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 | |
|---|---|---|---|---|---|---|
1776
Orrstown Financial Services
ORRF
$855M
| $5.35M | ﹤0.01% |
243,401
+3,940
| +2% | +$81.4K |
|
1777
Travere Therapeutics
TVTX
$5.79B
| $5.35M | ﹤0.01% |
266,300
+132,100
| +98% | +$2.61M |
|
|
ACBI
1778
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
| $5.34M | ﹤0.01% |
311,995
-12,713
| -4% | -$222K |
|
|
BHVN
1779
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $5.33M | ﹤0.01% |
121,800
+116,400
| +2,156% | +$6.56M |
|
1780
Perrigo
PRGO
$1.78B
| $5.32M | ﹤0.01% |
111,800
+75,500
| +208% | +$3.6M |
|
|
CHUY
1781
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $5.32M | ﹤0.01% |
232,200
-71,200
| -23% | -$1.53M |
|
1782
First Business Financial Services
FBIZ
$601M
| $5.29M | ﹤0.01% |
225,205
+15,305
| +7% | +$348K |
|
1783
Trustmark
TRMK
$2.8B
| $5.29M | ﹤0.01% |
159,004
-19,500
| -11% | -$659K |
|
1784
Napco Security Technologies
NSSC
$1.37B
| $5.28M | ﹤0.01% |
355,800
-278,600
| -44% | -$3.69M |
|
|
MSL
1785
DELISTED
Midsouth Bancorp, Inc.
MSL
| $5.28M | ﹤0.01% |
445,300
-14,700
| -3% | -$174K |
|
1786
Southern Missouri Bancorp
SMBC
$850M
| $5.26M | ﹤0.01% |
151,034
+6,900
| +5% | +$226K |
|
1787
Universal Technical Institute
UTI
$1.42B
| $5.26M | ﹤0.01% |
1,533,621
-4,135
| -0.3% | -$14K |
|
|
CBPX
1788
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
| $5.26M | ﹤0.01% |
197,972
-365,000
| -65% | -$9.17M |
|
1789
WillScot Mobile Mini Holdings
WSC
$4.17B
| $5.25M | ﹤0.01% |
+349,300
| New | +$4.74M |
|
1790
Terreno Realty
TRNO
$7.5B
| $5.25M | ﹤0.01% |
107,000
-95,600
| -47% | -$4.33M |
|
1791
AtriCure
ATRC
$2.21B
| $5.23M | ﹤0.01% |
175,241
+45,541
| +35% | +$1.33M |
|
1792
Rocky Brands
RCKY
$353M
| $5.22M | ﹤0.01% |
191,300
-6,800
| -3% | -$173K |
|
1793
IES Holdings
IESC
$14.9B
| $5.19M | ﹤0.01% |
275,532
+21,914
| +9% | +$397K |
|
|
HONE
1794
DELISTED
HarborOne Bancorp
HONE
| $5.19M | ﹤0.01% |
497,669
+210,553
| +73% | +$2.13M |
|
1795
Integra LifeSciences
IART
$1.42B
| $5.18M | ﹤0.01% |
+92,760
| New | +$4.78M |
|
|
INN
1796
Summit Hotel Properties
INN
$656M
| $5.17M | ﹤0.01% |
450,629
+255,629
| +131% | +$3.01M |
|
1797
Hingham Institution for Saving
HIFS
$686M
| $5.17M | ﹤0.01% |
26,100
+2,400
| +10% | +$443K |
|
|
PWOD
1798
DELISTED
Penns Woods Bancorp
PWOD
| $5.17M | ﹤0.01% |
171,203
+4,950
| +3% | +$139K |
|
1799
Nicolet Bankshares
NIC
$3.73B
| $5.16M | ﹤0.01% |
83,090
+17,000
| +26% | +$1.03M |
|
1800
iShares MSCI Brazil ETF
EWZ
$8.55B
| $5.16M | ﹤0.01% |
+117,900
| New | +$4.87M |
|
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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.