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 | |
|---|---|---|---|---|---|---|
|
FIT
676
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $33.5M | 0.03% |
7,607,110
+1,122,710
| +17% | +$5.66M |
|
677
MGE Energy Inc
MGEE
$3.07B
| $33.3M | 0.03% |
455,350
+9,400
| +2% | +$646K |
|
|
ISBC
678
DELISTED
Investors Bancorp, Inc.
ISBC
| $33.2M | 0.03% |
2,981,712
-368,600
| -11% | -$4.18M |
|
679
Barrett Business Services
BBSI
$756M
| $33.2M | 0.03% |
1,609,600
-114,000
| -7% | -$2.2M |
|
680
Smith & Wesson
SWBI
$636M
| $33.2M | 0.03% |
4,790,802
+835,255
| +21% | +$5.92M |
|
681
Liberty Global Class A
LBTYA
$3.55B
| $33.1M | 0.03% |
1,227,987
+206,700
| +20% | +$5.45M |
|
682
Stellantis
STLA
$20.2B
| $33M | 0.03% |
2,378,694
+2,361,894
| +14,059% | +$34.3M |
|
683
Sanmina
SANM
$11.2B
| $33M | 0.03% |
1,088,341
+126,800
| +13% | +$3.84M |
|
|
PRMW
684
DELISTED
Primo Water Corporation
PRMW
| $32.8M | 0.03% |
2,459,700
+270,500
| +12% | +$3.8M |
|
|
AJRD
685
DELISTED
Aerojet Rocketdyne Holdings
AJRD
| $32.8M | 0.03% |
733,195
-192,700
| -21% | -$7.19M |
|
686
Stewart Information Services
STC
$2B
| $32.8M | 0.03% |
810,084
-46,900
| -5% | -$1.99M |
|
|
JWN
687
DELISTED
Nordstrom
JWN
| $32.7M | 0.03% |
1,027,500
-276,500
| -21% | -$10.4M |
|
688
Winmark
WINA
$1.24B
| $32.7M | 0.03% |
189,000
-832
| -0.4% | -$149K |
|
689
Argan
AGX
$8.02B
| $32.7M | 0.03% |
806,700
-25,000
| -3% | -$1.17M |
|
|
CIT
690
DELISTED
CIT Group Inc.
CIT
| $32.7M | 0.03% |
621,800
-40,677
| -6% | -$2.06M |
|
691
Shutterstock
SSTK
$208M
| $32.6M | 0.03% |
832,400
-21,200
| -2% | -$880K |
|
692
Ennis
EBF
$556M
| $32.6M | 0.03% |
1,589,700
+109,500
| +7% | +$2.17M |
|
693
Tractor Supply
TSCO
$19B
| $32.6M | 0.03% |
+1,498,500
| New | +$31M |
|
|
CLDT
694
Chatham Lodging
CLDT
$590M
| $32.6M | 0.03% |
1,727,300
+158,500
| +10% | +$3.1M |
|
695
AMC Entertainment Holdings
AMC
$2.26B
| $32.6M | 0.03% |
349,317
+98,510
| +39% | +$13.1M |
|
696
Public Service Enterprise Group
PEG
$37.8B
| $32.5M | 0.03% |
553,084
-617,000
| -53% | -$36.8M |
|
697
Provident Financial Services
PFS
$3.24B
| $32.5M | 0.03% |
1,338,700
-39,900
| -3% | -$1.01M |
|
698
Yext
YEXT
$574M
| $32.4M | 0.03% |
1,612,500
-32,600
| -2% | -$671K |
|
|
CSR
699
Centerspace
CSR
$925M
| $32.3M | 0.03% |
550,889
+32,700
| +6% | +$1.95M |
|
700
Kulicke & Soffa
KLIC
$4.98B
| $32.3M | 0.03% |
1,432,500
-197,028
| -12% | -$4.33M |
|
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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.