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 | |
|---|---|---|---|---|---|---|
2326
Identive
INVE
$62.7M
| $2.02M | ﹤0.01% |
395,470
-13,062
| -3% | -$65.1K |
|
2327
Columbia Financial
CLBK
$1.22B
| $2M | ﹤0.01% |
+132,764
| New | +$2.04M |
|
|
LDL
2328
DELISTED
Lydall, Inc.
LDL
| $2M | ﹤0.01% |
99,200
+11,000
| +12% | +$239K |
|
|
ADAP
2329
DELISTED
Adaptimmune Therapeutics
ADAP
| $2M | ﹤0.01% |
497,100
-297,400
| -37% | -$1.21M |
|
2330
First Community Corp
FCCO
$326M
| $2M | ﹤0.01% |
107,900
+59,300
| +122% | +$1.09M |
|
2331
Larimar Therapeutics
LRMR
$446M
| $2M | ﹤0.01% |
139,858
+58,143
| +71% | +$1.55M |
|
|
BRSP
2332
BrightSpire Capital
BRSP
$636M
| $1.99M | ﹤0.01% |
+128,600
| New | +$2.01M |
|
2333
Mustang Bio
MBIO
$4.48M
| $1.99M | ﹤0.01% |
721
+599
| +491% | +$1.71M |
|
|
TRVN
2334
DELISTED
Trevena, Inc.
TRVN
| $1.99M | ﹤0.01% |
3,086
+1,032
| +50% | +$850K |
|
|
NVTR
2335
DELISTED
Nuvectra Corporation Common Stock
NVTR
| $1.99M | ﹤0.01% |
+593,100
| New | +$3.75M |
|
|
TRUE
2336
DELISTED
TrueCar
TRUE
| $1.98M | ﹤0.01% |
362,500
+213,300
| +143% | +$1.31M |
|
2337
The Joint Corp
JYNT
$120M
| $1.97M | ﹤0.01% |
108,371
+2,200
| +2% | +$37.5K |
|
|
PPIH
2338
Perma-Pipe International
PPIH
$220M
| $1.97M | ﹤0.01% |
216,563
+36,492
| +20% | +$329K |
|
2339
Transcat
TRNS
$875M
| $1.96M | ﹤0.01% |
76,586
+31,300
| +69% | +$767K |
|
2340
Landmark Bancorp
LARK
$197M
| $1.96M | ﹤0.01% |
115,090
+4,503
| +4% | +$76.5K |
|
|
LBC
2341
DELISTED
Luther Burbank Corporation Common Stock
LBC
| $1.96M | ﹤0.01% |
179,600
+153,600
| +591% | +$1.6M |
|
|
FRBK
2342
DELISTED
Republic First Bancorp Inc
FRBK
| $1.95M | ﹤0.01% |
397,533
+129,300
| +48% | +$656K |
|
|
AIOT
2343
PowerFleet Inc
AIOT
$420M
| $1.94M | ﹤0.01% |
330,380
+8,783
| +3% | +$47.8K |
|
|
XRN
2344
Chiron Real Estate Inc
XRN
$491M
| $1.94M | ﹤0.01% |
36,969
-18,020
| -33% | -$941K |
|
|
ARNA
2345
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $1.92M | ﹤0.01% |
+32,816
| New | +$1.7M |
|
2346
Ampco-Pittsburgh
AP
$196M
| $1.92M | ﹤0.01% |
477,024
+41,000
| +9% | +$153K |
|
2347
Hovnanian Enterprises
HOV
$790M
| $1.92M | ﹤0.01% |
252,817
| – | – |
|
2348
Glacier Bancorp
GBCI
$6.51B
| $1.92M | ﹤0.01% |
+47,360
| New | +$1.94M |
|
|
TMHC
2349
DELISTED
Taylor Morrison
TMHC
| $1.91M | ﹤0.01% |
91,192
+17,300
| +23% | +$344K |
|
|
FGH
2350
DELISTED
FG Group Holdings Inc.
FGH
| $1.9M | ﹤0.01% |
588,903
+22,774
| +4% | +$60K |
|
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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.