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 | |
|---|---|---|---|---|---|---|
551
Ituran Location and Control
ITRN
$1.07B
| $43.4M | 0.04% |
1,441,800
+58,100
| +4% | +$1.96M |
|
552
Trade Desk
TTD
$6.34B
| $43.4M | 0.04% |
1,904,000
-2,688,000
| -59% | -$57.8M |
|
553
Willis Towers Watson
WTW
$31.6B
| $43.1M | 0.04% |
225,220
+113,600
| +102% | +$20.6M |
|
554
Dover
DOV
$28B
| $42.9M | 0.04% |
428,500
+161,700
| +61% | +$15.5M |
|
|
TSE
555
DELISTED
Trinseo
TSE
| $42.9M | 0.04% |
1,012,900
-6,200
| -0.6% | -$266K |
|
|
MGLN
556
DELISTED
Magellan Health Services, Inc.
MGLN
| $42.9M | 0.04% |
577,399
-112,300
| -16% | -$7.55M |
|
557
Zimmer Biomet
ZBH
$18.7B
| $42.8M | 0.04% |
+374,199
| New | +$43.8M |
|
558
Ultrapar
UGP
$6.22B
| $42.8M | 0.04% |
8,162,100
+376,220
| +5% | +$2.04M |
|
|
AYX
559
DELISTED
Alteryx Inc
AYX
| $42.7M | 0.04% |
391,298
-160,800
| -29% | -$14.6M |
|
|
SNR
560
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $42.6M | 0.04% |
6,332,786
+189,100
| +3% | +$1.16M |
|
561
Malibu Boats
MBUU
$576M
| $42.5M | 0.04% |
1,095,201
-4,100
| -0.4% | -$163K |
|
562
ArcelorMittal
MT
$55.9B
| $42.4M | 0.04% |
2,349,300
+1,545,029
| +192% | +$29.1M |
|
|
GRA
563
DELISTED
W.R. Grace & Co.
GRA
| $42.2M | 0.04% |
555,000
+161,800
| +41% | +$12.1M |
|
564
Trane Technologies
TT
$105B
| $41.8M | 0.04% |
330,068
-190,700
| -37% | -$22.8M |
|
|
565
Microsoft
MSFT
$3.66T
| $41.6M | 0.04% |
310,584
-1,812,200
| -85% | -$230M |
|
566
DHT Holdings
DHT
$3.01B
| $41.5M | 0.04% |
7,029,887
+1,822,717
| +35% | +$9.93M |
|
567
Flowers Foods
FLO
$1.52B
| $41.5M | 0.04% |
1,783,782
-624,618
| -26% | -$13.8M |
|
568
Corpay
CPAY
$26.9B
| $41.3M | 0.04% |
146,900
+121,700
| +483% | +$31.9M |
|
|
DRE
569
DELISTED
Duke Realty Corp.
DRE
| $41.2M | 0.04% |
1,304,900
+106,600
| +9% | +$3.29M |
|
570
Bio-Rad Laboratories Class A
BIO
$9.68B
| $41.2M | 0.04% |
131,900
-24,900
| -16% | -$7.46M |
|
|
MRSH
571
Marsh
MRSH
$90.1B
| $41.2M | 0.04% |
413,200
+129,800
| +46% | +$12.4M |
|
|
PXD
572
DELISTED
Pioneer Natural Resource Co.
PXD
| $41M | 0.04% |
266,188
-44,813
| -14% | -$6.87M |
|
573
Transocean
RIG
$6.37B
| $40.8M | 0.04% |
6,368,700
+1,029,772
| +19% | +$7.65M |
|
574
World Acceptance Corp
WRLD
$884M
| $40.8M | 0.04% |
248,600
-1,000
| -0.4% | -$137K |
|
|
RST
575
DELISTED
ROSETTA STONE INC
RST
| $40.8M | 0.04% |
1,782,300
-10,600
| -0.6% | -$255K |
|
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.