNT
$136M
| $2.52M | ﹤0.01% |
172,794
-6,706
| -4% | -$92.4K |
|
2207
AMES National
ATLO
$280M
| $2.52M | ﹤0.01% |
91,600
-4,200
| -4% | -$117K |
|
2208
VSE Corp
VSEC
$6.77B
| $2.52M | ﹤0.01% |
48,700
-800
| -2% | -$39.7K |
|
|
UWN
2209
DELISTED
Nevada Gold & Casinos, Ltd.
UWN
| $2.51M | ﹤0.01% |
1,147,300
-9,400
| -0.8% | -$23.8K |
|
|
QIWI
2210
DELISTED
QIWI PLC
QIWI
| $2.51M | ﹤0.01% |
131,453
-240,047
| -65% | -$4.1M |
|
|
AEL
2211
DELISTED
American Equity Investment Life Holding Company
AEL
| $2.51M | ﹤0.01% |
85,500
-178,800
| -68% | -$5.72M |
|
|
ECOL
2212
DELISTED
US Ecology, Inc.
ECOL
| $2.5M | ﹤0.01% |
47,000
-32,500
| -41% | -$1.72M |
|
2213
Sumitomo Mitsui Financial
SMFG
$167B
| $2.49M | ﹤0.01% |
293,300
+104,800
| +56% | +$936K |
|
2214
Matsons
MATX
$6.47B
| $2.49M | ﹤0.01% |
86,800
-77,599
| -47% | -$2.43M |
|
2215
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
| $2.48M | ﹤0.01% |
51,544
+38,249
| +288% | +$1.84M |
|
|
WTT
2216
DELISTED
Wireless Telecom Group, Inc.
WTT
| $2.47M | ﹤0.01% |
1,012,200
-2,000
| -0.2% | -$4.59K |
|
|
XRM
2217
DELISTED
Xerium Technologies Inc (new)
XRM
| $2.47M | ﹤0.01% |
382,900
+5,765
| +2% | +$30.6K |
|
2218
KNOT Offshore Partners
KNOP
$371M
| $2.47M | ﹤0.01% |
124,700
-123,402
| -50% | -$2.55M |
|
|
NEX
2219
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $2.47M | ﹤0.01% |
+166,700
| New | +$2.73M |
|
2220
SmartFinancial
SMBK
$899M
| $2.46M | ﹤0.01% |
104,400
+56,600
| +118% | +$1.26M |
|
2221
AngloGold Ashanti
AU
$48.6B
| $2.46M | ﹤0.01% |
258,700
-19,000
| -7% | -$194K |
|
2222
Aptevo Therapeutics
APVO
$4.49M
| – | – |
0
| – | – |
|
2223
BK Technologies
BKTI
$277M
| $2.45M | ﹤0.01% |
123,900
+2,374
| +2% | +$44.5K |
|
2224
Ampco-Pittsburgh
AP
$195M
| $2.45M | ﹤0.01% |
274,800
+3,600
| +1% | +$43.2K |
|
2225
Rigel Pharmaceuticals
RIGL
$790M
| $2.44M | ﹤0.01% |
68,993
+4,210
| +6% | +$169K |
|
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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.