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 | |
|---|---|---|---|---|---|---|
2701
Millicom
TIGO
$15.8B
| $759K | ﹤0.01% |
15,600
+200
| +1% | +$10.4K |
|
2702
AMREP Corp
AXR
$118M
| $756K | ﹤0.01% |
132,280
+5,700
| +5% | +$33.4K |
|
2703
Invesco Senior Loan ETF
BKLN
$6.76B
| $753K | ﹤0.01% |
33,346
-410,454
| -92% | -$9.31M |
|
|
BLPH
2704
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
| $751K | ﹤0.01% |
103,854
+8,218
| +9% | +$74.9K |
|
2705
ProShares Trust Short MSCI Emerging Markets
EUM
$9.27M
| $749K | ﹤0.01% |
19,563
+11,913
| +156% | +$453K |
|
2706
ESCO Technologies
ESE
$7.78B
| $748K | ﹤0.01% |
+9,400
| New | +$747K |
|
2707
iShares US Financials ETF
IYF
$4.44B
| $747K | ﹤0.01% |
11,600
+1,200
| +12% | +$76.2K |
|
|
SIFY
2708
Sify Technologies
SIFY
$1.14B
| $746K | ﹤0.01% |
88,122
+1,117
| +1% | +$9.03K |
|
2709
Inspired Entertainment
INSE
$163M
| $745K | ﹤0.01% |
103,570
+6,300
| +6% | +$47.9K |
|
|
UN
2710
DELISTED
Unilever NV New York Registry Shares
UN
| $744K | ﹤0.01% |
12,400
-297,200
| -96% | -$17.8M |
|
|
TULP
2711
Bloomia Holdings
TULP
$17.2M
| $740K | ﹤0.01% |
107,941
+443
| +0.4% | +$3.15K |
|
|
AGNT
2712
AGNT Inc
AGNT
$752M
| $739K | ﹤0.01% |
176,258
+139,458
| +379% | +$662K |
|
2713
Ironwood Pharmaceuticals
IRWD
$674M
| $739K | ﹤0.01% |
+86,053
| New | +$836K |
|
2714
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
| $738K | ﹤0.01% |
23,600
-3,800
| -14% | -$118K |
|
2715
Virco
VIRC
$95.5M
| $738K | ﹤0.01% |
191,600
+1,000
| +0.5% | +$4.3K |
|
|
STKL
2716
DELISTED
SunOpta
STKL
| $734K | ﹤0.01% |
407,648
-88,852
| -18% | -$230K |
|
2717
Yatra Online
YTRA
$56M
| $734K | ﹤0.01% |
178,100
-20,200
| -10% | -$83.6K |
|
|
OBSV
2718
DELISTED
ObsEva SA Ordinary Shares
OBSV
| $733K | ﹤0.01% |
88,000
+8,400
| +11% | +$80.1K |
|
|
LTS
2719
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
| $729K | ﹤0.01% |
307,695
-147,705
| -32% | -$386K |
|
|
KG
2720
Kestrel Group
KG
$66.3M
| $724K | ﹤0.01% |
48,275
-3,570
| -7% | -$42K |
|
2721
SI-BONE Inc
SIBN
$849M
| $723K | ﹤0.01% |
+40,900
| New | +$783K |
|
2722
Limbach Holdings
LMB
$527M
| $721K | ﹤0.01% |
146,332
-25,028
| -15% | -$168K |
|
2723
Tantech Holdings
TANH
$5.27M
| $721K | ﹤0.01% |
48
+23
| +92% | +$329K |
|
2724
BGSF Inc
BGSF
$57.6M
| $720K | ﹤0.01% |
37,700
-16,900
| -31% | -$314K |
|
2725
Reinsurance Group of America
RGA
$16.1B
| $719K | ﹤0.01% |
4,500
-67,600
| -94% | -$10.5M |
|
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.