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 | |
|---|---|---|---|---|---|---|
|
OXFD
1576
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
| $7.65M | 0.01% |
556,000
+263,900
| +90% | +$4.04M |
|
1577
Mercury Systems
MRCY
$6.59B
| $7.65M | 0.01% |
108,735
+47,300
| +77% | +$3.28M |
|
|
ESSA
1578
DELISTED
ESSA Bancorp
ESSA
| $7.64M | 0.01% |
500,889
+6,400
| +1% | +$98.5K |
|
|
CMRX
1579
DELISTED
Chimerix, Inc.
CMRX
| $7.6M | 0.01% |
1,760,169
+435,380
| +33% | +$1.34M |
|
|
SHI
1580
DELISTED
Sinopec Shanghai Petrochemical Co., Ltd.
SHI
| $7.6M | 0.01% |
190,200
+25,850
| +16% | +$1.16M |
|
1581
Monarch Casino & Resort
MCRI
$2.2B
| $7.59M | 0.01% |
177,603
+3,603
| +2% | +$158K |
|
1582
United Fire Group
UFCS
$1.38B
| $7.59M | 0.01% |
156,556
-16,900
| -10% | -$772K |
|
1583
Healthcare Services Group
HCSG
$1.45B
| $7.57M | 0.01% |
249,764
+174,700
| +233% | +$5.77M |
|
|
ORC
1584
Orchid Island Capital
ORC
$1.32B
| $7.51M | 0.01% |
236,159
+79,759
| +51% | +$2.59M |
|
1585
AngioDynamics
ANGO
$647M
| $7.51M | 0.01% |
381,346
-114,600
| -23% | -$2.33M |
|
1586
West Bancorporation
WTBA
$511M
| $7.51M | 0.01% |
353,852
+2,300
| +0.7% | +$48.8K |
|
1587
Crawford & Co Class B
CRD.B
$585M
| $7.49M | 0.01% |
804,617
+27,800
| +4% | +$245K |
|
|
MCHB
1588
Mechanics Bancorp
MCHB
$3.79B
| $7.48M | 0.01% |
252,500
+148,600
| +143% | +$4.27M |
|
|
SHYF
1589
DELISTED
The Shyft Group
SHYF
| $7.48M | 0.01% |
682,748
+155,900
| +30% | +$1.44M |
|
|
RDUS
1590
DELISTED
Radius Recycling
RDUS
| $7.46M | 0.01% |
285,096
-156,794
| -35% | -$3.74M |
|
|
SBNY
1591
DELISTED
Signature Bank
SBNY
| $7.45M | 0.01% |
61,674
-17,800
| -22% | -$2.2M |
|
1592
iRadimed
IRMD
$1.11B
| $7.43M | 0.01% |
363,400
+17,200
| +5% | +$405K |
|
1593
Liberty Broadband Class C
LBRDK
$5.29B
| $7.4M | 0.01% |
71,000
-55,916
| -44% | -$5.51M |
|
|
SMMF
1594
DELISTED
Summit Financial Group, Inc.
SMMF
| $7.39M | 0.01% |
275,354
+14,519
| +6% | +$374K |
|
|
CNCE
1595
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
| $7.39M | 0.01% |
616,000
-87,600
| -12% | -$942K |
|
1596
Fox Factory Holding Corp
FOXF
$886M
| $7.38M | 0.01% |
89,388
-139,805
| -61% | -$10.4M |
|
1597
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
| $7.37M | 0.01% |
55,500
-13,100
| -19% | -$1.66M |
|
|
LEAF
1598
DELISTED
Leaf Group Ltd.
LEAF
| $7.35M | 0.01% |
991,900
+55,494
| +6% | +$427K |
|
1599
Zymeworks
ZYME
$1.83B
| $7.33M | 0.01% |
333,400
+77,000
| +30% | +$1.41M |
|
1600
First Financial Corp
THFF
$975M
| $7.3M | 0.01% |
181,800
-27,200
| -13% | -$1.1M |
|
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.