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 | |
|---|---|---|---|---|---|---|
301
DTE Energy
DTE
$28.7B
| $92.3M | 0.08% |
815,801
-729,677
| -47% | -$80.6M |
|
302
Corcept Therapeutics
CORT
$12.2B
| $92.2M | 0.08% |
6,524,209
+933,700
| +17% | +$11.5M |
|
303
Toronto Dominion Bank
TD
$203B
| $92.1M | 0.08% |
1,581,055
-3,563,500
| -69% | -$203M |
|
304
Agilent Technologies
A
$41.7B
| $92.1M | 0.08% |
1,201,500
-835,000
| -41% | -$60.2M |
|
305
Armstrong World Industries
AWI
$7.68B
| $91.1M | 0.08% |
942,100
+263,800
| +39% | +$25.4M |
|
306
Artisan Partners
APAM
$3.01B
| $91M | 0.08% |
3,224,064
+160,649
| +5% | +$4.49M |
|
307
Coca-Cola Femsa
KOF
$23.2B
| $90.6M | 0.08% |
1,495,100
+105,900
| +8% | +$6.42M |
|
308
Grupo Aeroportuario del Pacifico
PAC
$12.8B
| $90.2M | 0.08% |
934,300
+49,650
| +6% | +$4.84M |
|
309
Mid-America Apartment Communities
MAA
$15.2B
| $89.3M | 0.08% |
686,630
-309,211
| -31% | -$38.4M |
|
310
Strategic Education
STRA
$1.77B
| $89.1M | 0.08% |
655,544
+91,697
| +16% | +$15.6M |
|
311
American Eagle Outfitters
AEO
$2.78B
| $88.5M | 0.07% |
5,457,254
+994,300
| +22% | +$16.6M |
|
|
MZTI
312
The Marzetti Company
MZTI
$3.14B
| $88.5M | 0.07% |
638,362
+3,600
| +0.6% | +$536K |
|
|
NLSN
313
DELISTED
Nielsen Holdings plc
NLSN
| $87.8M | 0.07% |
4,134,048
-247,152
| -6% | -$5.45M |
|
|
HUYA
314
Huya Inc
HUYA
$540M
| $87.3M | 0.07% |
3,692,800
+2,750,300
| +292% | +$64.9M |
|
315
CoreCivic
CXW
$3.36B
| $87.2M | 0.07% |
5,046,903
+1,161,603
| +30% | +$20.4M |
|
|
RPAI
316
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $87.1M | 0.07% |
7,068,352
+790,300
| +13% | +$9.29M |
|
317
Parker-Hannifin
PH
$134B
| $86.9M | 0.07% |
481,287
+462,637
| +2,481% | +$78.7M |
|
318
L3Harris
LHX
$52.7B
| $86.6M | 0.07% |
+415,280
| New | +$85M |
|
319
Union Pacific
UNP
$174B
| $86.3M | 0.07% |
532,700
-436,200
| -45% | -$73.3M |
|
|
SWCH
320
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $86.1M | 0.07% |
5,514,167
+2,691,767
| +95% | +$39.9M |
|
321
Apple Hospitality REIT
APLE
$3.69B
| $85.5M | 0.07% |
5,156,188
+1,079,700
| +26% | +$17.1M |
|
322
American Financial Group
AFG
$12B
| $85.3M | 0.07% |
790,915
+28,806
| +4% | +$2.98M |
|
323
Brixmor Property Group
BRX
$9.09B
| $85.1M | 0.07% |
4,194,800
-144,800
| -3% | -$2.72M |
|
324
Independence Realty Trust
IRT
$3.91B
| $84.6M | 0.07% |
5,913,316
+1,120,803
| +23% | +$14.7M |
|
325
Honeywell
HON
$73B
| $84.5M | 0.07% |
530,182
+208,168
| +65% | +$33.1M |
|
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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.