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 | |
|---|---|---|---|---|---|---|
176
Teradata
TDC
$2.5B
| $140M | 0.12% |
3,892,700
-165,400
| -4% | -$6.45M |
|
177
BCE
BCE
$21.8B
| $137M | 0.12% |
3,023,226
+82,128
| +3% | +$3.71M |
|
178
Enbridge
ENB
$113B
| $137M | 0.12% |
3,784,001
+2,810,630
| +289% | +$102M |
|
179
Western Digital
WDC
$151B
| $137M | 0.12% |
3,798,133
-16,273
| -0.4% | -$558K |
|
|
FISV
180
Fiserv Inc
FISV
$28B
| $135M | 0.12% |
1,483,108
-975,400
| -40% | -$85.5M |
|
|
MLNX
181
DELISTED
Mellanox Technologies, Ltd.
MLNX
| $135M | 0.12% |
1,221,383
+10,600
| +0.9% | +$1.22M |
|
|
SCHW
182
Charles Schwab
SCHW
$186B
| $135M | 0.12% |
3,354,700
+498,400
| +17% | +$21.7M |
|
183
Regency Centers
REG
$13.9B
| $134M | 0.12% |
2,014,759
+24,400
| +1% | +$1.64M |
|
184
IQVIA
IQV
$40.1B
| $134M | 0.12% |
831,147
+113,100
| +16% | +$15.9M |
|
185
Factset
FDS
$10.1B
| $133M | 0.12% |
465,800
-125,800
| -21% | -$34.8M |
|
186
Verizon
VZ
$196B
| $132M | 0.12% |
+2,303,293
| New | +$133M |
|
187
Toyota
TM
$225B
| $131M | 0.12% |
1,058,010
+198,800
| +23% | +$24.2M |
|
|
COR
188
DELISTED
Coresite Realty Corporation
COR
| $130M | 0.11% |
1,131,000
+52,400
| +5% | +$5.94M |
|
189
NovoCure
NVCR
$2.06B
| $130M | 0.11% |
2,055,470
+199,200
| +11% | +$10.1M |
|
190
Telkom Indonesia
TLK
$14.4B
| $129M | 0.11% |
4,424,000
+48,700
| +1% | +$1.32M |
|
|
TXNM
191
TXNM Energy Inc
TXNM
$5.91B
| $129M | 0.11% |
2,532,700
+6,900
| +0.3% | +$329K |
|
|
SNP
192
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $129M | 0.11% |
1,889,600
+68,360
| +4% | +$4.97M |
|
193
CenterPoint Energy
CNP
$26.5B
| $128M | 0.11% |
4,486,500
+2,205,900
| +97% | +$65.8M |
|
|
SAFM
194
DELISTED
Sanderson Farms Inc
SAFM
| $128M | 0.11% |
938,817
-419,883
| -31% | -$59.6M |
|
195
Arista Networks
ANET
$250B
| $128M | 0.11% |
7,872,000
+985,600
| +14% | +$17.1M |
|
196
Skywest
SKYW
$4.19B
| $128M | 0.11% |
2,102,768
-45,832
| -2% | -$2.71M |
|
197
Fox Class A
FOXA
$26.1B
| $127M | 0.11% |
3,467,608
+2,550,808
| +278% | +$93.7M |
|
198
Gold Fields
GFI
$36B
| $127M | 0.11% |
23,465,300
+3,241,900
| +16% | +$13.8M |
|
199
Allstate
ALL
$66.3B
| $127M | 0.11% |
1,246,700
+729,400
| +141% | +$71.3M |
|
200
Portland General Electric
POR
$5.69B
| $126M | 0.11% |
2,331,028
+39,500
| +2% | +$2.09M |
|
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.