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 | |
|---|---|---|---|---|---|---|
726
Southwest Airlines
LUV
$22B
| $31.1M | 0.03% |
611,780
+333,900
| +120% | +$17.3M |
|
|
ENIA
727
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $31.1M | 0.03% |
3,500,900
+597,200
| +21% | +$5.03M |
|
728
Flowserve
FLS
$10.3B
| $31M | 0.03% |
588,400
+148,200
| +34% | +$7.28M |
|
729
Synchrony
SYF
$25.8B
| $31M | 0.03% |
894,100
-548,000
| -38% | -$18.6M |
|
730
C.H. Robinson
CHRW
$17.1B
| $30.7M | 0.03% |
364,408
-344,700
| -49% | -$29M |
|
731
Weyerhaeuser
WY
$17.8B
| $30.7M | 0.03% |
1,164,540
+1,027,340
| +749% | +$26.1M |
|
|
WW
732
DELISTED
WW International
WW
| $30.7M | 0.03% |
1,605,200
-313,512
| -16% | -$6.21M |
|
733
NatWest
NWG
$76.7B
| $30.6M | 0.03% |
5,002,864
+339,950
| +7% | +$2.23M |
|
|
GRMN
734
Garmin
GRMN
$59.8B
| $30.5M | 0.03% |
382,442
-212,300
| -36% | -$17.4M |
|
735
Vishay Precision Group
VPG
$934M
| $30.5M | 0.03% |
750,900
+40,200
| +6% | +$1.52M |
|
736
Stepan Co
SCL
$1.48B
| $30.5M | 0.03% |
331,800
-9,100
| -3% | -$812K |
|
|
DMC
737
Del Monte Corp
DMC
$1.42B
| $30.5M | 0.03% |
1,131,300
+64,800
| +6% | +$1.77M |
|
|
MFA
738
MFA Financial
MFA
$925M
| $30.4M | 0.03% |
1,059,575
-258,425
| -20% | -$7.54M |
|
739
Towne Bank
TOWN
$3.49B
| $30.4M | 0.03% |
1,114,142
+35,700
| +3% | +$942K |
|
740
Angi Inc
ANGI
$176M
| $30.4M | 0.03% |
233,450
+97,600
| +72% | +$15M |
|
|
CTT
741
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
| $30.4M | 0.03% |
2,906,432
+241,000
| +9% | +$2.4M |
|
|
SMAR
742
DELISTED
Smartsheet Inc.
SMAR
| $30.3M | 0.03% |
+625,900
| New | +$26.6M |
|
743
Sumitomo Mitsui Financial
SMFG
$166B
| $30.2M | 0.03% |
4,281,900
+2,750,900
| +180% | +$19.5M |
|
744
Orthofix Medical
OFIX
$424M
| $30.2M | 0.03% |
571,469
-86,114
| -13% | -$4.58M |
|
|
RTEC
745
DELISTED
Rudolph Technologies Inc
RTEC
| $30.1M | 0.03% |
1,090,787
+2,700
| +0.2% | +$65.8K |
|
746
Rexford Industrial Realty
REXR
$8.11B
| $30.1M | 0.03% |
746,400
-1,078,500
| -59% | -$41.1M |
|
747
Invesco Mortgage Capital
IVR
$802M
| $30M | 0.03% |
186,190
+5,770
| +3% | +$929K |
|
748
PetMed Express
PETS
$43M
| $30M | 0.03% |
1,914,915
+259,100
| +16% | +$5.1M |
|
749
EXL Service
EXLS
$5.2B
| $30M | 0.03% |
2,266,000
-227,000
| -9% | -$2.78M |
|
750
Builders FirstSource
BLDR
$7.79B
| $29.8M | 0.03% |
1,768,800
+807,400
| +84% | +$12.1M |
|
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.