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 | |
|---|---|---|---|---|---|---|
2426
Oil States International
OIS
$544M
| $1.66M | ﹤0.01% |
90,700
-309,900
| -77% | -$5.55M |
|
2427
Apogee Enterprises
APOG
$886M
| $1.66M | ﹤0.01% |
+38,183
| New | +$1.49M |
|
2428
Ameriprise Financial
AMP
$50.3B
| $1.66M | ﹤0.01% |
11,400
-45,700
| -80% | -$6.61M |
|
2429
FerroAtlántica
GSM
$817M
| $1.65M | ﹤0.01% |
972,700
+712,800
| +274% | +$1.36M |
|
|
SMTX
2430
DELISTED
SMTC Corporation
SMTX
| $1.65M | ﹤0.01% |
428,610
-26,600
| -6% | -$93.9K |
|
2431
Asbury Automotive
ABG
$3.77B
| $1.65M | ﹤0.01% |
19,600
-13,400
| -41% | -$1.05M |
|
2432
Constellium
CSTM
$4.03B
| $1.65M | ﹤0.01% |
+164,400
| New | +$1.52M |
|
2433
Icahn Enterprises
IEP
$5.3B
| $1.65M | ﹤0.01% |
22,800
+18,700
| +456% | +$1.36M |
|
|
SMED
2434
DELISTED
Sharps Compliance Corp
SMED
| $1.64M | ﹤0.01% |
461,292
+2,149
| +0.5% | +$7.44K |
|
|
VSA
2435
VisionSys AI
VSA
$9.64M
| $1.64M | ﹤0.01% |
263
+24
| +10% | +$246K |
|
2436
Avnet
AVT
$7.88B
| $1.64M | ﹤0.01% |
+36,200
| New | +$1.62M |
|
2437
Orion Group Holdings
ORN
$405M
| $1.64M | ﹤0.01% |
611,095
+144,600
| +31% | +$359K |
|
2438
Broadwind
BWEN
$125M
| $1.64M | ﹤0.01% |
737,200
| – | – |
|
|
VVUS
2439
DELISTED
Vivus Inc
VVUS
| $1.64M | ﹤0.01% |
428,424
+2,629
| +0.6% | +$9.65K |
|
2440
Coca-Cola Europacific Partners
CCEP
$47.5B
| $1.64M | ﹤0.01% |
29,195
-923,498
| -97% | -$50.5M |
|
|
STKL
2441
DELISTED
SunOpta
STKL
| $1.63M | ﹤0.01% |
496,500
+347,300
| +233% | +$1.28M |
|
2442
United Bankshares
UBSI
$6.7B
| $1.63M | ﹤0.01% |
43,804
-10,696
| -20% | -$402K |
|
|
MLNT
2443
DELISTED
Melinta Therapeutics, Inc. Common Stock
MLNT
| $1.62M | ﹤0.01% |
243,932
+116,038
| +91% | +$442K |
|
|
BPTH
2444
DELISTED
Bio-Path Holdings Inc
BPTH
| $1.62M | ﹤0.01% |
6,039
-2,090
| -26% | -$663K |
|
|
WTT
2445
DELISTED
Wireless Telecom Group, Inc.
WTT
| $1.61M | ﹤0.01% |
1,020,600
+15,985
| +2% | +$24.5K |
|
|
ESXB
2446
DELISTED
Community Bankers Trust Corporation
ESXB
| $1.61M | ﹤0.01% |
190,407
+18,312
| +11% | +$139K |
|
|
INDT
2447
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
| $1.61M | ﹤0.01% |
45,600
+1,500
| +3% | +$55.4K |
|
|
ISEE
2448
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $1.6M | ﹤0.01% |
1,233,501
+123,050
| +11% | +$169K |
|
2449
Lincoln Educational Services
LINC
$919M
| $1.6M | ﹤0.01% |
693,128
+14,582
| +2% | +$41.8K |
|
|
GHL
2450
DELISTED
Greenhill & Co., Inc.
GHL
| $1.6M | ﹤0.01% |
117,800
-8,100
| -6% | -$149K |
|
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.