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 | |
|---|---|---|---|---|---|---|
2451
ORIX
IX
$43.6B
| $1.6M | ﹤0.01% |
106,840
-83,160
| -44% | -$1.19M |
|
2452
Lands' End
LE
$376M
| $1.59M | ﹤0.01% |
130,370
-14,400
| -10% | -$218K |
|
2453
Norwood Financial Corp
NWFL
$376M
| $1.59M | ﹤0.01% |
45,725
+4,000
| +10% | +$130K |
|
|
MSBF
2454
DELISTED
MSB Financial Corp.
MSBF
| $1.59M | ﹤0.01% |
104,006
+5,229
| +5% | +$86.3K |
|
|
TGP
2455
DELISTED
Teekay LNG Partners L.P.
TGP
| $1.59M | ﹤0.01% |
+112,800
| New | +$1.61M |
|
|
RADA
2456
DELISTED
Rada Electronic Industries Ltd
RADA
| $1.59M | ﹤0.01% |
482,968
+406,568
| +532% | +$1.4M |
|
|
JCTC
2457
Jewett-Cameron Trading
JCTC
$10.2M
| $1.59M | ﹤0.01% |
191,275
-125
| -0.1% | -$1.01K |
|
2458
Vanguard Long-Term Bond ETF
BLV
$5.69B
| $1.58M | ﹤0.01% |
16,300
-2,200
| -12% | -$204K |
|
2459
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.3B
| $1.58M | ﹤0.01% |
12,101
+2,500
| +26% | +$325K |
|
|
SHOS
2460
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
| $1.58M | ﹤0.01% |
663,293
+105,567
| +19% | +$246K |
|
2461
Coffee Holding Co
JVA
$20.1M
| $1.58M | ﹤0.01% |
385,759
-37,834
| -9% | -$182K |
|
2462
Alto Ingredients
ALTO
$328M
| $1.58M | ﹤0.01% |
2,062,077
+615,846
| +43% | +$628K |
|
2463
CarParts.com
PRTS
$48.6M
| $1.57M | ﹤0.01% |
125,457
+7,690
| +7% | +$81.7K |
|
2464
Brink's
BCO
$4.72B
| $1.57M | ﹤0.01% |
19,300
-48,500
| -72% | -$3.86M |
|
|
MTOR
2465
DELISTED
MERITOR, Inc.
MTOR
| $1.57M | ﹤0.01% |
+64,600
| New | +$1.45M |
|
|
LTS
2466
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
| $1.56M | ﹤0.01% |
455,400
+55,600
| +14% | +$192K |
|
2467
Limbach Holdings
LMB
$542M
| $1.56M | ﹤0.01% |
+171,360
| New | +$1.49M |
|
2468
BJ's Restaurants
BJRI
$1.43B
| $1.56M | ﹤0.01% |
35,429
-264,600
| -88% | -$12.1M |
|
2469
nVent Electric
NVT
$27.9B
| $1.55M | ﹤0.01% |
+62,700
| New | +$1.61M |
|
2470
OneSpan
OSPN
$601M
| $1.55M | ﹤0.01% |
109,669
+27,669
| +34% | +$440K |
|
2471
UFP Industries
UFPI
$4.99B
| $1.55M | ﹤0.01% |
40,809
-64,600
| -61% | -$2.24M |
|
2472
STRATTEC Security
STRT
$347M
| $1.55M | ﹤0.01% |
64,365
+4,200
| +7% | +$114K |
|
|
FFWM
2473
DELISTED
First Foundation Inc
FFWM
| $1.55M | ﹤0.01% |
115,265
-3,800
| -3% | -$52.4K |
|
2474
The Ensign Group
ENSG
$10.6B
| $1.55M | ﹤0.01% |
29,077
-112,031
| -79% | -$5.6M |
|
2475
SandRidge Energy
SD
$516M
| $1.55M | ﹤0.01% |
223,700
+84,800
| +61% | +$651K |
|
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.