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 | |
|---|---|---|---|---|---|---|
1126
TriNet
TNET
$3.07B
| $15.1M | 0.01% |
243,100
-151,500
| -38% | -$10.3M |
|
1127
Plains GP Holdings
PAGP
$5.04B
| $15.1M | 0.01% |
711,773
+200,212
| +39% | +$4.62M |
|
1128
CNO Financial Group
CNO
$5.02B
| $15.1M | 0.01% |
953,700
-233,900
| -20% | -$3.7M |
|
|
BPY
1129
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $15.1M | 0.01% |
742,183
-586,688
| -44% | -$11.3M |
|
1130
Dycom Industries
DY
$12.3B
| $15.1M | 0.01% |
295,170
-57,530
| -16% | -$2.9M |
|
1131
Ezcorp Inc
EZPW
$1.78B
| $15.1M | 0.01% |
2,333,516
+538,595
| +30% | +$4.61M |
|
1132
State Street Health Care Select Sector SPDR ETF
XLV
$44B
| $15M | 0.01% |
166,300
+155,700
| +1,469% | +$14.2M |
|
1133
Inogen
INGN
$154M
| $15M | 0.01% |
312,100
+45,677
| +17% | +$2.38M |
|
1134
AeroVironment
AVAV
$9.59B
| $14.9M | 0.01% |
278,936
-17,400
| -6% | -$955K |
|
1135
IDEX
IEX
$17.7B
| $14.9M | 0.01% |
91,095
-1,130
| -1% | -$188K |
|
1136
Adobe
ADBE
$108B
| $14.9M | 0.01% |
+54,033
| New | +$15.8M |
|
1137
HEICO Corp
HEI
$52.1B
| $14.9M | 0.01% |
+119,164
| New | +$16.3M |
|
1138
Artesian Resources
ARTNA
$362M
| $14.9M | 0.01% |
402,010
+18,710
| +5% | +$676K |
|
|
PACW
1139
DELISTED
PacWest Bancorp
PACW
| $14.9M | 0.01% |
409,279
+311,779
| +320% | +$11.3M |
|
1140
Selective Insurance
SIGI
$5.59B
| $14.8M | 0.01% |
197,194
+186,200
| +1,694% | +$14.4M |
|
1141
Lear
LEA
$8.16B
| $14.8M | 0.01% |
125,600
+85,800
| +216% | +$10.4M |
|
|
THR
1142
DELISTED
Thermon Group Holdings
THR
| $14.8M | 0.01% |
644,100
+146,800
| +30% | +$3.47M |
|
|
PXD
1143
DELISTED
Pioneer Natural Resource Co.
PXD
| $14.8M | 0.01% |
117,488
-148,700
| -56% | -$19.7M |
|
1144
Brown-Forman Class A
BF.A
$13B
| $14.8M | 0.01% |
247,100
+15,700
| +7% | +$895K |
|
|
DCOM
1145
DELISTED
Dime Community Bancshares
DCOM
| $14.7M | 0.01% |
687,600
+51,800
| +8% | +$1.04M |
|
|
ADVM
1146
DELISTED
Adverum Biotechnologies
ADVM
| $14.7M | 0.01% |
269,300
-116,450
| -30% | -$13.1M |
|
1147
CBIZ
CBZ
$2.96B
| $14.6M | 0.01% |
622,626
-225,600
| -27% | -$5.07M |
|
|
HCCI
1148
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $14.6M | 0.01% |
551,167
+24,459
| +5% | +$637K |
|
|
CO
1149
DELISTED
Global Cord Blood Corporation
CO
| $14.6M | 0.01% |
3,016,005
+189,109
| +7% | +$992K |
|
1150
Community Trust Bancorp
CTBI
$1.44B
| $14.6M | 0.01% |
342,482
+11,700
| +4% | +$481K |
|
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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.