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 | |
|---|---|---|---|---|---|---|
926
Stratasys
SSYS
$767M
| $21.2M | 0.02% |
995,132
-192,300
| -16% | -$4.85M |
|
927
Korn Ferry
KFY
$4.28B
| $21.2M | 0.02% |
548,500
+328,000
| +149% | +$12.7M |
|
928
Camden National
CAC
$990M
| $21.2M | 0.02% |
488,800
-22,600
| -4% | -$981K |
|
|
GLDD
929
DELISTED
Great Lakes Dredge & Dock
GLDD
| $21.2M | 0.02% |
2,025,301
+723,101
| +56% | +$7.64M |
|
|
AHT
930
Ashford Hospitality Trust
AHT
$19.8M
| $21M | 0.02% |
6,435
-660
| -9% | -$1.84M |
|
|
ETFC
931
DELISTED
E*Trade Financial Corporation
ETFC
| $21M | 0.02% |
481,040
-179,500
| -27% | -$7.95M |
|
|
WRI
932
DELISTED
Weingarten Realty Investors
WRI
| $21M | 0.02% |
720,523
+430,123
| +148% | +$11.9M |
|
|
KRA
933
DELISTED
Kraton Corporation
KRA
| $21M | 0.02% |
649,900
-62,400
| -9% | -$1.87M |
|
|
CLCT
934
DELISTED
Collectors Universe
CLCT
| $21M | 0.02% |
735,938
+13,900
| +2% | +$338K |
|
|
WRK
935
DELISTED
WestRock Company
WRK
| $20.9M | 0.02% |
+573,662
| New | +$20.5M |
|
936
QCR Holdings
QCRH
$1.73B
| $20.9M | 0.02% |
549,500
+9,600
| +2% | +$347K |
|
|
AQUA
937
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $20.8M | 0.02% |
1,224,920
+613,020
| +100% | +$9.21M |
|
938
GoPro
GPRO
$106M
| $20.8M | 0.02% |
4,006,300
-1,787,200
| -31% | -$8.39M |
|
939
Federal Agricultural Mortgage
AGM
$2.58B
| $20.8M | 0.02% |
254,100
-7,700
| -3% | -$605K |
|
|
CJ
940
DELISTED
C&J Energy Services, Inc.
CJ
| $20.7M | 0.02% |
1,932,600
+175,400
| +10% | +$1.82M |
|
941
Smith & Wesson
SWBI
$636M
| $20.7M | 0.02% |
4,611,395
-179,407
| -4% | -$1.08M |
|
|
IMGN
942
DELISTED
Immunogen Inc
IMGN
| $20.6M | 0.02% |
8,523,039
+1,600,399
| +23% | +$4.25M |
|
|
SVM
943
Silvercorp Metals
SVM
$2.68B
| $20.6M | 0.02% |
5,299,209
+1,629,699
| +44% | +$5.83M |
|
|
MFA
944
MFA Financial
MFA
$925M
| $20.6M | 0.02% |
699,849
-359,726
| -34% | -$10.5M |
|
945
Star Bulk Carriers
SBLK
$3.11B
| $20.6M | 0.02% |
2,045,534
+52,108
| +3% | +$531K |
|
946
UFP Technologies
UFPT
$2.48B
| $20.5M | 0.02% |
532,256
+4,000
| +0.8% | +$164K |
|
947
Coeur Mining
CDE
$19B
| $20.5M | 0.02% |
4,266,628
+782,200
| +22% | +$3.88M |
|
|
ATCO
948
DELISTED
Atlas Corp.
ATCO
| $20.5M | 0.02% |
1,926,100
+397,500
| +26% | +$4.14M |
|
949
Guardant Health
GH
$22.2B
| $20.5M | 0.02% |
+320,600
| New | +$28.2M |
|
950
Republic Services
RSG
$65.6B
| $20.3M | 0.02% |
+234,361
| New | +$20.6M |
|
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.