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 | |
|---|---|---|---|---|---|---|
976
Enterprise Financial Services Corp
EFSC
$2.41B
| $19.7M | 0.02% |
473,100
-18,300
| -4% | -$765K |
|
977
WaFd
WAFD
$2.79B
| $19.7M | 0.02% |
563,000
+29,824
| +6% | +$965K |
|
|
UMPQ
978
DELISTED
Umpqua Holdings Corp
UMPQ
| $19.6M | 0.02% |
1,179,988
-67,700
| -5% | -$1.14M |
|
|
SC
979
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $19.6M | 0.02% |
816,900
+749,600
| +1,114% | +$16.7M |
|
980
Andersons Inc
ANDE
$2.23B
| $19.5M | 0.02% |
716,800
-57,476
| -7% | -$1.71M |
|
981
Foster
FSTR
$405M
| $19.5M | 0.02% |
713,500
+137,100
| +24% | +$3.14M |
|
982
Pembina Pipeline
PBA
$28.4B
| $19.4M | 0.02% |
522,064
+126,200
| +32% | +$4.6M |
|
983
Renasant Corp
RNST
$3.96B
| $19.4M | 0.02% |
539,439
-32,300
| -6% | -$1.14M |
|
984
Star Bulk Carriers
SBLK
$3.11B
| $19.2M | 0.02% |
1,993,426
+145,000
| +8% | +$1.16M |
|
985
Deluxe
DLX
$1.09B
| $19.2M | 0.02% |
472,505
+120,800
| +34% | +$5.1M |
|
986
Hanover Insurance
THG
$7.74B
| $19.1M | 0.02% |
148,900
-296,100
| -67% | -$36M |
|
987
Pediatrix Medical
MD
$2.15B
| $19.1M | 0.02% |
756,400
+49,700
| +7% | +$1.34M |
|
988
CareTrust REIT
CTRE
$9.25B
| $19.1M | 0.02% |
802,100
-195,600
| -20% | -$4.74M |
|
989
Federal Agricultural Mortgage
AGM
$2.58B
| $19M | 0.02% |
261,800
-11,100
| -4% | -$817K |
|
|
UCFC
990
DELISTED
United Community Financial Corp
UCFC
| $19M | 0.02% |
1,983,104
-88,700
| -4% | -$827K |
|
|
ARCH
991
DELISTED
Arch Resources, Inc.
ARCH
| $19M | 0.02% |
201,300
-75,100
| -27% | -$6.88M |
|
|
EMBJ
992
Embraer S.A. ADS
EMBJ
$13.2B
| $18.9M | 0.02% |
940,200
+215,700
| +30% | +$4.16M |
|
993
First Commonwealth Financial
FCF
$2.18B
| $18.9M | 0.02% |
1,403,200
-218,300
| -13% | -$2.88M |
|
|
GLOG
994
DELISTED
GASLOG LTD
GLOG
| $18.9M | 0.02% |
1,312,500
+21,500
| +2% | +$325K |
|
|
HIVE
995
DELISTED
Aerohive Networks
HIVE
| $18.9M | 0.02% |
4,265,120
+183,300
| +4% | +$662K |
|
996
QCR Holdings
QCRH
$1.73B
| $18.8M | 0.02% |
539,900
-6,700
| -1% | -$228K |
|
997
Fomento Económico Mexicano
FMX
$40B
| $18.8M | 0.02% |
194,400
+18,700
| +11% | +$1.81M |
|
|
UN
998
DELISTED
Unilever NV New York Registry Shares
UN
| $18.8M | 0.02% |
309,600
-276,600
| -47% | -$16.6M |
|
|
PRSP
999
DELISTED
Perspecta Inc. Common Stock
PRSP
| $18.8M | 0.02% |
+803,000
| New | +$18M |
|
|
WBA
1000
DELISTED
Walgreens Boots Alliance
WBA
| $18.8M | 0.02% |
343,500
+82,800
| +32% | +$4.4M |
|
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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.