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 | |
|---|---|---|---|---|---|---|
951
Horizon Bancorp
HBNC
$1.05B
| $20.3M | 0.02% |
1,166,609
+65,505
| +6% | +$1.09M |
|
|
PDLI
952
DELISTED
PDL BioPharma, Inc.
PDLI
| $20.2M | 0.02% |
9,364,285
+343,203
| +4% | +$917K |
|
953
PBF Energy
PBF
$8.81B
| $20.2M | 0.02% |
743,500
+565,100
| +317% | +$14.4M |
|
954
Novanta
NOVT
$6.32B
| $20.2M | 0.02% |
247,200
-138,200
| -36% | -$11.2M |
|
955
Workday
WDAY
$51B
| $20.2M | 0.02% |
+118,600
| New | +$22.9M |
|
956
Thor Industries
THO
$4.11B
| $20.1M | 0.02% |
355,300
-57,200
| -14% | -$3M |
|
|
SP
957
DELISTED
SP Plus Corporation
SP
| $20.1M | 0.02% |
543,600
-40,100
| -7% | -$1.4M |
|
958
Yext
YEXT
$574M
| $20.1M | 0.02% |
1,264,891
-347,609
| -22% | -$6.62M |
|
959
NACCO Industries
NC
$317M
| $20M | 0.02% |
312,544
+20,054
| +7% | +$1.05M |
|
960
News Corp Class B
NWS
$17.7B
| $20M | 0.02% |
1,395,900
+598,140
| +75% | +$8.38M |
|
|
CBLK
961
DELISTED
Carbon Black, Inc. Common Stock
CBLK
| $19.9M | 0.02% |
767,400
+578,200
| +306% | +$12.8M |
|
962
Fortive
FTV
$18.6B
| $19.9M | 0.02% |
+460,506
| New | +$21.2M |
|
963
Texas Roadhouse
TXRH
$14.1B
| $19.9M | 0.02% |
378,872
-35,300
| -9% | -$1.87M |
|
964
Cullen/Frost Bankers
CFR
$10.4B
| $19.9M | 0.02% |
224,700
+80,700
| +56% | +$7.15M |
|
|
DHIL
965
DELISTED
Diamond Hill
DHIL
| $19.9M | 0.02% |
143,933
+14,447
| +11% | +$1.96M |
|
|
DNKN
966
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $19.8M | 0.02% |
+250,000
| New | +$20.3M |
|
967
Clean Energy Fuels
CLNE
$384M
| $19.8M | 0.02% |
9,585,839
-174,393
| -2% | -$405K |
|
968
Pultegroup
PHM
$24.6B
| $19.8M | 0.02% |
540,867
-239,400
| -31% | -$7.97M |
|
969
Cenovus Energy
CVE
$56.4B
| $19.7M | 0.02% |
2,095,600
+1,982,300
| +1,750% | +$18M |
|
|
NEX
970
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $19.6M | 0.02% |
3,233,723
+2,234,423
| +224% | +$13.1M |
|
971
DuPont de Nemours
DD
$19.5B
| $19.6M | 0.02% |
218,569
-401,049
| -65% | -$35.3M |
|
|
LX
972
LexinFintech Holdings
LX
$237M
| $19.5M | 0.02% |
1,940,227
+381,699
| +24% | +$4.15M |
|
973
Packaging Corp of America
PKG
$22.8B
| $19.4M | 0.02% |
183,000
+1,900
| +1% | +$192K |
|
974
IDT Corp
IDT
$1.63B
| $19.4M | 0.02% |
1,843,506
+78,100
| +4% | +$780K |
|
975
iShares US Real Estate ETF
IYR
$4.58B
| $19.4M | 0.02% |
207,200
+51,600
| +33% | +$4.7M |
|
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.