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 | |
|---|---|---|---|---|---|---|
1001
Arrowhead Research
ARWR
$12.3B
| $18.5M | 0.02% |
657,600
-131,200
| -17% | -$3.88M |
|
1002
Prudential Financial
PRU
$42.3B
| $18.5M | 0.02% |
205,900
-287,600
| -58% | -$26.1M |
|
1003
Voyager Therapeutics
VYGR
$197M
| $18.5M | 0.02% |
1,072,901
+343,100
| +47% | +$7.2M |
|
|
ONDK
1004
DELISTED
On Deck Capital, Inc.
ONDK
| $18.5M | 0.02% |
5,494,142
+111,167
| +2% | +$396K |
|
1005
AerCap
AER
$23.6B
| $18.5M | 0.02% |
337,096
+318,696
| +1,732% | +$16.8M |
|
1006
Huron Consulting
HURN
$2.47B
| $18.4M | 0.02% |
300,758
+51,400
| +21% | +$3M |
|
1007
Hackett Group
HCKT
$278M
| $18.4M | 0.02% |
1,120,330
+26,086
| +2% | +$429K |
|
1008
Nathan's Famous
NATH
$397M
| $18.4M | 0.02% |
256,500
+800
| +0.3% | +$56.8K |
|
1009
Renasant Corp
RNST
$4B
| $18.4M | 0.02% |
524,939
-14,500
| -3% | -$497K |
|
1010
Spok Holdings
SPOK
$230M
| $18.4M | 0.02% |
1,537,543
+30,559
| +2% | +$395K |
|
1011
Advanced Micro Devices
AMD
$789B
| $18.3M | 0.02% |
+631,795
| New | +$19.8M |
|
1012
Ethan Allen Interiors
ETD
$575M
| $18.3M | 0.02% |
958,700
+148,400
| +18% | +$2.82M |
|
|
WSR
1013
DELISTED
Whitestone REIT
WSR
| $18.2M | 0.02% |
1,323,989
+104,889
| +9% | +$1.35M |
|
1014
Eli Lilly
LLY
$1.08T
| $18.2M | 0.02% |
162,699
-2,145,902
| -93% | -$239M |
|
1015
State Street Financial Select Sector SPDR ETF
XLF
$59.5B
| $18.2M | 0.02% |
648,400
-1,013,300
| -61% | -$28M |
|
|
TRTX
1016
TPG RE Finance Trust
TRTX
$610M
| $18.1M | 0.02% |
913,946
+190,546
| +26% | +$3.76M |
|
1017
Atlantic Union Bankshares
AUB
$6.09B
| $18.1M | 0.02% |
486,502
-85,800
| -15% | -$3.14M |
|
1018
AutoNation
AN
$6.9B
| $18M | 0.02% |
355,600
+94,300
| +36% | +$4.44M |
|
|
CARO
1019
DELISTED
Carolina Financial Corp.
CARO
| $18M | 0.02% |
505,916
+4,100
| +0.8% | +$143K |
|
1020
First Commonwealth Financial
FCF
$2.18B
| $18M | 0.02% |
1,352,600
-50,600
| -4% | -$656K |
|
|
GLOG
1021
DELISTED
GASLOG LTD
GLOG
| $17.9M | 0.02% |
1,396,000
+83,500
| +6% | +$1.12M |
|
1022
TechTarget
TTGT
$265M
| $17.9M | 0.02% |
796,000
+89,600
| +13% | +$2.06M |
|
1023
Trade Desk
TTD
$6.84B
| $17.9M | 0.02% |
955,000
-949,000
| -50% | -$22.6M |
|
1024
Cohu
COHU
$2.76B
| $17.9M | 0.02% |
1,325,054
+336,800
| +34% | +$4.67M |
|
1025
Calix
CALX
$2.51B
| $17.9M | 0.02% |
2,798,918
-221,800
| -7% | -$1.4M |
|
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.