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 | |
|---|---|---|---|---|---|---|
801
HF Sinclair
DINO
$16.3B
| $26.7M | 0.02% |
496,982
+379,632
| +324% | +$18.4M |
|
802
Oneok
OKE
$58.4B
| $26.7M | 0.02% |
361,714
+307,800
| +571% | +$21.8M |
|
|
CTWS
803
DELISTED
Connecticut Water Service Inc
CTWS
| $26.6M | 0.02% |
380,199
+114,799
| +43% | +$8.03M |
|
804
Angi Inc
ANGI
$196M
| $26.6M | 0.02% |
375,690
+142,240
| +61% | +$14.6M |
|
|
CYBR
805
DELISTED
CyberArk
CYBR
| $26.6M | 0.02% |
266,300
-50,300
| -16% | -$6.06M |
|
806
Anika Therapeutics
ANIK
$283M
| $26.5M | 0.02% |
482,922
+38,700
| +9% | +$1.99M |
|
807
Rush Enterprises Class A
RUSHA
$9.62B
| $26.5M | 0.02% |
1,544,126
-518,625
| -25% | -$8.63M |
|
|
MGP
808
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $26.4M | 0.02% |
880,100
-68,900
| -7% | -$2.07M |
|
809
First Busey Corp
BUSE
$2.58B
| $26.4M | 0.02% |
1,042,725
+33,092
| +3% | +$848K |
|
|
EVRI
810
DELISTED
Everi Holdings
EVRI
| $26.3M | 0.02% |
3,113,700
-265,000
| -8% | -$2.71M |
|
811
iShares MSCI Emerging Markets ETF
EEM
$30.5B
| $26.3M | 0.02% |
+643,900
| New | +$26.6M |
|
812
Adtran
ADTN
$658M
| $26.3M | 0.02% |
2,317,028
+51,100
| +2% | +$607K |
|
813
RadNet
RDNT
$6.08B
| $26.3M | 0.02% |
1,828,603
+183,900
| +11% | +$2.68M |
|
814
Sarepta Therapeutics
SRPT
$1.95B
| $26.2M | 0.02% |
348,078
+255,200
| +275% | +$30.1M |
|
815
Steris
STE
$23B
| $26.2M | 0.02% |
+181,300
| New | +$27.1M |
|
816
Vishay Precision Group
VPG
$908M
| $26.1M | 0.02% |
797,573
+46,673
| +6% | +$1.67M |
|
817
Itron
ITRI
$4.5B
| $26.1M | 0.02% |
352,561
+125,700
| +55% | +$8.46M |
|
818
Grupo Aeroportuario del Sureste
ASR
$8.01B
| $26.1M | 0.02% |
170,881
+75,482
| +79% | +$11.5M |
|
819
CVB Financial
CVBF
$4.08B
| $26M | 0.02% |
1,245,594
+747,100
| +150% | +$15.6M |
|
820
Tucows
TCX
$134M
| $26M | 0.02% |
479,851
-33,600
| -7% | -$1.75M |
|
821
Argan
AGX
$7.84B
| $26M | 0.02% |
660,600
-146,100
| -18% | -$5.9M |
|
|
TMX
822
DELISTED
Terminix Global Holdings, Inc.
TMX
| $25.9M | 0.02% |
464,100
+165,700
| +56% | +$9.13M |
|
823
TriCo Bancshares
TCBK
$1.86B
| $25.9M | 0.02% |
714,338
+49,700
| +7% | +$1.83M |
|
824
Booking.com
BKNG
$160B
| $25.9M | 0.02% |
+329,975
| New | +$25.6M |
|
|
RTEC
825
DELISTED
Rudolph Technologies Inc
RTEC
| $25.9M | 0.02% |
981,987
-108,800
| -10% | -$2.76M |
|
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.