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 | |
|---|---|---|---|---|---|---|
|
HRC
851
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $24.9M | 0.02% |
237,000
+207,700
| +709% | +$21.9M |
|
|
UBNK
852
DELISTED
United Financial Bancorp, Inc.
UBNK
| $24.8M | 0.02% |
1,822,539
+59,600
| +3% | +$805K |
|
|
LCI
853
DELISTED
Lannett Company, Inc.
LCI
| $24.8M | 0.02% |
553,234
+537,709
| +3,464% | +$18.3M |
|
854
Gilat Satellite Networks
GILT
$886M
| $24.7M | 0.02% |
2,949,258
+9,281
| +0.3% | +$77.5K |
|
855
Washington Trust Bancorp
WASH
$767M
| $24.5M | 0.02% |
507,400
+6,900
| +1% | +$337K |
|
856
PACCAR
PCAR
$68.8B
| $24.5M | 0.02% |
+524,517
| New | +$23.9M |
|
857
Ryman Hospitality Properties
RHP
$7.87B
| $24.5M | 0.02% |
299,100
-154,500
| -34% | -$12.2M |
|
|
CTLT
858
DELISTED
CATALENT, INC.
CTLT
| $24.4M | 0.02% |
+511,000
| New | +$27.5M |
|
|
PFC
859
DELISTED
Premier Financial Corp. Common Stock
PFC
| $24.3M | 0.02% |
839,400
+2,700
| +0.3% | +$74.7K |
|
860
NorthWestern Energy
NWE
$4.4B
| $24.3M | 0.02% |
323,689
+266,363
| +465% | +$19.2M |
|
861
ANI Pharmaceuticals
ANIP
$1.72B
| $24.3M | 0.02% |
333,200
+45,100
| +16% | +$3.37M |
|
862
Ducommun
DCO
$3.01B
| $24.2M | 0.02% |
571,200
-79,600
| -12% | -$3.43M |
|
863
Hilltop Holdings
HTH
$2.28B
| $24.1M | 0.02% |
1,010,584
+184,000
| +22% | +$4.22M |
|
864
Chesapeake Utilities
CPK
$3.26B
| $24.1M | 0.02% |
252,450
-39,950
| -14% | -$3.74M |
|
865
Materion
MTRN
$5.88B
| $24M | 0.02% |
391,797
+126,997
| +48% | +$7.88M |
|
866
Texas Capital Bancshares
TCBI
$4.38B
| $24M | 0.02% |
439,500
+310,100
| +240% | +$17.7M |
|
867
EPR Properties
EPR
$4.73B
| $24M | 0.02% |
312,300
+34,700
| +13% | +$2.64M |
|
868
FedEx
FDX
$80.3B
| $23.9M | 0.02% |
164,200
-160,600
| -49% | -$25.9M |
|
869
Powell Industries
POWL
$7.43B
| $23.7M | 0.02% |
1,817,502
+424,500
| +30% | +$5.28M |
|
870
Center Bancorp
CNOB
$1.81B
| $23.7M | 0.02% |
1,067,276
-17,240
| -2% | -$374K |
|
871
Myers Industries
MYE
$1.25B
| $23.6M | 0.02% |
1,337,403
+201,203
| +18% | +$3.44M |
|
872
Viasat
VSAT
$11.4B
| $23.5M | 0.02% |
312,493
-115,800
| -27% | -$9.22M |
|
|
AMAG
873
DELISTED
AMAG Pharmaceuticals
AMAG
| $23.5M | 0.02% |
2,034,200
| – | – |
|
874
Lindblad Expeditions
LIND
$2.26B
| $23.5M | 0.02% |
1,399,379
+122,900
| +10% | +$2.23M |
|
875
Wabash National
WNC
$509M
| $23.4M | 0.02% |
1,615,400
+555,200
| +52% | +$8.22M |
|
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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.