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 | |
|---|---|---|---|---|---|---|
|
YMAB
2701
DELISTED
Y-mAbs Therapeutics
YMAB
| $956K | ﹤0.01% |
+41,800
| New | +$960K |
|
2702
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
| $955K | ﹤0.01% |
10,718
+6,900
| +181% | +$606K |
|
|
AXU
2703
DELISTED
Alexco Resource Corp
AXU
| $955K | ﹤0.01% |
837,950
+169,400
| +25% | +$177K |
|
|
LBY
2704
DELISTED
Libbey, Inc.
LBY
| $952K | ﹤0.01% |
511,800
+43,800
| +9% | +$101K |
|
|
MYND
2705
Mynd.ai
MYND
$17.4M
| $942K | ﹤0.01% |
14,054
+7,404
| +111% | +$531K |
|
2706
Prologis
PLD
$134B
| $942K | ﹤0.01% |
11,766
-873,841
| -99% | -$66.5M |
|
|
CTHR
2707
DELISTED
Charles & Colvard Ltd
CTHR
| $940K | ﹤0.01% |
59,507
+35,280
| +146% | +$535K |
|
|
NAAS
2708
NaaS Technology Inc
NAAS
$58.7M
| $939K | ﹤0.01% |
12
+6
| +100% | +$464K |
|
2709
Tecnoglass Holdings Inc.
TGLS
$1.84B
| $929K | ﹤0.01% |
143,121
-30,015
| -17% | -$207K |
|
2710
Prestige Consumer Healthcare
PBH
$2.41B
| $928K | ﹤0.01% |
+29,300
| New | +$871K |
|
2711
Twist Bioscience
TWST
$7.48B
| $928K | ﹤0.01% |
+32,000
| New | +$846K |
|
2712
First Trust Capital Strength ETF
FTCS
$8.01B
| $926K | ﹤0.01% |
16,400
+4,600
| +39% | +$254K |
|
|
HWCC
2713
DELISTED
Houston Wire & Cable Company
HWCC
| $926K | ﹤0.01% |
176,700
+3,700
| +2% | +$21.4K |
|
2714
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
| $920K | ﹤0.01% |
+27,822
| New | +$914K |
|
|
RDGT
2715
Ridgetech Inc
RDGT
$3.03M
| $920K | ﹤0.01% |
23
-1
| -4% | -$51K |
|
|
TAIT
2716
DELISTED
Taitron Components
TAIT
| $918K | ﹤0.01% |
286,996
+136,106
| +90% | +$499K |
|
|
STRR
2717
Star Equity Holdings
STRR
$39.4M
| $917K | ﹤0.01% |
73,619
+2,909
| +4% | +$42.3K |
|
2718
ProShares Ultra QQQ
QLD
$14.4B
| $912K | ﹤0.01% |
76,000
+54,392
| +252% | +$637K |
|
|
SECO
2719
DELISTED
Secoo Holding Limited ADR
SECO
| $911K | ﹤0.01% |
11,990
-7,593
| -39% | -$654K |
|
2720
Emerson Radio
MSN
$8M
| $909K | ﹤0.01% |
882,150
+2,700
| +0.3% | +$3.14K |
|
2721
Pluri
PLUR
$18.3M
| $909K | ﹤0.01% |
18,298
-1,460
| -7% | -$73.1K |
|
2722
Scully Royalty
SRL
$91.4M
| $909K | ﹤0.01% |
68,370
+9,700
| +17% | +$111K |
|
|
AMJ
2723
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
| $906K | ﹤0.01% |
36,100
+15,300
| +74% | +$385K |
|
|
WLH
2724
DELISTED
WILLIAM LYON HOMES
WLH
| $906K | ﹤0.01% |
49,700
+20,959
| +73% | +$378K |
|
2725
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12.1B
| $905K | ﹤0.01% |
8,600
-5,200
| -38% | -$543K |
|
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.