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 | |
|---|---|---|---|---|---|---|
|
LSXMA
1401
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $9.89M | 0.01% |
329,425
+144,227
| +78% | +$4.21M |
|
1402
American Superconductor
AMSC
$1.55B
| $9.79M | 0.01% |
1,249,158
+91,225
| +8% | +$776K |
|
|
AE
1403
DELISTED
Adams Resources & Energy Inc
AE
| $9.79M | 0.01% |
315,800
-400
| -0.1% | -$12.7K |
|
|
KNL
1404
DELISTED
Knoll, Inc.
KNL
| $9.79M | 0.01% |
386,000
+35,800
| +10% | +$848K |
|
1405
NOV
NOV
$7.56B
| $9.78M | 0.01% |
461,410
-810,400
| -64% | -$17.3M |
|
|
EXPR
1406
DELISTED
Express, Inc.
EXPR
| $9.77M | 0.01% |
142,040
+81,592
| +135% | +$4.01M |
|
1407
Reading International Class A
RDI
$37.3M
| $9.75M | 0.01% |
814,990
-25,000
| -3% | -$316K |
|
1408
Andersons Inc
ANDE
$2.24B
| $9.74M | 0.01% |
434,376
-282,424
| -39% | -$7.16M |
|
1409
OFG Bancorp
OFG
$2.26B
| $9.74M | 0.01% |
444,586
-11,800
| -3% | -$259K |
|
|
LNW
1410
DELISTED
Light & Wonder
LNW
| $9.72M | 0.01% |
477,600
+165,718
| +53% | +$3.27M |
|
|
SFIX
1411
Stitch Fix
SFIX
$476M
| $9.69M | 0.01% |
503,385
+432,285
| +608% | +$10M |
|
1412
Hancock Whitney
HWC
$6.41B
| $9.69M | 0.01% |
252,962
-213,788
| -46% | -$8.13M |
|
1413
Macerich
MAC
$6.98B
| $9.64M | 0.01% |
305,150
-1,372,719
| -82% | -$43.3M |
|
|
BPFH
1414
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $9.63M | 0.01% |
825,800
-135,572
| -14% | -$1.53M |
|
|
CFMS
1415
DELISTED
Conformis, Inc. Common Stock
CFMS
| $9.61M | 0.01% |
206,755
-6,300
| -3% | -$379K |
|
1416
Hyatt Hotels
H
$17.1B
| $9.59M | 0.01% |
130,200
-226,800
| -64% | -$17.1M |
|
1417
Pool Corp
POOL
$7.15B
| $9.58M | 0.01% |
+47,504
| New | +$9.16M |
|
1418
Horace Mann Educators
HMN
$2.11B
| $9.54M | 0.01% |
206,000
+50,300
| +32% | +$2.2M |
|
1419
Daktronics
DAKT
$989M
| $9.53M | 0.01% |
1,290,000
+151,800
| +13% | +$1.01M |
|
|
ADAM
1420
Adamas Trust
ADAM
$911M
| $9.52M | 0.01% |
390,854
-62,971
| -14% | -$1.55M |
|
|
HMTV
1421
DELISTED
Hemisphere Media Group, Inc.
HMTV
| $9.51M | 0.01% |
777,800
+8,400
| +1% | +$104K |
|
1422
Kennametal
KMT
$2.38B
| $9.47M | 0.01% |
308,200
+251,342
| +442% | +$8.01M |
|
|
SCTL
1423
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
| $9.45M | 0.01% |
951,095
+93,325
| +11% | +$912K |
|
1424
Zurn Elkay Water Solutions
ZWS
$8.4B
| $9.44M | 0.01% |
724,302
+411,671
| +132% | +$5.51M |
|
1425
Blue Bird Corp
BLBD
$2.07B
| $9.43M | 0.01% |
495,600
+47,500
| +11% | +$906K |
|
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.