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 | |
|---|---|---|---|---|---|---|
2076
HCI Group
HCI
$2.28B
| $3.25M | ﹤0.01% |
80,219
-33,900
| -30% | -$1.41M |
|
2077
Silvercrest Asset Management
SAMG
$78.6M
| $3.23M | ﹤0.01% |
230,424
+13,068
| +6% | +$182K |
|
2078
Elanco Animal Health
ELAN
$11.1B
| $3.22M | ﹤0.01% |
+95,200
| New | +$3.09M |
|
2079
Sunoco
SUN
$14.2B
| $3.21M | ﹤0.01% |
102,700
-37,700
| -27% | -$1.16M |
|
2080
Collegium Pharmaceutical
COLL
$913M
| $3.21M | ﹤0.01% |
+244,100
| New | +$3.26M |
|
2081
Puma Biotechnology
PBYI
$450M
| $3.21M | ﹤0.01% |
252,200
+160,300
| +174% | +$3.69M |
|
2082
FB Financial Corp
FBK
$3.1B
| $3.2M | ﹤0.01% |
87,500
+11,900
| +16% | +$420K |
|
|
DALN
2083
DELISTED
DallasNews
DALN
| $3.2M | ﹤0.01% |
216,918
+5,665
| +3% | +$86.8K |
|
2084
Stantec
STN
$8.47B
| $3.2M | ﹤0.01% |
133,500
+18,600
| +16% | +$449K |
|
2085
Distribution Solutions Group
DSGR
$1.61B
| $3.2M | ﹤0.01% |
174,200
+66,422
| +62% | +$1.14M |
|
|
VIA
2086
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $3.19M | ﹤0.01% |
57,062
+40,162
| +238% | +$2.01M |
|
2087
AmeriServ Financial
ASRV
$84.3M
| $3.18M | ﹤0.01% |
766,391
-1,976
| -0.3% | -$8.16K |
|
|
QUMU
2088
DELISTED
Qumu Corp.
QUMU
| $3.18M | ﹤0.01% |
765,371
+84,190
| +12% | +$284K |
|
|
BNFT
2089
DELISTED
Benefitfocus, Inc.
BNFT
| $3.17M | ﹤0.01% |
116,945
-18,894
| -14% | -$634K |
|
2090
Parker-Hannifin
PH
$135B
| $3.17M | ﹤0.01% |
+18,650
| New | +$3.22M |
|
|
SAFE
2091
Safehold
SAFE
$1.09B
| $3.17M | ﹤0.01% |
+52,408
| New | +$2.51M |
|
|
FOLD
2092
DELISTED
Amicus Therapeutics
FOLD
| $3.17M | ﹤0.01% |
+253,800
| New | +$3.22M |
|
|
EIGR
2093
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
| $3.17M | ﹤0.01% |
9,954
+656
| +7% | +$227K |
|
|
CBLK
2094
DELISTED
Carbon Black, Inc. Common Stock
CBLK
| $3.16M | ﹤0.01% |
+189,200
| New | +$2.9M |
|
|
NBRV
2095
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
| $3.16M | ﹤0.01% |
5,197
+1,774
| +52% | +$1.09M |
|
|
CWBC
2096
Community West Bancshares
CWBC
$706M
| $3.13M | ﹤0.01% |
145,592
+26,211
| +22% | +$522K |
|
|
CBM
2097
DELISTED
Cambrex Corporation
CBM
| $3.12M | ﹤0.01% |
66,700
-57,700
| -46% | -$2.42M |
|
2098
Southwest Gas
SWX
$6.67B
| $3.12M | ﹤0.01% |
34,800
+30,584
| +725% | +$2.6M |
|
2099
AMES National
ATLO
$281M
| $3.12M | ﹤0.01% |
115,021
+6,421
| +6% | +$173K |
|
2100
Corvus Pharmaceuticals
CRVS
$1.27B
| $3.12M | ﹤0.01% |
833,098
+51,398
| +7% | +$201K |
|
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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.