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 | |
|---|---|---|---|---|---|---|
951
Olin
OLN
$2.13B
| $20.4M | 0.02% |
932,600
-640,900
| -41% | -$14.3M |
|
952
Cummins
CMI
$87.8B
| $20.4M | 0.02% |
+119,000
| New | +$19.5M |
|
|
TBNK
953
DELISTED
Territorial Bancorp Inc.
TBNK
| $20.3M | 0.02% |
657,700
+3,300
| +0.5% | +$92.9K |
|
|
AMAG
954
DELISTED
AMAG Pharmaceuticals
AMAG
| $20.3M | 0.02% |
2,034,200
+87,500
| +4% | +$944K |
|
|
CZR
955
DELISTED
Caesars Entertainment Corporation
CZR
| $20.3M | 0.02% |
+1,718,585
| New | +$16.3M |
|
956
DigitalBridge
DBRG
$2.95B
| $20.3M | 0.02% |
1,012,828
+327,430
| +48% | +$6.79M |
|
|
LTRPA
957
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $20.2M | 0.02% |
1,632,021
-19,600
| -1% | -$257K |
|
958
Atlantic Union Bankshares
AUB
$6.06B
| $20.2M | 0.02% |
572,302
-74,600
| -12% | -$2.6M |
|
959
Synopsys
SNPS
$79B
| $20.2M | 0.02% |
156,734
-193,600
| -55% | -$23.3M |
|
|
VEDL
960
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $20.1M | 0.02% |
1,980,300
+127,100
| +7% | +$1.25M |
|
|
MNTA
961
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $20.1M | 0.02% |
1,617,290
-93,800
| -5% | -$1.25M |
|
962
Tapestry
TPR
$31.1B
| $20M | 0.02% |
631,400
+366,900
| +139% | +$11.4M |
|
|
VRTU
963
DELISTED
Virtusa Corporation
VRTU
| $20M | 0.02% |
450,800
-24,000
| -5% | -$1.17M |
|
964
Supernus Pharmaceuticals
SUPN
$2.78B
| $20M | 0.02% |
604,200
+141,900
| +31% | +$4.86M |
|
965
Nathan's Famous
NATH
$397M
| $20M | 0.02% |
255,700
-1,200
| -0.5% | -$82.1K |
|
966
Luxfer Holdings
LXFR
$457M
| $19.9M | 0.02% |
813,400
-28,300
| -3% | -$688K |
|
967
BJs Wholesale Club
BJ
$11.8B
| $19.9M | 0.02% |
+755,200
| New | +$20.1M |
|
968
Hanmi Financial
HAFC
$956M
| $19.9M | 0.02% |
894,557
-53,400
| -6% | -$1.18M |
|
|
PS
969
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $19.9M | 0.02% |
+656,100
| New | +$21.1M |
|
970
Voyager Therapeutics
VYGR
$197M
| $19.9M | 0.02% |
729,801
+237,500
| +48% | +$5.43M |
|
971
First Interstate BancSystem
FIBK
$3.67B
| $19.8M | 0.02% |
500,783
-104,800
| -17% | -$4.18M |
|
972
Calix
CALX
$2.51B
| $19.8M | 0.02% |
3,020,718
+37,900
| +1% | +$256K |
|
973
CNO Financial Group
CNO
$5.02B
| $19.8M | 0.02% |
1,187,600
+230,700
| +24% | +$3.81M |
|
974
Wendy's
WEN
$1.65B
| $19.8M | 0.02% |
+1,010,382
| New | +$19M |
|
975
Accuray
ARAY
$33.4M
| $19.7M | 0.02% |
5,096,900
-274,723
| -5% | -$1.11M |
|
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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.