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 | |
|---|---|---|---|---|---|---|
2751
iShares MSCI South Korea ETF
EWY
$28.2B
| $862K | ﹤0.01% |
14,400
+8,436
| +141% | +$501K |
|
2752
Magnachip Semiconductor
MX
$137M
| $861K | ﹤0.01% |
+83,231
| New | +$761K |
|
2753
Qfin Holdings
QFIN
$1.5B
| $860K | ﹤0.01% |
+73,200
| New | +$1.25M |
|
|
BLPH
2754
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
| $860K | ﹤0.01% |
95,636
+7,791
| +9% | +$74.7K |
|
2755
HUB Group
HUBG
$2.53B
| $858K | ﹤0.01% |
+40,872
| New | +$858K |
|
|
TULP
2756
Bloomia Holdings
TULP
| $858K | ﹤0.01% |
107,498
-7,905
| -7% | -$65.3K |
|
2757
Millicom
TIGO
$15.8B
| $858K | ﹤0.01% |
+15,400
| New | +$881K |
|
2758
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.43B
| $857K | ﹤0.01% |
27,100
+7,300
| +37% | +$232K |
|
2759
Home BancShares
HOMB
$6.3B
| $857K | ﹤0.01% |
44,500
-89,200
| -67% | -$1.66M |
|
|
SKIS
2760
DELISTED
Peak Resorts, Inc.
SKIS
| $853K | ﹤0.01% |
179,601
+12,349
| +7% | +$53K |
|
|
PIR
2761
DELISTED
Pier 1 Imports, Inc.
PIR
| $852K | ﹤0.01% |
113,097
-49,333
| -30% | -$670K |
|
2762
Hennessy Advisors
HNNA
$78.8M
| $851K | ﹤0.01% |
87,720
+3,770
| +4% | +$36.1K |
|
2763
First United
FUNC
$296M
| $850K | ﹤0.01% |
43,100
+25,061
| +139% | +$463K |
|
2764
SK Telecom
SKM
$15B
| $849K | ﹤0.01% |
20,820
-87,712
| -81% | -$3.48M |
|
2765
Generac Holdings
GNRC
$12.9B
| $847K | ﹤0.01% |
12,200
-333,500
| -96% | -$19.5M |
|
2766
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
| $847K | ﹤0.01% |
27,400
+10,800
| +65% | +$328K |
|
2767
Gevo
GEVO
$410M
| $846K | ﹤0.01% |
429,494
-80,675
| -16% | -$170K |
|
2768
Cartesian Therapeutics
RNAC
$263M
| $844K | ﹤0.01% |
15,717
+7,794
| +98% | +$531K |
|
2769
Matthews International
MATW
$724M
| $842K | ﹤0.01% |
+24,167
| New | +$885K |
|
|
REGI
2770
DELISTED
Renewable Energy Group, Inc.
REGI
| $842K | ﹤0.01% |
53,075
-217,903
| -80% | -$4.02M |
|
2771
Designer Brands
DBI
$311M
| $840K | ﹤0.01% |
43,800
-697,780
| -94% | -$14.3M |
|
2772
Cooper-Standard Automotive
CPS
$504M
| $839K | ﹤0.01% |
+18,300
| New | +$873K |
|
|
OPOF
2773
DELISTED
Old Point Financial
OPOF
| $839K | ﹤0.01% |
38,035
+3,700
| +11% | +$79.5K |
|
2774
Rimini Street
RMNI
$470M
| $838K | ﹤0.01% |
158,049
+80,900
| +105% | +$408K |
|
2775
Innodata
INOD
$2.06B
| $835K | ﹤0.01% |
928,234
+3,632
| +0.4% | +$3.97K |
|
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.