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 | |
|---|---|---|---|---|---|---|
701
Helmerich & Payne
HP
$4.3B
| $32.5M | 0.03% |
811,100
+753,400
| +1,306% | +$33.2M |
|
|
TGI
702
DELISTED
Triumph Group
TGI
| $32.4M | 0.03% |
1,417,600
+248,500
| +21% | +$5.68M |
|
703
Kaiser Aluminum
KALU
$2.99B
| $32.1M | 0.03% |
324,200
-4,800
| -1% | -$452K |
|
704
Citizens Financial Group
CFG
$31.2B
| $32.1M | 0.03% |
907,000
+669,000
| +281% | +$23.3M |
|
705
WesBanco
WSBC
$4.1B
| $32M | 0.03% |
857,364
-57,200
| -6% | -$2.07M |
|
706
Provident Financial Services
PFS
$3.26B
| $32M | 0.03% |
1,306,100
-32,600
| -2% | -$792K |
|
|
CATM
707
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $32M | 0.03% |
1,059,200
-81,900
| -7% | -$2.42M |
|
|
ROIC
708
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $31.7M | 0.03% |
1,738,600
+713,400
| +70% | +$12.8M |
|
|
IMOS
709
ChipMOS TECHNOLOGIES
IMOS
$2.01B
| $31.7M | 0.03% |
1,561,400
+73,724
| +5% | +$1.39M |
|
710
Algonquin Power & Utilities
AQN
$4.48B
| $31.6M | 0.03% |
2,305,261
+395,510
| +21% | +$5.11M |
|
711
NRC Health Common Stock
NRC
$471M
| $31.6M | 0.03% |
546,800
+33,000
| +6% | +$2.04M |
|
712
Shutterstock
SSTK
$217M
| $31.6M | 0.03% |
874,200
+41,800
| +5% | +$1.53M |
|
713
Herc Holdings
HRI
$5.64B
| $31.5M | 0.03% |
677,000
+380,400
| +128% | +$16.5M |
|
714
Vishay Intertechnology
VSH
$5.11B
| $31.4M | 0.03% |
1,854,013
+547,713
| +42% | +$8.99M |
|
715
Ciena
CIEN
$62.7B
| $31.3M | 0.03% |
798,774
+408,700
| +105% | +$17.1M |
|
716
Ashland
ASH
$3.36B
| $31.2M | 0.03% |
404,675
+225,900
| +126% | +$17.2M |
|
717
Extreme Networks
EXTR
$3.16B
| $31.1M | 0.03% |
4,277,248
+773,575
| +22% | +$5.6M |
|
|
VIVO
718
DELISTED
Meridian Bioscience Inc
VIVO
| $31.1M | 0.03% |
3,273,948
+320,948
| +11% | +$3.38M |
|
719
Live Nation Entertainment
LYV
$43.3B
| $31M | 0.03% |
467,466
+133,800
| +40% | +$9.36M |
|
720
Seaboard Corp
SEB
$4.08B
| $30.9M | 0.03% |
7,071
+78
| +1% | +$318K |
|
721
Snap
SNAP
$8.96B
| $30.9M | 0.03% |
1,957,900
-417,100
| -18% | -$6.68M |
|
|
LGTY
722
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $30.9M | 0.03% |
2,055,700
+68,300
| +3% | +$960K |
|
723
Atlanta Braves Holdings Series B
BATRK
$3.41B
| $30.8M | 0.03% |
1,111,119
-795
| -0.1% | -$22.4K |
|
|
BDN
724
Brandywine Realty Trust
BDN
$542M
| $30.6M | 0.03% |
2,021,698
+290,600
| +17% | +$4.24M |
|
|
DRE
725
DELISTED
Duke Realty Corp.
DRE
| $30.6M | 0.03% |
900,800
-404,100
| -31% | -$13.4M |
|
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.