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 | |
|---|---|---|---|---|---|---|
201
Diageo
DEO
$52.8B
| $101M | 0.11% |
702,500
-37,300
| -5% | -$5.34M |
|
202
Labcorp
LH
$26.1B
| $99.8M | 0.11% |
647,306
-413,569
| -39% | -$62.4M |
|
203
Bunge Global
BG
$21.4B
| $99.7M | 0.11% |
1,429,997
+641,597
| +81% | +$45.9M |
|
|
MRO
204
DELISTED
Marathon Oil Corporation
MRO
| $98.5M | 0.11% |
4,720,646
+4,178,700
| +771% | +$82.4M |
|
205
Teva Pharmaceuticals
TEVA
$42.5B
| $98.2M | 0.11% |
4,036,863
+3,135,900
| +348% | +$64M |
|
206
Welltower
WELL
$163B
| $98M | 0.11% |
1,562,600
-502,163
| -24% | -$28M |
|
207
TFS Financial
TFSL
$4.83B
| $97.9M | 0.11% |
6,209,522
-37,900
| -0.6% | -$586K |
|
208
Alcoa
AA
$14.3B
| $97.8M | 0.11% |
2,086,096
+267,900
| +15% | +$13.5M |
|
209
Republic Services
RSG
$65.9B
| $97.7M | 0.11% |
1,429,561
-548,939
| -28% | -$37M |
|
|
CEO
210
DELISTED
CNOOC Limited
CEO
| $97.5M | 0.11% |
569,600
+24,780
| +5% | +$4.12M |
|
211
Dollar General
DG
$26.5B
| $97.5M | 0.11% |
988,800
+664,600
| +205% | +$63.9M |
|
212
Telkom Indonesia
TLK
$14.4B
| $96.7M | 0.11% |
3,719,600
-136,400
| -4% | -$3.57M |
|
213
Kohl's
KSS
$2.1B
| $96.4M | 0.11% |
1,321,900
+572,700
| +76% | +$38.2M |
|
214
CME Group
CME
$93.2B
| $96.3M | 0.11% |
+587,788
| New | +$96M |
|
215
Chipotle Mexican Grill
CMG
$40.5B
| $96.2M | 0.1% |
11,155,000
+5,355,000
| +92% | +$43.8M |
|
216
Live Nation Entertainment
LYV
$42.7B
| $95.6M | 0.1% |
1,967,800
-764,200
| -28% | -$32.7M |
|
|
PXD
217
DELISTED
Pioneer Natural Resource Co.
PXD
| $95.4M | 0.1% |
504,188
+80,600
| +19% | +$15.4M |
|
|
MGLN
218
DELISTED
Magellan Health Services, Inc.
MGLN
| $95.2M | 0.1% |
992,400
-33,100
| -3% | -$3.17M |
|
219
Bausch Health
BHC
$2.33B
| $95.1M | 0.1% |
4,093,589
-882,100
| -18% | -$18.2M |
|
220
Hyatt Hotels
H
$16.3B
| $94.7M | 0.1% |
1,227,400
+215,700
| +21% | +$17.2M |
|
|
ENDP
221
DELISTED
Endo International plc
ENDP
| $94.7M | 0.1% |
10,040,549
+2,005,649
| +25% | +$13.5M |
|
222
Grand Canyon Education
LOPE
$3.76B
| $94M | 0.1% |
842,300
-24,400
| -3% | -$2.68M |
|
223
Biogen
BIIB
$30.1B
| $93.3M | 0.1% |
321,500
-306,161
| -49% | -$86.1M |
|
224
Sun Communities
SUI
$14.5B
| $92.9M | 0.1% |
948,700
+198,500
| +26% | +$18.7M |
|
|
GOLD
225
DELISTED
Randgold Resources Ltd
GOLD
| $92.5M | 0.1% |
1,199,362
+485,862
| +68% | +$38.5M |
|
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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.