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 | |
|---|---|---|---|---|---|---|
|
MRTX
526
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $46.2M | 0.04% |
449,000
+398,700
| +793% | +$31M |
|
|
EXAS
527
DELISTED
Exact Sciences
EXAS
| $46.2M | 0.04% |
391,560
+265,360
| +210% | +$26.7M |
|
528
OraSure Technologies
OSUR
$259M
| $46.1M | 0.04% |
4,965,803
+610,300
| +14% | +$5.62M |
|
529
BioMarin Pharmaceuticals
BMRN
$13.6B
| $46M | 0.04% |
537,371
+215,400
| +67% | +$18.4M |
|
|
ADVM
530
DELISTED
Adverum Biotechnologies
ADVM
| $45.9M | 0.04% |
385,750
+6,320
| +2% | +$523K |
|
531
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
| $45.9M | 0.04% |
+1,661,700
| New | +$45M |
|
532
Rockwell Automation
ROK
$50.1B
| $45.8M | 0.04% |
279,300
-53,500
| -16% | -$9.04M |
|
|
KBAL
533
DELISTED
Kimball International
KBAL
| $45.6M | 0.04% |
2,618,985
+75,709
| +3% | +$1.2M |
|
534
BlackBerry
BB
$5.14B
| $45.5M | 0.04% |
6,099,087
+1,860,044
| +44% | +$16.1M |
|
535
SunCoke Energy
SXC
$801M
| $45.4M | 0.04% |
5,109,458
+8,358
| +0.2% | +$68.9K |
|
|
SRDX
536
DELISTED
Surmodics
SRDX
| $45.4M | 0.04% |
1,050,538
-8,500
| -0.8% | -$359K |
|
537
Masco
MAS
$14.7B
| $45.3M | 0.04% |
1,155,400
+555,800
| +93% | +$21.4M |
|
538
Banco Bradesco
BBD
$34.9B
| $45.2M | 0.04% |
6,120,060
-3,926,424
| -39% | -$26.8M |
|
539
DexCom
DXCM
$34.3B
| $45.1M | 0.04% |
1,203,772
-3,844,792
| -76% | -$121M |
|
540
Flex
FLEX
$46B
| $45.1M | 0.04% |
6,248,649
+3,826,139
| +158% | +$29.4M |
|
|
AUO
541
DELISTED
AU Optronics Corp
AUO
| $45M | 0.04% |
15,216,596
+1,230,300
| +9% | +$3.98M |
|
|
ADSW
542
DELISTED
Advanced Disposal Services Inc
ADSW
| $44.9M | 0.04% |
1,408,000
+77,500
| +6% | +$2.44M |
|
543
Dr. Reddy's Laboratories
RDY
$10.3B
| $44.9M | 0.04% |
5,993,000
+673,000
| +13% | +$5.29M |
|
544
US Physical Therapy
USPH
$1.22B
| $44.8M | 0.04% |
365,736
-152,951
| -29% | -$17.6M |
|
545
Chefs' Warehouse
CHEF
$4.53B
| $44.5M | 0.04% |
1,269,300
+127,000
| +11% | +$4.18M |
|
546
Host Hotels & Resorts
HST
$15.6B
| $44.2M | 0.04% |
2,428,365
+442,000
| +22% | +$8.33M |
|
|
NSA
547
DELISTED
National Storage Affiliates Trust
NSA
| $44.2M | 0.04% |
1,527,814
+78,100
| +5% | +$2.29M |
|
|
AKRX
548
DELISTED
Akorn Inc
AKRX
| $44M | 0.04% |
8,548,170
+1,476,534
| +21% | +$5.68M |
|
549
SPS Commerce
SPSC
$2.75B
| $43.8M | 0.04% |
857,860
-100,400
| -10% | -$5.23M |
|
550
Chegg
CHGG
$88.9M
| $43.6M | 0.04% |
1,129,600
+772,200
| +216% | +$29.1M |
|
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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.