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 | |
|---|---|---|---|---|---|---|
2026
Boise Cascade
BCC
$2.94B
| $3.51M | ﹤0.01% |
125,000
-22,000
| -15% | -$571K |
|
2027
Verra Mobility
VRRM
$714M
| $3.51M | ﹤0.01% |
268,400
+223,900
| +503% | +$2.98M |
|
|
SPN
2028
DELISTED
Superior Energy Services, Inc.
SPN
| $3.5M | ﹤0.01% |
269,619
+118,110
| +78% | +$3.48M |
|
2029
FormFactor
FORM
$10.1B
| $3.48M | ﹤0.01% |
222,168
+83,800
| +61% | +$1.37M |
|
2030
Kimberly-Clark
KMB
$36.8B
| $3.48M | ﹤0.01% |
26,100
-28,100
| -52% | -$3.62M |
|
2031
Compass Diversified
CODI
$908M
| $3.48M | ﹤0.01% |
+182,023
| New | +$3.11M |
|
2032
Great Elm Group
GEG
$69M
| $3.48M | ﹤0.01% |
808,755
-1,454
| -0.2% | -$5.92K |
|
|
JT
2033
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
| $3.47M | ﹤0.01% |
116,125
+25,379
| +28% | +$939K |
|
2034
SouthState Bank Corp
SSB
$10.8B
| $3.47M | ﹤0.01% |
47,118
-79,349
| -63% | -$5.7M |
|
2035
iShares California Muni Bond ETF
CMF
$4.63B
| $3.47M | ﹤0.01% |
57,200
+18,400
| +47% | +$1.1M |
|
|
GDEN
2036
DELISTED
Golden Entertainment
GDEN
| $3.47M | ﹤0.01% |
247,700
+80,400
| +48% | +$1.17M |
|
|
TBI
2037
Trueblue
TBI
$302M
| $3.47M | ﹤0.01% |
157,200
+63,200
| +67% | +$1.47M |
|
|
AEL
2038
DELISTED
American Equity Investment Life Holding Company
AEL
| $3.46M | ﹤0.01% |
127,200
-3,800
| -3% | -$109K |
|
2039
S&T Bancorp
STBA
$1.82B
| $3.45M | ﹤0.01% |
92,000
+35,300
| +62% | +$1.37M |
|
2040
Cedar Fair
FUN
$1.68B
| $3.44M | ﹤0.01% |
72,150
-113,500
| -61% | -$5.88M |
|
2041
Lexicon Pharmaceuticals
LXRX
$1.04B
| $3.44M | ﹤0.01% |
546,741
+57,228
| +12% | +$343K |
|
|
RVI
2042
DELISTED
Retail Value Inc. Common Shares
RVI
| $3.44M | ﹤0.01% |
+1,076,368
| New | +$3.31M |
|
2043
International Bancshares
IBOC
$4.52B
| $3.43M | ﹤0.01% |
91,000
-91,937
| -50% | -$3.61M |
|
2044
ICF International
ICFI
$1.6B
| $3.43M | ﹤0.01% |
+47,113
| New | +$3.53M |
|
2045
Friedman Industries
FRD
$324M
| $3.43M | ﹤0.01% |
492,620
-4,400
| -0.9% | -$32.3K |
|
2046
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.14B
| $3.42M | ﹤0.01% |
67,858
+15,958
| +31% | +$797K |
|
2047
Domo
DOMO
$184M
| $3.39M | ﹤0.01% |
+124,200
| New | +$4.32M |
|
|
AIFU
2048
AIFU Inc
AIFU
$218M
| $3.38M | ﹤0.01% |
253
+179
| +242% | +$2.04M |
|
2049
Cathay General Bancorp
CATY
$4.31B
| $3.38M | ﹤0.01% |
94,071
-110,700
| -54% | -$3.93M |
|
2050
First American
FAF
$7.56B
| $3.38M | ﹤0.01% |
62,900
-542,400
| -90% | -$29.5M |
|
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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.