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 | |
|---|---|---|---|---|---|---|
126
Netflix
NFLX
$311B
| $190M | 0.17% |
+5,184,000
| New | +$187M |
|
127
Expedia Group
EXPE
$38.5B
| $190M | 0.17% |
1,428,032
-921,359
| -39% | -$114M |
|
128
Match Group
MTCH
$8.45B
| $190M | 0.17% |
2,821,900
+665,600
| +31% | +$43.5M |
|
129
Best Buy
BBY
$17.6B
| $189M | 0.17% |
2,717,530
+727,800
| +37% | +$50.8M |
|
130
Arch Capital
ACGL
$33.5B
| $189M | 0.17% |
5,083,600
+166,000
| +3% | +$5.66M |
|
131
RenaissanceRe
RNR
$13.2B
| $187M | 0.16% |
1,050,015
-234,900
| -18% | -$38.6M |
|
132
Fidelity National Information Services
FIS
$22.1B
| $186M | 0.16% |
1,513,701
-424,300
| -22% | -$49.8M |
|
133
ConocoPhillips
COP
$151B
| $185M | 0.16% |
3,031,213
-700,000
| -19% | -$43.6M |
|
134
Home Depot
HD
$353B
| $185M | 0.16% |
888,265
-843,049
| -49% | -$168M |
|
135
Royal Bank of Canada
RY
$292B
| $184M | 0.16% |
2,315,783
-656,496
| -22% | -$51.3M |
|
136
Equinor
EQNR
$97.2B
| $181M | 0.16% |
9,164,223
+160,600
| +2% | +$3.39M |
|
137
Eversource Energy
ES
$26.8B
| $180M | 0.16% |
2,376,847
-802,500
| -25% | -$58.7M |
|
138
Rogers Communications
RCI
$19.1B
| $179M | 0.16% |
3,351,183
-181,500
| -5% | -$9.48M |
|
|
WWE
139
DELISTED
World Wrestling Entertainment
WWE
| $178M | 0.16% |
2,460,401
-404,099
| -14% | -$33.1M |
|
|
B
140
Barrick Mining
B
$67.2B
| $177M | 0.16% |
11,248,725
+8,167,378
| +265% | +$108M |
|
141
Caterpillar
CAT
$388B
| $175M | 0.15% |
1,282,304
-580,300
| -31% | -$76.7M |
|
142
HEICO Corp Class A
HEI.A
$37B
| $173M | 0.15% |
1,676,452
-51,293
| -3% | -$4.73M |
|
143
IBM
IBM
$225B
| $172M | 0.15% |
1,301,823
-355,982
| -21% | -$46.8M |
|
144
Old Republic International
ORI
$10.2B
| $172M | 0.15% |
7,664,078
-1,487,000
| -16% | -$32.7M |
|
145
Oracle
ORCL
$419B
| $169M | 0.15% |
2,970,032
+2,872,732
| +2,952% | +$155M |
|
146
Dolby
DLB
$5.75B
| $169M | 0.15% |
2,618,000
-145,700
| -5% | -$9.29M |
|
147
DTE Energy
DTE
$28.6B
| $168M | 0.15% |
1,545,478
-917,205
| -37% | -$98.5M |
|
148
Incyte
INCY
$24.5B
| $167M | 0.15% |
1,962,310
+1,121,310
| +133% | +$90M |
|
149
AES
AES
$10.5B
| $166M | 0.15% |
9,930,500
+3,716,600
| +60% | +$63M |
|
150
Lamar Advertising Co
LAMR
$15.6B
| $166M | 0.15% |
2,052,900
-152,912
| -7% | -$12.4M |
|
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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.