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 | |
|---|---|---|---|---|---|---|
626
Novanta
NOVT
$6.32B
| $36.3M | 0.03% |
385,400
-90,000
| -19% | -$7.68M |
|
627
US Foods
USFD
$24B
| $36.3M | 0.03% |
1,016,300
+327,600
| +48% | +$11.9M |
|
628
Simply Good Foods
SMPL
$968M
| $36.3M | 0.03% |
1,509,000
-178,800
| -11% | -$4.05M |
|
629
Onto Innovation
ONTO
$20.6B
| $36.3M | 0.03% |
1,046,300
+7,090
| +0.7% | +$227K |
|
|
WBK
630
DELISTED
Westpac Banking Corporation
WBK
| $36.3M | 0.03% |
1,820,600
+199,800
| +12% | +$3.83M |
|
|
ALX
631
Alexander's
ALX
$1.39B
| $36.3M | 0.03% |
97,964
+10,500
| +12% | +$3.99M |
|
|
EBSB
632
DELISTED
Meridian Bancorp, Inc.
EBSB
| $36.2M | 0.03% |
2,024,444
-29,014
| -1% | -$496K |
|
633
Howmet Aerospace
HWM
$112B
| $36.1M | 0.03% |
1,825,339
+1,493,993
| +451% | +$25.2M |
|
634
FNB Corp
FNB
$6.86B
| $36.1M | 0.03% |
3,067,328
+1,205,501
| +65% | +$13.9M |
|
|
ZIXI
635
DELISTED
Zix Corporation
ZIXI
| $36M | 0.03% |
3,957,800
-232,005
| -6% | -$2.02M |
|
636
Safety Insurance
SAFT
$1.52B
| $35.8M | 0.03% |
376,186
-19,814
| -5% | -$1.84M |
|
637
Boston Properties
BXP
$10.8B
| $35.8M | 0.03% |
277,400
-30,900
| -10% | -$4.15M |
|
638
Suzano
SUZ
$9.88B
| $35.8M | 0.03% |
4,200,038
-10,600
| -0.3% | -$102K |
|
|
JOYY
639
JOYY Inc
JOYY
$3.74B
| $35.7M | 0.03% |
512,600
+224,800
| +78% | +$17.1M |
|
|
NAV
640
DELISTED
Navistar International
NAV
| $35.7M | 0.03% |
1,035,300
+238,500
| +30% | +$7.92M |
|
641
Regis Corp
RGS
$69.3M
| $35.6M | 0.03% |
107,290
+3,650
| +4% | +$1.38M |
|
|
MNR
642
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $35.5M | 0.03% |
2,616,303
+92,502
| +4% | +$1.27M |
|
643
Qorvo
QRVO
$8.67B
| $35.3M | 0.03% |
529,306
+467,406
| +755% | +$32.5M |
|
644
WesBanco
WSBC
$4.07B
| $35.3M | 0.03% |
914,564
+57,887
| +7% | +$2.23M |
|
|
PRA
645
DELISTED
ProAssurance
PRA
| $35.2M | 0.03% |
974,100
+190,100
| +24% | +$7.07M |
|
|
VIVO
646
DELISTED
Meridian Bioscience Inc
VIVO
| $35.1M | 0.03% |
2,953,000
-51,048
| -2% | -$615K |
|
647
Kroger
KR
$34.3B
| $35.1M | 0.03% |
+1,615,100
| New | +$39.3M |
|
648
Sempra
SRE
$56.2B
| $35M | 0.03% |
509,860
-304,740
| -37% | -$20M |
|
|
ORIT
649
DELISTED
Oritani Financial Corp. New
ORIT
| $35M | 0.03% |
1,972,000
-18,800
| -0.9% | -$314K |
|
|
ACOR
650
DELISTED
Acorda Therapeutics
ACOR
| $35M | 0.03% |
37,983
+4,555
| +14% | +$5.6M |
|
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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.