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 | |
|---|---|---|---|---|---|---|
|
DFS
1276
DELISTED
Discover Financial Services
DFS
| $12.1M | 0.01% |
+156,400
| New | +$12.1M |
|
1277
Timberland Bancorp
TSBK
$359M
| $12.1M | 0.01% |
405,739
+673
| +0.2% | +$18.6K |
|
1278
Arrow Financial
AROW
$729M
| $12.1M | 0.01% |
404,401
+4,405
| +1% | +$127K |
|
1279
TransAlta
TAC
$3.95B
| $12.1M | 0.01% |
1,855,441
+967,541
| +109% | +$6.51M |
|
|
DCOM
1280
DELISTED
Dime Community Bancshares
DCOM
| $12.1M | 0.01% |
635,800
+33,500
| +6% | +$636K |
|
|
VTLE
1281
DELISTED
Vital Energy
VTLE
| $12M | 0.01% |
207,525
-16,285
| -7% | -$986K |
|
1282
Regional Management Corp
RM
$301M
| $12M | 0.01% |
454,837
-100
| -0% | -$2.49K |
|
1283
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
| $12M | 0.01% |
130,909
-19,441
| -13% | -$1.78M |
|
1284
JB Hunt Transport Services
JBHT
$26.4B
| $12M | 0.01% |
131,144
-284,900
| -68% | -$26.9M |
|
1285
Valmont Industries
VMI
$9.48B
| $12M | 0.01% |
94,500
+48,400
| +105% | +$6.03M |
|
1286
CareDx
CDNA
$2.43B
| $12M | 0.01% |
332,800
+65,600
| +25% | +$2.1M |
|
1287
Columbia Sportswear
COLM
$2.95B
| $12M | 0.01% |
119,402
-180,300
| -60% | -$17.9M |
|
1288
Howard Hughes
HHH
$4.02B
| $11.9M | 0.01% |
101,019
+86,333
| +588% | +$8.84M |
|
|
JBGS
1289
JBG SMITH
JBGS
$691M
| $11.9M | 0.01% |
302,400
-194,400
| -39% | -$8M |
|
|
ACC
1290
DELISTED
American Campus Communities, Inc.
ACC
| $11.8M | 0.01% |
256,128
+94,600
| +59% | +$4.44M |
|
1291
Lakeland Financial Corp
LKFN
$1.56B
| $11.8M | 0.01% |
252,451
+26,000
| +11% | +$1.21M |
|
1292
News Corp Class A
NWSA
$15.5B
| $11.8M | 0.01% |
+875,800
| New | +$10.7M |
|
|
RWT
1293
Redwood Trust
RWT
$600M
| $11.8M | 0.01% |
714,400
+175,100
| +32% | +$2.84M |
|
1294
Costamare
CMRE
$1.74B
| $11.8M | 0.01% |
2,300,834
+271,534
| +13% | +$1.49M |
|
|
HMLP
1295
DELISTED
HOEGH LNG PARTNERS LP
HMLP
| $11.8M | 0.01% |
681,400
+60,500
| +10% | +$1.12M |
|
1296
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.33B
| $11.8M | 0.01% |
108,000
-54,000
| -33% | -$5.83M |
|
1297
Mizuho Financial
MFG
$134B
| $11.7M | 0.01% |
4,076,600
+1,626,200
| +66% | +$4.83M |
|
|
CYOU
1298
DELISTED
Changyou.com Limited American Depositary Share
CYOU
| $11.7M | 0.01% |
1,218,715
+242,700
| +25% | +$3.74M |
|
1299
argenx
ARGX
$54.2B
| $11.7M | 0.01% |
82,400
+39,300
| +91% | +$4.99M |
|
|
MIXT
1300
DELISTED
MIX TELEMATICS LIMITED
MIXT
| $11.6M | 0.01% |
774,925
+13,625
| +2% | +$225K |
|
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.