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 | |
|---|---|---|---|---|---|---|
701
Kaiser Aluminum
KALU
$3.1B
| $32.1M | 0.03% |
329,000
-25,000
| -7% | -$2.44M |
|
|
IBA
702
DELISTED
Industrias Bachoco SAB De C.V.
IBA
| $32.1M | 0.03% |
633,200
+3,300
| +0.5% | +$166K |
|
703
Rio Tinto
RIO
$165B
| $32.1M | 0.03% |
514,432
-184,900
| -26% | -$11.1M |
|
|
STOR
704
DELISTED
STORE Capital Corporation
STOR
| $32M | 0.03% |
963,800
-503,500
| -34% | -$17M |
|
705
Piper Sandler
PIPR
$5.34B
| $31.9M | 0.03% |
1,720,400
-74,400
| -4% | -$1.41M |
|
|
UCB
706
United Community Banks
UCB
$4.39B
| $31.9M | 0.03% |
1,117,868
-169,300
| -13% | -$4.62M |
|
707
WPP
WPP
$5.8B
| $31.9M | 0.03% |
507,100
-120,029
| -19% | -$7.28M |
|
708
Advance Auto Parts
AAP
$3.23B
| $31.9M | 0.03% |
206,750
-370,100
| -64% | -$60.1M |
|
709
SLM Corp
SLM
$5.26B
| $31.8M | 0.03% |
3,274,700
+340,500
| +12% | +$3.37M |
|
710
Conduent
CNDT
$241M
| $31.7M | 0.03% |
3,307,272
+130,926
| +4% | +$1.42M |
|
711
Planet Fitness
PLNT
$3.65B
| $31.6M | 0.03% |
436,700
-371,600
| -46% | -$28M |
|
712
GoPro
GPRO
$106M
| $31.6M | 0.03% |
5,793,500
-210,300
| -4% | -$1.34M |
|
713
OceanFirst Financial
OCFC
$1.85B
| $31.6M | 0.03% |
1,270,241
+39,650
| +3% | +$975K |
|
714
Open Text
OTEX
$5.8B
| $31.6M | 0.03% |
765,916
+401,216
| +110% | +$16M |
|
|
CTRA
715
DELISTED
Coterra Energy
CTRA
| $31.5M | 0.03% |
+1,373,800
| New | +$35M |
|
716
NetEase
NTES
$79.5B
| $31.4M | 0.03% |
+614,500
| New | +$32.6M |
|
717
Atmos Energy
ATO
$28.7B
| $31.4M | 0.03% |
297,400
+216,300
| +267% | +$22.1M |
|
718
Tucows
TCX
$140M
| $31.3M | 0.03% |
513,451
+7,118
| +1% | +$512K |
|
|
MNDT
719
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $31.3M | 0.03% |
2,112,600
+166,800
| +9% | +$2.56M |
|
|
WMC
720
DELISTED
Western Asset Mortgage Capital Corporation
WMC
| $31.2M | 0.03% |
312,795
+3,524
| +1% | +$358K |
|
|
CATM
721
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $31.2M | 0.03% |
1,141,100
+133,500
| +13% | +$4.34M |
|
722
Service Corp International
SCI
$11.5B
| $31.2M | 0.03% |
666,230
-7,000
| -1% | -$302K |
|
723
TD Synnex
SNX
$20.4B
| $31.1M | 0.03% |
632,856
+346,400
| +121% | +$17.2M |
|
724
Atlanta Braves Holdings Series B
BATRK
$3.4B
| $31.1M | 0.03% |
1,111,914
+88,195
| +9% | +$2.42M |
|
725
Standard BioTools
LAB
$312M
| $31.1M | 0.03% |
2,522,800
+367,718
| +17% | +$4.68M |
|
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.