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 | |
|---|---|---|---|---|---|---|
|
PRMW
1326
DELISTED
Primo Water Corporation
PRMW
| $11.2M | 0.01% |
907,755
-260,400
| -22% | -$3.5M |
|
|
FONR
1327
DELISTED
Fonar
FONR
| $11.1M | 0.01% |
518,216
+21,000
| +4% | +$429K |
|
1328
Alarm.com
ALRM
$2.71B
| $11.1M | 0.01% |
208,329
-92,123
| -31% | -$5.68M |
|
1329
News Corp Class B
NWS
$17.7B
| $11.1M | 0.01% |
797,760
+329,460
| +70% | +$4.1M |
|
1330
CACI
CACI
$14.8B
| $11.1M | 0.01% |
+54,400
| New | +$10.8M |
|
1331
Extra Space Storage
EXR
$31.3B
| $11.1M | 0.01% |
104,900
-93,804
| -47% | -$9.86M |
|
|
MCBC
1332
DELISTED
Macatawa Bank Corp
MCBC
| $11.1M | 0.01% |
1,083,100
+11,500
| +1% | +$119K |
|
1333
3M
MMM
$93.4B
| $11.1M | 0.01% |
76,594
-267,169
| -78% | -$41.1M |
|
|
ESPR
1334
DELISTED
Esperion Therapeutics
ESPR
| $11M | 0.01% |
237,500
+41,905
| +21% | +$1.97M |
|
1335
Crane NXT
CXT
$2.92B
| $11M | 0.01% |
381,180
+166,407
| +77% | +$4.84M |
|
1336
Allegion
ALLE
$13.9B
| $11M | 0.01% |
+99,900
| New | +$9.99M |
|
1337
CVS Health
CVS
$122B
| $11M | 0.01% |
202,653
-100,900
| -33% | -$5.43M |
|
|
VCRA
1338
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $11M | 0.01% |
345,800
-267,800
| -44% | -$8.54M |
|
1339
Ollie's Bargain Outlet
OLLI
$4.65B
| $11M | 0.01% |
126,700
+53,000
| +72% | +$5M |
|
1340
AptarGroup
ATR
$8.41B
| $11M | 0.01% |
88,600
-95,800
| -52% | -$10.9M |
|
1341
Allient
ALNT
$1.89B
| $11M | 0.01% |
435,750
-18,300
| -4% | -$438K |
|
1342
AutoNation
AN
$6.88B
| $11M | 0.01% |
+261,300
| New | +$10.4M |
|
|
ENZ
1343
DELISTED
Enzo Biochem, Inc.
ENZ
| $11M | 0.01% |
3,251,033
+65,804
| +2% | +$232K |
|
1344
EastGroup Properties
EGP
$11B
| $10.9M | 0.01% |
94,300
+11,400
| +14% | +$1.29M |
|
1345
Reading International Class A
RDI
$33.8M
| $10.9M | 0.01% |
839,990
+3,000
| +0.4% | +$43.2K |
|
1346
OFG Bancorp
OFG
$2.26B
| $10.8M | 0.01% |
456,386
+86,800
| +23% | +$1.73M |
|
|
CEL
1347
DELISTED
Cellcom Israel, Ltd.
CEL
| $10.8M | 0.01% |
3,751,877
+12,600
| +0.3% | +$48.6K |
|
1348
Veeco
VECO
$3.34B
| $10.8M | 0.01% |
887,213
+180,100
| +25% | +$2.18M |
|
|
AE
1349
DELISTED
Adams Resources & Energy Inc
AE
| $10.8M | 0.01% |
316,200
+13,300
| +4% | +$467K |
|
1350
Comtech Telecommunications
CMTL
$51.5M
| $10.8M | 0.01% |
385,250
-16,800
| -4% | -$406K |
|
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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.