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 |
CELG
Celgene Corp
CELG
|
+$628M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$567M |
| 3 |
Biogen
BIIB
|
+$405M |
| 4 |
UnitedHealth
UNH
|
+$392M |
| 5 |
Walmart Inc
WMT
|
+$301M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$451M |
| 2 |
PepsiCo
PEP
|
+$382M |
| 3 |
Philip Morris
PM
|
+$256M |
| 4 |
Roku
ROKU
|
+$252M |
| 5 |
RHT
Red Hat Inc
RHT
|
+$248M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 19.34% |
| 2 | Technology | 12.68% |
| 3 | Consumer Discretionary | 10.4% |
| 4 | Financials | 10.32% |
| 5 | Consumer Staples | 8.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PW
2651
Power REIT
PW
$2.93M
| $875K | ﹤0.01% |
8,634
+4,859
| +129% | +$444K |
|
|
FCBP
2652
DELISTED
First Choice Bancorp Common Stock
FCBP
| $874K | ﹤0.01% |
41,000
+29,200
| +247% | +$632K |
|
|
AINC
2653
DELISTED
Ashford Inc.
AINC
| $872K | ﹤0.01% |
35,975
+15,995
| +80% | +$439K |
|
|
TTPH
2654
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
| $866K | ﹤0.01% |
162,815
+32,153
| +25% | +$214K |
|
|
IPG
2655
DELISTED
Interpublic Group of Companies
IPG
| $865K | ﹤0.01% |
40,100
-2,795,400
| -99% | -$60.4M |
|
|
AAWW
2656
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $865K | ﹤0.01% |
34,300
+3,500
| +11% | +$114K |
|
|
QBAK
2657
DELISTED
Qualstar Corp
QBAK
| $862K | ﹤0.01% |
147,300
-2,400
| -2% | -$13K |
|
2658
Radiant Logistics
RLGT
$411M
| $861K | ﹤0.01% |
166,500
-171,200
| -51% | -$890K |
|
|
SMTX
2659
DELISTED
SMTC Corporation
SMTX
| $861K | ﹤0.01% |
398,610
-30,000
| -7% | -$102K |
|
2660
Gaia
GAIA
$35.6M
| $859K | ﹤0.01% |
131,500
+58,700
| +81% | +$414K |
|
2661
Veru
VERU
$45.5M
| $854K | ﹤0.01% |
39,531
+13,315
| +51% | +$277K |
|
|
HIL
2662
DELISTED
Hill International, Inc. Common Stock
HIL
| $854K | ﹤0.01% |
285,644
+149,500
| +110% | +$436K |
|
2663
NLI Holdings
NL
$319M
| $846K | ﹤0.01% |
224,904
+8,400
| +4% | +$33.1K |
|
2664
Covenant Logistics
CVLG
$890M
| $842K | ﹤0.01% |
102,400
-17,800
| -15% | -$137K |
|
2665
Nordic American Tanker
NAT
$1.43B
| $837K | ﹤0.01% |
387,700
-609,800
| -61% | -$1.23M |
|
2666
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
| $833K | ﹤0.01% |
+29,030
| New | +$838K |
|
2667
AMCON Distributing
DIT
$66.4M
| $826K | ﹤0.01% |
16,245
+60
| +0.4% | +$3.46K |
|
|
THMO
2668
DELISTED
ThermoGenesis Holdings, Inc. Common Stock
THMO
| $825K | ﹤0.01% |
2,765
+1,443
| +109% | +$235K |
|
2669
Smith Micro Software
SMSI
$16.5M
| $824K | ﹤0.01% |
3,790
+715
| +23% | +$147K |
|
|
TRIB
2670
Trinity Biotech
TRIB
$8.17M
| $823K | ﹤0.01% |
4,536
-34
| -0.7% | -$8.86K |
|
|
DVD
2671
DELISTED
Dover Motorsports
DVD
| $823K | ﹤0.01% |
415,643
+33,943
| +9% | +$67.9K |
|
2672
Electromed
ELMD
$351M
| $820K | ﹤0.01% |
124,124
+21,784
| +21% | +$122K |
|
|
NEPT
2673
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
| $820K | ﹤0.01% |
+164
| New | +$1.07M |
|
|
TAIT
2674
DELISTED
Taitron Components
TAIT
| $814K | ﹤0.01% |
287,551
+555
| +0.2% | +$1.64K |
|
2675
IRIDEX
IRIX
$15.3M
| $813K | ﹤0.01% |
439,552
+53,690
| +14% | +$157K |
|
Similar funds
Jim Simons's Q3 2019 Portfolio in Review
As of Q3 2019, Jim Simons held 3,920 positions worth $118B, up 4% from $114B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Jim Simons deployed $5.29B of net new capital in Q3 2019, opening 406 new positions and adding to 1,848 existing holdings. Its largest new stake was UnitedHealth: 1,624,826 shares worth $353M.
By sector, the portfolio is most concentrated in Healthcare at 19% of assets, up from 18% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Apple, an estimated $451M trimmed.
- Jim Simons's largest Q3 2019 buy was UnitedHealth: 1,624,826 shares worth $353M.
- Jim Simons added most to Celgene Corp in Q3 2019, an estimated $628M increase.
- Jim Simons's biggest Q3 2019 reduction was Apple, cutting an estimated $451M.
- Jim Simons fully exited Red Hat Inc in Q3 2019, selling an estimated $248M.
- Jim Simons's ten largest holdings make up 11% of its $118B portfolio in Q3 2019.
- Jim Simons opened 406 new positions and closed 522 in Q3 2019.
- Jim Simons's portfolio value rose 4% quarter-over-quarter to $118B.
Based on Renaissance Technologies's 13F filing for Q3 2019, filed 13 Nov 2019.