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 | |
|---|---|---|---|---|---|---|
|
ACIA
501
DELISTED
Acacia Communications Inc
ACIA
| $50.1M | 0.04% |
766,500
-428,600
| -36% | -$27.1M |
|
502
Paychex
PAYX
$44.6B
| $50.1M | 0.04% |
+605,401
| New | +$50.3M |
|
|
ABB
503
DELISTED
ABB Ltd
ABB
| $50.1M | 0.04% |
2,547,400
+14,500
| +0.6% | +$277K |
|
504
Church & Dwight Co
CHD
$24B
| $50.1M | 0.04% |
665,700
+151,500
| +29% | +$11.5M |
|
505
Copart
CPRT
$27.2B
| $50M | 0.04% |
+2,489,200
| New | +$48.3M |
|
506
CAE Inc. Common Shares
CAE
$8.47B
| $49.6M | 0.04% |
1,954,546
-7,254
| -0.4% | -$191K |
|
507
Hamilton Lane
HLNE
$5.91B
| $49.6M | 0.04% |
870,300
+37,100
| +4% | +$2.18M |
|
508
Open Text
OTEX
$6.02B
| $49.5M | 0.04% |
1,212,016
+446,100
| +58% | +$18.2M |
|
509
Ambarella
AMBA
$3.6B
| $49.5M | 0.04% |
787,226
+407,226
| +107% | +$21.1M |
|
510
Otter Tail
OTTR
$3.9B
| $49.3M | 0.04% |
917,300
-12,100
| -1% | -$633K |
|
511
Lattice Semiconductor
LSCC
$18.2B
| $49.1M | 0.04% |
2,684,500
+673,900
| +34% | +$12.3M |
|
512
NewMarket
NEU
$8.72B
| $49M | 0.04% |
103,900
+63,900
| +160% | +$28.5M |
|
513
Shenandoah Telecom
SHEN
$744M
| $48.8M | 0.04% |
1,537,400
-200
| -0% | -$7.01K |
|
|
ALX
514
Alexander's
ALX
$1.4B
| $48.8M | 0.04% |
139,964
+42,000
| +43% | +$15.4M |
|
515
Ametek
AME
$58.7B
| $48.5M | 0.04% |
527,950
+151,800
| +40% | +$13.4M |
|
|
LM
516
DELISTED
Legg Mason, Inc.
LM
| $48.4M | 0.04% |
1,268,502
-266,798
| -17% | -$10.1M |
|
|
DEA
517
Easterly Government Properties
DEA
$1.18B
| $48.1M | 0.04% |
903,915
+418,480
| +86% | +$20.8M |
|
518
HubSpot
HUBS
$12B
| $47.8M | 0.04% |
315,500
-101,900
| -24% | -$18.3M |
|
519
Teva Pharmaceuticals
TEVA
$42.6B
| $47.7M | 0.04% |
6,938,663
-2,847,400
| -29% | -$21.8M |
|
|
MODN
520
DELISTED
MODEL N, INC.
MODN
| $47.6M | 0.04% |
1,713,600
+524,600
| +44% | +$13M |
|
521
EOG Resources
EOG
$74.2B
| $47.4M | 0.04% |
638,627
+79,127
| +14% | +$6.41M |
|
|
IPHI
522
DELISTED
INPHI CORPORATION
IPHI
| $47.2M | 0.04% |
773,404
+696,404
| +904% | +$42.4M |
|
|
EXAS
523
DELISTED
Exact Sciences
EXAS
| $47M | 0.04% |
519,800
+128,240
| +33% | +$14.6M |
|
|
CORR
524
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $46.7M | 0.04% |
988,300
+300
| +0% | +$13.2K |
|
525
DHT Holdings
DHT
$3.09B
| $46.6M | 0.04% |
7,578,495
+548,608
| +8% | +$3.15M |
|
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.