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 | |
|---|---|---|---|---|---|---|
376
Steel Dynamics
STLD
$37.5B
| $73.1M | 0.06% |
2,451,400
+559,700
| +30% | +$16.5M |
|
|
HTO
377
H2O America
HTO
$2.65B
| $72.3M | 0.06% |
1,058,400
+109,200
| +12% | +$7.17M |
|
378
WD-40
WDFC
$3.11B
| $71.8M | 0.06% |
391,223
+6,985
| +2% | +$1.26M |
|
379
D.R. Horton
DHI
$41.7B
| $71.5M | 0.06% |
+1,356,138
| New | +$64.7M |
|
380
Keysight
KEYS
$60.7B
| $70.9M | 0.06% |
728,828
-268,072
| -27% | -$24.8M |
|
381
Tractor Supply
TSCO
$18.8B
| $70.9M | 0.06% |
3,917,500
+2,419,000
| +161% | +$50.1M |
|
382
Louisiana-Pacific
LPX
$5.21B
| $70.7M | 0.06% |
2,878,018
-57,882
| -2% | -$1.43M |
|
383
Sun Communities
SUI
$14.6B
| $70.7M | 0.06% |
476,350
-285,150
| -37% | -$40.3M |
|
384
Fox Class B
FOX
$24.2B
| $70.4M | 0.06% |
2,232,527
+1,939,727
| +662% | +$67M |
|
|
CSII
385
DELISTED
Cardiovascular Systems, Inc.
CSII
| $70.2M | 0.06% |
1,477,200
+297,100
| +25% | +$14M |
|
386
Orion
OEC
$365M
| $70.1M | 0.06% |
4,197,196
-241,000
| -5% | -$3.94M |
|
387
PLDT
PHI
$4.21B
| $69.8M | 0.06% |
3,171,354
+122,800
| +4% | +$2.75M |
|
388
CRH
CRH
$65.5B
| $69.7M | 0.06% |
2,029,900
+454,400
| +29% | +$15.1M |
|
389
Bath & Body Works
BBWI
$3.72B
| $69.6M | 0.06% |
4,392,769
-1,051,804
| -19% | -$18.6M |
|
390
MGIC Investment
MTG
$6.32B
| $69.2M | 0.06% |
5,501,000
-837,100
| -13% | -$10.8M |
|
391
Empire State Realty Trust
ESRT
$838M
| $68.8M | 0.06% |
4,819,448
+28,400
| +0.6% | +$401K |
|
|
P
392
Everpure Inc
P
$38.8B
| $68.7M | 0.06% |
4,056,600
-2,100,900
| -34% | -$33M |
|
393
ConocoPhillips
COP
$149B
| $68.5M | 0.06% |
1,202,636
-1,828,577
| -60% | -$104M |
|
394
Rio Tinto
RIO
$160B
| $68.5M | 0.06% |
1,314,932
+800,500
| +156% | +$43.4M |
|
|
DISH
395
DELISTED
DISH Network Corp.
DISH
| $68.4M | 0.06% |
2,006,701
+330,301
| +20% | +$11.8M |
|
396
Spire
SR
$4.89B
| $68.3M | 0.06% |
783,200
-111,100
| -12% | -$9.36M |
|
397
Western Digital
WDC
$168B
| $68.2M | 0.06% |
1,513,312
-2,284,821
| -60% | -$97.5M |
|
398
J&J Snack Foods
JJSF
$1.7B
| $67.9M | 0.06% |
353,450
+33,650
| +11% | +$6.11M |
|
|
AHRT
399
AH Realty Trust
AHRT
$507M
| $67.5M | 0.06% |
3,734,109
+233,600
| +7% | +$4.04M |
|
400
Alamos Gold
AGI
$13.8B
| $66.9M | 0.06% |
11,529,931
+3,315,860
| +40% | +$22.2M |
|
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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.