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
|
+$453M |
| 2 |
CELG
Celgene Corp
CELG
|
+$391M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$389M |
| 4 |
GE Aerospace
GE
|
+$378M |
| 5 |
Johnson & Johnson
JNJ
|
+$356M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$307M |
| 2 |
Costco
COST
|
+$279M |
| 3 |
Lowe's Companies
LOW
|
+$273M |
| 4 |
Microsoft
MSFT
|
+$230M |
| 5 |
Chevron
CVX
|
+$225M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.59% |
| 2 | Technology | 14.11% |
| 3 | Financials | 10.92% |
| 4 | Consumer Discretionary | 9.85% |
| 5 | Real Estate | 7.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Capitol Federal Financial
CFFN
$1.09B
| $116M | 0.1% |
8,388,858
-137,339
| -2% | -$1.86M |
|
227
Bath & Body Works
BBWI
$3.81B
| $115M | 0.1% |
5,444,573
+2,941,215
| +117% | +$58.2M |
|
228
Idacorp
IDA
$8.11B
| $115M | 0.1% |
1,143,200
-13,700
| -1% | -$1.38M |
|
229
Ulta Beauty
ULTA
$23.3B
| $114M | 0.1% |
329,100
+159,000
| +93% | +$54.9M |
|
230
Pan American Silver
PAAS
$21.8B
| $114M | 0.1% |
8,805,213
+1,533,595
| +21% | +$18.5M |
|
231
lululemon athletica
LULU
$14.3B
| $113M | 0.1% |
629,500
-23,800
| -4% | -$4.13M |
|
|
CSGS
232
DELISTED
CSG Systems International
CSGS
| $113M | 0.1% |
2,322,670
+50,848
| +2% | +$2.33M |
|
233
Ionis Pharmaceuticals
IONS
$9.21B
| $113M | 0.1% |
+1,755,311
| New | +$124M |
|
234
Sprouts Farmers Market
SFM
$7.87B
| $113M | 0.1% |
5,964,500
+1,183,000
| +25% | +$24.6M |
|
235
UGI
UGI
$7.54B
| $112M | 0.1% |
2,096,350
-530,200
| -20% | -$28.2M |
|
|
CS
236
DELISTED
Credit Suisse Group
CS
| $112M | 0.1% |
9,349,796
+2,197,200
| +31% | +$26.8M |
|
237
PVH
PVH
$3.91B
| $112M | 0.1% |
1,180,475
-115,370
| -9% | -$12.8M |
|
238
Wingstop
WING
$3.03B
| $112M | 0.1% |
1,179,100
+113,200
| +11% | +$9.22M |
|
239
Assurant
AIZ
$13.9B
| $112M | 0.1% |
1,050,000
+631,900
| +151% | +$62.4M |
|
240
Merck
MRK
$322B
| $110M | 0.1% |
+1,380,635
| New | +$106M |
|
241
Welltower
WELL
$163B
| $110M | 0.1% |
1,352,568
-1,459,354
| -52% | -$115M |
|
242
Upbound Group
UPBD
$1.11B
| $110M | 0.1% |
4,123,524
+1,932,000
| +88% | +$45.9M |
|
243
NVR
NVR
$17.1B
| $109M | 0.1% |
32,360
-860
| -3% | -$2.76M |
|
244
Mercury Insurance
MCY
$5.86B
| $107M | 0.09% |
1,719,800
+202,500
| +13% | +$11.3M |
|
245
Simon Property Group
SPG
$71B
| $107M | 0.09% |
670,305
+576,200
| +612% | +$99.2M |
|
246
Dollar General
DG
$26.5B
| $107M | 0.09% |
788,400
+779,300
| +8,564% | +$98.5M |
|
|
HTZ
247
DELISTED
Hertz Global Holdings, Inc.
HTZ
| $106M | 0.09% |
6,642,808
-596,646
| -8% | -$8.98M |
|
248
Cinemark Holdings
CNK
$4.25B
| $106M | 0.09% |
2,932,900
+548,900
| +23% | +$21.7M |
|
249
Regeneron Pharmaceuticals
REGN
$82.1B
| $106M | 0.09% |
337,962
+129,700
| +62% | +$43.2M |
|
250
Brady Corp
BRC
$4.48B
| $106M | 0.09% |
2,141,098
-86,600
| -4% | -$4.15M |
|
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Jim Simons's Q2 2019 Portfolio in Review
As of Q2 2019, Jim Simons held 3,913 positions worth $114B, up 3.3% from $110B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Jim Simons's Q2 2019 filing shows 495 new, 1,847 increased, 1,145 reduced and 397 closed positions. Its largest new stake was Apple: 9,290,160 shares worth $460M. The largest sale was UnitedHealth, an estimated $307M.
By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 16% a quarter earlier, followed by Technology and Financials.
- Jim Simons's largest Q2 2019 buy was Apple: 9,290,160 shares worth $460M.
- Jim Simons added most to Celgene Corp in Q2 2019, an estimated $391M increase.
- Jim Simons's biggest Q2 2019 reduction was Microsoft, cutting an estimated $230M.
- Jim Simons fully exited UnitedHealth in Q2 2019, selling an estimated $307M.
- Jim Simons's ten largest holdings make up 9.1% of its $114B portfolio in Q2 2019.
- Jim Simons opened 495 new positions and closed 397 in Q2 2019.
- Jim Simons's portfolio value rose 3.3% quarter-over-quarter to $114B.
Based on Renaissance Technologies's 13F filing for Q2 2019, filed 12 Aug 2019.