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 | |
|---|---|---|---|---|---|---|
351
Patterson-UTI
PTEN
$4.22B
| $74.5M | 0.07% |
6,474,948
+2,960,000
| +84% | +$38.1M |
|
352
NRG Energy
NRG
$25.2B
| $74.5M | 0.07% |
2,121,616
-2,367,884
| -53% | -$89.3M |
|
|
WNS
353
DELISTED
WNS Holdings
WNS
| $74.3M | 0.07% |
1,255,800
-55,200
| -4% | -$3.1M |
|
354
KB Home
KBH
$3.54B
| $73.9M | 0.07% |
2,872,590
-563,153
| -16% | -$14.5M |
|
|
RPAI
355
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $73.8M | 0.07% |
6,278,052
+366,755
| +6% | +$4.49M |
|
356
Nu Skin
NUS
$237M
| $72.9M | 0.06% |
1,477,300
+223,889
| +18% | +$11.4M |
|
357
Salesforce
CRM
$162B
| $72.3M | 0.06% |
+476,319
| New | +$74.6M |
|
358
Petrobras Class A
PBR.A
$103B
| $72.2M | 0.06% |
5,083,500
+2,160,700
| +74% | +$29.7M |
|
359
Sunstone Hotel Investors
SHO
$1.98B
| $72.1M | 0.06% |
5,259,517
+2,215,900
| +73% | +$31.4M |
|
360
Evertec
EVTC
$1.76B
| $71.9M | 0.06% |
2,199,001
-62,300
| -3% | -$1.83M |
|
361
MGM Resorts International
MGM
$11.1B
| $71.9M | 0.06% |
2,516,870
+2,500,570
| +15,341% | +$66.8M |
|
|
PGRE
362
DELISTED
Paramount Group
PGRE
| $71.4M | 0.06% |
5,099,299
+1,081,299
| +27% | +$15.6M |
|
|
CTXS
363
DELISTED
Citrix Systems Inc
CTXS
| $71.4M | 0.06% |
727,790
-1,305,900
| -64% | -$128M |
|
364
Manulife Financial
MFC
$72.7B
| $71.4M | 0.06% |
3,924,800
-233,000
| -6% | -$4.15M |
|
365
HubSpot
HUBS
$11B
| $71.2M | 0.06% |
417,400
-107,600
| -20% | -$18.8M |
|
366
B2Gold
BTG
$6.7B
| $71M | 0.06% |
23,432,515
+5,707,720
| +32% | +$15.6M |
|
367
Advanced Energy
AEIS
$13.1B
| $71M | 0.06% |
1,261,917
-183,805
| -13% | -$9.85M |
|
368
Empire State Realty Trust
ESRT
$802M
| $71M | 0.06% |
4,791,048
+588,400
| +14% | +$9.11M |
|
369
Yum! Brands
YUM
$39.5B
| $70.9M | 0.06% |
640,900
+161,300
| +34% | +$16.8M |
|
|
MIME
370
DELISTED
Mimecast Limited
MIME
| $70.5M | 0.06% |
1,510,000
-330,500
| -18% | -$15.7M |
|
371
Encompass Health
EHC
$12.4B
| $70M | 0.06% |
1,389,614
-1,423,552
| -51% | -$69.1M |
|
372
Deckers Outdoor
DECK
$12.8B
| $70M | 0.06% |
2,385,600
-1,689,000
| -41% | -$43.9M |
|
373
Exelon
EXC
$46.2B
| $69.9M | 0.06% |
2,044,026
+631,791
| +45% | +$22.3M |
|
374
ServiceNow
NOW
$132B
| $69.7M | 0.06% |
+1,270,000
| New | +$66.7M |
|
375
National Health Investors
NHI
$3.44B
| $69.6M | 0.06% |
892,500
-118,800
| -12% | -$9.23M |
|
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.