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 | |
|---|---|---|---|---|---|---|
|
STCN
2001
DELISTED
Steel Connect, Inc. Common Stock
STCN
| $3.66M | ﹤0.01% |
215,363
+3,115
| +1% | +$55.2K |
|
|
NPKI
2002
NPK International
NPKI
$1.19B
| $3.65M | ﹤0.01% |
492,500
+5,500
| +1% | +$42.5K |
|
|
AVID
2003
DELISTED
Avid Technology Inc
AVID
| $3.65M | ﹤0.01% |
400,464
+369,816
| +1,207% | +$3.02M |
|
2004
Modine Manufacturing
MOD
$10.6B
| $3.65M | ﹤0.01% |
255,009
+195,509
| +329% | +$2.8M |
|
2005
Riverview Bancorp
RVSB
$106M
| $3.65M | ﹤0.01% |
426,807
+8,800
| +2% | +$68.3K |
|
|
EMKR
2006
DELISTED
Emcore Corp
EMKR
| $3.64M | ﹤0.01% |
110,705
+17,004
| +18% | +$633K |
|
|
VIA
2007
DELISTED
Viacom Inc. Class A
VIA
| $3.64M | ﹤0.01% |
106,800
+50,800
| +91% | +$1.76M |
|
|
CVLY
2008
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $3.64M | ﹤0.01% |
166,023
-840
| -0.5% | -$17.2K |
|
2009
Espey Mfg & Electronics Corp
ESP
$195M
| $3.63M | ﹤0.01% |
146,887
+200
| +0.1% | +$4.94K |
|
2010
Acme United Corp
ACU
$228M
| $3.63M | ﹤0.01% |
160,894
+22,294
| +16% | +$456K |
|
|
AGTC
2011
DELISTED
Applied Genetic Technologies Corporation
AGTC
| $3.63M | ﹤0.01% |
957,800
+71,200
| +8% | +$292K |
|
2012
Titan Machinery
TITN
$431M
| $3.62M | ﹤0.01% |
176,023
+67,323
| +62% | +$1.13M |
|
|
MPX
2013
DELISTED
Marine Products Corp
MPX
| $3.62M | ﹤0.01% |
234,402
-6,800
| -3% | -$101K |
|
|
ASNA
2014
DELISTED
Ascena Retail Group, Inc.
ASNA
| $3.59M | ﹤0.01% |
294,062
-45,723
| -13% | -$970K |
|
2015
DXP Enterprises
DXPE
$3.04B
| $3.58M | ﹤0.01% |
94,500
+21,900
| +30% | +$840K |
|
|
TOUR
2016
Tuniu
TOUR
$55.4M
| $3.56M | ﹤0.01% |
110,178
+7,068
| +7% | +$278K |
|
2017
UTStarcom
UTSI
$23M
| $3.56M | ﹤0.01% |
288,557
-176
| -0.1% | -$2.29K |
|
2018
Valley National Bancorp
VLY
$8.25B
| $3.55M | ﹤0.01% |
329,300
-917,488
| -74% | -$9.4M |
|
2019
Appian
APPN
$2.49B
| $3.55M | ﹤0.01% |
98,300
-137,800
| -58% | -$4.72M |
|
2020
ResMed
RMD
$32.8B
| $3.54M | ﹤0.01% |
+29,369
| New | +$3.25M |
|
2021
Valvoline
VVV
$4.25B
| $3.54M | ﹤0.01% |
+181,100
| New | +$3.34M |
|
|
ALTR
2022
DELISTED
Altair Engineering Inc
ALTR
| $3.53M | ﹤0.01% |
87,500
+49,024
| +127% | +$1.83M |
|
|
GHG
2023
GreenTree Hospitality
GHG
$110M
| $3.53M | ﹤0.01% |
271,197
+5,376
| +2% | +$72.2K |
|
2024
Ryder
R
$10.1B
| $3.52M | ﹤0.01% |
60,400
+37,600
| +165% | +$2.24M |
|
2025
EQT Corp
EQT
$33.8B
| $3.52M | ﹤0.01% |
+222,364
| New | +$4.27M |
|
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.