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 | |
|---|---|---|---|---|---|---|
|
SWN
2576
DELISTED
Southwestern Energy Company
SWN
| $1.27M | ﹤0.01% |
402,000
-645,200
| -62% | -$2.5M |
|
|
USAK
2577
DELISTED
USA Truck Inc
USAK
| $1.27M | ﹤0.01% |
125,600
-41,400
| -25% | -$546K |
|
|
XIN
2578
DELISTED
Xinyuan Real Estate
XIN
| $1.27M | ﹤0.01% |
30,350
-1,470
| -5% | -$66K |
|
2579
Natural Resource Partners
NRP
$1.39B
| $1.26M | ﹤0.01% |
35,663
+18,000
| +102% | +$719K |
|
|
CLVS
2580
DELISTED
Clovis Oncology, Inc.
CLVS
| $1.26M | ﹤0.01% |
+84,900
| New | +$1.53M |
|
2581
Vanguard Total International Stock ETF
VXUS
$164B
| $1.26M | ﹤0.01% |
23,900
-13,880
| -37% | -$725K |
|
2582
Flanigan's Enterprises
BDL
$87M
| $1.26M | ﹤0.01% |
54,800
+900
| +2% | +$21.6K |
|
2583
Radcom
RDCM
$171M
| $1.26M | ﹤0.01% |
153,033
-6,300
| -4% | -$52.5K |
|
2584
Alphatec Holdings
ATEC
$1.52B
| $1.26M | ﹤0.01% |
276,787
+25,000
| +10% | +$93.2K |
|
|
TTPH
2585
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
| $1.25M | ﹤0.01% |
130,662
+19,303
| +17% | +$355K |
|
2586
iShares US Medical Devices ETF
IHI
$3.47B
| $1.25M | ﹤0.01% |
+31,200
| New | +$1.18M |
|
2587
Dentsply Sirona
XRAY
$2.34B
| $1.25M | ﹤0.01% |
21,458
-509,700
| -96% | -$27.4M |
|
2588
Xencor
XNCR
$1.69B
| $1.25M | ﹤0.01% |
30,500
+17,000
| +126% | +$558K |
|
2589
LSB Industries
LXU
$745M
| $1.25M | ﹤0.01% |
415,349
+51,740
| +14% | +$197K |
|
2590
Gates Industrial Corporation Ltd.
GTES
$7.04B
| $1.24M | ﹤0.01% |
108,900
+67,800
| +165% | +$911K |
|
2591
NI Holdings
NODK
$314M
| $1.24M | ﹤0.01% |
70,237
+16,736
| +31% | +$285K |
|
2592
SPX Corp
SPXC
$10.8B
| $1.23M | ﹤0.01% |
37,300
-112,800
| -75% | -$3.76M |
|
2593
Banner Corp
BANR
$2.51B
| $1.23M | ﹤0.01% |
22,700
-36,400
| -62% | -$1.95M |
|
2594
Lifeway Foods
LWAY
$395M
| $1.23M | ﹤0.01% |
337,498
-10,800
| -3% | -$26.7K |
|
2595
Douglas Dynamics
PLOW
$976M
| $1.23M | ﹤0.01% |
30,800
-11,343
| -27% | -$432K |
|
|
CORV
2596
DELISTED
Correvio Pharma Corp. Ordinary Shares (Canada)
CORV
| $1.23M | ﹤0.01% |
567,648
-53,300
| -9% | -$136K |
|
2597
Vanguard FTSE Developed Markets ETF
VEA
$239B
| $1.22M | ﹤0.01% |
29,287
-63,900
| -69% | -$2.63M |
|
2598
EverQuote
EVER
$864M
| $1.21M | ﹤0.01% |
+93,356
| New | +$971K |
|
2599
KT
KT
$9.07B
| $1.21M | ﹤0.01% |
97,900
+12,600
| +15% | +$154K |
|
|
CGRN
2600
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
| $1.2M | ﹤0.01% |
153,026
-2,689
| -2% | -$22.9K |
|
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.