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 | |
|---|---|---|---|---|---|---|
251
Agnico Eagle Mines
AEM
$92B
| $105M | 0.09% |
2,055,700
+372,200
| +22% | +$16.2M |
|
252
TJX Companies
TJX
$172B
| $105M | 0.09% |
1,980,201
+1,917,501
| +3,058% | +$102M |
|
|
TRCO
253
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $104M | 0.09% |
2,242,200
+174,900
| +8% | +$8.08M |
|
254
Waters Corp
WAT
$40.7B
| $103M | 0.09% |
477,925
-106,800
| -18% | -$23.3M |
|
255
Workiva
WK
$3.76B
| $103M | 0.09% |
1,767,400
+132,998
| +8% | +$7.13M |
|
256
Innoviva
INVA
$1.5B
| $103M | 0.09% |
7,049,608
+604,320
| +9% | +$8.57M |
|
257
NVIDIA
NVDA
$5.27T
| $102M | 0.09% |
+24,839,720
| New | +$103M |
|
|
CCMP
258
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $102M | 0.09% |
926,266
-224,373
| -19% | -$25.4M |
|
|
PCH
259
DELISTED
PotlatchDeltic
PCH
| $102M | 0.09% |
2,606,913
-43,800
| -2% | -$1.65M |
|
|
CZZ
260
DELISTED
Cosan Limited
CZZ
| $101M | 0.09% |
7,573,794
+846,700
| +13% | +$10.4M |
|
261
Copa Holdings
CPA
$5.49B
| $100M | 0.09% |
1,029,900
+254,000
| +33% | +$22.5M |
|
262
Strategic Education
STRA
$1.81B
| $100M | 0.09% |
563,847
-201,700
| -26% | -$33.1M |
|
|
EE
263
DELISTED
El Paso Electric Company
EE
| $100M | 0.09% |
1,532,900
+220,200
| +17% | +$13.5M |
|
264
Lamb Weston
LW
$7.23B
| $99.8M | 0.09% |
1,575,100
-478,100
| -23% | -$31.5M |
|
265
Alliant Energy
LNT
$17.8B
| $99.4M | 0.09% |
2,026,004
-941,300
| -32% | -$44.9M |
|
|
NLSN
266
DELISTED
Nielsen Holdings plc
NLSN
| $99M | 0.09% |
4,381,200
+2,387,500
| +120% | +$57.7M |
|
267
Affiliated Managers Group
AMG
$9.48B
| $98.9M | 0.09% |
1,073,900
-206,100
| -16% | -$20.2M |
|
|
ELME
268
Elme Communities
ELME
$144M
| $98.9M | 0.09% |
3,699,500
+764,600
| +26% | +$21.2M |
|
269
Bio-Techne
TECH
$11.2B
| $98.5M | 0.09% |
1,889,280
-72,000
| -4% | -$3.63M |
|
270
Logitech
LOGI
$14.8B
| $98.4M | 0.09% |
2,475,000
-65,686
| -3% | -$2.56M |
|
271
WSFS Financial
WSFS
$4.14B
| $98M | 0.09% |
2,373,333
-63,700
| -3% | -$2.64M |
|
|
KL
272
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
| $97.9M | 0.09% |
2,280,700
+888,300
| +64% | +$30.8M |
|
273
Shake Shack
SHAK
$2.9B
| $97.8M | 0.09% |
1,354,100
-175,000
| -11% | -$10.8M |
|
274
Sun Communities
SUI
$14.5B
| $97.6M | 0.09% |
761,500
-527,300
| -41% | -$65.5M |
|
275
Ubiquiti
UI
$34.7B
| $97.5M | 0.09% |
741,695
-38,000
| -5% | -$5.5M |
|
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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.