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 | |
|---|---|---|---|---|---|---|
2926
Fair Isaac
FICO
$24B
| $425K | ﹤0.01% |
1,400
-17,550
| -93% | -$5.94M |
|
2927
iShares International Treasury Bond ETF
IGOV
$1.54B
| $425K | ﹤0.01% |
8,424
+2,924
| +53% | +$148K |
|
|
PVBC
2928
DELISTED
Provident Bancorp
PVBC
| $423K | ﹤0.01% |
+35,549
| New | +$464K |
|
2929
Cushman & Wakefield Ltd
CWK
$3.24B
| $421K | ﹤0.01% |
22,697
-124,403
| -85% | -$2.25M |
|
2930
FVCBankcorp
FVCB
$339M
| $420K | ﹤0.01% |
+29,875
| New | +$426K |
|
2931
Immunic
IMUX
$217M
| $420K | ﹤0.01% |
4,203
+2,830
| +206% | +$379K |
|
|
STRR
2932
DELISTED
Star Equity Holdings
STRR
| $419K | ﹤0.01% |
18,704
| – | – |
|
|
CEPU
2933
Central Puerto
CEPU
$1.99B
| $416K | ﹤0.01% |
+140,900
| New | +$829K |
|
|
DAY
2934
DELISTED
Dayforce
DAY
| $414K | ﹤0.01% |
8,400
-195,700
| -96% | -$10.2M |
|
2935
WisdomTree US MidCap Dividend Fund
DON
$4.11B
| $410K | ﹤0.01% |
11,300
-8,000
| -41% | -$286K |
|
2936
MVB Financial
MVBF
$397M
| $410K | ﹤0.01% |
+20,642
| New | +$371K |
|
2937
Bio-Rad Laboratories Class B
BIO.B
| $409K | ﹤0.01% |
1,200
+100
| +9% | +$33K |
|
2938
El Pollo Loco
LOCO
$463M
| $409K | ﹤0.01% |
37,300
-24,100
| -39% | -$255K |
|
2939
City Holding Co
CHCO
$2.08B
| $408K | ﹤0.01% |
5,355
-13,565
| -72% | -$1.02M |
|
2940
Achieve Life Sciences
ACHV
$687M
| $407K | ﹤0.01% |
11,958
-4,105
| -26% | -$161K |
|
|
IRS
2941
IRSA Inversiones y Representaciones
IRS
$1.24B
| $406K | ﹤0.01% |
+76,407
| New | +$606K |
|
2942
1-800-Flowers.com
FLWS
$262M
| $405K | ﹤0.01% |
27,400
-110,198
| -80% | -$1.91M |
|
2943
Telecom Argentina
TEO
$5.81B
| $399K | ﹤0.01% |
+39,914
| New | +$527K |
|
2944
Vanguard High Dividend Yield ETF
VYM
$84.2B
| $399K | ﹤0.01% |
4,500
-600
| -12% | -$52.5K |
|
2945
Vanguard Total Bond Market
BND
$162B
| $397K | ﹤0.01% |
+4,700
| New | +$394K |
|
2946
Zedge
ZDGE
$38.6M
| $394K | ﹤0.01% |
236,114
+2,600
| +1% | +$4.21K |
|
2947
Good Times Restaurants
GTIM
$15.8M
| $393K | ﹤0.01% |
243,850
+4,397
| +2% | +$8.12K |
|
|
STRM
2948
DELISTED
Streamline Health Solutions
STRM
| $392K | ﹤0.01% |
24,110
+693
| +3% | +$14.4K |
|
|
VYNT
2949
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
| $391K | ﹤0.01% |
25,302
+6,788
| +37% | +$132K |
|
2950
VSE Corp
VSEC
$6.81B
| $389K | ﹤0.01% |
11,400
-8,800
| -44% | -$267K |
|
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.