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 | |
|---|---|---|---|---|---|---|
|
ALR
2926
DELISTED
AlerisLife Inc
ALR
| $592K | ﹤0.01% |
128,524
+6,860
| +6% | +$39.3K |
|
|
ORKA
2927
Oruka Therapeutics
ORKA
$7.16B
| $589K | ﹤0.01% |
6,707
+2,533
| +61% | +$227K |
|
2928
Stagwell
STGW
$2.28B
| $586K | ﹤0.01% |
232,400
+166,400
| +252% | +$428K |
|
|
SMIT
2929
DELISTED
Schmitt Industries Inc
SMIT
| $586K | ﹤0.01% |
260,348
-1,060
| -0.4% | -$2.4K |
|
|
DLA
2930
DELISTED
Delta Apparel Inc.
DLA
| $584K | ﹤0.01% |
25,200
-4,100
| -14% | -$93.2K |
|
2931
Retractable Technologies
RVP
$20.2M
| $583K | ﹤0.01% |
805,038
+77,111
| +11% | +$53.4K |
|
2932
VSE Corp
VSEC
$6.81B
| $580K | ﹤0.01% |
20,200
-16,600
| -45% | -$476K |
|
2933
Optical Cable Corp
OCC
$147M
| $578K | ﹤0.01% |
140,203
-3,101
| -2% | -$13.9K |
|
|
EVOL
2934
DELISTED
Evolving Systems, Inc.
EVOL
| $578K | ﹤0.01% |
731,955
+10,043
| +1% | +$10.2K |
|
2935
iShares Core S&P US Growth ETF
IUSG
$34B
| $577K | ﹤0.01% |
+9,200
| New | +$566K |
|
2936
Oramed Pharmaceuticals
ORMP
$178M
| $568K | ﹤0.01% |
158,098
+53,043
| +50% | +$187K |
|
|
LITB
2937
LightInTheBox
LITB
$56.7M
| $567K | ﹤0.01% |
63,874
-2,784
| -4% | -$25.1K |
|
2938
Target Hospitality
TH
$1.62B
| $567K | ﹤0.01% |
+62,300
| New | +$631K |
|
|
FSFG
2939
DELISTED
First Savings Financial Group
FSFG
| $564K | ﹤0.01% |
28,200
+16,500
| +141% | +$314K |
|
2940
Vanguard S&P 500 Growth ETF
VOOG
$27.4B
| $564K | ﹤0.01% |
+21,000
| New | +$553K |
|
2941
ClearOne Inc
CLRO
$15.2M
| $563K | ﹤0.01% |
16,825
+640
| +4% | +$20.8K |
|
|
PBT
2942
Permian Basin Royalty Trust
PBT
$1.56B
| $563K | ﹤0.01% |
92,401
+67,300
| +268% | +$433K |
|
|
FM
2943
DELISTED
iShares Frontier and Select EM ETF
FM
| $563K | ﹤0.01% |
+19,000
| New | +$548K |
|
|
FTSI
2944
DELISTED
FTS International, Inc. Common Stock
FTSI
| $562K | ﹤0.01% |
5,035
-2,560
| -34% | -$423K |
|
|
ICD
2945
DELISTED
Independence Contract Drilling, Inc.
ICD
| $561K | ﹤0.01% |
17,755
+5,320
| +43% | +$260K |
|
2946
Electromed
ELMD
$352M
| $558K | ﹤0.01% |
102,340
+14,100
| +16% | +$77.2K |
|
2947
Veru
VERU
$46M
| $558K | ﹤0.01% |
26,216
+16,955
| +183% | +$287K |
|
2948
Moog Inc Class B
MOG.B
$13B
| $557K | ﹤0.01% |
6,000
+400
| +7% | +$36K |
|
2949
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.88B
| $553K | ﹤0.01% |
+8,300
| New | +$542K |
|
2950
Gaia
GAIA
$33.3M
| $552K | ﹤0.01% |
72,800
-34,300
| -32% | -$288K |
|
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.