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 | |
|---|---|---|---|---|---|---|
|
LUMO
2276
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| $1.93M | ﹤0.01% |
45,011
+25,074
| +126% | +$1.15M |
|
|
QTRH
2277
DELISTED
Quarterhill Inc. Common Shares
QTRH
| $1.93M | ﹤0.01% |
1,736,331
+222,831
| +15% | +$305K |
|
|
HMNF
2278
DELISTED
HMN Financial Inc
HMNF
| $1.92M | ﹤0.01% |
95,300
+5,300
| +6% | +$102K |
|
2279
Vanguard Morningstar Small-Cap ETF
VB
$83.4B
| $1.92M | ﹤0.01% |
12,300
+4,600
| +60% | +$704K |
|
|
SCTL
2280
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
| $1.91M | ﹤0.01% |
425,150
+20,851
| +5% | +$165K |
|
|
BSCI
2281
DELISTED
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
| $1.91M | ﹤0.01% |
90,200
+72,968
| +423% | +$1.54M |
|
|
FRBK
2282
DELISTED
Republic First Bancorp Inc
FRBK
| $1.91M | ﹤0.01% |
243,009
+146,809
| +153% | +$1.24M |
|
2283
Ares Management
ARES
$33.7B
| $1.91M | ﹤0.01% |
92,112
+29,405
| +47% | +$636K |
|
2284
Genie Energy
GNE
$386M
| $1.91M | ﹤0.01% |
384,297
-13,698
| -3% | -$66.2K |
|
|
SUP
2285
DELISTED
Superior Industries International
SUP
| $1.91M | ﹤0.01% |
106,502
+82,502
| +344% | +$1.35M |
|
2286
UFP Industries
UFPI
$5.03B
| $1.91M | ﹤0.01% |
52,009
-127,700
| -71% | -$4.47M |
|
2287
Miller Industries
MLR
$640M
| $1.9M | ﹤0.01% |
74,500
+21,200
| +40% | +$551K |
|
2288
Tantech Holdings
TANH
$5.27M
| $1.89M | ﹤0.01% |
+70
| New | +$2.12M |
|
2289
Frequency Electronics
FEIM
$856M
| $1.89M | ﹤0.01% |
234,188
+5,888
| +3% | +$49.7K |
|
2290
Assured Guaranty
AGO
$3.35B
| $1.88M | ﹤0.01% |
52,690
-536,110
| -91% | -$19.5M |
|
2291
AutoZone
AZO
$49.6B
| $1.88M | ﹤0.01% |
2,800
-16,550
| -86% | -$10.7M |
|
|
DO
2292
DELISTED
Diamond Offshore Drilling
DO
| $1.88M | ﹤0.01% |
+90,100
| New | +$1.68M |
|
2293
Voyager Therapeutics
VYGR
$198M
| $1.87M | ﹤0.01% |
95,600
-115,965
| -55% | -$2.29M |
|
2294
Wabash National
WNC
$509M
| $1.87M | ﹤0.01% |
+100,000
| New | +$2.03M |
|
|
BBOX
2295
DELISTED
Black Box Corp
BBOX
| $1.86M | ﹤0.01% |
918,000
+69,900
| +8% | +$153K |
|
|
MYOK
2296
DELISTED
MyoKardia, Inc. Common Stock
MYOK
| $1.86M | ﹤0.01% |
37,400
-89,000
| -70% | -$4.31M |
|
2297
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.16B
| $1.86M | ﹤0.01% |
+15,260
| New | +$1.94M |
|
|
PBT
2298
Permian Basin Royalty Trust
PBT
$1.56B
| $1.85M | ﹤0.01% |
198,361
+18,333
| +10% | +$177K |
|
2299
Unisys
UIS
$210M
| $1.85M | ﹤0.01% |
143,500
+108,700
| +312% | +$1.3M |
|
2300
W.P. Carey
WPC
$16.3B
| $1.85M | ﹤0.01% |
28,486
-99,445
| -78% | -$6.3M |
|
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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.