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 | |
|---|---|---|---|---|---|---|
476
National Healthcare
NHC
$3.44B
| $53.8M | 0.05% |
657,600
+9,300
| +1% | +$770K |
|
477
Okta
OKTA
$26.9B
| $53.4M | 0.05% |
542,800
-436,200
| -45% | -$54.5M |
|
478
Welltower
WELL
$169B
| $53.4M | 0.05% |
588,961
-763,607
| -56% | -$66.4M |
|
479
Enova International
ENVA
$6.52B
| $53.4M | 0.05% |
2,572,094
+17,800
| +0.7% | +$421K |
|
|
SKX
480
DELISTED
Skechers
SKX
| $53M | 0.04% |
+1,420,027
| New | +$48.7M |
|
481
National Bank Holdings
NBHC
$1.94B
| $52.9M | 0.04% |
1,546,200
+23,800
| +2% | +$827K |
|
482
West Pharmaceutical
WST
$24.4B
| $52.9M | 0.04% |
372,700
+63,700
| +21% | +$8.77M |
|
483
United Parks & Resorts
PRKS
$2.04B
| $52.8M | 0.04% |
2,005,725
+180,400
| +10% | +$5.49M |
|
484
Peabody Energy
BTU
$2.94B
| $52.6M | 0.04% |
3,574,853
+1,089,708
| +44% | +$21.2M |
|
|
VSM
485
DELISTED
Versum Materials, Inc.
VSM
| $52.6M | 0.04% |
993,500
-17,700
| -2% | -$920K |
|
486
Wolfspeed
WOLF
$1.64B
| $52.6M | 0.04% |
1,072,742
+591,500
| +123% | +$32.2M |
|
|
TTM
487
DELISTED
Tata Motors Limited
TTM
| $52.5M | 0.04% |
6,251,608
+839,608
| +16% | +$7.95M |
|
488
Williams Companies
WMB
$89.3B
| $52.4M | 0.04% |
+2,178,374
| New | +$54.9M |
|
|
KBAL
489
DELISTED
Kimball International
KBAL
| $52.3M | 0.04% |
2,711,585
+92,600
| +4% | +$1.65M |
|
490
Sempra
SRE
$56.5B
| $52.1M | 0.04% |
706,060
+196,200
| +38% | +$13.7M |
|
|
PGTI
491
DELISTED
PGT, Inc.
PGTI
| $51.9M | 0.04% |
3,008,029
+100,000
| +3% | +$1.57M |
|
492
Nike
NKE
$61.2B
| $51.9M | 0.04% |
553,100
-194,300
| -26% | -$16.7M |
|
493
Cal-Maine
CALM
$3.87B
| $51.9M | 0.04% |
1,297,708
+184,900
| +17% | +$7.68M |
|
494
McDonald's
MCD
$193B
| $51.8M | 0.04% |
+241,100
| New | +$51.7M |
|
495
Emergent Biosolutions
EBS
$230M
| $51.5M | 0.04% |
984,311
-366,200
| -27% | -$17.1M |
|
|
MDCO
496
DELISTED
Medicines Co
MDCO
| $51.2M | 0.04% |
1,024,732
+671,300
| +190% | +$26.8M |
|
|
GOL
497
DELISTED
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
| $51M | 0.04% |
3,297,320
| – | – |
|
|
SPR
498
DELISTED
Spirit AeroSystems
SPR
| $50.9M | 0.04% |
619,200
+431,900
| +231% | +$33.8M |
|
|
CSR
499
Centerspace
CSR
$939M
| $50.7M | 0.04% |
678,696
+127,807
| +23% | +$8.54M |
|
500
CNA Financial
CNA
$13.8B
| $50.5M | 0.04% |
1,026,200
+19,800
| +2% | +$949K |
|
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.