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 | |
|---|---|---|---|---|---|---|
|
CBL
2051
DELISTED
CBL& Associates Properties, Inc.
CBL
| $3.38M | ﹤0.01% |
3,247,600
+1,574,800
| +94% | +$1.82M |
|
|
BREW
2052
DELISTED
Craft Brew Alliance, Inc.
BREW
| $3.37M | ﹤0.01% |
240,848
-35,300
| -13% | -$504K |
|
|
ECOM
2053
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $3.37M | ﹤0.01% |
384,200
+74,100
| +24% | +$769K |
|
2054
Seres Therapeutics
MCRB
$47.4M
| $3.36M | ﹤0.01% |
52,170
+7,060
| +16% | +$670K |
|
2055
Artivion
AORT
$1.39B
| $3.35M | ﹤0.01% |
111,790
-78,610
| -41% | -$2.33M |
|
2056
Diamondrock Hospitality Co
DRH
$2.5B
| $3.34M | ﹤0.01% |
+323,358
| New | +$3.41M |
|
2057
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
| $3.34M | ﹤0.01% |
115,100
+72,900
| +173% | +$2.05M |
|
2058
Kingstone Companies
KINS
$284M
| $3.34M | ﹤0.01% |
385,900
+100,100
| +35% | +$1.07M |
|
2059
Flexsteel Industries
FLXS
$301M
| $3.33M | ﹤0.01% |
195,493
+21,700
| +12% | +$445K |
|
|
GLUU
2060
DELISTED
Glu Mobile Inc.
GLUU
| $3.33M | ﹤0.01% |
463,400
-1,093,800
| -70% | -$10.1M |
|
|
SAND
2061
DELISTED
Sandstorm Gold
SAND
| $3.33M | ﹤0.01% |
600,240
+463,440
| +339% | +$2.49M |
|
2062
Vicor
VICR
$10.4B
| $3.33M | ﹤0.01% |
+107,100
| New | +$3.44M |
|
|
CASA
2063
DELISTED
Casa Systems, Inc. Common Stock
CASA
| $3.33M | ﹤0.01% |
517,100
+6,800
| +1% | +$49.7K |
|
|
PFBI
2064
DELISTED
Premier Financial Bancorp
PFBI
| $3.33M | ﹤0.01% |
221,688
+6,100
| +3% | +$98.1K |
|
|
YELL
2065
DELISTED
Yellow Corporation Common Stock
YELL
| $3.33M | ﹤0.01% |
824,986
+240,433
| +41% | +$1.39M |
|
2066
ACNB Corp
ACNB
$656M
| $3.32M | ﹤0.01% |
84,000
-1,100
| -1% | -$41.2K |
|
2067
FS Bancorp
FSBW
$325M
| $3.32M | ﹤0.01% |
127,898
-10,742
| -8% | -$269K |
|
2068
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.5B
| $3.31M | ﹤0.01% |
30,800
-35,300
| -53% | -$3.74M |
|
|
OSG
2069
DELISTED
Overseas Shipholding Group Inc.
OSG
| $3.3M | ﹤0.01% |
1,756,034
-63,668
| -3% | -$118K |
|
|
EXPR
2070
DELISTED
Express, Inc.
EXPR
| $3.3M | ﹤0.01% |
60,448
-10,847
| -15% | -$741K |
|
|
ELVT
2071
DELISTED
Elevate Credit, Inc.
ELVT
| $3.29M | ﹤0.01% |
799,847
+188,747
| +31% | +$842K |
|
|
CMCM
2072
Cheetah Mobile
CMCM
$93.7M
| $3.29M | ﹤0.01% |
185,456
+88,036
| +90% | +$2.31M |
|
|
AGRX
2073
DELISTED
Agile Therapeutics
AGRX
| $3.29M | ﹤0.01% |
1,127
+60
| +6% | +$168K |
|
2074
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
| $3.29M | ﹤0.01% |
40,300
+9,500
| +31% | +$742K |
|
2075
SmartFinancial
SMBK
$898M
| $3.26M | ﹤0.01% |
150,184
+20,084
| +15% | +$415K |
|
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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.