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 | |
|---|---|---|---|---|---|---|
1101
Hubbell
HUBB
$26.8B
| $15.7M | 0.01% |
119,700
-10,000
| -8% | -$1.29M |
|
1102
HealthStream
HSTM
$849M
| $15.7M | 0.01% |
607,300
+117,400
| +24% | +$3.15M |
|
|
VRN
1103
DELISTED
Veren
VRN
| $15.7M | 0.01% |
3,679,446
+733,611
| +25% | +$2.54M |
|
1104
Enerpac Tool Group
EPAC
$1.91B
| $15.6M | 0.01% |
712,000
+210,700
| +42% | +$4.82M |
|
|
PBCT
1105
DELISTED
People's United Financial Inc
PBCT
| $15.6M | 0.01% |
999,115
-2,035,558
| -67% | -$31.8M |
|
|
MASI
1106
DELISTED
Masimo
MASI
| $15.6M | 0.01% |
104,700
-169,300
| -62% | -$25.7M |
|
1107
IBM
IBM
$223B
| $15.5M | 0.01% |
111,294
-1,190,529
| -91% | -$161M |
|
1108
Heartland Express
HTLD
$950M
| $15.4M | 0.01% |
718,233
+179,000
| +33% | +$3.59M |
|
1109
Supernus Pharmaceuticals
SUPN
$2.74B
| $15.4M | 0.01% |
562,200
-42,000
| -7% | -$1.24M |
|
|
CSOD
1110
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $15.4M | 0.01% |
281,600
-348,300
| -55% | -$19.6M |
|
1111
Foster
FSTR
$405M
| $15.4M | 0.01% |
712,100
-1,400
| -0.2% | -$32.5K |
|
|
CMO
1112
DELISTED
Capstead Mortgage Corp.
CMO
| $15.4M | 0.01% |
2,098,400
-64,500
| -3% | -$518K |
|
1113
Commercial Vehicle Group
CVGI
$128M
| $15.4M | 0.01% |
2,137,800
+28,100
| +1% | +$206K |
|
|
SVA
1114
DELISTED
Sinovac Biotech, Ltd
SVA
| $15.4M | 0.01% |
2,375,841
| – | – |
|
1115
Itaú Unibanco
ITUB
$80.9B
| $15.4M | 0.01% |
2,510,588
+1,816,414
| +262% | +$11.8M |
|
|
CIT
1116
DELISTED
CIT Group Inc.
CIT
| $15.4M | 0.01% |
339,000
-282,800
| -45% | -$13.2M |
|
1117
1st Source
SRCE
$2.13B
| $15.3M | 0.01% |
335,014
+15,800
| +5% | +$717K |
|
|
CNR
1118
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $15.3M | 0.01% |
2,531,000
-293,600
| -10% | -$1.61M |
|
1119
LifeVantage
LFVN
$81.9M
| $15.3M | 0.01% |
1,117,435
-6,313
| -0.6% | -$77K |
|
1120
Regional Management Corp
RM
$297M
| $15.2M | 0.01% |
541,237
+86,400
| +19% | +$2.31M |
|
1121
Unifirst Corp
UNF
$5.24B
| $15.2M | 0.01% |
78,000
+40,500
| +108% | +$7.85M |
|
1122
Mueller Water Products
MWA
$4.09B
| $15.2M | 0.01% |
1,353,474
-210,826
| -13% | -$2.15M |
|
1123
Costamare
CMRE
$1.71B
| $15.2M | 0.01% |
2,504,582
+203,748
| +9% | +$1.18M |
|
|
DSPG
1124
DELISTED
DSP Group Inc
DSPG
| $15.2M | 0.01% |
1,077,694
-65,800
| -6% | -$949K |
|
1125
FTI Consulting
FCN
$4.24B
| $15.1M | 0.01% |
142,800
+106,200
| +290% | +$10.8M |
|
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.