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 | |
|---|---|---|---|---|---|---|
|
KIN
1426
DELISTED
Kindred Biosciences, Inc.
KIN
| $9.88M | 0.01% |
1,186,498
-35,900
| -3% | -$310K |
|
1427
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
| $9.88M | 0.01% |
127,592
+117,992
| +1,229% | +$8.97M |
|
1428
John Wiley & Sons Class A
WLY
$2.6B
| $9.86M | 0.01% |
215,100
+66,910
| +45% | +$3.04M |
|
1429
AMERISAFE
AMSF
$511M
| $9.81M | 0.01% |
153,900
+84,900
| +123% | +$5.08M |
|
|
NATI
1430
DELISTED
National Instruments Corp
NATI
| $9.81M | 0.01% |
233,666
-189,200
| -45% | -$8.07M |
|
|
NBIS
1431
Nebius Group N.V.
NBIS
$68.1B
| $9.81M | 0.01% |
258,100
+184,700
| +252% | +$6.86M |
|
1432
German American Bancorp
GABC
$1.92B
| $9.79M | 0.01% |
325,050
+38,000
| +13% | +$1.12M |
|
1433
Star Group
SGU
$413M
| $9.79M | 0.01% |
979,901
+134,300
| +16% | +$1.3M |
|
1434
Clear Channel Outdoor Holdings
CCO
$1.19B
| $9.79M | 0.01% |
2,073,149
+968,990
| +88% | +$4.95M |
|
1435
Digi International
DGII
$3.23B
| $9.77M | 0.01% |
770,384
+97,000
| +14% | +$1.18M |
|
1436
Tilly's
TLYS
$123M
| $9.75M | 0.01% |
1,277,600
+305,200
| +31% | +$3.09M |
|
1437
Heartland Express
HTLD
$987M
| $9.74M | 0.01% |
539,233
+243,097
| +82% | +$4.64M |
|
|
VRN
1438
DELISTED
Veren
VRN
| $9.74M | 0.01% |
2,945,835
+1,734,435
| +143% | +$6.23M |
|
|
OSB
1439
DELISTED
Norbord Inc.
OSB
| $9.71M | 0.01% |
391,500
+134,100
| +52% | +$3.16M |
|
1440
KNOT Offshore Partners
KNOP
$371M
| $9.66M | 0.01% |
505,800
+139,700
| +38% | +$2.72M |
|
1441
iShares National Muni Bond ETF
MUB
$45.9B
| $9.62M | 0.01% |
85,081
+27,218
| +47% | +$3.05M |
|
1442
Movado Group
MOV
$806M
| $9.59M | 0.01% |
355,336
-63,198
| -15% | -$1.99M |
|
1443
Alpha and Omega Semiconductor
AOSL
$916M
| $9.58M | 0.01% |
1,025,700
-5,400
| -0.5% | -$56.3K |
|
1444
LendingTree
TREE
$446M
| $9.58M | 0.01% |
+22,800
| New | +$8.72M |
|
1445
Allegiant Air
ALGT
$2.39B
| $9.56M | 0.01% |
66,600
-45,700
| -41% | -$6.4M |
|
1446
Stock Yards Bancorp
SYBT
$2.63B
| $9.55M | 0.01% |
264,240
+22,000
| +9% | +$761K |
|
|
FBM
1447
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
| $9.53M | 0.01% |
536,188
+472,088
| +736% | +$6.78M |
|
1448
Ares Management
ARES
$32.8B
| $9.47M | 0.01% |
+361,800
| New | +$9.19M |
|
|
PFNX
1449
DELISTED
Pfenex Inc.
PFNX
| $9.47M | 0.01% |
1,404,605
+106,200
| +8% | +$679K |
|
1450
AZZ Inc
AZZ
$4.55B
| $9.47M | 0.01% |
205,700
+82,500
| +67% | +$3.69M |
|
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.