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 | |
|---|---|---|---|---|---|---|
901
Spok Holdings
SPOK
$230M
| $22.7M | 0.02% |
1,506,984
-29,400
| -2% | -$436K |
|
902
Hudbay
HBM
$12.4B
| $22.6M | 0.02% |
4,183,209
+1,628,400
| +64% | +$9.65M |
|
|
BCOV
903
DELISTED
Brightcove, Inc.
BCOV
| $22.6M | 0.02% |
2,190,351
+19,300
| +0.9% | +$186K |
|
904
Texas Instruments
TXN
$253B
| $22.6M | 0.02% |
196,800
-779,700
| -80% | -$87.2M |
|
905
Restaurant Brands International
QSR
$26.1B
| $22.6M | 0.02% |
324,187
-292,900
| -47% | -$19.6M |
|
906
America Movil
AMX
$69.7B
| $22.5M | 0.02% |
1,546,974
+247,300
| +19% | +$3.66M |
|
907
Medpace
MEDP
$16.7B
| $22.4M | 0.02% |
343,100
+101,000
| +42% | +$5.82M |
|
908
Bank OZK
OZK
$5.69B
| $22.4M | 0.02% |
745,497
+224,997
| +43% | +$6.97M |
|
|
ONDK
909
DELISTED
On Deck Capital, Inc.
ONDK
| $22.3M | 0.02% |
5,382,975
+878,100
| +19% | +$4.15M |
|
|
EGOV
910
DELISTED
NIC Inc
EGOV
| $22.3M | 0.02% |
1,387,732
+549,000
| +65% | +$9.08M |
|
|
HIBB
911
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $22.3M | 0.02% |
1,222,844
+379,300
| +45% | +$7.97M |
|
912
Texas Roadhouse
TXRH
$14.1B
| $22.2M | 0.02% |
414,172
+92,400
| +29% | +$5.2M |
|
913
Intuit
INTU
$91.6B
| $22.1M | 0.02% |
+84,748
| New | +$21.5M |
|
|
KRA
914
DELISTED
Kraton Corporation
KRA
| $22.1M | 0.02% |
712,300
-59,000
| -8% | -$1.78M |
|
915
Live Nation Entertainment
LYV
$43.2B
| $22.1M | 0.02% |
333,666
-737,900
| -69% | -$47.4M |
|
|
CIO
916
DELISTED
City Office REIT
CIO
| $22.1M | 0.02% |
1,839,796
+111,100
| +6% | +$1.31M |
|
917
Photronics
PLAB
$1.97B
| $22M | 0.02% |
2,686,995
+75,400
| +3% | +$670K |
|
918
UFP Technologies
UFPT
$2.5B
| $22M | 0.02% |
528,256
-5,000
| -0.9% | -$189K |
|
|
DEA
919
Easterly Government Properties
DEA
$1.16B
| $22M | 0.02% |
485,435
-146,593
| -23% | -$6.68M |
|
920
Fossil Group
FOSL
$311M
| $22M | 0.02% |
1,910,450
-110,424
| -5% | -$1.36M |
|
921
The RMR Group
RMR
$337M
| $21.9M | 0.02% |
467,116
+156,716
| +50% | +$8.44M |
|
922
Myers Industries
MYE
$1.23B
| $21.9M | 0.02% |
1,136,200
+221,700
| +24% | +$3.99M |
|
923
Brown-Forman Class B
BF.B
$12.8B
| $21.8M | 0.02% |
393,434
-185,244
| -32% | -$9.89M |
|
924
Watts Water Technologies
WTS
$12.9B
| $21.7M | 0.02% |
232,400
-14,200
| -6% | -$1.21M |
|
925
Grupo Cibest SA
CIB
$22.6B
| $21.6M | 0.02% |
423,500
+49,800
| +13% | +$2.49M |
|
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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.