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 | |
|---|---|---|---|---|---|---|
|
UMH
2526
UMH Properties
UMH
$1.4B
| $1.42M | ﹤0.01% |
114,700
+71,010
| +163% | +$956K |
|
|
BSCL
2527
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
| $1.42M | ﹤0.01% |
67,000
-133,973
| -67% | -$2.82M |
|
2528
Kodiak Sciences
KOD
$2.57B
| $1.42M | ﹤0.01% |
+121,214
| New | +$1.08M |
|
2529
Educational Development Corp
EDUC
$11.8M
| $1.42M | ﹤0.01% |
202,424
+6,600
| +3% | +$53.2K |
|
2530
Champions Oncology
CSBR
$69.5M
| $1.41M | ﹤0.01% |
180,646
-11,300
| -6% | -$99.1K |
|
2531
Northern Technologies International Corp
NTIC
$77.3M
| $1.41M | ﹤0.01% |
115,602
+600
| +0.5% | +$7.62K |
|
|
GMLP
2532
DELISTED
Golar LNG Partners LP
GMLP
| $1.41M | ﹤0.01% |
124,700
-40,300
| -24% | -$481K |
|
|
FCSC
2533
DELISTED
Fibrocell Science Inc.
FCSC
| $1.41M | ﹤0.01% |
740,454
+204,015
| +38% | +$417K |
|
|
VBTX
2534
DELISTED
Veritex Holdings
VBTX
| $1.4M | ﹤0.01% |
53,895
+19,500
| +57% | +$505K |
|
|
ATSG
2535
DELISTED
Air Transport Services Group
ATSG
| $1.4M | ﹤0.01% |
57,200
+47,000
| +461% | +$1.08M |
|
2536
Nasdaq
NDAQ
$54.2B
| $1.39M | ﹤0.01% |
+43,500
| New | +$1.33M |
|
2537
CB Financial Services
CBFV
$188M
| $1.39M | ﹤0.01% |
58,600
+34,400
| +142% | +$808K |
|
2538
TG Therapeutics
TGTX
$7.44B
| $1.39M | ﹤0.01% |
160,500
+114,400
| +248% | +$865K |
|
2539
Genasys
GNSS
$78.8M
| $1.39M | ﹤0.01% |
421,560
-48,300
| -10% | -$151K |
|
|
RPT
2540
Rithm Property Trust
RPT
$104M
| $1.39M | ﹤0.01% |
17,060
-6,396
| -27% | -$506K |
|
2541
Cineverse
CNVS
$66.6M
| $1.38M | ﹤0.01% |
51,076
+4,194
| +9% | +$147K |
|
|
EEI
2542
DELISTED
Ecology and Environment
EEI
| $1.38M | ﹤0.01% |
126,517
-2,000
| -2% | -$21.8K |
|
2543
AC Immune
ACIU
$254M
| $1.38M | ﹤0.01% |
248,039
+27,789
| +13% | +$142K |
|
|
AAWW
2544
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $1.38M | ﹤0.01% |
30,800
-115,300
| -79% | -$5.06M |
|
2545
Franklin Electric
FELE
$4.65B
| $1.37M | ﹤0.01% |
28,900
+11,400
| +65% | +$540K |
|
|
CTIC
2546
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
| $1.37M | ﹤0.01% |
1,596,587
+314,235
| +25% | +$290K |
|
2547
Peoples Bancorp of North Carolina
PEBK
$238M
| $1.37M | ﹤0.01% |
45,592
+7,300
| +19% | +$202K |
|
|
CXDC
2548
DELISTED
China XD Plastics Company Limited
CXDC
| $1.37M | ﹤0.01% |
646,080
-7,900
| -1% | -$18K |
|
2549
Coda Octopus Group
CODA
$118M
| $1.36M | ﹤0.01% |
104,500
+37,104
| +55% | +$488K |
|
|
ROAN
2550
DELISTED
Roan Resources, Inc.
ROAN
| $1.36M | ﹤0.01% |
+782,600
| New | +$2.83M |
|
Similar funds
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.