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 | |
|---|---|---|---|---|---|---|
|
ALEX
2901
DELISTED
Alexander & Baldwin
ALEX
| $636K | ﹤0.01% |
+27,531
| New | +$653K |
|
|
AINC
2902
DELISTED
Ashford Inc.
AINC
| $635K | ﹤0.01% |
19,980
+5,900
| +42% | +$282K |
|
|
SGMA
2903
DELISTED
Sigmatron International
SGMA
| $633K | ﹤0.01% |
243,529
-8,617
| -3% | -$22.7K |
|
|
DOG
2904
ProShares Short Dow30
DOG
$87.2M
| $631K | ﹤0.01% |
+11,800
| New | +$645K |
|
2905
Inovio Pharmaceuticals
INO
$93M
| $631K | ﹤0.01% |
17,890
-29,133
| -62% | -$1.16M |
|
|
SDI
2906
DELISTED
Standard Diversified Inc. Class A Common Stock
SDI
| $630K | ﹤0.01% |
33,005
-1,100
| -3% | -$21.4K |
|
2907
iShares S&P 500 Growth ETF
IVW
$77.9B
| $627K | ﹤0.01% |
+14,000
| New | +$616K |
|
2908
Cardiff Oncology
CRDF
$77.1M
| $623K | ﹤0.01% |
249,121
+88,900
| +55% | +$285K |
|
2909
SCYNEXIS
SCYX
$50.9M
| $623K | ﹤0.01% |
5,941
+2,748
| +86% | +$317K |
|
|
FSB
2910
DELISTED
Franklin Financial Network, Inc.
FSB
| $621K | ﹤0.01% |
+22,300
| New | +$620K |
|
2911
Achieve Life Sciences
ACHV
$744M
| $620K | ﹤0.01% |
16,063
+1,780
| +12% | +$126K |
|
2912
KBR
KBR
$4.8B
| $619K | ﹤0.01% |
24,800
-113,200
| -82% | -$2.53M |
|
|
TOO
2913
DELISTED
Teekay Offshore Partners L.P.
TOO
| $614K | ﹤0.01% |
487,318
+243,718
| +100% | +$308K |
|
2914
iShares Agency Bond ETF
AGZ
$566M
| $611K | ﹤0.01% |
5,300
-5,800
| -52% | -$660K |
|
2915
Woodward
WWD
$21.4B
| $611K | ﹤0.01% |
5,400
-6,484
| -55% | -$695K |
|
2916
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34B
| $609K | ﹤0.01% |
+23,500
| New | +$598K |
|
|
ERF
2917
DELISTED
Enerplus Corporation
ERF
| $607K | ﹤0.01% |
80,657
-374,718
| -82% | -$3.07M |
|
2918
Tredegar Corp
TG
$281M
| $602K | ﹤0.01% |
36,200
-48,400
| -57% | -$818K |
|
|
JASN
2919
DELISTED
Jason Industries, Inc.
JASN
| $601K | ﹤0.01% |
924,671
-16,600
| -2% | -$19.6K |
|
2920
ImmuCell
ICCC
$99.3M
| $598K | ﹤0.01% |
92,006
+700
| +0.8% | +$4.44K |
|
|
BGMS
2921
Bio Green Med Solution Inc
BGMS
$5.1M
| $596K | ﹤0.01% |
15
+7
| +88% | +$339K |
|
2922
First Guaranty Bancshares
FGBI
$139M
| $595K | ﹤0.01% |
34,546
+6,341
| +22% | +$111K |
|
2923
iShares S&P India Nifty 50 Index Fund
INDY
$562M
| $595K | ﹤0.01% |
+15,500
| New | +$590K |
|
2924
Indaptus Therapeutics
INDP
$141M
| $593K | ﹤0.01% |
+61
| New | +$769K |
|
|
VSLR
2925
DELISTED
VIVINT SOLAR, INC.
VSLR
| $593K | ﹤0.01% |
+81,230
| New | +$513K |
|
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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 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.