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 | |
|---|---|---|---|---|---|---|
1026
Popular Inc
BPOP
$11.2B
| $18M | 0.02% |
331,895
-433,675
| -57% | -$23.7M |
|
1027
Regenxbio
RGNX
$720M
| $18M | 0.02% |
350,441
-519,300
| -60% | -$25.9M |
|
1028
Horizon Bancorp
HBNC
$1.05B
| $18M | 0.02% |
1,101,104
+66,595
| +6% | +$1.08M |
|
1029
Materion
MTRN
$5.9B
| $18M | 0.02% |
264,800
+93,300
| +54% | +$5.88M |
|
1030
SS&C Technologies
SSNC
$18.8B
| $18M | 0.02% |
+311,600
| New | +$18.8M |
|
1031
VF Corp
VFC
$5.73B
| $17.9M | 0.02% |
205,500
-742,547
| -78% | -$64M |
|
1032
Kemper
KMPR
$1.56B
| $17.9M | 0.02% |
207,846
-114,100
| -35% | -$9.75M |
|
1033
American Water Works
AWK
$26.8B
| $17.9M | 0.02% |
154,200
-674,400
| -81% | -$74.4M |
|
|
BRSL
1034
Brightstar Lottery PLC
BRSL
$2.08B
| $17.9M | 0.02% |
1,376,700
+1,356,400
| +6,682% | +$18.4M |
|
1035
CRA International
CRAI
$1.06B
| $17.9M | 0.02% |
465,731
-27,000
| -5% | -$1.17M |
|
1036
Inogen
INGN
$154M
| $17.8M | 0.02% |
266,423
-2,777
| -1% | -$211K |
|
|
FBC
1037
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $17.8M | 0.02% |
536,161
+38,812
| +8% | +$1.29M |
|
1038
Amkor Technology
AMKR
$13.8B
| $17.8M | 0.02% |
2,380,300
+1,107,105
| +87% | +$8.67M |
|
|
SYKE
1039
DELISTED
SYKES Enterprises Inc
SYKE
| $17.7M | 0.02% |
644,077
+2,504
| +0.4% | +$67.4K |
|
1040
Powell Industries
POWL
$7.58B
| $17.6M | 0.02% |
1,393,002
+161,202
| +13% | +$1.8M |
|
|
CARO
1041
DELISTED
Carolina Financial Corp.
CARO
| $17.6M | 0.02% |
501,816
-1,300
| -0.3% | -$46.4K |
|
1042
Employers Holdings
EIG
$864M
| $17.6M | 0.02% |
416,300
+81,400
| +24% | +$3.41M |
|
1043
Hilltop Holdings
HTH
$2.25B
| $17.6M | 0.02% |
826,584
+259,600
| +46% | +$5.23M |
|
|
ROIC
1044
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $17.6M | 0.02% |
1,025,200
+634,000
| +162% | +$11M |
|
|
ASRT
1045
DELISTED
Assertio
ASRT
| $17.6M | 0.02% |
84,811
-1,546
| -2% | -$368K |
|
1046
Banco Macro
BMA
$5.1B
| $17.5M | 0.02% |
+239,700
| New | +$12.4M |
|
1047
Turning Point Brands
TPB
$1.73B
| $17.4M | 0.02% |
355,843
-110,500
| -24% | -$5.33M |
|
|
LX
1048
LexinFintech Holdings
LX
$237M
| $17.4M | 0.02% |
1,558,528
+1,146,514
| +278% | +$14.3M |
|
|
HABT
1049
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
| $17.4M | 0.02% |
1,657,516
+185,157
| +13% | +$2.01M |
|
1050
Tompkins Financial
TMP
$1.44B
| $17.4M | 0.02% |
212,922
+24,930
| +13% | +$1.98M |
|
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.