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 | |
|---|---|---|---|---|---|---|
1751
Safe Bulkers
SB
$781M
| $5.61M | ﹤0.01% |
3,596,495
+148,795
| +4% | +$231K |
|
|
PE
1752
DELISTED
PARSLEY ENERGY INC
PE
| $5.6M | ﹤0.01% |
294,600
-1,775,300
| -86% | -$34M |
|
1753
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
| $5.59M | ﹤0.01% |
187,400
-728,600
| -80% | -$21.4M |
|
1754
Bankwell Financial Group
BWFG
$542M
| $5.58M | ﹤0.01% |
194,600
+4,700
| +2% | +$138K |
|
1755
PBF Energy
PBF
$8.81B
| $5.58M | ﹤0.01% |
178,400
-729,400
| -80% | -$21.8M |
|
1756
Teekay
TK
$1.06B
| $5.57M | ﹤0.01% |
1,619,200
+317,400
| +24% | +$1.22M |
|
1757
Apollo Global Management
APO
$84.8B
| $5.57M | ﹤0.01% |
+162,334
| New | +$5.16M |
|
|
ZEPP
1758
Zepp Health
ZEPP
$78.6M
| $5.56M | ﹤0.01% |
139,025
+15,379
| +12% | +$642K |
|
1759
Brunswick
BC
$5.29B
| $5.55M | ﹤0.01% |
121,000
+71,600
| +145% | +$3.46M |
|
|
GPMT
1760
Granite Point Mortgage Trust
GPMT
$58.8M
| $5.55M | ﹤0.01% |
289,300
-55,400
| -16% | -$1.05M |
|
1761
Repligen
RGEN
$9.45B
| $5.55M | ﹤0.01% |
64,600
-87,404
| -58% | -$5.96M |
|
1762
Lear
LEA
$8.16B
| $5.54M | ﹤0.01% |
39,800
-97,300
| -71% | -$13.6M |
|
1763
Green Dot
GDOT
$770M
| $5.54M | ﹤0.01% |
113,300
-767,900
| -87% | -$41.8M |
|
|
SPNE
1764
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
| $5.53M | ﹤0.01% |
417,000
+7,600
| +2% | +$107K |
|
|
CSLT
1765
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
| $5.52M | ﹤0.01% |
1,710,200
+420,000
| +33% | +$1.45M |
|
1766
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
| $5.52M | ﹤0.01% |
50,200
-41,300
| -45% | -$4.43M |
|
|
NSTG
1767
DELISTED
NanoString Technologies, Inc.
NSTG
| $5.47M | ﹤0.01% |
180,390
+43,490
| +32% | +$1.15M |
|
1768
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$306M
| $5.46M | ﹤0.01% |
188,680
+158,780
| +531% | +$5.07M |
|
1769
HF Sinclair
DINO
$16.3B
| $5.43M | ﹤0.01% |
117,350
-713,400
| -86% | -$31.9M |
|
|
EPZM
1770
DELISTED
Epizyme, Inc
EPZM
| $5.42M | ﹤0.01% |
+431,788
| New | +$5.56M |
|
1771
Southern First Bancshares
SFST
$612M
| $5.42M | ﹤0.01% |
138,300
-9,400
| -6% | -$340K |
|
1772
Western Alliance Bancorporation
WAL
$8.92B
| $5.4M | ﹤0.01% |
120,704
+102,900
| +578% | +$4.6M |
|
|
HOUS
1773
DELISTED
Anywhere Real Estate
HOUS
| $5.39M | ﹤0.01% |
744,200
+339,000
| +84% | +$3.16M |
|
1774
Mine Safety
MSA
$7.32B
| $5.38M | ﹤0.01% |
51,100
-12,000
| -19% | -$1.26M |
|
|
RNET
1775
DELISTED
RigNet, Inc.
RNET
| $5.38M | ﹤0.01% |
533,800
-41,000
| -7% | -$378K |
|
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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.