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 | |
|---|---|---|---|---|---|---|
326
Avista
AVA
$3.22B
| $79.9M | 0.07% |
1,790,430
+472,588
| +36% | +$20.1M |
|
327
InterDigital
IDCC
$8.72B
| $79.7M | 0.07% |
1,236,967
+122,700
| +11% | +$8.18M |
|
328
AutoZone
AZO
$49.7B
| $79.4M | 0.07% |
72,200
+26,300
| +57% | +$27.7M |
|
|
GTY
329
Getty Realty Corp
GTY
$2B
| $78.9M | 0.07% |
2,564,394
-7,792
| -0.3% | -$248K |
|
330
American Financial Group
AFG
$12B
| $78.1M | 0.07% |
762,109
+11,700
| +2% | +$1.18M |
|
331
Spotify
SPOT
$103B
| $78M | 0.07% |
533,700
+480,600
| +905% | +$66.1M |
|
332
Goldman Sachs
GS
$301B
| $77.8M | 0.07% |
380,500
+236,168
| +164% | +$46.7M |
|
333
Invitation Homes
INVH
$17.7B
| $77.8M | 0.07% |
2,912,000
+840,117
| +41% | +$21.4M |
|
|
VAR
334
DELISTED
Varian Medical Systems, Inc.
VAR
| $77.7M | 0.07% |
570,693
-319,100
| -36% | -$42.6M |
|
335
SSR Mining
SSRM
$6.52B
| $77.7M | 0.07% |
5,680,900
-161,900
| -3% | -$1.93M |
|
336
Brixmor Property Group
BRX
$9.09B
| $77.6M | 0.07% |
4,339,600
-940,700
| -18% | -$16.9M |
|
337
GeoPark
GPRK
$604M
| $77.5M | 0.07% |
4,197,423
+304,011
| +8% | +$5.09M |
|
338
Louisiana-Pacific
LPX
$5.28B
| $77M | 0.07% |
2,935,900
-10,100
| -0.3% | -$248K |
|
339
Cardinal Health
CAH
$55.9B
| $76.9M | 0.07% |
1,631,920
-411,800
| -20% | -$19M |
|
340
Bausch Health
BHC
$2.33B
| $76.6M | 0.07% |
3,037,200
+272,000
| +10% | +$6.46M |
|
|
SJR
341
DELISTED
Shaw Communications Inc.
SJR
| $76.5M | 0.07% |
3,755,000
+128,902
| +4% | +$2.62M |
|
342
Sturm, Ruger & Co
RGR
$598M
| $76.3M | 0.07% |
1,401,276
+26,000
| +2% | +$1.38M |
|
343
Crocs
CROX
$6.31B
| $76.1M | 0.07% |
3,855,300
+513,900
| +15% | +$11.9M |
|
344
HealthEquity
HQY
$8.83B
| $76M | 0.07% |
1,162,234
+504,700
| +77% | +$35.1M |
|
345
PLDT
PHI
$4.23B
| $75.7M | 0.07% |
3,048,554
+124,600
| +4% | +$2.96M |
|
346
Occidental Petroleum
OXY
$59B
| $75.4M | 0.07% |
1,500,448
+126,900
| +9% | +$7.14M |
|
347
American Eagle Outfitters
AEO
$2.91B
| $75.4M | 0.07% |
4,462,954
+1,663,000
| +59% | +$33.7M |
|
348
IAMGOLD
IAG
$10.4B
| $75.2M | 0.07% |
22,262,200
-879,296
| -4% | -$2.56M |
|
349
Spire
SR
$4.87B
| $75M | 0.07% |
894,300
-31,500
| -3% | -$2.64M |
|
350
Hilton Worldwide
HLT
$70.8B
| $74.9M | 0.07% |
766,200
+670,500
| +701% | +$60.9M |
|
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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 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.