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 | |
|---|---|---|---|---|---|---|
1526
DNOW Inc
DNOW
$2.95B
| $8.36M | 0.01% |
566,500
-417,700
| -42% | -$5.97M |
|
|
HNGR
1527
DELISTED
Hanger Inc.
HNGR
| $8.36M | 0.01% |
436,400
+413,500
| +1,806% | +$8M |
|
|
MFSF
1528
DELISTED
MutualFirst Financial Inc
MFSF
| $8.34M | 0.01% |
245,013
-3,200
| -1% | -$97K |
|
|
MRLN
1529
DELISTED
Marlin Business Services Corp
MRLN
| $8.34M | 0.01% |
334,400
+8,600
| +3% | +$194K |
|
1530
Sonoco
SON
$5.77B
| $8.3M | 0.01% |
127,000
+65,600
| +107% | +$4.14M |
|
|
WDR
1531
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $8.3M | 0.01% |
497,700
+252,500
| +103% | +$4.4M |
|
1532
First Community Bankshares
FCBC
$927M
| $8.29M | 0.01% |
245,500
-13,153
| -5% | -$443K |
|
|
EFII
1533
DELISTED
Electronics for Imaging
EFII
| $8.29M | 0.01% |
224,459
+23,400
| +12% | +$835K |
|
|
PBIP
1534
DELISTED
Prudential Bancorp, Inc.
PBIP
| $8.28M | 0.01% |
437,790
+7,400
| +2% | +$129K |
|
1535
Travelzoo
TZOO
$74.9M
| $8.26M | 0.01% |
535,101
+45,201
| +9% | +$761K |
|
|
NVRO
1536
DELISTED
NEVRO CORP.
NVRO
| $8.26M | 0.01% |
127,400
-73,500
| -37% | -$4.58M |
|
1537
RPC Inc
RES
$1.39B
| $8.2M | 0.01% |
1,137,800
-18,000
| -2% | -$171K |
|
|
ESGR
1538
DELISTED
Enstar Group
ESGR
| $8.19M | 0.01% |
47,000
+21,100
| +81% | +$3.66M |
|
1539
American Homes 4 Rent
AMH
$12.4B
| $8.16M | 0.01% |
335,886
-250,171
| -43% | -$6M |
|
1540
Constellation Brands
STZ
$23.2B
| $8.15M | 0.01% |
41,400
+15,400
| +59% | +$3.01M |
|
|
BRT
1541
BRT Apartments
BRT
$269M
| $8.11M | 0.01% |
574,042
+8,568
| +2% | +$117K |
|
1542
Donegal Group Class A
DGICA
$696M
| $8.1M | 0.01% |
530,209
+31,000
| +6% | +$435K |
|
1543
UMB Financial
UMBF
$11.4B
| $8.09M | 0.01% |
122,900
+43,300
| +54% | +$2.86M |
|
|
ACHN
1544
DELISTED
Achillion Pharmaceuticals
ACHN
| $8.06M | 0.01% |
3,007,000
+728,000
| +32% | +$2.15M |
|
|
KNL
1545
DELISTED
Knoll, Inc.
KNL
| $8.05M | 0.01% |
350,200
+48,400
| +16% | +$1M |
|
1546
Bilibili
BILI
$7.16B
| $8.04M | 0.01% |
494,300
-372,300
| -43% | -$6.01M |
|
|
TNAV
1547
DELISTED
Telenav Inc.
TNAV
| $8.04M | 0.01% |
1,004,869
+409,200
| +69% | +$2.85M |
|
|
BAND
1548
Bandwidth Inc
BAND
$1.75B
| $8.03M | 0.01% |
107,000
-202,900
| -65% | -$14.8M |
|
|
RFP
1549
DELISTED
Resolute Forest Products Inc.
RFP
| $8.02M | 0.01% |
1,114,290
+133,732
| +14% | +$940K |
|
|
GLOP
1550
DELISTED
GASLOG PARTNERS LP
GLOP
| $7.97M | 0.01% |
375,300
-104,400
| -22% | -$2.21M |
|
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.