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 | |
|---|---|---|---|---|---|---|
1301
Graphic Packaging
GPK
$3.47B
| $11.6M | 0.01% |
+832,754
| New | +$11.2M |
|
1302
Nektar Therapeutics
NKTR
$2.6B
| $11.6M | 0.01% |
21,803
+8,106
| +59% | +$4.06M |
|
1303
SiriusPoint
SPNT
$2.68B
| $11.6M | 0.01% |
1,127,167
+749,600
| +199% | +$8.02M |
|
|
SGI
1304
Somnigroup International
SGI
$13.8B
| $11.6M | 0.01% |
633,600
-292,800
| -32% | -$4.72M |
|
1305
Bassett Furniture
BSET
$172M
| $11.6M | 0.01% |
761,300
+23,884
| +3% | +$383K |
|
|
BPFH
1306
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $11.6M | 0.01% |
961,372
+164,700
| +21% | +$1.85M |
|
1307
Marchex
MCHX
$75.3M
| $11.5M | 0.01% |
2,456,112
+364,978
| +17% | +$1.74M |
|
|
HDS
1308
DELISTED
HD Supply Holdings, Inc.
HDS
| $11.5M | 0.01% |
286,200
-425,200
| -60% | -$18.2M |
|
|
SCS
1309
DELISTED
Steelcase
SCS
| $11.5M | 0.01% |
673,600
+143,000
| +27% | +$2.38M |
|
|
CNBKA
1310
DELISTED
Century Bancorp Inc/Mass
CNBKA
| $11.5M | 0.01% |
131,001
+8,301
| +7% | +$727K |
|
|
PRGX
1311
DELISTED
PRGX Global, Inc.
PRGX
| $11.5M | 0.01% |
1,712,910
-1,990
| -0.1% | -$14.3K |
|
1312
Mesa Laboratories
MLAB
$646M
| $11.4M | 0.01% |
46,800
-7,100
| -13% | -$1.65M |
|
1313
Liberty Latin America Class C
LILAK
$1.65B
| $11.4M | 0.01% |
776,619
+464,242
| +149% | +$7.58M |
|
|
HF
1314
DELISTED
HFF Inc.
HF
| $11.4M | 0.01% |
250,600
+87,200
| +53% | +$3.99M |
|
1315
Amcor
AMCR
$21.4B
| $11.3M | 0.01% |
+198,932
| New | +$11M |
|
|
NOA
1316
North American Construction
NOA
$405M
| $11.3M | 0.01% |
1,044,600
+55,100
| +6% | +$641K |
|
|
TIVO
1317
DELISTED
Tivo Inc
TIVO
| $11.3M | 0.01% |
1,528,535
+1,413,035
| +1,223% | +$11.3M |
|
1318
AdvanSix
ASIX
$439M
| $11.3M | 0.01% |
460,800
+22,700
| +5% | +$637K |
|
|
ADAM
1319
Adamas Trust
ADAM
$916M
| $11.3M | 0.01% |
453,825
-15,250
| -3% | -$377K |
|
1320
Reinsurance Group of America
RGA
$16.1B
| $11.3M | 0.01% |
72,100
+61,100
| +555% | +$9.14M |
|
|
PTNR
1321
DELISTED
Partner Communications
PTNR
| $11.3M | 0.01% |
2,678,650
-3,000
| -0.1% | -$13.3K |
|
|
CVGW
1322
DELISTED
Calavo Growers
CVGW
| $11.2M | 0.01% |
116,200
-31,600
| -21% | -$2.95M |
|
1323
Ooma
OOMA
$560M
| $11.2M | 0.01% |
1,072,603
-34,400
| -3% | -$437K |
|
1324
Nomad Foods
NOMD
$1.63B
| $11.2M | 0.01% |
525,300
-69,700
| -12% | -$1.46M |
|
|
CHA
1325
DELISTED
China Telecom Corporation, LTD
CHA
| $11.2M | 0.01% |
224,113
-5,787
| -3% | -$297K |
|
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.