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 | |
|---|---|---|---|---|---|---|
1626
Information Services Group
III
$250M
| $6.97M | 0.01% |
2,207,247
-80,707
| -4% | -$272K |
|
1627
Phillips 66
PSX
$92.8B
| $6.96M | 0.01% |
74,400
-555,800
| -88% | -$49.9M |
|
1628
Check Point Software Technologies
CHKP
$13.7B
| $6.94M | 0.01% |
60,008
-410,100
| -87% | -$48.4M |
|
|
FPRX
1629
DELISTED
Five Prime Therapeutics, Inc.
FPRX
| $6.93M | 0.01% |
1,149,200
+533,100
| +87% | +$5.1M |
|
|
SNCR
1630
DELISTED
Synchronoss Technologies
SNCR
| $6.91M | 0.01% |
97,024
+45,325
| +88% | +$2.56M |
|
1631
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
| $6.9M | 0.01% |
115,800
+107,600
| +1,312% | +$6.3M |
|
1632
Gorman-Rupp
GRC
$2.11B
| $6.89M | 0.01% |
210,015
+56,400
| +37% | +$1.83M |
|
1633
Bar Harbor Bankshares
BHB
$681M
| $6.87M | 0.01% |
258,450
+5,000
| +2% | +$128K |
|
1634
Kratos Defense & Security Solutions
KTOS
$11.8B
| $6.84M | 0.01% |
298,899
+28,300
| +10% | +$534K |
|
|
JE
1635
DELISTED
Just Energy Group Inc
JE
| $6.84M | 0.01% |
48,184
+5,658
| +13% | +$682K |
|
1636
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
| $6.83M | 0.01% |
139,600
-55,200
| -28% | -$2.68M |
|
1637
QuidelOrtho
QDEL
$1.03B
| $6.83M | 0.01% |
115,087
-169,100
| -60% | -$10.1M |
|
1638
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
| $6.83M | 0.01% |
+84,602
| New | +$6.75M |
|
|
BKI
1639
DELISTED
Black Knight, Inc. Common Stock
BKI
| $6.81M | 0.01% |
+113,178
| New | +$6.43M |
|
1640
La-Z-Boy
LZB
$1.67B
| $6.8M | 0.01% |
221,900
+177,400
| +399% | +$5.78M |
|
1641
Shore Bancshares
SHBI
$799M
| $6.8M | 0.01% |
416,200
+18,700
| +5% | +$292K |
|
|
AQ
1642
DELISTED
Aquantia Corp. Common Stock
AQ
| $6.8M | 0.01% |
521,700
+251,900
| +93% | +$2.94M |
|
1643
Sensata Technologies
ST
$6.61B
| $6.8M | 0.01% |
138,700
+2,400
| +2% | +$114K |
|
|
AXIA
1644
DELISTED
AXIA Energia
AXIA
| $6.79M | 0.01% |
940,814
+407,770
| +76% | +$2.78M |
|
|
CTB
1645
DELISTED
Cooper Tire & Rubber Co.
CTB
| $6.77M | 0.01% |
214,500
+156,400
| +269% | +$4.75M |
|
|
SGMO
1646
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $6.75M | 0.01% |
626,800
-278,400
| -31% | -$2.96M |
|
|
AAMI
1647
Acadian Asset Management
AAMI
$3.31B
| $6.75M | 0.01% |
591,200
+53,100
| +10% | +$672K |
|
1648
Consolidated Water Co
CWCO
$502M
| $6.72M | 0.01% |
471,397
+40,997
| +10% | +$545K |
|
|
NEX
1649
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $6.71M | 0.01% |
999,300
+264,400
| +36% | +$2.47M |
|
1650
Enel Chile
ENIC
$6.1B
| $6.69M | 0.01% |
1,400,406
+99,300
| +8% | +$477K |
|
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.