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 | |
|---|---|---|---|---|---|---|
726
ZTO Express
ZTO
$17.4B
| $30.6M | 0.03% |
+1,434,559
| New | +$28.8M |
|
727
Trane Technologies
TT
$105B
| $30.6M | 0.03% |
248,265
-81,803
| -25% | -$9.98M |
|
|
BSTC
728
DELISTED
BioSpecifics Technologies Corp.
BSTC
| $30.6M | 0.03% |
571,347
+8,140
| +1% | +$474K |
|
729
AMC Entertainment Holdings
AMC
$2.35B
| $30.6M | 0.03% |
285,749
-63,568
| -18% | -$6.92M |
|
|
WMC
730
DELISTED
Western Asset Mortgage Capital Corporation
WMC
| $30.5M | 0.03% |
316,165
+3,370
| +1% | +$333K |
|
731
Sea Limited
SE
$75.5B
| $30.4M | 0.03% |
983,100
-1,640,300
| -63% | -$55.1M |
|
732
Univest Financial
UVSP
$1.19B
| $30.4M | 0.03% |
1,190,869
+68,400
| +6% | +$1.77M |
|
|
CVGW
733
DELISTED
Calavo Growers
CVGW
| $30.4M | 0.03% |
318,920
+202,720
| +174% | +$18.6M |
|
734
RB Global
RBA
$16B
| $30.2M | 0.03% |
757,900
+282,200
| +59% | +$10.5M |
|
735
OSI Systems
OSIS
$3.77B
| $30.1M | 0.03% |
296,208
+214,900
| +264% | +$23.2M |
|
736
Infosys
INFY
$50.3B
| $30M | 0.03% |
+2,642,700
| New | +$29.8M |
|
737
Unum
UNM
$14.7B
| $30M | 0.03% |
1,010,700
-477,500
| -32% | -$14.2M |
|
738
Santander
BSBR
$43.2B
| $29.9M | 0.03% |
2,867,555
-663,775
| -19% | -$7.08M |
|
739
Synopsys
SNPS
$78.8B
| $29.9M | 0.03% |
217,934
+61,200
| +39% | +$8.27M |
|
740
Forrester Research
FORR
$224M
| $29.9M | 0.03% |
930,018
+91,000
| +11% | +$3.6M |
|
|
GRP.U
741
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $29.8M | 0.03% |
615,000
+248,300
| +68% | +$11.7M |
|
|
UBA
742
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $29.7M | 0.03% |
1,251,107
+73,390
| +6% | +$1.6M |
|
743
Sensata Technologies
ST
$6.61B
| $29.6M | 0.03% |
591,500
+452,800
| +326% | +$21.4M |
|
|
EGOV
744
DELISTED
NIC Inc
EGOV
| $29.6M | 0.03% |
1,433,632
+45,900
| +3% | +$898K |
|
745
Yum! Brands
YUM
$41.2B
| $29.5M | 0.03% |
259,900
-381,000
| -59% | -$43.5M |
|
746
OceanFirst Financial
OCFC
$1.88B
| $29.4M | 0.02% |
1,247,427
-22,814
| -2% | -$531K |
|
747
Charter Communications
CHTR
$18.7B
| $29.3M | 0.02% |
71,200
+3,300
| +5% | +$1.33M |
|
748
FIVE9
FIVN
$2.53B
| $29.3M | 0.02% |
545,800
-176,700
| -24% | -$9.94M |
|
749
Takeda Pharmaceutical
TAK
$55.5B
| $29.3M | 0.02% |
1,704,400
+930,600
| +120% | +$16.1M |
|
|
BFS
750
Saul Centers
BFS
$865M
| $29.3M | 0.02% |
537,774
+36,400
| +7% | +$1.94M |
|
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.