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 | |
|---|---|---|---|---|---|---|
|
TYPE
1051
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $17.4M | 0.02% |
1,030,951
+24,400
| +2% | +$435K |
|
|
RVNC
1052
DELISTED
Revance Therapeutics, Inc.
RVNC
| $17.3M | 0.02% |
1,330,973
+428,900
| +48% | +$5.41M |
|
1053
Packaging Corp of America
PKG
$22.8B
| $17.3M | 0.02% |
+181,100
| New | +$17.5M |
|
1054
Wabash National
WNC
$507M
| $17.2M | 0.02% |
1,060,200
+391,900
| +59% | +$5.77M |
|
|
EVBG
1055
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $17.2M | 0.02% |
192,000
+67,500
| +54% | +$5.33M |
|
1056
International Paper
IP
$21.8B
| $17.1M | 0.02% |
417,965
+408,567
| +4,347% | +$17.3M |
|
1057
Insulet
PODD
$10.1B
| $17.1M | 0.02% |
+143,400
| New | +$14.7M |
|
|
STAY
1058
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $17.1M | 0.02% |
1,012,600
-74,600
| -7% | -$1.32M |
|
1059
Ethan Allen Interiors
ETD
$575M
| $17.1M | 0.02% |
810,300
-97,900
| -11% | -$2.06M |
|
1060
Mativ Holdings
MATV
$690M
| $17M | 0.02% |
512,600
+125,300
| +32% | +$4.24M |
|
1061
Wynn Resorts
WYNN
$10.6B
| $17M | 0.02% |
137,175
-335,625
| -71% | -$43.2M |
|
1062
Ezcorp Inc
EZPW
$1.78B
| $17M | 0.02% |
1,794,921
+554,121
| +45% | +$5.39M |
|
|
LEXEA
1063
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
| $17M | 0.02% |
355,600
+32,300
| +10% | +$1.43M |
|
1064
Great Southern Bancorp
GSBC
$877M
| $17M | 0.01% |
283,400
+5,000
| +2% | +$284K |
|
1065
Commercial Vehicle Group
CVGI
$128M
| $16.9M | 0.01% |
2,109,700
+279,300
| +15% | +$2.18M |
|
1066
Hubbell
HUBB
$27.1B
| $16.9M | 0.01% |
129,700
-65,700
| -34% | -$8.11M |
|
1067
MasterCraft Boat Holdings
MCFT
$600M
| $16.9M | 0.01% |
863,100
-189,800
| -18% | -$4.33M |
|
|
CHMI
1068
Cherry Hill Mortgage Investment Corp
CHMI
$107M
| $16.9M | 0.01% |
1,056,052
-236,448
| -18% | -$4.01M |
|
1069
IMAX
IMAX
$2.81B
| $16.9M | 0.01% |
835,600
+379,000
| +83% | +$8.55M |
|
|
GRP.U
1070
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $16.9M | 0.01% |
366,700
+6,353
| +2% | +$293K |
|
1071
AeroVironment
AVAV
$9.81B
| $16.8M | 0.01% |
296,336
+136,700
| +86% | +$9M |
|
1072
Ambarella
AMBA
$3.66B
| $16.8M | 0.01% |
380,000
+116,600
| +44% | +$5.22M |
|
1073
J.M. Smucker
SJM
$12.7B
| $16.7M | 0.01% |
+145,403
| New | +$17.8M |
|
1074
IDT Corp
IDT
$1.63B
| $16.7M | 0.01% |
1,765,406
+116,209
| +7% | +$856K |
|
1075
Peoples Bancorp
PEBO
$1.48B
| $16.7M | 0.01% |
518,179
-6,300
| -1% | -$201K |
|
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.