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 | |
|---|---|---|---|---|---|---|
1426
BOK Financial
BOKF
$8.87B
| $9.41M | 0.01% |
118,879
-72,800
| -38% | -$5.7M |
|
1427
Fox Factory Holding Corp
FOXF
$885M
| $9.4M | 0.01% |
150,993
+61,605
| +69% | +$4.57M |
|
1428
Home Bancorp
HBCP
$569M
| $9.38M | 0.01% |
240,700
+9,300
| +4% | +$348K |
|
1429
Provident Financial
PROV
$112M
| $9.38M | 0.01% |
452,122
+11,075
| +3% | +$230K |
|
1430
WillScot Mobile Mini Holdings
WSC
$4.34B
| $9.38M | 0.01% |
602,200
+252,900
| +72% | +$3.79M |
|
1431
Intel
INTC
$519B
| $9.34M | 0.01% |
+181,194
| New | +$8.91M |
|
1432
Graham Corp
GHM
$1.3B
| $9.33M | 0.01% |
469,979
+43,822
| +10% | +$858K |
|
1433
AngioDynamics
ANGO
$645M
| $9.32M | 0.01% |
505,946
+124,600
| +33% | +$2.44M |
|
1434
Zymeworks
ZYME
$1.78B
| $9.31M | 0.01% |
375,507
+42,107
| +13% | +$1.05M |
|
1435
Southwest Gas
SWX
$6.69B
| $9.3M | 0.01% |
102,200
+67,400
| +194% | +$6.06M |
|
1436
Cirrus Logic
CRUS
$6.07B
| $9.3M | 0.01% |
+173,520
| New | +$8.86M |
|
|
AEL
1437
DELISTED
American Equity Investment Life Holding Company
AEL
| $9.25M | 0.01% |
382,400
+255,200
| +201% | +$6.17M |
|
1438
CNB Financial Corp
CCNE
$1.04B
| $9.25M | 0.01% |
322,402
-300
| -0.1% | -$8.25K |
|
1439
Acacia Research
ACTG
$448M
| $9.23M | 0.01% |
3,443,700
-41,600
| -1% | -$116K |
|
|
BRT
1440
BRT Apartments
BRT
$271M
| $9.22M | 0.01% |
632,542
+58,500
| +10% | +$819K |
|
1441
JB Hunt Transport Services
JBHT
$26.4B
| $9.19M | 0.01% |
83,044
-48,100
| -37% | -$4.95M |
|
1442
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.4B
| $9.18M | 0.01% |
176,614
-18,986
| -10% | -$985K |
|
1443
Transocean
RIG
$6.47B
| $9.13M | 0.01% |
2,043,500
-4,325,200
| -68% | -$22.9M |
|
1444
CEVA Inc
CEVA
$902M
| $9.13M | 0.01% |
305,700
+58,100
| +23% | +$1.69M |
|
1445
La-Z-Boy
LZB
$1.67B
| $9.08M | 0.01% |
270,400
+48,500
| +22% | +$1.55M |
|
|
PZN
1446
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $9.08M | 0.01% |
1,018,000
+4,300
| +0.4% | +$35.7K |
|
1447
Primis Financial Corp
FRST
$412M
| $9.07M | 0.01% |
589,513
+12,700
| +2% | +$193K |
|
1448
Consolidated Water Co
CWCO
$497M
| $9.06M | 0.01% |
549,398
+78,001
| +17% | +$1.15M |
|
|
JBGS
1449
JBG SMITH
JBGS
$683M
| $9.03M | 0.01% |
230,200
-72,200
| -24% | -$2.82M |
|
1450
Perion Network
PERI
$386M
| $9.02M | 0.01% |
1,844,233
+569,574
| +45% | +$2.78M |
|
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.