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 | |
|---|---|---|---|---|---|---|
|
BCOV
876
DELISTED
Brightcove, Inc.
BCOV
| $23.4M | 0.02% |
2,232,832
+42,481
| +2% | +$489K |
|
877
Descartes Systems
DSGX
$6.65B
| $23.4M | 0.02% |
579,700
+84,900
| +17% | +$3.14M |
|
878
Central Pacific Financial
CPF
$1B
| $23.3M | 0.02% |
820,000
+116,800
| +17% | +$3.37M |
|
879
Polaris
PII
$3.9B
| $23.3M | 0.02% |
264,400
+186,100
| +238% | +$16.1M |
|
|
PAMT
880
PAMT Corp
PAMT
$279M
| $23.2M | 0.02% |
1,569,096
-14,800
| -0.9% | -$204K |
|
881
Cavco Industries
CVCO
$4.6B
| $23.1M | 0.02% |
120,415
-36,985
| -23% | -$6.55M |
|
882
Bank of Montreal
BMO
$129B
| $23.1M | 0.02% |
313,445
-135,505
| -30% | -$9.87M |
|
|
PRSP
883
DELISTED
Perspecta Inc. Common Stock
PRSP
| $23.1M | 0.02% |
883,300
+80,300
| +10% | +$1.96M |
|
|
BCPC
884
Balchem Corp
BCPC
$5.65B
| $23M | 0.02% |
232,308
-10,800
| -4% | -$1.03M |
|
885
Keurig Dr Pepper
KDP
$40.2B
| $23M | 0.02% |
840,985
+760,285
| +942% | +$21.2M |
|
|
SPPI
886
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $22.9M | 0.02% |
2,765,017
+38,700
| +1% | +$313K |
|
887
HCA Healthcare
HCA
$89.8B
| $22.9M | 0.02% |
189,900
-218,900
| -54% | -$28.3M |
|
888
Encompass Health
EHC
$12.3B
| $22.8M | 0.02% |
453,189
-936,425
| -67% | -$47M |
|
889
Utah Medical Products
UTMD
$230M
| $22.8M | 0.02% |
237,514
-11,000
| -4% | -$1.02M |
|
|
MNTV
890
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $22.7M | 0.02% |
1,327,600
+488,000
| +58% | +$8.5M |
|
891
Avient
AVNT
$4.16B
| $22.7M | 0.02% |
695,258
+235,100
| +51% | +$7.45M |
|
|
TUP
892
DELISTED
Tupperware Brands Corporation
TUP
| $22.6M | 0.02% |
1,422,955
-138,000
| -9% | -$2.13M |
|
|
UNVR
893
DELISTED
Univar Solutions Inc.
UNVR
| $22.5M | 0.02% |
1,085,802
+329,100
| +43% | +$6.81M |
|
894
Methode Electronics
MEI
$602M
| $22.5M | 0.02% |
667,980
-148,700
| -18% | -$4.51M |
|
|
MXIM
895
DELISTED
Maxim Integrated Products
MXIM
| $22.5M | 0.02% |
387,978
-39,551
| -9% | -$2.29M |
|
|
EMBJ
896
Embraer S.A. ADS
EMBJ
$13.2B
| $22.2M | 0.02% |
1,289,523
+349,323
| +37% | +$6.66M |
|
|
NGD
897
DELISTED
New Gold Inc
NGD
| $22.2M | 0.02% |
21,957,182
+8,192,452
| +60% | +$9.96M |
|
898
First Bancorp
FBNC
$2.72B
| $22.2M | 0.02% |
617,314
-34,800
| -5% | -$1.25M |
|
899
Lennox International
LII
$14.5B
| $22.2M | 0.02% |
91,200
+58,400
| +178% | +$15.1M |
|
900
Orthofix Medical
OFIX
$424M
| $22.1M | 0.02% |
417,690
-153,779
| -27% | -$7.93M |
|
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.