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 | |
|---|---|---|---|---|---|---|
751
Genuine Parts
GPC
$18.5B
| $29.7M | 0.03% |
286,800
-141,800
| -33% | -$14.7M |
|
|
TUP
752
DELISTED
Tupperware Brands Corporation
TUP
| $29.7M | 0.03% |
1,560,955
+455,200
| +41% | +$10.2M |
|
753
NRC Health Common Stock
NRC
$456M
| $29.6M | 0.03% |
513,800
+21,100
| +4% | +$976K |
|
|
WBC
754
DELISTED
WABCO HOLDINGS INC.
WBC
| $29.5M | 0.03% |
+222,795
| New | +$29.4M |
|
755
Univest Financial
UVSP
$1.18B
| $29.5M | 0.03% |
1,122,469
+59,800
| +6% | +$1.5M |
|
|
ETFC
756
DELISTED
E*Trade Financial Corporation
ETFC
| $29.5M | 0.03% |
660,540
+164,900
| +33% | +$7.88M |
|
757
Lattice Semiconductor
LSCC
$18.4B
| $29.3M | 0.03% |
2,010,600
+327,600
| +19% | +$4.37M |
|
758
Ducommun
DCO
$3.04B
| $29.3M | 0.03% |
650,800
+29,803
| +5% | +$1.34M |
|
759
Liberty Global Class C
LBTYK
$3.46B
| $29.3M | 0.03% |
1,104,200
-817,100
| -43% | -$21M |
|
|
FLG
760
Flagstar Bank National Association
FLG
$5.9B
| $29.2M | 0.03% |
975,542
+286,667
| +42% | +$9.26M |
|
|
MGP
761
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $29.1M | 0.03% |
949,000
+287,000
| +43% | +$9.1M |
|
|
CXP
762
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $29M | 0.03% |
1,397,402
+202,902
| +17% | +$4.5M |
|
763
Seaboard Corp
SEB
$4.02B
| $28.9M | 0.03% |
6,993
+725
| +12% | +$3.11M |
|
764
Campbell Soup
CPB
$6.74B
| $28.9M | 0.03% |
720,800
+354,700
| +97% | +$13.9M |
|
|
BMTC
765
DELISTED
Bryn Mawr Bank Corp
BMTC
| $28.8M | 0.03% |
772,720
-18,400
| -2% | -$689K |
|
766
Stryker
SYK
$133B
| $28.8M | 0.03% |
140,200
-59,200
| -30% | -$11.3M |
|
767
Pricesmart
PSMT
$5.49B
| $28.6M | 0.03% |
560,400
+156,700
| +39% | +$8.74M |
|
|
SVC
768
Service Properties Trust
SVC
$1.1B
| $28.6M | 0.03% |
229,000
-77,720
| -25% | -$9.97M |
|
769
Darden Restaurants
DRI
$25.9B
| $28.5M | 0.03% |
233,892
+136,492
| +140% | +$16.2M |
|
770
Prudential
PUK
$34.2B
| $28.4M | 0.03% |
668,088
+154,238
| +30% | +$6.42M |
|
|
PDLI
771
DELISTED
PDL BioPharma, Inc.
PDLI
| $28.3M | 0.02% |
9,021,082
-607,418
| -6% | -$1.97M |
|
772
Willis Lease Finance
WLFC
$1.21B
| $28.3M | 0.02% |
1,455,096
-45,000
| -3% | -$759K |
|
773
NOV
NOV
$7.45B
| $28.3M | 0.02% |
1,271,810
-1,661,700
| -57% | -$40.1M |
|
|
COUP
774
DELISTED
Coupa Software Incorporated
COUP
| $28.3M | 0.02% |
223,300
-387,600
| -63% | -$41.6M |
|
775
AGCO
AGCO
$7.11B
| $28.3M | 0.02% |
364,400
+359,800
| +7,822% | +$25.7M |
|
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.