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 | |
|---|---|---|---|---|---|---|
1601
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
| $7.28M | 0.01% |
228,600
+173,200
| +313% | +$5.55M |
|
|
GCP
1602
DELISTED
GCP Applied Technologies Inc.
GCP
| $7.28M | 0.01% |
321,400
+2,900
| +0.9% | +$78.3K |
|
1603
Diodes
DIOD
$4.48B
| $7.24M | 0.01% |
199,151
+33,600
| +20% | +$1.19M |
|
1604
Natural Health Trends
NHTC
$15.4M
| $7.24M | 0.01% |
899,210
-44,800
| -5% | -$468K |
|
1605
Clearfield
CLFD
$390M
| $7.24M | 0.01% |
546,299
+11,300
| +2% | +$160K |
|
1606
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| $7.23M | 0.01% |
67,853
-17,347
| -20% | -$1.84M |
|
|
EPAY
1607
DELISTED
Bottomline Technologies Inc
EPAY
| $7.23M | 0.01% |
163,342
-59,900
| -27% | -$2.78M |
|
1608
GSI Technology
GSIT
$260M
| $7.22M | 0.01% |
842,047
+47,200
| +6% | +$380K |
|
1609
Tejon Ranch
TRC
$443M
| $7.2M | 0.01% |
434,200
+201,300
| +86% | +$3.43M |
|
1610
MacroGenics
MGNX
$259M
| $7.2M | 0.01% |
424,423
-399,300
| -48% | -$6.86M |
|
1611
StealthGas
GASS
$343M
| $7.18M | 0.01% |
2,087,726
+109,933
| +6% | +$372K |
|
1612
Toro Company
TTC
$9.21B
| $7.18M | 0.01% |
107,300
-120,700
| -53% | -$8.47M |
|
1613
Targa Resources
TRGP
$57.2B
| $7.16M | 0.01% |
182,486
-439,100
| -71% | -$17.4M |
|
1614
Devon Energy
DVN
$48.8B
| $7.16M | 0.01% |
250,900
+135,000
| +116% | +$4.01M |
|
1615
Polaris
PII
$3.91B
| $7.14M | 0.01% |
78,300
-14,500
| -16% | -$1.32M |
|
1616
Resideo Technologies
REZI
$3.1B
| $7.1M | 0.01% |
+324,100
| New | +$6.85M |
|
|
ARGO
1617
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $7.09M | 0.01% |
95,765
+89,135
| +1,344% | +$6.54M |
|
1618
Unifirst Corp
UNF
$5.21B
| $7.07M | 0.01% |
37,500
-119,000
| -76% | -$19.3M |
|
1619
Nucor
NUE
$61.8B
| $7.06M | 0.01% |
128,200
-30,700
| -19% | -$1.69M |
|
|
ARC
1620
DELISTED
ARC Document Solutions, Inc.
ARC
| $7.04M | 0.01% |
3,449,503
-34,796
| -1% | -$76.2K |
|
|
NETI
1621
DELISTED
Eneti Inc.
NETI
| $7.03M | 0.01% |
164,326
+17,655
| +12% | +$754K |
|
1622
Daktronics
DAKT
$988M
| $7.02M | 0.01% |
1,138,200
+199,000
| +21% | +$1.39M |
|
1623
Silicon Laboratories
SLAB
$7.28B
| $7M | 0.01% |
+67,748
| New | +$6.54M |
|
|
PDCO
1624
DELISTED
Patterson Companies, Inc.
PDCO
| $6.99M | 0.01% |
305,304
-144,100
| -32% | -$3.2M |
|
|
MBTF
1625
DELISTED
MBT Financial Corporation
MBTF
| $6.99M | 0.01% |
697,147
+29,700
| +4% | +$297K |
|
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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.