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 | |
|---|---|---|---|---|---|---|
451
Independence Realty Trust
IRT
$3.92B
| $55.4M | 0.05% |
4,792,513
+534,219
| +13% | +$5.86M |
|
452
National Bank Holdings
NBHC
$1.93B
| $55.3M | 0.05% |
1,522,400
-1,000
| -0.1% | -$36.2K |
|
453
HCA Healthcare
HCA
$89.5B
| $55.3M | 0.05% |
408,800
-445,000
| -52% | -$56.3M |
|
454
CDW
CDW
$17B
| $55.2M | 0.05% |
497,498
+133,000
| +36% | +$14M |
|
455
Equinix
EQIX
$105B
| $55.2M | 0.05% |
109,500
+48,400
| +79% | +$23.2M |
|
|
LOGM
456
DELISTED
LogMein, Inc.
LOGM
| $54.8M | 0.05% |
744,139
-274,400
| -27% | -$21.2M |
|
457
Rambus
RMBS
$11B
| $54.8M | 0.05% |
4,549,886
-187,800
| -4% | -$2.15M |
|
458
Zscaler
ZS
$28.4B
| $54.6M | 0.05% |
711,900
+92,600
| +15% | +$6.6M |
|
459
Honda
HMC
$40.6B
| $54.5M | 0.05% |
2,109,100
+488,600
| +30% | +$13M |
|
|
GOOD
460
Gladstone Commercial Corp
GOOD
$627M
| $54.4M | 0.05% |
2,562,300
+60,600
| +2% | +$1.29M |
|
461
CarGurus
CARG
$3.25B
| $54.3M | 0.05% |
1,502,900
-78,400
| -5% | -$2.94M |
|
|
EQC
462
DELISTED
Equity Commonwealth
EQC
| $54.2M | 0.05% |
1,665,765
-594,200
| -26% | -$19.3M |
|
463
OGE Energy
OGE
$9.66B
| $53.5M | 0.05% |
1,256,900
-529,100
| -30% | -$22.4M |
|
464
Globus Medical
GMED
$11.3B
| $53.5M | 0.05% |
1,264,600
-95,200
| -7% | -$4.13M |
|
|
NVMI
465
Nova
NVMI
$12.9B
| $53.4M | 0.05% |
2,086,200
+78,900
| +4% | +$2.11M |
|
466
FedEx
FDX
$77B
| $53.3M | 0.05% |
+324,800
| New | +$56.9M |
|
467
Unitil
UTL
$984M
| $53.3M | 0.05% |
889,800
+25,100
| +3% | +$1.43M |
|
468
Honeywell
HON
$73.7B
| $53M | 0.05% |
322,014
-44,349
| -12% | -$7.06M |
|
|
JNPR
469
DELISTED
Juniper Networks
JNPR
| $52.8M | 0.05% |
1,984,491
-892,000
| -31% | -$23.8M |
|
470
CAE Inc. Common Shares
CAE
$8.87B
| $52.7M | 0.05% |
1,961,800
-111,400
| -5% | -$2.72M |
|
471
Zions Bancorporation
ZION
$10.4B
| $52.7M | 0.05% |
1,145,579
+393,100
| +52% | +$18.2M |
|
472
National Healthcare
NHC
$3.43B
| $52.6M | 0.05% |
648,300
+1,500
| +0.2% | +$116K |
|
473
Madison Square Garden
MSGS
$9.92B
| $52.6M | 0.05% |
263,228
+196,353
| +294% | +$41.8M |
|
|
VSM
474
DELISTED
Versum Materials, Inc.
VSM
| $52.2M | 0.05% |
1,011,200
+239,700
| +31% | +$12.4M |
|
|
WIFI
475
DELISTED
Boingo Wireless, Inc.
WIFI
| $52.1M | 0.05% |
2,900,700
+23,600
| +0.8% | +$506K |
|
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.