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 | |
|---|---|---|---|---|---|---|
1401
Bruker
BRKR
$8.89B
| $10.1M | 0.01% |
202,910
-43,900
| -18% | -$1.85M |
|
1402
First Hawaiian
FHB
$3.39B
| $10.1M | 0.01% |
391,400
+96,100
| +33% | +$2.54M |
|
1403
Primerica
PRI
$9.6B
| $10.1M | 0.01% |
+84,300
| New | +$10.4M |
|
1404
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.4B
| $10.1M | 0.01% |
195,600
+5,700
| +3% | +$293K |
|
1405
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
| $10.1M | 0.01% |
328,900
+17,530
| +6% | +$538K |
|
|
PVTL
1406
DELISTED
Pivotal Software, Inc.
PVTL
| $10.1M | 0.01% |
+956,400
| New | +$17M |
|
1407
Virtu Financial
VIRT
$5.03B
| $10.1M | 0.01% |
462,700
+56,300
| +14% | +$1.32M |
|
|
HTZ.RT
1408
DELISTED
Hertz Global Holdings
HTZ.RT
| $10.1M | 0.01% |
+5,160,735
| New | +$11.4M |
|
1409
Invesco Senior Loan ETF
BKLN
$6.76B
| $10.1M | 0.01% |
443,800
+375,600
| +551% | +$8.56M |
|
1410
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $10.1M | 0.01% |
88,761
-100
| -0.1% | -$11K |
|
1411
Vanguard Total International Bond ETF
BNDX
$83B
| $10.1M | 0.01% |
175,416
+79,600
| +83% | +$4.47M |
|
1412
Graham Holdings Company
GHC
$5B
| $10M | 0.01% |
14,560
-940
| -6% | -$656K |
|
1413
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
| $10M | 0.01% |
164,900
+5,300
| +3% | +$321K |
|
1414
ScottsMiracle-Gro
SMG
$3.58B
| $10M | 0.01% |
+101,800
| New | +$9.05M |
|
1415
Schwab Short-Term US Treasury ETF
SCHO
$13B
| $10M | 0.01% |
396,000
+8,400
| +2% | +$211K |
|
1416
DHI Group
DHX
$169M
| $10M | 0.01% |
2,802,400
+321,000
| +13% | +$1.11M |
|
1417
Harrow
HROW
$1.47B
| $9.97M | 0.01% |
1,146,506
+178,700
| +18% | +$986K |
|
1418
iShares MBS ETF
MBB
$39.2B
| $9.96M | 0.01% |
+92,600
| New | +$9.85M |
|
|
SPNS
1419
DELISTED
Sapiens International
SPNS
| $9.96M | 0.01% |
599,500
+134,030
| +29% | +$2.08M |
|
1420
Peapack-Gladstone Financial
PGC
$825M
| $9.95M | 0.01% |
353,720
+23,000
| +7% | +$637K |
|
|
ARD
1421
DELISTED
Ardagh Group S.A. Class A Common Shares
ARD
| $9.95M | 0.01% |
568,290
+183,600
| +48% | +$2.68M |
|
|
HMTV
1422
DELISTED
Hemisphere Media Group, Inc.
HMTV
| $9.94M | 0.01% |
769,400
+22,400
| +3% | +$313K |
|
1423
Ribbon Communications
RBBN
$379M
| $9.92M | 0.01% |
2,028,800
-6,112
| -0.3% | -$29.8K |
|
1424
CEMIG Preferred Shares
CIG
$5.58B
| $9.92M | 0.01% |
5,106,300
+1,779,549
| +53% | +$3.27M |
|
|
PBPB
1425
DELISTED
Potbelly
PBPB
| $9.89M | 0.01% |
1,942,195
-125,405
| -6% | -$851K |
|
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.