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 | |
|---|---|---|---|---|---|---|
|
ANH
851
DELISTED
Anworth Mortgage Asset Corporation
ANH
| $24.5M | 0.02% |
6,470,890
-372,120
| -5% | -$1.5M |
|
852
Tower Semiconductor
TSEM
$29.4B
| $24.5M | 0.02% |
1,553,786
+197,500
| +15% | +$3.29M |
|
853
Haverty Furniture Companies
HVT
$441M
| $24.5M | 0.02% |
1,437,400
-37,500
| -3% | -$739K |
|
854
Everest Group
EG
$13.9B
| $24.4M | 0.02% |
98,638
-20,400
| -17% | -$4.89M |
|
855
Labcorp
LH
$26.2B
| $24.4M | 0.02% |
164,008
-306,248
| -65% | -$42.7M |
|
856
eHealth
EHTH
$39.7M
| $24.3M | 0.02% |
282,700
-118,700
| -30% | -$7.99M |
|
|
BCPC
857
Balchem Corp
BCPC
$5.73B
| $24.3M | 0.02% |
243,108
-26,500
| -10% | -$2.58M |
|
858
MDU Resources
MDU
$4.32B
| $24.3M | 0.02% |
2,474,853
+839,985
| +51% | +$8.18M |
|
859
Addus HomeCare
ADUS
$2.2B
| $24.3M | 0.02% |
323,600
-78,700
| -20% | -$5.44M |
|
|
CVA
860
DELISTED
Covanta Holding Corporation
CVA
| $24.2M | 0.02% |
1,351,016
+323,416
| +31% | +$5.71M |
|
861
Thor Industries
THO
$4.11B
| $24.1M | 0.02% |
412,500
+245,200
| +147% | +$14.9M |
|
862
State Street
STT
$52.2B
| $24.1M | 0.02% |
429,031
+229,000
| +114% | +$14.2M |
|
863
Phibro Animal Health
PAHC
$1.37B
| $24M | 0.02% |
756,500
-22,600
| -3% | -$709K |
|
864
Carriage Services
CSV
$535M
| $23.9M | 0.02% |
1,259,600
+28,700
| +2% | +$547K |
|
865
Central Garden & Pet Co Class A
CENTA
$2.43B
| $23.9M | 0.02% |
1,214,125
-55,375
| -4% | -$1.11M |
|
|
BBL
866
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $23.9M | 0.02% |
468,100
+395,300
| +543% | +$18.9M |
|
|
PFC
867
DELISTED
Premier Financial Corp. Common Stock
PFC
| $23.9M | 0.02% |
836,700
+33,400
| +4% | +$957K |
|
868
Eaton
ETN
$179B
| $23.9M | 0.02% |
286,911
-734,900
| -72% | -$59.5M |
|
869
Tanger
SKT
$4.42B
| $23.9M | 0.02% |
1,473,816
+453,800
| +44% | +$8.18M |
|
870
Utah Medical Products
UTMD
$230M
| $23.8M | 0.02% |
248,514
+10,266
| +4% | +$864K |
|
871
First Bancorp
FBNC
$2.72B
| $23.8M | 0.02% |
652,114
+1,300
| +0.2% | +$47.6K |
|
|
FSP
872
Franklin Street Properties
FSP
$46.3M
| $23.7M | 0.02% |
3,216,800
+372,200
| +13% | +$2.82M |
|
873
ANI Pharmaceuticals
ANIP
$1.73B
| $23.7M | 0.02% |
288,100
+88,900
| +45% | +$6.32M |
|
874
Carnival Corporation Ltd
CCL
$37.9B
| $23.6M | 0.02% |
507,900
-9,200
| -2% | -$482K |
|
875
East-West Bancorp
EWBC
$18.5B
| $23.6M | 0.02% |
505,133
+181,900
| +56% | +$8.71M |
|
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.