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 | |
|---|---|---|---|---|---|---|
|
CNBKA
1226
DELISTED
Century Bancorp Inc/Mass
CNBKA
| $12.9M | 0.01% |
147,749
+16,748
| +13% | +$1.42M |
|
|
SAND
1227
DELISTED
Sandstorm Gold
SAND
| $12.9M | 0.01% |
2,283,700
+1,683,460
| +280% | +$10.2M |
|
|
PFNX
1228
DELISTED
Pfenex Inc.
PFNX
| $12.9M | 0.01% |
1,523,805
+119,200
| +8% | +$864K |
|
|
ESGR
1229
DELISTED
Enstar Group
ESGR
| $12.8M | 0.01% |
67,600
+20,600
| +44% | +$3.69M |
|
|
ALLK
1230
DELISTED
Allakos
ALLK
| $12.8M | 0.01% |
+162,700
| New | +$10.7M |
|
|
RVI
1231
DELISTED
Retail Value Inc. Common Shares
RVI
| $12.8M | 0.01% |
3,758,454
+2,682,086
| +249% | +$9.06M |
|
1232
Brighthouse Financial
BHF
$3.39B
| $12.8M | 0.01% |
315,200
+156,600
| +99% | +$5.83M |
|
|
CAMP
1233
DELISTED
CalAmp Corp.
CAMP
| $12.7M | 0.01% |
48,113
+656
| +1% | +$162K |
|
1234
Arthur J. Gallagher & Co
AJG
$64.3B
| $12.7M | 0.01% |
142,300
-94,400
| -40% | -$8.49M |
|
1235
Energy Transfer Partners
ET
$72B
| $12.7M | 0.01% |
974,378
-2,567,007
| -72% | -$35.8M |
|
1236
Brown-Forman Class B
BF.B
$12.8B
| $12.7M | 0.01% |
202,996
-190,438
| -48% | -$11.1M |
|
|
FFIC
1237
DELISTED
Flushing Financial
FFIC
| $12.7M | 0.01% |
630,360
+36,500
| +6% | +$746K |
|
1238
Standard BioTools
LAB
$293M
| $12.7M | 0.01% |
2,745,360
+222,560
| +9% | +$1.75M |
|
1239
UMB Financial
UMBF
$11.5B
| $12.7M | 0.01% |
196,800
+73,900
| +60% | +$4.78M |
|
|
ATH
1240
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $12.7M | 0.01% |
300,973
-182,027
| -38% | -$7.46M |
|
1241
Arrow Financial
AROW
$730M
| $12.6M | 0.01% |
425,243
+20,842
| +5% | +$601K |
|
|
BFIN
1242
DELISTED
BankFinancial
BFIN
| $12.6M | 0.01% |
1,060,200
+38,400
| +4% | +$482K |
|
|
PTNR
1243
DELISTED
Partner Communications
PTNR
| $12.6M | 0.01% |
2,678,550
-100
| -0% | -$426 |
|
1244
Addus HomeCare
ADUS
$2.17B
| $12.6M | 0.01% |
159,020
-164,580
| -51% | -$13.3M |
|
|
SPNS
1245
DELISTED
Sapiens International
SPNS
| $12.6M | 0.01% |
640,400
+40,900
| +7% | +$714K |
|
1246
Central Garden & Pet Co
CENT
$2.78B
| $12.6M | 0.01% |
537,731
-75,394
| -12% | -$1.63M |
|
|
BPYU
1247
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
| $12.6M | 0.01% |
616,559
+121,759
| +25% | +$2.35M |
|
1248
Tootsie Roll Industries
TR
$3.04B
| $12.5M | 0.01% |
415,448
-4,796
| -1% | -$145K |
|
|
RAVN
1249
DELISTED
Raven Industries Inc
RAVN
| $12.5M | 0.01% |
373,100
-11,016
| -3% | -$370K |
|
|
ARD
1250
DELISTED
Ardagh Group S.A. Class A Common Shares
ARD
| $12.5M | 0.01% |
795,090
+226,800
| +40% | +$3.89M |
|
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.