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 | |
|---|---|---|---|---|---|---|
1101
Simulations Plus
SLP
$371M
| $15.9M | 0.01% |
558,100
-46,400
| -8% | -$1.12M |
|
|
BBT
1102
Beacon Financial Corp
BBT
$2.69B
| $15.9M | 0.01% |
506,823
+12,823
| +3% | +$383K |
|
1103
IDEX
IEX
$17.7B
| $15.9M | 0.01% |
+92,225
| New | +$14.5M |
|
|
PARAA
1104
DELISTED
Paramount Global Class A
PARAA
| $15.9M | 0.01% |
316,800
+5,600
| +2% | +$277K |
|
1105
Evolution Petroleum
EPM
$134M
| $15.8M | 0.01% |
2,211,488
+121,000
| +6% | +$817K |
|
1106
RB Global
RBA
$16B
| $15.8M | 0.01% |
475,700
-133,400
| -22% | -$4.56M |
|
1107
Realty Income
O
$59.2B
| $15.8M | 0.01% |
236,399
+135,676
| +135% | +$9.27M |
|
1108
CytomX Therapeutics
CTMX
$760M
| $15.8M | 0.01% |
1,407,000
+116,400
| +9% | +$1.22M |
|
|
BERY
1109
DELISTED
Berry Global Group, Inc.
BERY
| $15.8M | 0.01% |
326,631
-690,209
| -68% | -$33.3M |
|
1110
Mitsubishi UFJ Financial
MUFG
$257B
| $15.8M | 0.01% |
3,315,700
+2,534,800
| +325% | +$12.2M |
|
1111
Kilroy Realty
KRC
$4.22B
| $15.7M | 0.01% |
212,900
-98,639
| -32% | -$7.5M |
|
1112
Hartford Financial Services
HIG
$37.7B
| $15.7M | 0.01% |
281,022
-413,500
| -60% | -$21.8M |
|
|
EIGI
1113
DELISTED
Endurance International Group Holdings, Inc.
EIGI
| $15.6M | 0.01% |
3,252,979
+201,500
| +7% | +$1.09M |
|
1114
NextEra Energy
NEE
$179B
| $15.6M | 0.01% |
304,400
+274,000
| +901% | +$13.5M |
|
1115
Belden
BDC
$5.39B
| $15.6M | 0.01% |
261,593
+243,993
| +1,386% | +$14M |
|
|
TMX
1116
DELISTED
Terminix Global Holdings, Inc.
TMX
| $15.5M | 0.01% |
298,400
-45,400
| -13% | -$2.34M |
|
|
WSR
1117
DELISTED
Whitestone REIT
WSR
| $15.5M | 0.01% |
1,219,100
+31,100
| +3% | +$390K |
|
1118
Ingredion
INGR
$6.54B
| $15.5M | 0.01% |
187,500
-130,200
| -41% | -$11.2M |
|
1119
Grupo Aeroportuario del Sureste
ASR
$8.24B
| $15.5M | 0.01% |
95,399
+20,744
| +28% | +$3.39M |
|
1120
Rafael Holdings
RFL
$103M
| $15.5M | 0.01% |
545,073
-39,323
| -7% | -$677K |
|
|
CLCT
1121
DELISTED
Collectors Universe
CLCT
| $15.4M | 0.01% |
722,038
-4,825
| -0.7% | -$92.2K |
|
|
SVA
1122
DELISTED
Sinovac Biotech, Ltd
SVA
| $15.4M | 0.01% |
2,375,841
| – | – |
|
1123
Mueller Water Products
MWA
$4.09B
| $15.4M | 0.01% |
1,564,300
-160,900
| -9% | -$1.61M |
|
1124
Manhattan Associates
MANH
$11.2B
| $15.3M | 0.01% |
221,260
-60,100
| -21% | -$3.87M |
|
1125
Freshpet
FRPT
$3.48B
| $15.3M | 0.01% |
336,200
-44,900
| -12% | -$2.03M |
|
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.