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 | |
|---|---|---|---|---|---|---|
|
STAB
3026
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
| $310K | ﹤0.01% |
307,016
+3,700
| +1% | +$4.99K |
|
3027
PDS Biotechnology
PDSB
$13M
| $309K | ﹤0.01% |
91,569
+13,100
| +17% | +$76.2K |
|
|
APTX
3028
DELISTED
Aptinyx Inc. Common Stock
APTX
| $308K | ﹤0.01% |
88,200
+77,200
| +702% | +$277K |
|
|
BKJ
3029
DELISTED
Bancorp of New Jersey, Inc.
BKJ
| $307K | ﹤0.01% |
+18,200
| New | +$273K |
|
3030
Bel Fuse Inc Class A
BELFA
$3.4B
| $306K | ﹤0.01% |
22,200
+800
| +4% | +$10.3K |
|
3031
Mastech Digital
MHH
$95.3M
| $306K | ﹤0.01% |
50,938
-4,845
| -9% | -$27.3K |
|
|
DCOY
3032
Decoy Therapeutics
DCOY
$1.88M
| $306K | ﹤0.01% |
2
| – | – |
|
3033
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.88B
| $305K | ﹤0.01% |
4,600
-3,700
| -45% | -$248K |
|
3034
Auburn National Bancorp
AUBN
$92.4M
| $303K | ﹤0.01% |
6,400
-3,846
| -38% | -$150K |
|
|
XYF
3035
X Financial
XYF
$214M
| $303K | ﹤0.01% |
44,438
+38,638
| +666% | +$335K |
|
3036
ReposiTrak
TRAK
$158M
| $302K | ﹤0.01% |
52,400
+34,400
| +191% | +$193K |
|
3037
Hawthorn Bancshares
HWBK
$277M
| $301K | ﹤0.01% |
14,764
-936
| -6% | -$19.2K |
|
|
CCRC
3038
DELISTED
China Customer Relations Centers, Inc
CCRC
| $301K | ﹤0.01% |
+18,806
| New | +$193K |
|
|
FNCB
3039
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
| $300K | ﹤0.01% |
38,400
-12,200
| -24% | -$93.7K |
|
3040
abrdn Physical Gold Shares ETF
SGOL
$7.42B
| $297K | ﹤0.01% |
20,930
-11,070
| -35% | -$157K |
|
3041
Acushnet Holdings
GOLF
$5.25B
| $296K | ﹤0.01% |
+11,200
| New | +$293K |
|
|
EMX
3042
DELISTED
EMX Royalty
EMX
| $295K | ﹤0.01% |
216,502
+74,002
| +52% | +$100K |
|
3043
Suburban Propane Partners
SPH
$1.17B
| $295K | ﹤0.01% |
12,499
-156,868
| -93% | -$3.7M |
|
|
DLA
3044
DELISTED
Delta Apparel Inc.
DLA
| $295K | ﹤0.01% |
12,400
-12,800
| -51% | -$284K |
|
|
RGLS
3045
DELISTED
Regulus Therapeutics
RGLS
| $293K | ﹤0.01% |
40,669
+5,980
| +17% | +$48.7K |
|
3046
Capital Bancorp
CBNK
$616M
| $292K | ﹤0.01% |
+21,404
| New | +$270K |
|
3047
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
| $291K | ﹤0.01% |
5,200
-6,400
| -55% | -$360K |
|
|
RC
3048
Ready Capital
RC
$294M
| $290K | ﹤0.01% |
18,245
-35,500
| -66% | -$538K |
|
3049
Green Brick Partners
GRBK
$3.04B
| $289K | ﹤0.01% |
+27,053
| New | +$260K |
|
3050
Black Stone Minerals
BSM
$3.06B
| $288K | ﹤0.01% |
20,249
-241,193
| -92% | -$3.54M |
|
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.