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 | |
|---|---|---|---|---|---|---|
2801
NLI Holdings
NL
$329M
| $790K | ﹤0.01% |
216,504
+12,503
| +6% | +$45.4K |
|
2802
ACM Research
ACMR
$5.65B
| $787K | ﹤0.01% |
+151,200
| New | +$876K |
|
2803
RGC Resources
RGCO
$225M
| $787K | ﹤0.01% |
25,778
+10,078
| +64% | +$273K |
|
|
ACGN
2804
DELISTED
Aceragen Inc
ACGN
| $787K | ﹤0.01% |
17,348
+2,442
| +16% | +$116K |
|
2805
BioXcel Therapeutics
BTAI
$34.9M
| $785K | ﹤0.01% |
4,475
+1,675
| +60% | +$284K |
|
2806
Vanguard Information Technology ETF
VGT
$151B
| $780K | ﹤0.01% |
29,600
+16,000
| +118% | +$413K |
|
2807
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
| $779K | ﹤0.01% |
7,000
+3,300
| +89% | +$361K |
|
2808
Lifetime Brands
LCUT
$219M
| $778K | ﹤0.01% |
82,200
-600
| -0.7% | -$5.48K |
|
2809
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.17B
| $772K | ﹤0.01% |
+3,100
| New | +$683K |
|
|
TRT
2810
Trio-Tech International
TRT
$118M
| $772K | ﹤0.01% |
535,960
-44,000
| -8% | -$69.1K |
|
2811
Cadiz
CDZI
$295M
| $771K | ﹤0.01% |
+68,500
| New | +$699K |
|
|
MEET
2812
DELISTED
The Meet Group, Inc. Common Stock
MEET
| $771K | ﹤0.01% |
221,554
+178,362
| +413% | +$792K |
|
2813
Dorchester Minerals
DMLP
$1.35B
| $770K | ﹤0.01% |
42,075
-17,399
| -29% | -$327K |
|
2814
Quest Resource Holding
QRHC
$30M
| $770K | ﹤0.01% |
277,824
+9,441
| +4% | +$21.6K |
|
|
FOMX
2815
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
| $770K | ﹤0.01% |
323,600
+306,200
| +1,760% | +$915K |
|
|
DCOY
2816
Decoy Therapeutics
DCOY
$1.88M
| $769K | ﹤0.01% |
2
| – | – |
|
2817
Transportadora de Gas del Sur
TGS
$4.2B
| $768K | ﹤0.01% |
+55,176
| New | +$664K |
|
2818
Vanguard Morningstar Growth ETF
VUG
$231B
| $768K | ﹤0.01% |
+28,200
| New | +$753K |
|
2819
Vanguard Financials ETF
VFH
$14B
| $766K | ﹤0.01% |
+11,100
| New | +$753K |
|
|
UQM
2820
DELISTED
UQM Technologies, Inc.
UQM
| $765K | ﹤0.01% |
463,899
+384,200
| +482% | +$633K |
|
2821
Simpson Manufacturing
SSD
$7.99B
| $764K | ﹤0.01% |
11,500
-77,900
| -87% | -$4.98M |
|
2822
Metallus
MTUS
$900M
| $764K | ﹤0.01% |
+93,938
| New | +$850K |
|
2823
Invesco CEF Income Composite ETF
PCEF
$823M
| $763K | ﹤0.01% |
33,700
+12,300
| +57% | +$275K |
|
|
STI
2824
DELISTED
SunTrust Banks, Inc.
STI
| $760K | ﹤0.01% |
+12,100
| New | +$760K |
|
2825
Plug Power
PLUG
$3.21B
| $759K | ﹤0.01% |
337,131
-1,798,669
| -84% | -$4.46M |
|
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.