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 | |
|---|---|---|---|---|---|---|
1876
Apyx Medical
APYX
$128M
| $4.48M | ﹤0.01% |
666,600
-9,507
| -1% | -$51.7K |
|
|
ELGX
1877
DELISTED
Endologix Inc
ELGX
| $4.45M | ﹤0.01% |
613,906
+550,506
| +868% | +$3.76M |
|
|
TCF
1878
DELISTED
TCF Financial Corporation
TCF
| $4.44M | ﹤0.01% |
213,700
-226,400
| -51% | -$4.73M |
|
1879
Astronics
ATRO
$4.57B
| $4.44M | ﹤0.01% |
132,480
+124,200
| +1,500% | +$3.9M |
|
|
BPL
1880
DELISTED
Buckeye Partners, L.P.
BPL
| $4.43M | ﹤0.01% |
+108,034
| New | +$4.08M |
|
|
FLIR
1881
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $4.43M | ﹤0.01% |
81,960
-397,500
| -83% | -$20.2M |
|
1882
Kamada
KMDA
$419M
| $4.41M | ﹤0.01% |
799,317
+89,860
| +13% | +$514K |
|
1883
Global Indemnity Group
GBLI
$413M
| $4.4M | ﹤0.01% |
142,234
-1,041
| -0.7% | -$31.5K |
|
|
WPRT
1884
Westport Fuel Systems
WPRT
$32.7M
| $4.4M | ﹤0.01% |
162,232
+25,590
| +19% | +$568K |
|
1885
Amplify Energy
AMPY
$200M
| $4.39M | ﹤0.01% |
745,285
+187,885
| +34% | +$1.66M |
|
1886
Marcus Corp
MCS
$929M
| $4.37M | ﹤0.01% |
132,694
-199,900
| -60% | -$7.35M |
|
|
GV
1887
DELISTED
Goldfield Corporation
GV
| $4.36M | ﹤0.01% |
1,897,209
-44,417
| -2% | -$107K |
|
1888
e.l.f. Beauty
ELF
$5.43B
| $4.35M | ﹤0.01% |
308,700
+255,413
| +479% | +$3.09M |
|
1889
Valhi
VHI
$466M
| $4.34M | ﹤0.01% |
121,677
-6,375
| -5% | -$178K |
|
|
LUMO
1890
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| $4.33M | ﹤0.01% |
325,274
+22,850
| +8% | +$345K |
|
|
CLUB
1891
DELISTED
Town Sports International Holdings, Inc.
CLUB
| $4.32M | ﹤0.01% |
1,992,662
-20,400
| -1% | -$68.2K |
|
1892
Dawson Geophysical
DWSN
$142M
| $4.31M | ﹤0.01% |
1,725,395
-24,691
| -1% | -$61.3K |
|
1893
Emcor
EME
$36.7B
| $4.3M | ﹤0.01% |
48,800
-80,200
| -62% | -$6.5M |
|
|
EXFO
1894
DELISTED
EXFO INC.
EXFO
| $4.29M | ﹤0.01% |
1,173,569
-120,780
| -9% | -$503K |
|
1895
James Hardie Industries
JHX
$17.9B
| $4.29M | ﹤0.01% |
324,727
+10,400
| +3% | +$136K |
|
|
TGA
1896
DELISTED
Transglobe Energy Corp
TGA
| $4.29M | ﹤0.01% |
3,085,567
+97,831
| +3% | +$165K |
|
|
RDS.B
1897
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $4.29M | ﹤0.01% |
65,227
-1,214,400
| -95% | -$79M |
|
|
TGB
1898
Trekor Metals
TGB
$3.08B
| $4.28M | ﹤0.01% |
8,082,234
+751,444
| +10% | +$434K |
|
1899
ProPetro Holding
PUMP
$1.42B
| $4.28M | ﹤0.01% |
+206,900
| New | +$4.39M |
|
1900
Imperial Oil
IMO
$64B
| $4.28M | ﹤0.01% |
154,500
-55,625
| -26% | -$1.56M |
|
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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.