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 | |
|---|---|---|---|---|---|---|
1351
Clarus
CLAR
$140M
| $10.7M | 0.01% |
916,704
-68,597
| -7% | -$851K |
|
1352
National CineMedia
NCMI
$257M
| $10.7M | 0.01% |
130,365
+32,282
| +33% | +$2.41M |
|
1353
British American Tobacco
BTI
$123B
| $10.7M | 0.01% |
289,234
-96,100
| -25% | -$3.52M |
|
|
ORC
1354
Orchid Island Capital
ORC
$1.33B
| $10.6M | 0.01% |
370,359
+134,200
| +57% | +$4.07M |
|
1355
John Wiley & Sons Class A
WLY
$2.61B
| $10.6M | 0.01% |
242,100
+27,000
| +13% | +$1.2M |
|
|
TIVO
1356
DELISTED
Tivo Inc
TIVO
| $10.6M | 0.01% |
1,394,635
-133,900
| -9% | -$1.02M |
|
1357
Churchill Downs
CHDN
$6.25B
| $10.6M | 0.01% |
171,850
-44,462
| -21% | -$2.68M |
|
1358
Dominion Energy
D
$60.6B
| $10.6M | 0.01% |
130,200
+124,245
| +2,086% | +$9.61M |
|
|
WW
1359
DELISTED
WW International
WW
| $10.5M | 0.01% |
278,512
-1,326,688
| -83% | -$37.5M |
|
1360
Digi International
DGII
$3.18B
| $10.5M | 0.01% |
772,884
+2,500
| +0.3% | +$32.9K |
|
|
UMPQ
1361
DELISTED
Umpqua Holdings Corp
UMPQ
| $10.5M | 0.01% |
638,888
-541,100
| -46% | -$8.89M |
|
|
MCHB
1362
Mechanics Bancorp
MCHB
$3.79B
| $10.5M | 0.01% |
383,800
+131,300
| +52% | +$3.64M |
|
|
CBM
1363
DELISTED
Cambrex Corporation
CBM
| $10.5M | 0.01% |
176,200
+109,500
| +164% | +$5.86M |
|
|
CEL
1364
DELISTED
Cellcom Israel, Ltd.
CEL
| $10.5M | 0.01% |
3,767,977
+16,100
| +0.4% | +$41.7K |
|
1365
Banco Macro
BMA
$4.98B
| $10.5M | 0.01% |
401,700
+162,000
| +68% | +$7.56M |
|
|
CERN
1366
DELISTED
Cerner Corp
CERN
| $10.4M | 0.01% |
+153,104
| New | +$10.8M |
|
|
CMBT
1367
CMB.TECH NV
CMBT
$4.98B
| $10.4M | 0.01% |
1,135,412
-480,292
| -30% | -$4.07M |
|
1368
Digital Realty Trust
DLR
$73.9B
| $10.4M | 0.01% |
80,143
-8,700
| -10% | -$1.06M |
|
1369
Suncor Energy
SU
$77.8B
| $10.4M | 0.01% |
328,940
-2,322,306
| -88% | -$69.9M |
|
1370
Park National Corp
PRK
$3.77B
| $10.4M | 0.01% |
109,400
-17,005
| -13% | -$1.6M |
|
|
BBBY
1371
DELISTED
Bed Bath & Beyond Inc
BBBY
| $10.4M | 0.01% |
973,660
-3,472,900
| -78% | -$33.5M |
|
1372
Sierra Bancorp
BSRR
$534M
| $10.4M | 0.01% |
389,831
+8,200
| +2% | +$211K |
|
1373
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
| $10.3M | 0.01% |
101,400
-29,100
| -22% | -$2.96M |
|
1374
Dover
DOV
$28B
| $10.3M | 0.01% |
103,600
-324,900
| -76% | -$31.2M |
|
1375
Quest Diagnostics
DGX
$26B
| $10.3M | 0.01% |
+96,300
| New | +$9.89M |
|
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.