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 | |
|---|---|---|---|---|---|---|
601
DMC Global
BOOM
$155M
| $37.9M | 0.03% |
598,196
+163,528
| +38% | +$10.8M |
|
|
AD
602
Array Digital Infrastructure
AD
$3.04B
| $37.7M | 0.03% |
843,462
-89,300
| -10% | -$4.17M |
|
603
United Microelectronic
UMC
$48.4B
| $37.6M | 0.03% |
17,024,189
+946,600
| +6% | +$1.93M |
|
604
Church & Dwight Co
CHD
$24B
| $37.6M | 0.03% |
514,200
+350,800
| +215% | +$26.1M |
|
605
American Public Education
APEI
$826M
| $37.6M | 0.03% |
1,269,593
-15,200
| -1% | -$465K |
|
606
Tenaris
TS
$26.8B
| $37.5M | 0.03% |
1,424,900
+658,600
| +86% | +$17.6M |
|
607
Verisk Analytics
VRSK
$23.5B
| $37.5M | 0.03% |
+255,800
| New | +$36.1M |
|
608
Kite Realty
KRG
$5.27B
| $37.5M | 0.03% |
2,475,200
+580,700
| +31% | +$9.17M |
|
609
Box
BOX
$4.48B
| $37.1M | 0.03% |
2,108,812
+782,300
| +59% | +$15M |
|
610
REX American Resources
REX
$1.44B
| $37.1M | 0.03% |
3,054,084
+95,820
| +3% | +$1.25M |
|
611
Aecom
ACM
$7.85B
| $37.1M | 0.03% |
980,177
+571,777
| +140% | +$19M |
|
612
Melco Resorts & Entertainment
MLCO
$2.14B
| $37.1M | 0.03% |
1,707,500
+1,203,100
| +239% | +$27.3M |
|
613
Northwest Bancshares
NWBI
$2.3B
| $37.1M | 0.03% |
2,105,846
-184,900
| -8% | -$3.17M |
|
614
Vistra
VST
$49.2B
| $37.1M | 0.03% |
1,637,633
-451,640
| -22% | -$11.3M |
|
615
FIVE9
FIVN
$2.33B
| $37.1M | 0.03% |
722,500
-734,900
| -50% | -$37.3M |
|
|
SWCH
616
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $36.9M | 0.03% |
2,822,400
+1,023,800
| +57% | +$12.1M |
|
617
Clearway Energy Class C
CWEN
$7.06B
| $36.8M | 0.03% |
2,183,578
-116,100
| -5% | -$1.83M |
|
618
Ryman Hospitality Properties
RHP
$7.82B
| $36.8M | 0.03% |
453,600
-162,100
| -26% | -$13.3M |
|
|
SASR
619
DELISTED
Sandy Spring Bancorp Inc
SASR
| $36.7M | 0.03% |
1,052,441
-18,837
| -2% | -$634K |
|
620
M&T Bank
MTB
$36.6B
| $36.7M | 0.03% |
215,542
+175,500
| +438% | +$29.1M |
|
|
HSII
621
DELISTED
Heidrick & Struggles
HSII
| $36.6M | 0.03% |
1,222,502
+59,200
| +5% | +$2.08M |
|
|
CUK
622
DELISTED
Carnival PLC
CUK
| $36.5M | 0.03% |
806,700
+165,400
| +26% | +$8.49M |
|
|
CSOD
623
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $36.5M | 0.03% |
629,900
+17,100
| +3% | +$925K |
|
|
OAK
624
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $36.5M | 0.03% |
736,570
+721,881
| +4,914% | +$35.7M |
|
625
Waterstone Financial
WSBF
$378M
| $36.3M | 0.03% |
2,130,600
-49,752
| -2% | -$827K |
|
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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.