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 | 18.07% |
| 2 | Technology | 14.35% |
| 3 | Financials | 11.23% |
| 4 | Consumer Discretionary | 9.93% |
| 5 | Real Estate | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SUNE
2476
SUNation Energy
SUNE
$10.4M
| $1.55M | ﹤0.01% |
1
| – | – |
|
|
SNV
2477
DELISTED
Synovus
SNV
| $1.54M | ﹤0.01% |
+44,100
| New | +$1.53M |
|
2478
ImmunityBio
IBRX
$7.94B
| $1.54M | ﹤0.01% |
1,512,325
+280,108
| +23% | +$323K |
|
2479
Fuel Tech
FTEK
$45.6M
| $1.54M | ﹤0.01% |
1,101,138
+123,892
| +13% | +$243K |
|
|
QUOT
2480
DELISTED
Quotient Technology Inc
QUOT
| $1.54M | ﹤0.01% |
143,500
-45,600
| -24% | -$462K |
|
|
BCRH
2481
DELISTED
BLUE CAPITAL REINSURANCE HOLDINGS LTD.
BCRH
| $1.54M | ﹤0.01% |
233,300
+7,800
| +3% | +$54.9K |
|
|
SFBS
2482
ServisFirst Bancshares
SFBS
$5.01B
| $1.53M | ﹤0.01% |
44,800
-7,700
| -15% | -$257K |
|
2483
Flexible Solutions
FSI
$63.4M
| $1.53M | ﹤0.01% |
339,924
+121,424
| +56% | +$383K |
|
|
SHLO
2484
DELISTED
Shiloh Industries Inc
SHLO
| $1.53M | ﹤0.01% |
314,811
+63,600
| +25% | +$334K |
|
2485
Aclaris Therapeutics
ACRS
$846M
| $1.53M | ﹤0.01% |
699,580
+272,200
| +64% | +$1.48M |
|
2486
Badger Meter
BMI
$3.79B
| $1.53M | ﹤0.01% |
25,602
+13,602
| +113% | +$754K |
|
|
VOXX
2487
DELISTED
VOXX International Corporation Class A
VOXX
| $1.51M | ﹤0.01% |
362,624
+82,091
| +29% | +$337K |
|
|
AHG
2488
Akso Health Group
AHG
$1.07B
| $1.51M | ﹤0.01% |
211,093
+28,860
| +16% | +$241K |
|
2489
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
| $1.5M | ﹤0.01% |
34,839
+13,565
| +64% | +$581K |
|
|
KW
2490
DELISTED
Kennedy-Wilson Holdings
KW
| $1.5M | ﹤0.01% |
73,100
-39,910
| -35% | -$849K |
|
|
LADR
2491
Ladder Capital
LADR
$1.28B
| $1.5M | ﹤0.01% |
90,441
-414,700
| -82% | -$6.91M |
|
|
EBTC
2492
DELISTED
Enterprise Bancorp
EBTC
| $1.5M | ﹤0.01% |
47,248
+2,148
| +5% | +$64.1K |
|
|
SBT
2493
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $1.5M | ﹤0.01% |
150,200
+46,700
| +45% | +$458K |
|
|
EMWP
2494
DELISTED
Eros Media World PLC
EMWP
| $1.49M | ﹤0.01% |
+55,300
| New | +$7.45M |
|
2495
Jakks Pacific
JAKK
$290M
| $1.49M | ﹤0.01% |
213,008
+885
| +0.4% | +$7.83K |
|
|
APTS
2496
DELISTED
Preferred Apartment Communities, Inc.
APTS
| $1.49M | ﹤0.01% |
+99,700
| New | +$1.55M |
|
2497
Maui Land & Pineapple Co
MLP
$307M
| $1.49M | ﹤0.01% |
144,500
+3,400
| +2% | +$37.4K |
|
|
GDP
2498
DELISTED
Goodrich Petroleum Corporation Common Stock
GDP
| $1.49M | ﹤0.01% |
114,500
+7,900
| +7% | +$101K |
|
|
STZ.B
2499
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
| $1.48M | ﹤0.01% |
7,400
+300
| +4% | +$58.5K |
|
2500
Verastem
VSTM
$589M
| $1.48M | ﹤0.01% |
81,600
-9,167
| -10% | -$208K |
|
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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 17% 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.