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 | |
|---|---|---|---|---|---|---|
|
TRST
1226
Trustco Bank Corp NY
TRST
$977M
| $13.1M | 0.01% |
331,860
+440
| +0.1% | +$17.1K |
|
|
CSW
1227
CSW Industrials
CSW
$5.72B
| $13.1M | 0.01% |
191,900
-56,800
| -23% | -$3.55M |
|
1228
Camden Property Trust
CPT
$11.1B
| $13.1M | 0.01% |
125,200
-314,600
| -72% | -$32.3M |
|
|
VLRS
1229
Controladora Vuela Compania de Aviacion
VLRS
$917M
| $13M | 0.01% |
1,390,700
+390,100
| +39% | +$3.62M |
|
1230
Allot
ALLT
$386M
| $12.9M | 0.01% |
1,789,725
-30,283
| -2% | -$225K |
|
|
CIM
1231
Chimera Investment
CIM
$1B
| $12.9M | 0.01% |
227,920
-159,000
| -41% | -$9.01M |
|
1232
Assured Guaranty
AGO
$3.35B
| $12.9M | 0.01% |
306,600
+136,800
| +81% | +$6.03M |
|
|
MDCO
1233
DELISTED
Medicines Co
MDCO
| $12.9M | 0.01% |
+353,432
| New | +$11.5M |
|
1234
Cracker Barrel
CBRL
$1.32B
| $12.9M | 0.01% |
75,483
+31,451
| +71% | +$5.15M |
|
|
MINI
1235
DELISTED
Mobile Mini Inc
MINI
| $12.9M | 0.01% |
423,370
+273,300
| +182% | +$9.07M |
|
1236
Ceragon Networks
CRNT
$206M
| $12.8M | 0.01% |
4,374,900
+79,800
| +2% | +$261K |
|
|
HTBK
1237
DELISTED
Heritage Commerce
HTBK
| $12.8M | 0.01% |
1,044,800
+98,500
| +10% | +$1.21M |
|
1238
SM Energy
SM
$7.59B
| $12.8M | 0.01% |
1,021,400
-171,500
| -14% | -$2.49M |
|
1239
Agilysys
AGYS
$3.08B
| $12.8M | 0.01% |
595,252
-20,500
| -3% | -$425K |
|
1240
Plains GP Holdings
PAGP
$5.02B
| $12.8M | 0.01% |
511,561
-22,200
| -4% | -$536K |
|
|
THR
1241
DELISTED
Thermon Group Holdings
THR
| $12.8M | 0.01% |
497,300
+27,900
| +6% | +$696K |
|
1242
MSC Industrial Direct
MSM
$6.77B
| $12.8M | 0.01% |
171,700
+113,000
| +193% | +$8.72M |
|
|
CAMP
1243
DELISTED
CalAmp Corp.
CAMP
| $12.7M | 0.01% |
47,457
+5,500
| +13% | +$1.55M |
|
1244
Entegris
ENTG
$24.8B
| $12.7M | 0.01% |
341,490
-93,398
| -21% | -$3.54M |
|
1245
Financial Institutions
FISI
$830M
| $12.7M | 0.01% |
437,100
-5,200
| -1% | -$145K |
|
1246
Brown-Forman Class A
BF.A
$13.1B
| $12.7M | 0.01% |
231,400
-8,600
| -4% | -$450K |
|
|
FITB
1247
Fifth Third Bancorp
FITB
$52.9B
| $12.7M | 0.01% |
454,739
+334,500
| +278% | +$9.17M |
|
1248
HealthStream
HSTM
$830M
| $12.7M | 0.01% |
489,900
+114,300
| +30% | +$3M |
|
1249
Grupo Aval
AVAL
$6.35B
| $12.6M | 0.01% |
1,584,773
+407,746
| +35% | +$3.11M |
|
1250
StoneCo
STNE
$2.5B
| $12.6M | 0.01% |
+426,900
| New | +$12.6M |
|
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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.