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 | |
|---|---|---|---|---|---|---|
|
ZVO
1701
DELISTED
Zovio Inc. Common Stock
ZVO
| $6.12M | 0.01% |
1,709,014
+148,114
| +9% | +$738K |
|
|
HLG
1702
DELISTED
Hailiang Education Group Inc. American Depositary Shares
HLG
| $6.11M | 0.01% |
104,801
-25,799
| -20% | -$1.34M |
|
1703
Helios Technologies
HLIO
$2.67B
| $6.1M | 0.01% |
131,350
-44,700
| -25% | -$2.09M |
|
1704
Crawford & Co Class A
CRD.A
$632M
| $6.09M | 0.01% |
578,805
+36,285
| +7% | +$331K |
|
|
TCF
1705
DELISTED
TCF Financial Corporation Common Stock
TCF
| $6.09M | 0.01% |
148,269
-22,100
| -13% | -$917K |
|
1706
Laureate Education
LAUR
$5.15B
| $6.08M | 0.01% |
387,176
+14,600
| +4% | +$233K |
|
|
NGHC
1707
DELISTED
National General Holdings Corp
NGHC
| $6.08M | 0.01% |
264,800
+144,200
| +120% | +$3.44M |
|
|
SRGA
1708
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $6.07M | 0.01% |
47,592
-273
| -0.6% | -$39.3K |
|
1709
Unilever
UL
$135B
| $6.06M | 0.01% |
86,933
-230,703
| -73% | -$15.7M |
|
1710
MillerKnoll
MLKN
$1.62B
| $6.05M | 0.01% |
135,265
-42,300
| -24% | -$1.6M |
|
1711
ASE Group
ASX
$103B
| $6.04M | 0.01% |
1,528,249
+202,300
| +15% | +$845K |
|
1712
Independent Bank
INDB
$4.05B
| $6.03M | 0.01% |
79,182
+72,282
| +1,048% | +$5.63M |
|
1713
CEVA Inc
CEVA
$855M
| $6.03M | 0.01% |
247,600
+108,800
| +78% | +$2.67M |
|
|
SEI
1714
Solaris Energy Infrastructure
SEI
$3.94B
| $6.02M | 0.01% |
401,800
+328,500
| +448% | +$5.45M |
|
1715
Vaalco Energy
EGY
$592M
| $6.01M | 0.01% |
3,596,157
+403,732
| +13% | +$789K |
|
1716
Eastern Company
EML
$154M
| $5.98M | 0.01% |
213,500
-1,800
| -0.8% | -$48.3K |
|
1717
First Bancorp
FNLC
$401M
| $5.98M | 0.01% |
222,664
+664
| +0.3% | +$17.1K |
|
|
EGLE
1718
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $5.97M | 0.01% |
162,855
-3,386
| -2% | -$120K |
|
|
SRT
1719
DELISTED
Startek Inc.
SRT
| $5.95M | 0.01% |
728,500
+85,400
| +13% | +$653K |
|
1720
Fair Isaac
FICO
$24B
| $5.95M | 0.01% |
+18,950
| New | +$5.5M |
|
|
LTC
1721
LTC Properties
LTC
$2.1B
| $5.94M | 0.01% |
130,000
-185,100
| -59% | -$8.4M |
|
|
HALL
1722
DELISTED
Hallmark Financial Services, Inc.
HALL
| $5.93M | 0.01% |
41,702
+10,136
| +32% | +$1.21M |
|
1723
White Mountains Insurance
WTM
$5.11B
| $5.92M | 0.01% |
5,800
-10,400
| -64% | -$10M |
|
1724
Citizens & Northern Corp
CZNC
$466M
| $5.92M | 0.01% |
224,910
+18,710
| +9% | +$510K |
|
|
CDR
1725
DELISTED
Cedar Realty Trust, Inc
CDR
| $5.87M | 0.01% |
335,446
+65,080
| +24% | +$1.3M |
|
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.