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 | |
|---|---|---|---|---|---|---|
|
WRI
1551
DELISTED
Weingarten Realty Investors
WRI
| $7.96M | 0.01% |
290,400
+105,500
| +57% | +$3.04M |
|
|
FTR
1552
DELISTED
Frontier Communications Corp.
FTR
| $7.96M | 0.01% |
4,548,973
-281,744
| -6% | -$574K |
|
1553
Texas Capital Bancshares
TCBI
$4.38B
| $7.94M | 0.01% |
129,400
-196,800
| -60% | -$12M |
|
|
HAYN
1554
DELISTED
Haynes International, Inc.
HAYN
| $7.89M | 0.01% |
248,200
+38,200
| +18% | +$1.23M |
|
|
HOLI
1555
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
| $7.88M | 0.01% |
414,818
+42,900
| +12% | +$832K |
|
1556
Halozyme
HALO
$11.4B
| $7.88M | 0.01% |
458,600
-290,800
| -39% | -$4.69M |
|
1557
Northeast Bank
NBN
$1.16B
| $7.85M | 0.01% |
284,745
+41,900
| +17% | +$886K |
|
|
KE
1558
Kimball Electronics
KE
$611M
| $7.84M | 0.01% |
483,075
-19,729
| -4% | -$306K |
|
1559
AT&T
T
$169B
| $7.84M | 0.01% |
309,930
-6,380,223
| -95% | -$153M |
|
|
BHR
1560
Braemar Hotels & Resorts
BHR
$140M
| $7.84M | 0.01% |
800,097
+17,439
| +2% | +$207K |
|
1561
Dillards
DDS
$9.5B
| $7.84M | 0.01% |
125,900
+38,300
| +44% | +$2.46M |
|
1562
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.37B
| $7.83M | 0.01% |
268,000
-43,800
| -14% | -$1.27M |
|
|
SCTL
1563
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
| $7.82M | 0.01% |
857,770
+30,217
| +4% | +$242K |
|
1564
C&F Financial
CFFI
$288M
| $7.82M | 0.01% |
143,200
-2,750
| -2% | -$137K |
|
|
TESS
1565
DELISTED
Tessco Technologies Inc
TESS
| $7.8M | 0.01% |
436,900
-9,000
| -2% | -$165K |
|
1566
Dime Commercial Bancshares
DCOM
$1.81B
| $7.8M | 0.01% |
264,800
-1,100
| -0.4% | -$32.7K |
|
|
PMT
1567
PennyMac Mortgage Investment
PMT
$827M
| $7.77M | 0.01% |
355,900
+106,600
| +43% | +$2.26M |
|
|
TRK
1568
DELISTED
Speedway Motorsports, Inc.
TRK
| $7.75M | 0.01% |
417,537
-19,207
| -4% | -$333K |
|
1569
Talos Energy
TALO
$2.57B
| $7.74M | 0.01% |
321,938
+12,998
| +4% | +$340K |
|
|
KEM
1570
DELISTED
KEMET Corporation
KEM
| $7.74M | 0.01% |
411,199
-120,637
| -23% | -$2.11M |
|
1571
Rapid7
RPD
$925M
| $7.73M | 0.01% |
133,696
-584,002
| -81% | -$30.7M |
|
1572
Compañía de Cervecerías Unidas
CCU
$2.15B
| $7.73M | 0.01% |
273,600
-10,341
| -4% | -$284K |
|
|
SWIR
1573
DELISTED
Sierra Wireless
SWIR
| $7.73M | 0.01% |
639,800
+181,749
| +40% | +$2.3M |
|
|
FARM
1574
DELISTED
Farmer Brothers
FARM
| $7.68M | 0.01% |
469,400
+57,200
| +14% | +$1.09M |
|
1575
Autoliv
ALV
$8.9B
| $7.66M | 0.01% |
108,600
+29,800
| +38% | +$2.18M |
|
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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.