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 | 18.91% |
| 2 | Technology | 12.35% |
| 3 | Consumer Discretionary | 10.31% |
| 4 | Financials | 9.99% |
| 5 | Consumer Staples | 8.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2901
Home BancShares
HOMB
$6.23B
| $449K | ﹤0.01% |
23,900
-20,600
| -46% | -$385K |
|
2902
Pro-Dex
PDEX
$217M
| $448K | ﹤0.01% |
29,260
+6,460
| +28% | +$91.6K |
|
|
CEQP
2903
DELISTED
Crestwood Equity Partners LP
CEQP
| $448K | ﹤0.01% |
+12,282
| New | +$446K |
|
|
WLH
2904
DELISTED
WILLIAM LYON HOMES
WLH
| $448K | ﹤0.01% |
22,000
-27,700
| -56% | -$518K |
|
2905
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$6.05B
| $447K | ﹤0.01% |
25,000
-4,000
| -14% | -$71.7K |
|
2906
Brookfield Renewable
BEP
$10.3B
| $446K | ﹤0.01% |
20,593
-40,089
| -66% | -$784K |
|
2907
Daily Journal
DJCO
$828M
| $446K | ﹤0.01% |
1,800
+300
| +20% | +$68.2K |
|
|
LITB
2908
LightInTheBox
LITB
$56.7M
| $446K | ﹤0.01% |
61,924
-1,950
| -3% | -$16.4K |
|
|
ALPN
2909
DELISTED
Alpine Immune Sciences Inc
ALPN
| $445K | ﹤0.01% |
112,361
+6,100
| +6% | +$26.2K |
|
|
BPTH
2910
DELISTED
Bio-Path Holdings Inc
BPTH
| $444K | ﹤0.01% |
2,335
-3,704
| -61% | -$919K |
|
|
FGNX
2911
FG Nexus Inc
FGNX
$40.2M
| $443K | ﹤0.01% |
804
-84
| -9% | -$52.2K |
|
|
CARB
2912
DELISTED
Carbonite Inc
CARB
| $441K | ﹤0.01% |
28,500
-158,200
| -85% | -$2.82M |
|
2913
Curtiss-Wright
CW
$25.4B
| $440K | ﹤0.01% |
3,400
-78,200
| -96% | -$9.84M |
|
|
FURY
2914
Fury Gold Mines
FURY
$116M
| $438K | ﹤0.01% |
164,497
+89,979
| +121% | +$287K |
|
2915
iShares Core Moderate Allocation ETF
AOM
$1.78B
| $436K | ﹤0.01% |
11,100
+1,700
| +18% | +$66.2K |
|
2916
UNIFI
UFI
$127M
| $435K | ﹤0.01% |
+19,834
| New | +$391K |
|
2917
First Capital
FCAP
$220M
| $434K | ﹤0.01% |
7,500
+2,700
| +56% | +$150K |
|
|
FPAY
2918
DELISTED
FlexShopper
FPAY
| $434K | ﹤0.01% |
282,002
+152,064
| +117% | +$244K |
|
2919
Valero Energy
VLO
$98.7B
| $434K | ﹤0.01% |
+5,088
| New | +$411K |
|
|
RBNC
2920
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
| $432K | ﹤0.01% |
18,025
+3,400
| +23% | +$79.3K |
|
2921
CVD Equipment Corp
CVV
$52.1M
| $431K | ﹤0.01% |
129,291
-1,293
| -1% | -$4.64K |
|
2922
BRC Group Holdings
RILY
$304M
| $430K | ﹤0.01% |
+18,200
| New | +$385K |
|
2923
Vanguard Energy ETF
VDE
$10.4B
| $429K | ﹤0.01% |
+5,500
| New | +$440K |
|
|
ATRS
2924
DELISTED
Antares Pharma, Inc.
ATRS
| $429K | ﹤0.01% |
128,128
-196,200
| -60% | -$646K |
|
2925
Restaurant Brands International
QSR
$26.1B
| $427K | ﹤0.01% |
6,000
-318,187
| -98% | -$23.5M |
|
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.