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 | |
|---|---|---|---|---|---|---|
|
LITS
1676
Lite Strategy Inc
LITS
$30.5M
| $6.41M | 0.01% |
128,276
+22,025
| +21% | +$1.29M |
|
|
EGIO
1677
DELISTED
Edgio, Inc. Common Stock
EGIO
| $6.4M | 0.01% |
59,247
-542
| -0.9% | -$64.7K |
|
1678
BCB Bancorp
BCBP
$163M
| $6.39M | 0.01% |
461,076
+976
| +0.2% | +$12.5K |
|
1679
Universal Electronics
UEIC
$66.6M
| $6.38M | 0.01% |
155,664
+138,264
| +795% | +$5.53M |
|
1680
Axsome Therapeutics
AXSM
$11.2B
| $6.37M | 0.01% |
+247,200
| New | +$4.95M |
|
1681
Kadant
KAI
$3.91B
| $6.36M | 0.01% |
70,000
-46,700
| -40% | -$4.2M |
|
1682
Natural Alternatives International
NAII
$13.6M
| $6.34M | 0.01% |
544,188
-4,856
| -0.9% | -$60.9K |
|
|
GMS
1683
DELISTED
GMS Inc
GMS
| $6.3M | 0.01% |
286,200
+184,700
| +182% | +$3.31M |
|
1684
RPM International
RPM
$14.5B
| $6.28M | 0.01% |
102,800
+36,000
| +54% | +$2.13M |
|
1685
Horace Mann Educators
HMN
$2.1B
| $6.27M | 0.01% |
155,700
-23,700
| -13% | -$930K |
|
1686
Gencor Industries
GENC
$264M
| $6.27M | 0.01% |
482,311
+14,364
| +3% | +$175K |
|
|
AVH
1687
DELISTED
AVIANCA HOLDINGS S.A.
AVH
| $6.26M | 0.01% |
1,612,667
+127,857
| +9% | +$480K |
|
1688
First Northwest Bancorp
FNWB
$108M
| $6.25M | 0.01% |
384,705
+5,300
| +1% | +$85.5K |
|
1689
Nelnet
NNI
$4.55B
| $6.25M | 0.01% |
105,500
+28,700
| +37% | +$1.68M |
|
1690
Wintrust Financial
WTFC
$11B
| $6.25M | 0.01% |
85,400
-143,500
| -63% | -$10.5M |
|
|
WIRE
1691
DELISTED
Encore Wire Corp
WIRE
| $6.24M | 0.01% |
106,537
-3,100
| -3% | -$173K |
|
|
CVET
1692
DELISTED
Covetrus, Inc. Common Stock
CVET
| $6.23M | 0.01% |
+254,800
| New | +$7.34M |
|
1693
V2X
VVX
$2.55B
| $6.22M | 0.01% |
153,400
+65,500
| +75% | +$2.4M |
|
1694
Protagonist Therapeutics
PTGX
$9.8B
| $6.2M | 0.01% |
512,300
+107,300
| +26% | +$1.19M |
|
|
MYOK
1695
DELISTED
MyoKardia, Inc. Common Stock
MYOK
| $6.19M | 0.01% |
123,500
+11,700
| +10% | +$570K |
|
|
BIG
1696
DELISTED
Big Lots, Inc.
BIG
| $6.19M | 0.01% |
+216,400
| New | +$7.23M |
|
|
LNW
1697
DELISTED
Light & Wonder
LNW
| $6.18M | 0.01% |
311,882
+138,282
| +80% | +$2.86M |
|
1698
RF Industries
RFIL
$144M
| $6.15M | 0.01% |
728,721
-28,481
| -4% | -$212K |
|
|
SWAV
1699
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $6.14M | 0.01% |
+107,600
| New | +$5.23M |
|
1700
Tronox
TROX
$958M
| $6.13M | 0.01% |
479,900
+174,100
| +57% | +$2.13M |
|
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.