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 | |
|---|---|---|---|---|---|---|
|
QHC
2726
DELISTED
Quorum Health Corporation
QHC
| $718K | ﹤0.01% |
593,388
+51,100
| +9% | +$69.1K |
|
2727
China Automotive Systems
CAAS
$142M
| $714K | ﹤0.01% |
350,091
+3,967
| +1% | +$8.37K |
|
|
FSFG
2728
DELISTED
First Savings Financial Group
FSFG
| $714K | ﹤0.01% |
33,900
+5,700
| +20% | +$115K |
|
2729
FRP Holdings
FRPH
$425M
| $713K | ﹤0.01% |
29,676
-7,724
| -21% | -$193K |
|
2730
CPI Aerostructures
CVU
$75M
| $712K | ﹤0.01% |
86,586
+35,856
| +71% | +$281K |
|
2731
Autohome
ATHM
$2.65B
| $707K | ﹤0.01% |
8,500
-17,700
| -68% | -$1.52M |
|
2732
Atlanticus Holdings
ATLC
$1.48B
| $706K | ﹤0.01% |
84,601
+46,453
| +122% | +$286K |
|
2733
Simmons First National
SFNC
$3.45B
| $702K | ﹤0.01% |
28,200
-2,700
| -9% | -$66.1K |
|
2734
National Vision
EYE
$1.51B
| $698K | ﹤0.01% |
+29,000
| New | +$845K |
|
2735
Pluri
PLUR
$17.5M
| $697K | ﹤0.01% |
23,279
+4,981
| +27% | +$183K |
|
2736
International Money Express
IMXI
$353M
| $694K | ﹤0.01% |
50,478
-53,122
| -51% | -$743K |
|
2737
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.27B
| $693K | ﹤0.01% |
26,103
-15,297
| -37% | -$405K |
|
|
TREC
2738
DELISTED
Trecora Resources
TREC
| $693K | ﹤0.01% |
76,785
+23,800
| +45% | +$218K |
|
2739
Quest Resource Holding
QRHC
$30M
| $688K | ﹤0.01% |
275,024
-2,800
| -1% | -$6.95K |
|
2740
ACM Research
ACMR
$5.65B
| $687K | ﹤0.01% |
148,800
-2,400
| -2% | -$12.6K |
|
|
FWDI
2741
Forward Industries Inc
FWDI
$305M
| $682K | ﹤0.01% |
70,291
-490
| -0.7% | -$5.46K |
|
|
AFBI
2742
DELISTED
Affinity Bancshares
AFBI
| $680K | ﹤0.01% |
60,476
+14,768
| +32% | +$164K |
|
2743
Universal Logistics Holdings
ULH
$518M
| $680K | ﹤0.01% |
29,200
-35,750
| -55% | -$773K |
|
|
ICD
2744
DELISTED
Independence Contract Drilling, Inc.
ICD
| $680K | ﹤0.01% |
28,315
+10,560
| +59% | +$272K |
|
2745
Community Bank
CBU
$3.43B
| $679K | ﹤0.01% |
11,008
-2,192
| -17% | -$138K |
|
2746
Tennant Co
TNC
$1.15B
| $679K | ﹤0.01% |
9,600
-11,600
| -55% | -$785K |
|
2747
Willamette Valley Vineyards
WVVI
$12M
| $679K | ﹤0.01% |
98,078
+2,500
| +3% | +$17.3K |
|
|
ATYR
2748
aTyr Pharma
ATYR
$54.2M
| $678K | ﹤0.01% |
193,620
+61,772
| +47% | +$228K |
|
2749
Oramed Pharmaceuticals
ORMP
$182M
| $676K | ﹤0.01% |
211,925
+53,827
| +34% | +$179K |
|
|
MAMS
2750
DELISTED
MAM Software Group Inc. New
MAMS
| $672K | ﹤0.01% |
55,711
+36,911
| +196% | +$413K |
|
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.