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 | |
|---|---|---|---|---|---|---|
301
Post Holdings
POST
$3.56B
| $89.4M | 0.08% |
1,313,163
-275,957
| -17% | -$19.4M |
|
302
Seagate
STX
$186B
| $89.2M | 0.08% |
1,893,201
+152,200
| +9% | +$7.08M |
|
303
Western Union
WU
$2.2B
| $89.2M | 0.08% |
4,484,376
+684,076
| +18% | +$13.3M |
|
304
Alkermes
ALKS
$8.26B
| $89M | 0.08% |
3,950,586
+2,302,600
| +140% | +$63.1M |
|
305
Lam Research
LRCX
$390B
| $88.7M | 0.08% |
4,720,710
-739,100
| -14% | -$14M |
|
306
Medifast
MED
$130M
| $88.6M | 0.08% |
690,315
-160,085
| -19% | -$22.2M |
|
|
VGR
307
DELISTED
Vector Group Ltd.
VGR
| $88.5M | 0.08% |
13,445,121
-403,288
| -3% | -$2.69M |
|
308
Sea Limited
SE
$80.5B
| $87.1M | 0.08% |
2,623,400
-555,529
| -17% | -$15.1M |
|
309
Chemed
CHE
$7.02B
| $86.5M | 0.08% |
239,598
-30,402
| -11% | -$10.2M |
|
310
Televisa
TV
$1.48B
| $86.3M | 0.08% |
10,230,986
+1,998,461
| +24% | +$19.5M |
|
311
Coca-Cola Femsa
KOF
$23B
| $86.3M | 0.08% |
1,389,200
+74,100
| +6% | +$4.75M |
|
312
Acuity Brands
AYI
$10.7B
| $86.1M | 0.08% |
624,600
+282,700
| +83% | +$38.9M |
|
313
Artisan Partners
APAM
$3.08B
| $84.3M | 0.07% |
3,063,415
+720,503
| +31% | +$19.2M |
|
314
RTX Corp
RTX
$302B
| $84M | 0.07% |
+1,025,237
| New | +$85.7M |
|
315
Trip.com Group
TCOM
$29.1B
| $83.8M | 0.07% |
2,269,800
-667,400
| -23% | -$26.3M |
|
316
Perdoceo Education
PRDO
$1.95B
| $83.4M | 0.07% |
4,374,762
+279,486
| +7% | +$5.16M |
|
317
MGIC Investment
MTG
$6.23B
| $83.3M | 0.07% |
6,338,100
+250,200
| +4% | +$3.48M |
|
318
Cheniere Energy
LNG
$54.8B
| $83.1M | 0.07% |
1,213,440
-862,600
| -42% | -$57.1M |
|
|
AVTA
319
DELISTED
Avantax, Inc. Common Stock
AVTA
| $83M | 0.07% |
2,733,300
+54,600
| +2% | +$1.8M |
|
320
Suncor Energy
SU
$74B
| $82.7M | 0.07% |
2,651,246
+1,552,600
| +141% | +$49.7M |
|
321
Kearny Financial
KRNY
$600M
| $82.5M | 0.07% |
6,205,363
+203,770
| +3% | +$2.74M |
|
322
Brookdale Senior Living
BKD
$3B
| $82.1M | 0.07% |
11,384,695
+4,022,079
| +55% | +$26.5M |
|
323
Highwoods Properties
HIW
$3.4B
| $81.3M | 0.07% |
1,968,400
-36,500
| -2% | -$1.62M |
|
|
AMTD
324
DELISTED
TD Ameritrade Holding Corp
AMTD
| $81.1M | 0.07% |
1,624,326
+1,140,400
| +236% | +$59.1M |
|
325
CoreCivic
CXW
$3.35B
| $80.7M | 0.07% |
3,885,300
+908,200
| +31% | +$19.5M |
|
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 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.