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 | 18.07% |
| 2 | Technology | 14.35% |
| 3 | Financials | 11.23% |
| 4 | Consumer Discretionary | 9.93% |
| 5 | Real Estate | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2126
Frequency Electronics
FEIM
$858M
| $2.96M | ﹤0.01% |
259,483
+2,903
| +1% | +$34.4K |
|
2127
Biglari Holdings Class B
BH
$1.22B
| $2.94M | ﹤0.01% |
28,262
+10,865
| +62% | +$1.3M |
|
2128
Byline Bancorp
BY
$1.78B
| $2.93M | ﹤0.01% |
153,100
+75,300
| +97% | +$1.44M |
|
2129
Embotelladora Andina Series A
AKO.A
$3.76B
| $2.93M | ﹤0.01% |
154,800
+300
| +0.2% | +$5.53K |
|
|
CALA
2130
DELISTED
Calithera Biosciences, Inc
CALA
| $2.93M | ﹤0.01% |
37,510
+13,000
| +53% | +$1.48M |
|
2131
Helmerich & Payne
HP
$4.29B
| $2.92M | ﹤0.01% |
57,700
+27,100
| +89% | +$1.49M |
|
|
UCTT
2132
Ultra Clean Holdings
UCTT
$4.21B
| $2.92M | ﹤0.01% |
209,500
-116,237
| -36% | -$1.48M |
|
2133
National Bankshares
NKSH
$271M
| $2.9M | ﹤0.01% |
74,627
+4,422
| +6% | +$176K |
|
2134
Cohen & Steers
CNS
$4.4B
| $2.89M | ﹤0.01% |
56,200
-31,782
| -36% | -$1.56M |
|
2135
Parke Bancorp
PKBK
$409M
| $2.89M | ﹤0.01% |
132,715
-2,200
| -2% | -$44.4K |
|
2136
Universal Insurance Holdings
UVE
$1.18B
| $2.89M | ﹤0.01% |
+103,600
| New | +$3.03M |
|
|
BSCK
2137
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
| $2.88M | ﹤0.01% |
135,400
-102,600
| -43% | -$2.18M |
|
2138
Aware
AWRE
$26M
| $2.87M | ﹤0.01% |
864,606
+13,409
| +2% | +$44.5K |
|
2139
Navigator Holdings
NVGS
$1.26B
| $2.87M | ﹤0.01% |
306,500
+190,500
| +164% | +$1.99M |
|
2140
Red Robin
RRGB
$183M
| $2.87M | ﹤0.01% |
93,866
+40,600
| +76% | +$1.25M |
|
|
LTXB
2141
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $2.87M | ﹤0.01% |
70,480
-107,899
| -60% | -$4.23M |
|
|
UBFO
2142
DELISTED
United Security Bancshares
UBFO
| $2.86M | ﹤0.01% |
250,838
+16,200
| +7% | +$170K |
|
2143
RCM Technologies
RCMT
$202M
| $2.86M | ﹤0.01% |
713,965
-8,567
| -1% | -$31.6K |
|
2144
Thomson Reuters
TRI
$46B
| $2.85M | ﹤0.01% |
+41,949
| New | +$2.78M |
|
|
SCX
2145
DELISTED
The L.S. Starrett Company
SCX
| $2.85M | ﹤0.01% |
431,145
+15,900
| +4% | +$116K |
|
2146
Urban One Class D
UONEK
$24.1M
| $2.85M | ﹤0.01% |
145,571
+3,230
| +2% | +$62K |
|
|
OPB
2147
DELISTED
Opus Bank Common Stock
OPB
| $2.85M | ﹤0.01% |
135,110
+39,300
| +41% | +$828K |
|
|
CLPR
2148
Clipper Realty
CLPR
$50.9M
| $2.85M | ﹤0.01% |
254,557
+46,005
| +22% | +$592K |
|
|
BEST
2149
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
| $2.83M | ﹤0.01% |
25,690
+8,430
| +49% | +$873K |
|
|
IBKC
2150
DELISTED
IBERIABANK Corp
IBKC
| $2.83M | ﹤0.01% |
37,248
+34,448
| +1,230% | +$2.62M |
|
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 17% 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.