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 | |
|---|---|---|---|---|---|---|
2201
iShares Core S&P Small-Cap ETF
IJR
$113B
| $2.6M | ﹤0.01% |
33,200
+29,000
| +690% | +$2.25M |
|
2202
Navios Maritime Partners
NMM
$2.26B
| $2.6M | ﹤0.01% |
192,549
-3,891
| -2% | -$51.9K |
|
2203
1-800-Flowers.com
FLWS
$262M
| $2.6M | ﹤0.01% |
137,598
+53,298
| +63% | +$1.02M |
|
2204
LPL Financial
LPLA
$29.5B
| $2.59M | ﹤0.01% |
31,800
+13,400
| +73% | +$1.06M |
|
2205
Franklin Covey
FC
$234M
| $2.59M | ﹤0.01% |
76,203
+12,738
| +20% | +$378K |
|
2206
Buckle
BKE
$2.33B
| $2.58M | ﹤0.01% |
+149,150
| New | +$2.62M |
|
2207
Lockheed Martin
LMT
$138B
| $2.58M | ﹤0.01% |
7,100
-304,600
| -98% | -$102M |
|
|
AYR
2208
DELISTED
Aircastle Ltd
AYR
| $2.56M | ﹤0.01% |
120,300
+40,200
| +50% | +$810K |
|
|
TECD
2209
DELISTED
Tech Data Corp
TECD
| $2.56M | ﹤0.01% |
+24,442
| New | +$2.48M |
|
|
ACR
2210
ACRES Commercial Realty
ACR
$101M
| $2.55M | ﹤0.01% |
75,262
+10,633
| +16% | +$352K |
|
2211
Peoples Financial Services
PFIS
$717M
| $2.54M | ﹤0.01% |
56,481
+4,000
| +8% | +$175K |
|
2212
LSI Industries
LYTS
$890M
| $2.54M | ﹤0.01% |
695,745
+70,891
| +11% | +$242K |
|
2213
Alpha Metallurgical Resources
AMR
$1.97B
| $2.54M | ﹤0.01% |
+48,900
| New | +$2.72M |
|
2214
First Bank
FRBA
$471M
| $2.53M | ﹤0.01% |
215,819
-5,103
| -2% | -$58K |
|
|
WUBA
2215
DELISTED
58.com Inc
WUBA
| $2.52M | ﹤0.01% |
40,563
-194,300
| -83% | -$12.5M |
|
2216
Quad
QUAD
$507M
| $2.52M | ﹤0.01% |
318,400
+49,900
| +19% | +$522K |
|
|
SYNC
2217
DELISTED
Synacor, Inc.
SYNC
| $2.52M | ﹤0.01% |
1,613,711
+95,611
| +6% | +$153K |
|
2218
Pixelworks
PXLW
$45.7M
| $2.51M | ﹤0.01% |
71,010
+39,408
| +125% | +$1.69M |
|
2219
Agios Pharmaceuticals
AGIO
$2B
| $2.51M | ﹤0.01% |
+50,300
| New | +$2.69M |
|
2220
ArcBest
ARCB
$3.28B
| $2.5M | ﹤0.01% |
+88,935
| New | +$2.59M |
|
2221
Ascent Industries
ACNT
$133M
| $2.48M | ﹤0.01% |
158,700
-19,400
| -11% | -$334K |
|
2222
Spero Therapeutics
SPRO
$71.8M
| $2.47M | ﹤0.01% |
214,903
+101,600
| +90% | +$1.22M |
|
2223
Celldex Therapeutics
CLDX
$3.52B
| $2.44M | ﹤0.01% |
912,285
+367,179
| +67% | +$1.25M |
|
2224
Option Care Health
OPCH
$3.57B
| $2.44M | ﹤0.01% |
234,927
+47,675
| +25% | +$390K |
|
|
EVA
2225
DELISTED
Enviva Inc.
EVA
| $2.44M | ﹤0.01% |
77,700
+19,900
| +34% | +$631K |
|
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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 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.