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 | |
|---|---|---|---|---|---|---|
1826
GrafTech
EAF
$203M
| $4.93M | ﹤0.01% |
+42,870
| New | +$5.03M |
|
1827
Granite Construction
GVA
$5.41B
| $4.93M | ﹤0.01% |
102,265
-224,300
| -69% | -$9.81M |
|
|
LN
1828
DELISTED
LINE Corporation
LN
| $4.91M | ﹤0.01% |
174,300
+115,600
| +197% | +$3.64M |
|
1829
Inspire Medical Systems
INSP
$1.68B
| $4.9M | ﹤0.01% |
+80,800
| New | +$4.36M |
|
|
AKS
1830
DELISTED
AK Steel Holding Corp
AKS
| $4.89M | ﹤0.01% |
+2,064,571
| New | +$4.81M |
|
1831
Hooker Furnishings Corp
HOFT
$158M
| $4.89M | ﹤0.01% |
237,100
-28,943
| -11% | -$779K |
|
1832
SiriusXM
SIRI
$9.43B
| $4.88M | ﹤0.01% |
87,466
-1,262,054
| -94% | -$71.8M |
|
|
CARB
1833
DELISTED
Carbonite Inc
CARB
| $4.86M | ﹤0.01% |
186,700
-614,489
| -77% | -$15M |
|
1834
Orion Energy Systems
OESX
$78.9M
| $4.85M | ﹤0.01% |
163,394
+43,760
| +37% | +$870K |
|
1835
Penumbra
PEN
$12.9B
| $4.85M | ﹤0.01% |
+30,300
| New | +$4.38M |
|
1836
Genesco
GCO
$394M
| $4.81M | ﹤0.01% |
113,800
+48,600
| +75% | +$2.15M |
|
1837
Saga Communications
SGA
$61.8M
| $4.81M | ﹤0.01% |
153,955
+8,248
| +6% | +$254K |
|
|
SPTN
1838
DELISTED
SpartanNash
SPTN
| $4.8M | ﹤0.01% |
411,678
+220,266
| +115% | +$3.14M |
|
1839
JELD-WEN Holding
JELD
$170M
| $4.79M | ﹤0.01% |
225,600
+112,700
| +100% | +$2.27M |
|
|
CPLG
1840
DELISTED
CorePoint Lodging Inc. Common Stock
CPLG
| $4.79M | ﹤0.01% |
386,400
+296,400
| +329% | +$3.75M |
|
1841
Transact Technologies
TACT
$52.5M
| $4.78M | ﹤0.01% |
424,429
+1,429
| +0.3% | +$13.5K |
|
1842
iShares Gold Trust
IAU
$64.5B
| $4.77M | ﹤0.01% |
+176,749
| New | +$4.43M |
|
1843
Itaú Unibanco
ITUB
$80.9B
| $4.76M | ﹤0.01% |
694,174
-10,246,584
| -94% | -$64.5M |
|
|
ARA
1844
DELISTED
American Renal Associates Holdings, Inc
ARA
| $4.75M | ﹤0.01% |
638,960
+177,100
| +38% | +$1.17M |
|
1845
Coca-Cola Consolidated
COKE
$12.7B
| $4.74M | ﹤0.01% |
158,510
+72,240
| +84% | +$2.26M |
|
1846
KVH Industries
KVHI
$143M
| $4.74M | ﹤0.01% |
436,100
+11,206
| +3% | +$111K |
|
|
OTIC
1847
DELISTED
Otonomy, Inc.
OTIC
| $4.74M | ﹤0.01% |
1,722,917
+85,569
| +5% | +$228K |
|
1848
Nature's Sunshine
NATR
$269M
| $4.73M | ﹤0.01% |
509,321
+23,900
| +5% | +$224K |
|
|
ALTA
1849
DELISTED
Altabancorp
ALTA
| $4.73M | ﹤0.01% |
160,900
+15,600
| +11% | +$448K |
|
1850
Acco Brands
ACCO
$399M
| $4.72M | ﹤0.01% |
599,847
+525,647
| +708% | +$4.31M |
|
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.