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 | |
|---|---|---|---|---|---|---|
1376
CEMIG Preferred Shares
CIG
$5.49B
| $10.3M | 0.01% |
5,964,000
+857,700
| +17% | +$1.58M |
|
1377
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
| $10.3M | 0.01% |
334,782
+5,882
| +2% | +$181K |
|
|
WAIR
1378
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
| $10.3M | 0.01% |
933,800
+714,090
| +325% | +$7.75M |
|
|
HALL
1379
DELISTED
Hallmark Financial Services, Inc.
HALL
| $10.3M | 0.01% |
53,702
+12,000
| +29% | +$1.98M |
|
1380
First Hawaiian
FHB
$3.38B
| $10.2M | 0.01% |
381,900
-9,500
| -2% | -$246K |
|
1381
Star Group
SGU
$410M
| $10.2M | 0.01% |
1,075,916
+96,015
| +10% | +$920K |
|
1382
Emerson Electric
EMR
$91.2B
| $10.2M | 0.01% |
151,900
-237,700
| -61% | -$14.9M |
|
1383
Stock Yards Bancorp
SYBT
$2.64B
| $10.1M | 0.01% |
276,240
+12,000
| +5% | +$438K |
|
1384
Ooma
OOMA
$572M
| $10.1M | 0.01% |
974,403
-98,200
| -9% | -$1.15M |
|
1385
Pembina Pipeline
PBA
$28.6B
| $10.1M | 0.01% |
273,164
-248,900
| -48% | -$9.23M |
|
1386
AdvanSix
ASIX
$456M
| $10.1M | 0.01% |
393,800
-67,000
| -15% | -$1.63M |
|
|
TMHC
1387
DELISTED
Taylor Morrison
TMHC
| $10.1M | 0.01% |
390,192
+299,000
| +328% | +$6.89M |
|
1388
Ares Management
ARES
$32.8B
| $10.1M | 0.01% |
377,100
+15,300
| +4% | +$437K |
|
1389
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
| $10.1M | 0.01% |
109,950
-20,959
| -16% | -$1.92M |
|
|
EARN
1390
Ellington Residential Mortgage REIT
EARN
$166M
| $10.1M | 0.01% |
954,900
-5,600
| -0.6% | -$60.2K |
|
|
SEI
1391
Solaris Energy Infrastructure
SEI
$4.1B
| $10.1M | 0.01% |
749,775
+347,975
| +87% | +$4.75M |
|
|
MIXT
1392
DELISTED
MIX TELEMATICS LIMITED
MIXT
| $10.1M | 0.01% |
721,200
-53,725
| -7% | -$785K |
|
|
ACB
1393
Aurora Cannabis
ACB
$225M
| $10M | 0.01% |
18,991
+4,875
| +35% | +$3.61M |
|
1394
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $10M | 0.01% |
90,500
-1,300
| -1% | -$144K |
|
|
FFNW
1395
DELISTED
First Financial Northwest, Inc
FFNW
| $9.98M | 0.01% |
674,994
+14,094
| +2% | +$202K |
|
1396
STAG Industrial
STAG
$7.13B
| $9.97M | 0.01% |
338,100
+237,600
| +236% | +$7.05M |
|
1397
BorgWarner
BWA
$13.9B
| $9.91M | 0.01% |
307,061
+243,794
| +385% | +$7.85M |
|
|
AEGN
1398
DELISTED
Aegion Corp
AEGN
| $9.91M | 0.01% |
463,500
-11,700
| -2% | -$226K |
|
1399
Teekay Tankers
TNK
$2.95B
| $9.91M | 0.01% |
952,743
+69,541
| +8% | +$658K |
|
|
WAAS
1400
DELISTED
AquaVenture Holdings Limited
WAAS
| $9.9M | 0.01% |
509,400
+54,900
| +12% | +$996K |
|
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.