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 | |
|---|---|---|---|---|---|---|
|
PFPT
1176
DELISTED
Proofpoint, Inc.
PFPT
| $14M | 0.01% |
108,400
-355,500
| -77% | -$43.5M |
|
|
GWB
1177
DELISTED
Great Western Bancorp, Inc.
GWB
| $14M | 0.01% |
423,855
-3,856
| -0.9% | -$124K |
|
|
RWT
1178
Redwood Trust
RWT
$599M
| $14M | 0.01% |
850,700
+136,300
| +19% | +$2.28M |
|
|
BBT
1179
Beacon Financial Corp
BBT
$2.71B
| $14M | 0.01% |
476,523
-30,300
| -6% | -$922K |
|
|
GSB
1180
DELISTED
GlobalSCAPE, Inc.
GSB
| $13.9M | 0.01% |
1,214,344
+181,854
| +18% | +$2.11M |
|
1181
Ingredion
INGR
$6.54B
| $13.9M | 0.01% |
170,000
-17,500
| -9% | -$1.39M |
|
|
ACHN
1182
DELISTED
Achillion Pharmaceuticals
ACHN
| $13.9M | 0.01% |
3,852,600
+845,600
| +28% | +$3.26M |
|
1183
Canadian Pacific Kansas City
CP
$82.6B
| $13.8M | 0.01% |
311,000
-424,500
| -58% | -$20M |
|
1184
Globe Life
GL
$13.8B
| $13.8M | 0.01% |
143,800
-94,300
| -40% | -$8.56M |
|
1185
Boot Barn
BOOT
$4.92B
| $13.7M | 0.01% |
393,900
-60,300
| -13% | -$2.01M |
|
1186
Hawaiian Electric Industries
HE
$2.04B
| $13.7M | 0.01% |
300,200
-220,300
| -42% | -$9.8M |
|
1187
Hexcel
HXL
$7.74B
| $13.7M | 0.01% |
166,700
-64,000
| -28% | -$5.23M |
|
|
VAR
1188
DELISTED
Varian Medical Systems, Inc.
VAR
| $13.7M | 0.01% |
114,800
-455,893
| -80% | -$54.2M |
|
|
BRG
1189
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
| $13.7M | 0.01% |
1,161,061
+250,300
| +27% | +$2.99M |
|
|
EXK
1190
Endeavour Silver
EXK
$3.05B
| $13.6M | 0.01% |
6,134,125
-551,100
| -8% | -$1.33M |
|
1191
Choice Hotels
CHH
$4.71B
| $13.6M | 0.01% |
+152,800
| New | +$13.6M |
|
|
TRST
1192
Trustco Bank Corp NY
TRST
$963M
| $13.6M | 0.01% |
332,780
+920
| +0.3% | +$36.5K |
|
1193
Accuray
ARAY
$32.9M
| $13.5M | 0.01% |
4,890,509
-206,391
| -4% | -$685K |
|
1194
White Mountains Insurance
WTM
$5.06B
| $13.5M | 0.01% |
12,500
+6,700
| +116% | +$7.15M |
|
|
HAYN
1195
DELISTED
Haynes International, Inc.
HAYN
| $13.5M | 0.01% |
376,446
+128,246
| +52% | +$4.06M |
|
1196
CareTrust REIT
CTRE
$9.18B
| $13.5M | 0.01% |
573,900
-228,200
| -28% | -$5.36M |
|
|
PVG
1197
DELISTED
PRETIUM RESOURCES INC.
PVG
| $13.4M | 0.01% |
1,166,399
+1,101,299
| +1,692% | +$13.1M |
|
|
HPR
1198
DELISTED
HighPoint Resources Corporation
HPR
| $13.4M | 0.01% |
168,926
+8,898
| +6% | +$619K |
|
1199
First Majestic Silver
AG
$9.26B
| $13.4M | 0.01% |
+1,474,600
| New | +$14.4M |
|
1200
Kraft Heinz
KHC
$30.1B
| $13.4M | 0.01% |
+479,150
| New | +$13.8M |
|
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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.