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 | |
|---|---|---|---|---|---|---|
2101
GATX Corp
GATX
$6.34B
| $3.11M | ﹤0.01% |
+39,200
| New | +$2.98M |
|
2102
Climb Global Solutions
CLMB
$527M
| $3.09M | ﹤0.01% |
1,094,452
+51,652
| +5% | +$152K |
|
|
CHMA
2103
DELISTED
Chiasma, Inc. Common Stock
CHMA
| $3.08M | ﹤0.01% |
411,883
+189,500
| +85% | +$1.24M |
|
2104
FTI Consulting
FCN
$4.24B
| $3.07M | ﹤0.01% |
36,600
+4,100
| +13% | +$337K |
|
|
AXE
2105
DELISTED
Anixter International Inc
AXE
| $3.07M | ﹤0.01% |
51,400
+23,800
| +86% | +$1.4M |
|
2106
Enovis
ENOV
$1.42B
| $3.07M | ﹤0.01% |
63,561
-333,669
| -84% | -$16.1M |
|
|
HRC
2107
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $3.06M | ﹤0.01% |
29,300
-343,200
| -92% | -$34.7M |
|
2108
Atara Biotherapeutics
ATRA
$83.1M
| $3.06M | ﹤0.01% |
+6,086
| New | +$4.3M |
|
2109
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.5B
| $3.05M | ﹤0.01% |
46,300
-3,700
| -7% | -$240K |
|
2110
O-I Glass
OI
$1.04B
| $3.04M | ﹤0.01% |
176,100
-222,000
| -56% | -$3.96M |
|
2111
STAG Industrial
STAG
$7.12B
| $3.04M | ﹤0.01% |
100,500
-248,400
| -71% | -$7.38M |
|
2112
AllianceBernstein
AB
$3.4B
| $3.03M | ﹤0.01% |
102,000
+94,662
| +1,290% | +$2.75M |
|
2113
Data I/O
DAIO
$30.8M
| $3.02M | ﹤0.01% |
672,042
-13,846
| -2% | -$66.2K |
|
2114
Geospace Technologies
GEOS
$67.9M
| $3.02M | ﹤0.01% |
200,134
+52,400
| +35% | +$721K |
|
2115
Park-Ohio Holdings
PKOH
$716M
| $3.02M | ﹤0.01% |
92,693
+7,993
| +9% | +$272K |
|
|
SAFE
2116
DELISTED
Safehold Inc.
SAFE
| $3.02M | ﹤0.01% |
100,009
+18,204
| +22% | +$484K |
|
2117
8x8 Inc
EGHT
$290M
| $3.02M | ﹤0.01% |
+125,130
| New | +$2.91M |
|
|
DOC
2118
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $3.01M | ﹤0.01% |
172,600
-1,201,197
| -87% | -$21.8M |
|
|
CCRD
2119
DELISTED
CoreCard
CCRD
| $3.01M | ﹤0.01% |
104,497
+72,400
| +226% | +$2.41M |
|
2120
Comp X International
CIX
$386M
| $3M | ﹤0.01% |
177,200
+3,500
| +2% | +$53.9K |
|
|
AGS
2121
DELISTED
PlayAGS
AGS
| $2.99M | ﹤0.01% |
153,900
-25,400
| -14% | -$547K |
|
2122
Lesaka Technologies
LSAK
$408M
| $2.98M | ﹤0.01% |
745,800
-125,600
| -14% | -$451K |
|
2123
Customers Bancorp
CUBI
$2.8B
| $2.97M | ﹤0.01% |
141,420
-139,000
| -50% | -$2.9M |
|
2124
Minerals Technologies
MTX
$2.25B
| $2.97M | ﹤0.01% |
55,500
+33,800
| +156% | +$1.97M |
|
2125
Airgain
AIRG
$69.3M
| $2.97M | ﹤0.01% |
209,824
+190,524
| +987% | +$2.75M |
|
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.