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 | |
|---|---|---|---|---|---|---|
1251
National Presto Industries
NPK
$1.01B
| $12.4M | 0.01% |
139,600
+6,000
| +4% | +$543K |
|
1252
Veeco
VECO
$3.27B
| $12.4M | 0.01% |
1,061,703
+174,490
| +20% | +$1.96M |
|
1253
Culp Inc
CULP
$43.7M
| $12.4M | 0.01% |
760,700
+31,100
| +4% | +$516K |
|
1254
Grupo Aval
AVAL
$6.43B
| $12.3M | 0.01% |
1,655,243
+70,470
| +4% | +$535K |
|
1255
Generac Holdings
GNRC
$12.9B
| $12.3M | 0.01% |
157,100
+144,900
| +1,188% | +$10.9M |
|
|
HUD
1256
DELISTED
Hudson Ltd. Class A Common Shares
HUD
| $12.3M | 0.01% |
1,001,608
+370,008
| +59% | +$4.58M |
|
|
EIGI
1257
DELISTED
Endurance International Group Holdings, Inc.
EIGI
| $12.3M | 0.01% |
3,271,000
+18,021
| +0.6% | +$85.7K |
|
|
SHYF
1258
DELISTED
The Shyft Group
SHYF
| $12.2M | 0.01% |
892,391
+209,643
| +31% | +$2.56M |
|
|
OLBK
1259
DELISTED
Old Line Bancshares, Inc.
OLBK
| $12.2M | 0.01% |
421,140
+18,100
| +4% | +$494K |
|
1260
Lumen
LUMN
$6.79B
| $12.2M | 0.01% |
+974,757
| New | +$11.6M |
|
1261
American States Water
AWR
$3.53B
| $12.2M | 0.01% |
135,340
-139,778
| -51% | -$11.7M |
|
1262
Ribbon Communications
RBBN
$379M
| $12.1M | 0.01% |
2,076,900
+48,100
| +2% | +$253K |
|
|
ZNH
1263
DELISTED
China Southern Airlines Company Limited
ZNH
| $12.1M | 0.01% |
403,200
-13,800
| -3% | -$434K |
|
1264
TransAlta
TAC
$4.02B
| $12.1M | 0.01% |
1,860,641
+5,200
| +0.3% | +$33K |
|
1265
Brunswick
BC
$5.31B
| $12.1M | 0.01% |
232,100
+111,100
| +92% | +$5.3M |
|
|
MCBC
1266
DELISTED
Macatawa Bank Corp
MCBC
| $12M | 0.01% |
1,156,862
+73,762
| +7% | +$750K |
|
1267
Alpha and Omega Semiconductor
AOSL
$932M
| $12M | 0.01% |
977,304
-48,396
| -5% | -$535K |
|
|
NOA
1268
North American Construction
NOA
$384M
| $12M | 0.01% |
1,040,600
-4,000
| -0.4% | -$45.8K |
|
|
BBL
1269
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $12M | 0.01% |
279,200
-188,900
| -40% | -$8.62M |
|
1270
Associated Banc-Corp
ASB
$6.12B
| $12M | 0.01% |
590,631
+157,000
| +36% | +$3.17M |
|
|
TWO
1271
Two Harbors Investment
TWO
$1.27B
| $11.9M | 0.01% |
+227,490
| New | +$12M |
|
1272
Woodward
WWD
$21.4B
| $11.9M | 0.01% |
110,784
+105,384
| +1,952% | +$11.6M |
|
1273
eGain
EGAN
$205M
| $11.9M | 0.01% |
1,490,121
-10,479
| -0.7% | -$80.2K |
|
1274
Zai Lab
ZLAB
$2.9B
| $11.9M | 0.01% |
368,631
-19,900
| -5% | -$683K |
|
1275
WisdomTree
WT
$3.44B
| $11.9M | 0.01% |
2,279,802
-172,800
| -7% | -$977K |
|
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.