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 | |
|---|---|---|---|---|---|---|
1901
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $4.27M | ﹤0.01% |
50,366
+528
| +1% | +$44.5K |
|
|
PMD
1902
DELISTED
Psychemedics Corporation
PMD
| $4.26M | ﹤0.01% |
421,771
+2,634
| +0.6% | +$29.9K |
|
|
TCS
1903
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $4.22M | ﹤0.01% |
38,467
+6,667
| +21% | +$806K |
|
|
PRFT
1904
DELISTED
Perficient Inc
PRFT
| $4.21M | ﹤0.01% |
122,632
+55,627
| +83% | +$1.7M |
|
1905
W.P. Carey
WPC
$16.3B
| $4.21M | ﹤0.01% |
52,888
-99,956
| -65% | -$7.92M |
|
|
WBT
1906
DELISTED
Welbilt, Inc.
WBT
| $4.18M | ﹤0.01% |
250,600
-132,100
| -35% | -$2.16M |
|
1907
Preformed Line Products
PLPC
$2.19B
| $4.18M | ﹤0.01% |
75,300
-8,800
| -10% | -$460K |
|
|
SOHO
1908
DELISTED
Sotherly Hotels
SOHO
| $4.17M | ﹤0.01% |
599,734
+57,021
| +11% | +$402K |
|
|
NTUS
1909
DELISTED
Natus Medical Inc
NTUS
| $4.17M | ﹤0.01% |
162,400
+108,300
| +200% | +$2.76M |
|
1910
Diana Shipping
DSX
$307M
| $4.17M | ﹤0.01% |
1,801,158
+288,589
| +19% | +$633K |
|
|
ALSK
1911
DELISTED
Alaska Communications Systems
ALSK
| $4.16M | ﹤0.01% |
2,430,270
+98,116
| +4% | +$171K |
|
1912
Vitamin Cottage Natural Grocers
NGVC
$646M
| $4.15M | ﹤0.01% |
413,315
-17,500
| -4% | -$201K |
|
|
ENFC
1913
DELISTED
Entegra Financial Corp.
ENFC
| $4.15M | ﹤0.01% |
137,822
+53,875
| +64% | +$1.51M |
|
1914
Cytokinetics
CYTK
$10.2B
| $4.14M | ﹤0.01% |
368,300
+93,000
| +34% | +$897K |
|
1915
NorthWestern Energy
NWE
$4.4B
| $4.14M | ﹤0.01% |
57,326
-23,900
| -29% | -$1.7M |
|
1916
Federal Signal
FSS
$7.51B
| $4.13M | ﹤0.01% |
154,500
+4,700
| +3% | +$123K |
|
1917
Moderna
MRNA
$25.4B
| $4.13M | ﹤0.01% |
+281,800
| New | +$6.05M |
|
|
JKS
1918
JinkoSolar
JKS
$853M
| $4.12M | ﹤0.01% |
+190,100
| New | +$3.84M |
|
1919
Suburban Propane Partners
SPH
$1.17B
| $4.11M | ﹤0.01% |
169,367
+110,648
| +188% | +$2.57M |
|
|
EFC
1920
Ellington Financial
EFC
$1.76B
| $4.11M | ﹤0.01% |
+228,900
| New | +$4.13M |
|
1921
Alerian MLP ETF
AMLP
$13.1B
| $4.1M | ﹤0.01% |
83,260
+18,500
| +29% | +$915K |
|
1922
Harmonic Inc
HLIT
$1.42B
| $4.09M | ﹤0.01% |
736,499
+85,699
| +13% | +$475K |
|
1923
Pearson
PSO
$9.78B
| $4.08M | ﹤0.01% |
393,900
+21,300
| +6% | +$223K |
|
1924
Brinker International
EAT
$10.2B
| $4.07M | ﹤0.01% |
+103,400
| New | +$4.26M |
|
|
KREF
1925
KKR Real Estate Finance Trust
KREF
$502M
| $4.06M | ﹤0.01% |
204,000
-247,700
| -55% | -$5M |
|
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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.