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 | |
|---|---|---|---|---|---|---|
1201
Owens Corning
OC
$12.3B
| $13.4M | 0.01% |
+211,700
| New | +$12.1M |
|
|
GRFS
1202
Grifois
GRFS
$5.4B
| $13.4M | 0.01% |
667,387
+490,283
| +277% | +$10.5M |
|
1203
York Water
YORW
$528M
| $13.4M | 0.01% |
306,236
+19,100
| +7% | +$720K |
|
1204
Antero Resources
AR
$11.3B
| $13.3M | 0.01% |
4,416,797
-1,895,404
| -30% | -$7.72M |
|
|
MTSC
1205
DELISTED
MTS Systems Corp
MTSC
| $13.3M | 0.01% |
241,218
+92,618
| +62% | +$5.29M |
|
1206
Graham Holdings Company
GHC
$5.03B
| $13.3M | 0.01% |
20,078
+5,518
| +38% | +$3.91M |
|
1207
KNOT Offshore Partners
KNOP
$362M
| $13.3M | 0.01% |
695,911
+190,111
| +38% | +$3.63M |
|
1208
BancFirst
BANF
$3.89B
| $13.3M | 0.01% |
239,524
-20,364
| -8% | -$1.13M |
|
|
CSW
1209
CSW Industrials
CSW
$5.65B
| $13.3M | 0.01% |
192,200
+300
| +0.2% | +$20.7K |
|
1210
Oil-Dri
ODC
$1.27B
| $13.2M | 0.01% |
778,008
+1,600
| +0.2% | +$26.5K |
|
|
PCTI
1211
DELISTED
PCTEL, Inc. Common Stock
PCTI
| $13.2M | 0.01% |
1,566,733
+79,100
| +5% | +$469K |
|
1212
Companhia Siderúrgica Nacional
SID
$1.19B
| $13.1M | 0.01% |
4,158,876
+955,176
| +30% | +$3.63M |
|
1213
Embotelladora Andina Series B
AKO.B
$4.89B
| $13.1M | 0.01% |
654,700
+1,400
| +0.2% | +$27.7K |
|
|
CHA
1214
DELISTED
China Telecom Corporation, LTD
CHA
| $13.1M | 0.01% |
287,200
+63,087
| +28% | +$2.9M |
|
1215
Mizuho Financial
MFG
$134B
| $13.1M | 0.01% |
4,257,600
+181,000
| +4% | +$538K |
|
1216
Wynn Resorts
WYNN
$10.5B
| $13.1M | 0.01% |
120,200
-16,975
| -12% | -$2.02M |
|
1217
Intuit
INTU
$98B
| $13M | 0.01% |
49,048
-35,700
| -42% | -$9.82M |
|
1218
Schneider National
SNDR
$6.27B
| $13M | 0.01% |
600,100
-403,500
| -40% | -$7.95M |
|
1219
Lindsay Corp
LNN
$1.18B
| $13M | 0.01% |
140,287
-115,313
| -45% | -$10.3M |
|
|
TRTN
1220
DELISTED
Triton International Limited
TRTN
| $13M | 0.01% |
383,806
+263,300
| +218% | +$8.6M |
|
1221
Groupon
GRPN
$894M
| $13M | 0.01% |
244,010
+43,730
| +22% | +$2.57M |
|
1222
CubeSmart
CUBE
$9.4B
| $13M | 0.01% |
371,700
-261,900
| -41% | -$9.14M |
|
|
TECD
1223
DELISTED
Tech Data Corp
TECD
| $13M | 0.01% |
124,442
+100,000
| +409% | +$9.75M |
|
1224
Elbit Systems
ESLT
$36.5B
| $13M | 0.01% |
78,700
-22,700
| -22% | -$3.58M |
|
1225
Altisource Portfolio Solutions
ASPS
$64.5M
| $13M | 0.01% |
80,113
+11,713
| +17% | +$1.92M |
|
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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.