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 | |
|---|---|---|---|---|---|---|
101
Charles River Laboratories
CRL
$13.5B
| $236M | 0.21% |
1,664,500
-221,200
| -12% | -$30M |
|
102
Markel Group
MKL
$22.8B
| $236M | 0.21% |
216,371
-12,040
| -5% | -$12.6M |
|
103
CSX Corp
CSX
$92.5B
| $235M | 0.21% |
9,110,700
+6,694,500
| +277% | +$172M |
|
104
WIX.com
WIX
$2.79B
| $233M | 0.2% |
1,637,300
-200,400
| -11% | -$27M |
|
105
Scotiabank
BNS
$108B
| $232M | 0.2% |
4,268,600
+358,200
| +9% | +$19.1M |
|
106
Sinclair Inc
SBGI
$989M
| $230M | 0.2% |
4,291,227
+1,072,664
| +33% | +$54.4M |
|
107
Ericsson
ERIC
$33B
| $222M | 0.2% |
23,362,900
+2,259,100
| +11% | +$21.9M |
|
108
Wells Fargo
WFC
$264B
| $221M | 0.19% |
4,661,211
+1,816,711
| +64% | +$85M |
|
109
Kinross Gold
KGC
$32.3B
| $220M | 0.19% |
56,711,483
-1,997,173
| -3% | -$6.73M |
|
110
Ryanair
RYAAY
$30.8B
| $218M | 0.19% |
8,491,548
-87,500
| -1% | -$2.48M |
|
|
ALXN
111
DELISTED
Alexion Pharmaceuticals
ALXN
| $215M | 0.19% |
1,642,542
+840,742
| +105% | +$108M |
|
112
Medtronic
MDT
$116B
| $215M | 0.19% |
+2,206,541
| New | +$201M |
|
|
HZNP
113
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $211M | 0.19% |
8,754,275
+896,500
| +11% | +$22.7M |
|
114
Newmont
NEM
$124B
| $208M | 0.18% |
5,403,498
+28,098
| +0.5% | +$950K |
|
115
Comcast
CMCSA
$91B
| $207M | 0.18% |
+4,902,776
| New | +$207M |
|
116
Cogent Communications
CCOI
$554M
| $203M | 0.18% |
3,423,700
+47,300
| +1% | +$2.71M |
|
117
HSBC
HSBC
$355B
| $203M | 0.18% |
4,866,027
+1,844,756
| +61% | +$77.3M |
|
|
OPTU
118
Optimum Communications Inc
OPTU
$324M
| $203M | 0.18% |
8,340,700
-143,300
| -2% | -$3.4M |
|
119
Berkshire Hathaway Class B
BRK.B
$1.11T
| $199M | 0.18% |
935,100
-401,800
| -30% | -$83.1M |
|
120
Telus
TU
$15.2B
| $199M | 0.18% |
10,796,200
-551,000
| -5% | -$10.2M |
|
121
AvalonBay Communities
AVB
$26B
| $196M | 0.17% |
964,614
-504,300
| -34% | -$102M |
|
122
Sony
SONY
$139B
| $194M | 0.17% |
18,560,000
+2,865,000
| +18% | +$28.1M |
|
123
CME Group
CME
$93.2B
| $192M | 0.17% |
991,419
-876,789
| -47% | -$162M |
|
124
Roku
ROKU
$22.4B
| $192M | 0.17% |
2,115,800
-739,800
| -26% | -$59.4M |
|
125
Douglas Emmett
DEI
$1.92B
| $191M | 0.17% |
4,798,800
+706,200
| +17% | +$28.9M |
|
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.