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 | |
|---|---|---|---|---|---|---|
26
Progressive
PGR
$123B
| $555M | 0.49% |
6,942,496
-284,100
| -4% | -$22M |
|
27
Monster Beverage
MNST
$89.2B
| $550M | 0.48% |
34,496,016
+5,654,800
| +20% | +$85.2M |
|
28
Molina Healthcare
MOH
$10.2B
| $548M | 0.48% |
3,831,905
+136,700
| +4% | +$18.7M |
|
29
Amgen
AMGN
$224B
| $546M | 0.48% |
2,963,238
-545,345
| -16% | -$97.6M |
|
30
Vale
VALE
$60.9B
| $536M | 0.47% |
39,881,949
+12,549,400
| +46% | +$161M |
|
31
Walmart Inc
WMT
$901B
| $514M | 0.45% |
13,961,046
+9,047,793
| +184% | +$312M |
|
32
BP
BP
$111B
| $512M | 0.45% |
12,484,844
+113,437
| +0.9% | +$4.76M |
|
33
Southern Company
SO
$106B
| $506M | 0.45% |
9,159,803
+138,800
| +2% | +$7.43M |
|
|
MOMO
34
Hello Group
MOMO
$861M
| $478M | 0.42% |
13,356,003
+428,200
| +3% | +$14.2M |
|
35
Cboe Global Markets
CBOE
$29.5B
| $473M | 0.42% |
4,563,053
-56,000
| -1% | -$5.8M |
|
36
Ralph Lauren
RL
$23.7B
| $466M | 0.41% |
4,106,694
+171,700
| +4% | +$20.6M |
|
37
eBay
EBAY
$47.2B
| $462M | 0.41% |
11,685,728
+8,322,388
| +247% | +$313M |
|
|
38
Apple
AAPL
$4.45T
| $460M | 0.4% |
+9,290,160
| New | +$453M |
|
|
S
39
DELISTED
Sprint Corporation
S
| $460M | 0.4% |
69,952,504
+21,383,042
| +44% | +$135M |
|
|
AGN
40
DELISTED
Allergan plc
AGN
| $459M | 0.4% |
2,743,966
+485,600
| +22% | +$67.2M |
|
41
Entergy
ETR
$49.7B
| $445M | 0.39% |
8,637,466
+107,800
| +1% | +$5.25M |
|
42
American Electric Power
AEP
$67.3B
| $426M | 0.37% |
4,836,800
-130,700
| -3% | -$11.3M |
|
43
Etsy
ETSY
$7.29B
| $423M | 0.37% |
6,884,800
-53,200
| -0.8% | -$3.47M |
|
44
NetApp
NTAP
$38.9B
| $413M | 0.36% |
6,688,840
-146,700
| -2% | -$9.9M |
|
45
UDR
UDR
$12B
| $412M | 0.36% |
9,176,298
-1,180,100
| -11% | -$53.1M |
|
46
Estee Lauder
EL
$31.8B
| $406M | 0.36% |
2,215,730
+124,800
| +6% | +$21.3M |
|
47
Evergy
EVRG
$18.9B
| $393M | 0.35% |
6,538,356
+398
| +0% | +$23.3K |
|
48
Vodafone
VOD
$36.7B
| $386M | 0.34% |
23,640,311
+2,765,455
| +13% | +$47.6M |
|
49
Crown Castle
CCI
$31.3B
| $377M | 0.33% |
2,892,100
-1,011,200
| -26% | -$130M |
|
50
Micron Technology
MU
$981B
| $376M | 0.33% |
9,735,914
+5,905,239
| +154% | +$225M |
|
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.