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 | |
|---|---|---|---|---|---|---|
426
Ormat Technologies
ORA
$7.04B
| $58.1M | 0.05% |
916,557
-7,943
| -0.9% | -$473K |
|
|
FNSR
427
DELISTED
Finisar Corp
FNSR
| $58M | 0.05% |
2,534,500
+1,881,900
| +288% | +$43.1M |
|
428
Universal Corp
UVV
$1.13B
| $57.9M | 0.05% |
953,410
+285,800
| +43% | +$16M |
|
429
Tandem Diabetes Care
TNDM
$1.6B
| $57.9M | 0.05% |
897,927
+123,500
| +16% | +$7.97M |
|
|
AHRT
430
AH Realty Trust
AHRT
$501M
| $57.9M | 0.05% |
3,500,509
+32,400
| +0.9% | +$528K |
|
431
Enterprise Products Partners
EPD
$81.8B
| $57.8M | 0.05% |
2,003,749
-412,200
| -17% | -$11.9M |
|
432
AstraZeneca
AZN
$245B
| $57.8M | 0.05% |
700,319
-221,831
| -24% | -$17.4M |
|
433
ASML
ASML
$700B
| $57.7M | 0.05% |
276,937
+20,588
| +8% | +$4.09M |
|
|
HTO
434
H2O America
HTO
$2.61B
| $57.7M | 0.05% |
949,200
+103,700
| +12% | +$6.38M |
|
|
CKH
435
DELISTED
Seacor Holdings Inc.
CKH
| $57.6M | 0.05% |
1,213,100
+37,100
| +3% | +$1.63M |
|
436
Akamai
AKAM
$17.7B
| $57.6M | 0.05% |
718,600
-31,700
| -4% | -$2.45M |
|
|
PDM
437
Piedmont Realty Trust
PDM
$1.18B
| $57.4M | 0.05% |
2,881,700
-374,800
| -12% | -$7.73M |
|
|
LSI
438
DELISTED
Life Storage, Inc.
LSI
| $57.2M | 0.05% |
902,349
-304,200
| -25% | -$19.5M |
|
439
Steel Dynamics
STLD
$37.4B
| $57.1M | 0.05% |
1,891,700
+1,555,900
| +463% | +$47.6M |
|
440
United Parks & Resorts
PRKS
$2.02B
| $56.6M | 0.05% |
1,825,325
-949,575
| -34% | -$26.1M |
|
441
Amphenol
APH
$211B
| $56.5M | 0.05% |
2,353,600
+1,422,000
| +153% | +$34.2M |
|
442
Nexstar Media Group
NXST
$5.64B
| $56.4M | 0.05% |
558,205
+49,100
| +10% | +$5.27M |
|
|
ACIA
443
DELISTED
Acacia Communications Inc
ACIA
| $56.4M | 0.05% |
1,195,100
+320,600
| +37% | +$16.9M |
|
|
VER
444
DELISTED
VEREIT, Inc.
VER
| $56.2M | 0.05% |
1,248,171
+84,800
| +7% | +$3.67M |
|
|
WAGE
445
DELISTED
WageWorks, Inc.
WAGE
| $56.2M | 0.05% |
1,106,635
+5,100
| +0.5% | +$241K |
|
446
Macerich
MAC
$6.96B
| $56.2M | 0.05% |
1,677,869
+496,600
| +42% | +$19.5M |
|
|
PFPT
447
DELISTED
Proofpoint, Inc.
PFPT
| $55.8M | 0.05% |
463,900
-66,000
| -12% | -$7.77M |
|
|
PTR
448
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $55.7M | 0.05% |
1,012,300
+40,600
| +4% | +$2.43M |
|
|
GOL
449
DELISTED
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
| $55.7M | 0.05% |
3,297,320
+8,100
| +0.2% | +$107K |
|
450
Essent Group
ESNT
$6.17B
| $55.6M | 0.05% |
1,184,300
-36,200
| -3% | -$1.7M |
|
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.