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 | |
|---|---|---|---|---|---|---|
1376
Strategy Inc
MSTR
$37.2B
| $10.4M | 0.01% |
724,000
-228,000
| -24% | -$3.22M |
|
1377
Curtiss-Wright
CW
$25.7B
| $10.4M | 0.01% |
81,600
-157,300
| -66% | -$18.1M |
|
1378
Delta Air Lines
DAL
$60.4B
| $10.4M | 0.01% |
+182,800
| New | +$10.2M |
|
1379
Green Plains
GPRE
$1.09B
| $10.4M | 0.01% |
961,643
+589,043
| +158% | +$8.75M |
|
1380
Expeditors International
EXPD
$24.2B
| $10.4M | 0.01% |
136,616
+55,000
| +67% | +$4.15M |
|
1381
Cameco
CCJ
$42.8B
| $10.4M | 0.01% |
965,400
+822,600
| +576% | +$8.86M |
|
1382
Sierra Bancorp
BSRR
$533M
| $10.3M | 0.01% |
381,631
+2,500
| +0.7% | +$64.2K |
|
|
EARN
1383
Ellington Residential Mortgage REIT
EARN
$166M
| $10.3M | 0.01% |
960,500
-3,200
| -0.3% | -$36.2K |
|
1384
Acacia Research
ACTG
$450M
| $10.3M | 0.01% |
3,485,300
+21,800
| +0.6% | +$68K |
|
|
MSGN
1385
DELISTED
MSG Networks Inc.
MSGN
| $10.3M | 0.01% |
496,800
+245,600
| +98% | +$5.39M |
|
|
TLRA
1386
DELISTED
Telaria, Inc.
TLRA
| $10.3M | 0.01% |
1,369,000
-307,400
| -18% | -$2.3M |
|
1387
Carlisle Companies
CSL
$14.8B
| $10.3M | 0.01% |
+73,100
| New | +$9.83M |
|
1388
York Water
YORW
$535M
| $10.3M | 0.01% |
287,136
+14,100
| +5% | +$484K |
|
|
SLCA
1389
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $10.3M | 0.01% |
801,800
+667,100
| +495% | +$9.1M |
|
|
DAY
1390
DELISTED
Dayforce
DAY
| $10.2M | 0.01% |
+204,100
| New | +$10.3M |
|
|
VSTO
1391
DELISTED
Vista Outdoor Inc.
VSTO
| $10.2M | 0.01% |
1,152,400
+662,900
| +135% | +$5.68M |
|
1392
Wipro
WIT
$19.1B
| $10.2M | 0.01% |
4,722,534
+3,649,400
| +340% | +$8.03M |
|
|
ARI
1393
Apollo Commercial Real Estate
ARI
$886M
| $10.2M | 0.01% |
554,940
+461,900
| +496% | +$8.6M |
|
|
STFC
1394
DELISTED
State Auto Financial Corp
STFC
| $10.2M | 0.01% |
291,368
+40,868
| +16% | +$1.39M |
|
|
PVLA
1395
Palvella Therapeutics
PVLA
$2.25B
| $10.2M | 0.01% |
27,109
+1,011
| +4% | +$302K |
|
1396
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
| $10.2M | 0.01% |
373,100
+44,000
| +13% | +$1.19M |
|
1397
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $10.2M | 0.01% |
91,800
-500
| -0.5% | -$55.2K |
|
1398
First Trust Preferred Securities and Income ETF
FPE
$6.34B
| $10.2M | 0.01% |
523,800
+264,300
| +102% | +$5.08M |
|
1399
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $10.2M | 0.01% |
116,500
+17,700
| +18% | +$1.53M |
|
1400
Bank of Marin Bancorp
BMRC
$465M
| $10.1M | 0.01% |
247,211
-25,000
| -9% | -$1.05M |
|
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.