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 | |
|---|---|---|---|---|---|---|
1851
AAR Corp
AIR
$5.77B
| $4.69M | ﹤0.01% |
127,560
+113,400
| +801% | +$3.75M |
|
1852
Xenon Pharmaceuticals
XENE
$6.21B
| $4.69M | ﹤0.01% |
475,500
+3,200
| +0.7% | +$30.6K |
|
1853
Vanguard Short-Term Bond ETF
BSV
$45.7B
| $4.68M | ﹤0.01% |
+58,150
| New | +$4.64M |
|
1854
Moog Inc Class A
MOG.A
$13.5B
| $4.67M | ﹤0.01% |
49,900
+40,800
| +448% | +$3.64M |
|
1855
Annaly Capital Management
NLY
$17.6B
| $4.67M | ﹤0.01% |
127,850
-4,166,591
| -97% | -$159M |
|
1856
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.18B
| $4.67M | ﹤0.01% |
93,095
-58,000
| -38% | -$2.88M |
|
|
ACH
1857
DELISTED
Alum Corp of China Ltd
ACH
| $4.66M | ﹤0.01% |
529,300
+6,300
| +1% | +$59.4K |
|
1858
Richardson Electronics
RELL
$300M
| $4.62M | ﹤0.01% |
824,983
-27,372
| -3% | -$156K |
|
|
HPJ
1859
DELISTED
Highpower International Inc
HPJ
| $4.62M | ﹤0.01% |
1,088,585
+25,986
| +2% | +$85.9K |
|
1860
First Mid Bancshares
FMBH
$1.39B
| $4.58M | ﹤0.01% |
131,200
+9,900
| +8% | +$337K |
|
|
LGF.B
1861
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $4.57M | ﹤0.01% |
393,700
+142,100
| +56% | +$1.93M |
|
1862
Varonis Systems
VRNS
$5.26B
| $4.57M | ﹤0.01% |
221,100
-576,900
| -72% | -$12.4M |
|
1863
LKQ Corp
LKQ
$6.38B
| $4.56M | ﹤0.01% |
+171,360
| New | +$4.8M |
|
|
GEN
1864
DELISTED
Genesis Healthcare, Inc.
GEN
| $4.56M | ﹤0.01% |
3,674,111
+307,700
| +9% | +$392K |
|
1865
Zurn Elkay Water Solutions
ZWS
$8.41B
| $4.55M | ﹤0.01% |
312,631
+172,100
| +122% | +$2.32M |
|
1866
Primoris Services
PRIM
$4.35B
| $4.53M | ﹤0.01% |
216,400
-4,800
| -2% | -$98.4K |
|
1867
Gen Digital
GEN
$17.7B
| $4.52M | ﹤0.01% |
207,700
-2,303,038
| -92% | -$49.5M |
|
1868
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
| $4.51M | ﹤0.01% |
35,900
+15,000
| +72% | +$1.86M |
|
1869
Red Rock Resorts
RRR
$3.67B
| $4.51M | ﹤0.01% |
209,800
+156,200
| +291% | +$3.8M |
|
1870
Pitney Bowes
PBI
$2.28B
| $4.5M | ﹤0.01% |
1,051,726
+258,026
| +33% | +$1.38M |
|
|
TCP
1871
DELISTED
TC Pipelines LP
TCP
| $4.5M | ﹤0.01% |
119,600
-14,000
| -10% | -$511K |
|
1872
Kforce
KFRC
$1.08B
| $4.5M | ﹤0.01% |
128,149
+23,349
| +22% | +$839K |
|
|
CNH
1873
CNH Industrial
CNH
$16.7B
| $4.49M | ﹤0.01% |
502,113
-2,291,144
| -82% | -$19.9M |
|
|
FFG
1874
DELISTED
FBL Financial Group
FFG
| $4.49M | ﹤0.01% |
70,400
+32,700
| +87% | +$2.09M |
|
1875
Alliance Resource Partners
ARLP
$3.2B
| $4.49M | ﹤0.01% |
264,243
-128,000
| -33% | -$2.33M |
|
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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.