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 | |
|---|---|---|---|---|---|---|
2826
American Realty Investors
ARL
$243M
| $569K | ﹤0.01% |
37,000
-2,600
| -7% | -$37.3K |
|
|
CCM
2827
Concord Medical Services
CCM
$20.8M
| $565K | ﹤0.01% |
23,430
-320
| -1% | -$8.13K |
|
|
DSKE
2828
DELISTED
Daseke, Inc. Common Stock
DSKE
| $563K | ﹤0.01% |
225,100
+38,900
| +21% | +$109K |
|
2829
T. Rowe Price
TROW
$23.8B
| $560K | ﹤0.01% |
4,900
-132,061
| -96% | -$14.7M |
|
2830
Alaunos Therapeutics
TCRT
$4.88M
| $559K | ﹤0.01% |
871
-504
| -37% | -$400K |
|
|
YARW
2831
Yarrow Bioscience, Inc. Common Stock
YARW
$114M
| $559K | ﹤0.01% |
35
+4
| +13% | +$64.6K |
|
2832
Monolithic Power Systems
MPWR
$67B
| $558K | ﹤0.01% |
3,586
-65,500
| -95% | -$9.79M |
|
2833
Danaos Corp
DAC
$2.55B
| $554K | ﹤0.01% |
61,531
+40,166
| +188% | +$320K |
|
2834
SEACOR Marine Holdings
SMHI
$264M
| $551K | ﹤0.01% |
43,872
+7,100
| +19% | +$93.5K |
|
2835
Purple Innovation
PRPL
$28.4M
| $548K | ﹤0.01% |
+2,912
| New | +$534K |
|
2836
BioXcel Therapeutics
BTAI
$34.9M
| $547K | ﹤0.01% |
4,856
+381
| +9% | +$60.1K |
|
2837
J. Jill
JILL
$279M
| $547K | ﹤0.01% |
57,620
-14,220
| -20% | -$145K |
|
2838
QuidelOrtho
QDEL
$1.03B
| $546K | ﹤0.01% |
8,900
-106,187
| -92% | -$6.39M |
|
|
SJI
2839
DELISTED
South Jersey Industries, Inc.
SJI
| $546K | ﹤0.01% |
16,600
-60,500
| -78% | -$1.98M |
|
|
CVSA
2840
Covista Inc
CVSA
$4.36B
| $545K | ﹤0.01% |
+14,300
| New | +$642K |
|
|
ICON
2841
DELISTED
Iconix Brand Group, Inc.
ICON
| $545K | ﹤0.01% |
306,078
+32,715
| +12% | +$44.1K |
|
|
BSCM
2842
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| $544K | ﹤0.01% |
25,300
-8,494
| -25% | -$182K |
|
|
HEP
2843
DELISTED
Holly Energy Partners, L.P.
HEP
| $542K | ﹤0.01% |
+21,431
| New | +$588K |
|
|
BDCL
2844
DELISTED
2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev
BDCL
| $541K | ﹤0.01% |
+36,832
| New | +$522K |
|
2845
Tiptree Inc
TIPT
$668M
| $538K | ﹤0.01% |
73,858
+19,258
| +35% | +$130K |
|
2846
iShares Russell 2000 Value ETF
IWN
$14.7B
| $537K | ﹤0.01% |
+4,500
| New | +$532K |
|
2847
Champion Homes
SKY
$5.23B
| $536K | ﹤0.01% |
+17,800
| New | +$515K |
|
2848
ImmuCell
ICCC
$99.3M
| $535K | ﹤0.01% |
96,106
+4,100
| +4% | +$24K |
|
|
ORKA
2849
Oruka Therapeutics
ORKA
$7.16B
| $535K | ﹤0.01% |
8,341
+1,634
| +24% | +$120K |
|
2850
Maximus
MMS
$2.94B
| $533K | ﹤0.01% |
6,900
-23,000
| -77% | -$1.75M |
|
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.