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 | |
|---|---|---|---|---|---|---|
|
CIO
551
DELISTED
City Office REIT
CIO
| $43.8M | 0.04% |
3,046,899
+1,207,103
| +66% | +$15.8M |
|
552
Clearway Energy Class C
CWEN
$7.02B
| $43.6M | 0.04% |
2,386,778
+203,200
| +9% | +$3.6M |
|
553
OneMain Financial
OMF
$7.51B
| $43.4M | 0.04% |
1,182,697
+817,597
| +224% | +$30.3M |
|
554
Nucor
NUE
$61.8B
| $43.3M | 0.04% |
850,853
+722,653
| +564% | +$37.7M |
|
555
TripAdvisor
TRIP
$1.29B
| $43.3M | 0.04% |
1,118,900
+1,112,900
| +18,548% | +$46.4M |
|
|
SNR
556
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $43.1M | 0.04% |
6,456,570
+123,784
| +2% | +$821K |
|
557
Occidental Petroleum
OXY
$57.7B
| $43.1M | 0.04% |
968,884
-531,564
| -35% | -$25.1M |
|
|
CHU
558
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $43M | 0.04% |
4,099,335
+360,305
| +10% | +$3.67M |
|
559
Bank OZK
OZK
$5.7B
| $42.8M | 0.04% |
1,569,092
+823,595
| +110% | +$22.9M |
|
|
MNR
560
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $42.8M | 0.04% |
2,968,266
+351,963
| +13% | +$4.82M |
|
561
Iridium Communications
IRDM
$5.27B
| $42.7M | 0.04% |
2,008,100
-518,899
| -21% | -$12.4M |
|
562
Royal Gold
RGLD
$19.1B
| $42.7M | 0.04% |
346,188
+282,288
| +442% | +$34.4M |
|
563
Booz Allen Hamilton
BAH
$9.43B
| $42.6M | 0.04% |
+599,994
| New | +$42.5M |
|
564
Vanda Pharmaceuticals
VNDA
$304M
| $42.6M | 0.04% |
3,208,340
+410,290
| +15% | +$5.72M |
|
565
Harmony Gold Mining
HMY
$12B
| $42.6M | 0.04% |
14,988,171
+8,958,650
| +149% | +$26.2M |
|
|
PRA
566
DELISTED
ProAssurance
PRA
| $42.6M | 0.04% |
1,056,800
+82,700
| +8% | +$3.2M |
|
567
W&T Offshore
WTI
$546M
| $42.5M | 0.04% |
9,732,638
+1,808,261
| +23% | +$8.27M |
|
|
CCF
568
DELISTED
Chase Corporation
CCF
| $42.5M | 0.04% |
388,700
+10,300
| +3% | +$1.05M |
|
|
DOCU
569
DocuSign
DOCU
$12.2B
| $42.4M | 0.04% |
+684,700
| New | +$35.9M |
|
|
SC
570
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $42.3M | 0.04% |
1,659,400
+842,500
| +103% | +$22M |
|
571
FNB Corp
FNB
$6.88B
| $42.2M | 0.04% |
3,661,328
+594,000
| +19% | +$6.71M |
|
572
Teck Resources
TECK
$31.3B
| $41.9M | 0.04% |
2,584,361
-435,439
| -14% | -$8.23M |
|
573
Masco
MAS
$14.7B
| $41.9M | 0.04% |
1,004,452
-150,948
| -13% | -$6.05M |
|
574
Howard Hughes
HHH
$4.04B
| $41.4M | 0.04% |
335,365
+234,346
| +232% | +$29M |
|
|
WBK
575
DELISTED
Westpac Banking Corporation
WBK
| $41.3M | 0.04% |
2,067,318
+246,718
| +14% | +$4.83M |
|
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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.