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 | |
|---|---|---|---|---|---|---|
501
Otter Tail
OTTR
$3.9B
| $49.1M | 0.04% |
929,400
-13,600
| -1% | -$693K |
|
502
Albany International
AIN
$1.81B
| $49M | 0.04% |
591,600
+6,200
| +1% | +$464K |
|
|
AGR
503
DELISTED
Avangrid, Inc.
AGR
| $48.8M | 0.04% |
965,855
-145,700
| -13% | -$7.4M |
|
504
VICI Properties
VICI
$28.7B
| $48.7M | 0.04% |
2,211,500
+316,200
| +17% | +$7.06M |
|
|
PGTI
505
DELISTED
PGT, Inc.
PGTI
| $48.6M | 0.04% |
2,908,029
-398,312
| -12% | -$6.06M |
|
506
General Dynamics
GD
$106B
| $48.6M | 0.04% |
267,300
-400,600
| -60% | -$69M |
|
507
Evercore
EVR
$11.6B
| $48.5M | 0.04% |
548,000
-272,200
| -33% | -$24.2M |
|
|
ENDP
508
DELISTED
Endo International plc
ENDP
| $48.2M | 0.04% |
11,706,200
+958,340
| +9% | +$6.05M |
|
509
New Jersey Resources
NJR
$5.6B
| $48M | 0.04% |
964,301
-118,200
| -11% | -$5.82M |
|
|
UHT
510
Universal Health Realty Income Trust
UHT
$572M
| $47.8M | 0.04% |
562,800
+9,500
| +2% | +$780K |
|
511
Canadian National Railway
CNI
$76.2B
| $47.6M | 0.04% |
514,600
-228,200
| -31% | -$21M |
|
512
Hamilton Lane
HLNE
$5.72B
| $47.5M | 0.04% |
833,200
+43,300
| +5% | +$2.17M |
|
513
Ross Stores
ROST
$79.7B
| $47.5M | 0.04% |
+479,528
| New | +$46.7M |
|
514
Pacira BioSciences
PCRX
$952M
| $47.5M | 0.04% |
1,092,200
+28,600
| +3% | +$1.21M |
|
515
CNA Financial
CNA
$13.8B
| $47.4M | 0.04% |
1,006,400
+174,900
| +21% | +$7.96M |
|
|
LMNX
516
DELISTED
Luminex Corp
LMNX
| $47.3M | 0.04% |
2,292,642
-68,600
| -3% | -$1.51M |
|
|
TARO
517
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $47.2M | 0.04% |
552,964
+126,164
| +30% | +$12.5M |
|
518
Henry Schein
HSIC
$10.1B
| $47M | 0.04% |
671,912
+292,800
| +77% | +$19.4M |
|
519
Lloyds Banking Group
LYG
$90B
| $46.7M | 0.04% |
16,428,100
+6,116,500
| +59% | +$18.9M |
|
|
SRC
520
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $46.6M | 0.04% |
1,092,834
-595,968
| -35% | -$25.2M |
|
|
JHG
521
DELISTED
Janus Henderson
JHG
| $46.6M | 0.04% |
2,176,700
+658,400
| +43% | +$15M |
|
522
Semtech
SMTC
$13.2B
| $46.5M | 0.04% |
968,500
+24,187
| +3% | +$1.17M |
|
523
Berkshire Hathaway Class A
BRK.A
$1.09T
| $46.5M | 0.04% |
146
+67
| +85% | +$20.8M |
|
524
Enanta Pharmaceuticals
ENTA
$391M
| $46.4M | 0.04% |
550,300
-95,205
| -15% | -$8.56M |
|
525
Cal-Maine
CALM
$3.86B
| $46.4M | 0.04% |
1,112,808
+331,208
| +42% | +$13.6M |
|
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.