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 | |
|---|---|---|---|---|---|---|
1001
Hancock Whitney
HWC
$6.34B
| $18.7M | 0.02% |
466,750
-3,500
| -0.7% | -$144K |
|
1002
Hexcel
HXL
$7.74B
| $18.7M | 0.02% |
230,700
+96,000
| +71% | +$6.98M |
|
1003
NiSource
NI
$20.1B
| $18.6M | 0.02% |
647,200
+464,600
| +254% | +$13.1M |
|
|
SP
1004
DELISTED
SP Plus Corporation
SP
| $18.6M | 0.02% |
583,700
+49,489
| +9% | +$1.63M |
|
|
RCM
1005
DELISTED
R1 RCM Inc. Common Stock
RCM
| $18.6M | 0.02% |
1,477,146
-1,135,022
| -43% | -$12.8M |
|
1006
Barclays
BCS
$94.4B
| $18.5M | 0.02% |
2,487,801
+1,423,920
| +134% | +$11.2M |
|
|
CTWS
1007
DELISTED
Connecticut Water Service Inc
CTWS
| $18.5M | 0.02% |
265,400
+17,200
| +7% | +$1.19M |
|
1008
Autodesk
ADSK
$52.7B
| $18.5M | 0.02% |
113,368
-174,900
| -61% | -$29.4M |
|
1009
Urban Edge Properties
UE
$2.75B
| $18.4M | 0.02% |
1,063,300
+138,100
| +15% | +$2.52M |
|
1010
Hackett Group
HCKT
$278M
| $18.4M | 0.02% |
1,094,244
+38,800
| +4% | +$626K |
|
|
DHIL
1011
DELISTED
Diamond Hill
DHIL
| $18.4M | 0.02% |
129,486
+7,753
| +6% | +$1.11M |
|
|
CWEN.A
1012
DELISTED
Clearway Energy Class A
CWEN.A
| $18.3M | 0.02% |
1,131,676
+51,876
| +5% | +$786K |
|
1013
Schneider National
SNDR
$6.27B
| $18.3M | 0.02% |
1,003,600
+281,700
| +39% | +$5.46M |
|
1014
Descartes Systems
DSGX
$6.65B
| $18.3M | 0.02% |
494,800
-21,300
| -4% | -$829K |
|
1015
Preferred Bank
PFBC
$1.26B
| $18.2M | 0.02% |
384,455
+9,200
| +2% | +$432K |
|
1016
Sun Life Financial
SLF
$44.4B
| $18.1M | 0.02% |
438,500
+145,900
| +50% | +$5.86M |
|
1017
Stoneridge
SRI
$197M
| $18.1M | 0.02% |
572,919
-54,400
| -9% | -$1.61M |
|
1018
TTEC Holdings
TTEC
$77.4M
| $18.1M | 0.02% |
387,900
+4,800
| +1% | +$185K |
|
|
LPT
1019
DELISTED
Liberty Property Trust
LPT
| $18.1M | 0.02% |
361,000
+154,100
| +74% | +$7.54M |
|
|
CMO
1020
DELISTED
Capstead Mortgage Corp.
CMO
| $18.1M | 0.02% |
2,162,900
+33,900
| +2% | +$285K |
|
1021
Warrior Met Coal
HCC
$5.11B
| $18.1M | 0.02% |
691,300
+531,600
| +333% | +$15.1M |
|
1022
Boeing
BA
$183B
| $18.1M | 0.02% |
49,600
-180,600
| -78% | -$65.9M |
|
1023
Anika Therapeutics
ANIK
$295M
| $18M | 0.02% |
444,222
+78,812
| +22% | +$2.87M |
|
|
QVCGA
1024
DELISTED
QVC Group Inc Series A
QVCGA
| $18M | 0.02% |
29,999
+16,212
| +118% | +$11.6M |
|
1025
United States Lime & Minerals
USLM
$3.42B
| $18M | 0.02% |
1,126,300
+4,575
| +0.4% | +$74K |
|
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.