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 | 19.34% |
| 2 | Technology | 12.68% |
| 3 | Consumer Discretionary | 10.4% |
| 4 | Financials | 10.32% |
| 5 | Consumer Staples | 8.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Expeditors International
EXPD
$24B
| $16.4M | 0.01% |
220,716
+84,100
| +62% | +$6.16M |
|
1077
Comtech Telecommunications
CMTL
$52.1M
| $16.4M | 0.01% |
504,450
+119,200
| +31% | +$3.4M |
|
1078
OR Royalties Inc
OR
$6.31B
| $16.4M | 0.01% |
1,759,700
+195,615
| +13% | +$2.3M |
|
1079
Park Hotels & Resorts
PK
$2.99B
| $16.3M | 0.01% |
653,214
-772,186
| -54% | -$19.6M |
|
|
LFC
1080
DELISTED
China Life Insurance Company Ltd.
LFC
| $16.3M | 0.01% |
1,412,918
+200,083
| +16% | +$2.44M |
|
|
ELP
1081
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
| $16.2M | 0.01% |
3,381,000
+1,264,500
| +60% | +$6.39M |
|
1082
RPC Inc
RES
$1.4B
| $16.2M | 0.01% |
2,889,703
+1,751,903
| +154% | +$10.4M |
|
1083
Rockwell Automation
ROK
$50.1B
| $16.1M | 0.01% |
98,000
-181,300
| -65% | -$28.6M |
|
|
FLIC
1084
DELISTED
First of Long Island Corp
FLIC
| $16.1M | 0.01% |
707,981
+6,300
| +0.9% | +$139K |
|
1085
Radian Group
RDN
$4.87B
| $16.1M | 0.01% |
704,500
+112,300
| +19% | +$2.59M |
|
1086
Benchmark Electronics
BHE
$2.94B
| $16.1M | 0.01% |
553,300
+68,650
| +14% | +$1.83M |
|
1087
Buckle
BKE
$2.33B
| $16M | 0.01% |
777,850
+628,700
| +422% | +$12.1M |
|
1088
Mercer International
MERC
$32.3M
| $15.9M | 0.01% |
1,271,141
-442,900
| -26% | -$5.59M |
|
1089
Wintrust Financial
WTFC
$11B
| $15.9M | 0.01% |
246,000
+160,600
| +188% | +$10.6M |
|
1090
SiriusPoint
SPNT
$2.66B
| $15.9M | 0.01% |
1,591,026
+463,859
| +41% | +$4.65M |
|
1091
Grupo Cibest SA
CIB
$22.6B
| $15.9M | 0.01% |
321,400
-102,100
| -24% | -$5.15M |
|
1092
Great Southern Bancorp
GSBC
$877M
| $15.9M | 0.01% |
278,700
-4,700
| -2% | -$271K |
|
|
LPT
1093
DELISTED
Liberty Property Trust
LPT
| $15.9M | 0.01% |
308,800
-52,200
| -14% | -$2.69M |
|
1094
Fossil Group
FOSL
$330M
| $15.8M | 0.01% |
1,266,650
-643,800
| -34% | -$7.28M |
|
1095
Telefônica Brasil
VIV
$18.5B
| $15.8M | 0.01% |
1,203,200
+992,616
| +471% | +$13.2M |
|
|
LBAI
1096
DELISTED
Lakeland Bancorp Inc
LBAI
| $15.8M | 0.01% |
1,026,300
+144,700
| +16% | +$2.25M |
|
1097
A10 Networks
ATEN
$2B
| $15.8M | 0.01% |
2,272,400
+53,700
| +2% | +$386K |
|
1098
IMAX
IMAX
$2.81B
| $15.7M | 0.01% |
717,500
-118,100
| -14% | -$2.51M |
|
|
SMAR
1099
DELISTED
Smartsheet Inc.
SMAR
| $15.7M | 0.01% |
437,000
-188,900
| -30% | -$9M |
|
1100
Caterpillar
CAT
$393B
| $15.7M | 0.01% |
124,604
-1,157,700
| -90% | -$147M |
|
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.