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 | |
|---|---|---|---|---|---|---|
1151
1st Source
SRCE
$2.13B
| $14.8M | 0.01% |
319,214
+33,500
| +12% | +$1.54M |
|
|
CTRL
1152
DELISTED
Control4 Corporation
CTRL
| $14.7M | 0.01% |
619,900
+7,200
| +1% | +$151K |
|
|
WMGI
1153
DELISTED
Wright Medical Group Inc
WMGI
| $14.7M | 0.01% |
493,207
-462,700
| -48% | -$14.1M |
|
1154
LiveRamp
RAMP
$2.3B
| $14.6M | 0.01% |
+302,078
| New | +$16.4M |
|
1155
Golar LNG
GLNG
$5.2B
| $14.6M | 0.01% |
791,492
-648,800
| -45% | -$12.3M |
|
1156
LifeVantage
LFVN
$82.1M
| $14.6M | 0.01% |
1,123,748
+18,343
| +2% | +$218K |
|
1157
BHP
BHP
$229B
| $14.6M | 0.01% |
+281,147
| New | +$13.6M |
|
|
HPR
1158
DELISTED
HighPoint Resources Corporation
HPR
| $14.6M | 0.01% |
160,028
-1,778
| -1% | -$198K |
|
1159
BOK Financial
BOKF
$8.8B
| $14.5M | 0.01% |
191,679
+19,800
| +12% | +$1.61M |
|
1160
BancFirst
BANF
$3.84B
| $14.5M | 0.01% |
259,888
-33,600
| -11% | -$1.86M |
|
|
TEN
1161
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $14.5M | 0.01% |
1,303,600
+1,079,777
| +482% | +$17.6M |
|
1162
Avient
AVNT
$4.16B
| $14.4M | 0.01% |
460,158
+262,700
| +133% | +$7.36M |
|
1163
Bank of America
BAC
$453B
| $14.4M | 0.01% |
+498,066
| New | +$14.4M |
|
|
GLDD
1164
DELISTED
Great Lakes Dredge & Dock
GLDD
| $14.4M | 0.01% |
1,302,200
+629,700
| +94% | +$6.5M |
|
1165
Groupon
GRPN
$901M
| $14.3M | 0.01% |
+200,280
| New | +$14.1M |
|
1166
TC Energy
TRP
$66.3B
| $14.3M | 0.01% |
289,400
+284,500
| +5,806% | +$13.6M |
|
1167
Old Second Bancorp
OSBC
$1.31B
| $14.3M | 0.01% |
1,120,425
+18,500
| +2% | +$238K |
|
|
ZNH
1168
DELISTED
China Southern Airlines Company Limited
ZNH
| $14.3M | 0.01% |
417,000
+4,900
| +1% | +$188K |
|
1169
Ashland
ASH
$3.42B
| $14.3M | 0.01% |
178,775
-331,300
| -65% | -$25.6M |
|
|
BFIN
1170
DELISTED
BankFinancial
BFIN
| $14.3M | 0.01% |
1,021,800
+39,200
| +4% | +$569K |
|
1171
Liquidity Services
LQDT
$1.35B
| $14.3M | 0.01% |
2,344,854
+42,515
| +2% | +$271K |
|
1172
Artesian Resources
ARTNA
$362M
| $14.2M | 0.01% |
383,300
+10,600
| +3% | +$385K |
|
|
LBAI
1173
DELISTED
Lakeland Bancorp Inc
LBAI
| $14.2M | 0.01% |
881,600
+54,200
| +7% | +$862K |
|
|
EMCI
1174
DELISTED
EMC INS Group Inc
EMCI
| $14.2M | 0.01% |
394,865
+41,892
| +12% | +$1.44M |
|
1175
Itron
ITRI
$4.49B
| $14.2M | 0.01% |
226,861
+31,861
| +16% | +$1.77M |
|
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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.