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 | |
|---|---|---|---|---|---|---|
1451
Mistras Group
MG
$580M
| $9.01M | 0.01% |
549,640
+102,400
| +23% | +$1.57M |
|
1452
RBC Bearings
RBC
$17.7B
| $9.01M | 0.01% |
+54,300
| New | +$8.78M |
|
1453
SM Energy
SM
$8.03B
| $9.01M | 0.01% |
929,400
-92,000
| -9% | -$938K |
|
1454
Titan International
TWI
$441M
| $8.97M | 0.01% |
3,323,700
+43,400
| +1% | +$143K |
|
1455
First Trust Preferred Securities and Income ETF
FPE
$6.34B
| $8.95M | 0.01% |
453,771
-70,029
| -13% | -$1.37M |
|
1456
Enterprise Products Partners
EPD
$83.2B
| $8.95M | 0.01% |
313,191
-1,690,558
| -84% | -$49.2M |
|
1457
Check Point Software Technologies
CHKP
$13.5B
| $8.94M | 0.01% |
81,600
+21,592
| +36% | +$2.41M |
|
|
MRLN
1458
DELISTED
Marlin Business Services Corp
MRLN
| $8.91M | 0.01% |
353,600
+19,200
| +6% | +$447K |
|
|
AXIA
1459
DELISTED
AXIA Energia
AXIA
| $8.89M | 0.01% |
1,171,787
+230,973
| +25% | +$1.89M |
|
1460
InterContinental Hotels
IHG
$23.5B
| $8.89M | 0.01% |
142,664
+57,383
| +67% | +$3.75M |
|
1461
Green Plains
GPRE
$1.08B
| $8.88M | 0.01% |
838,000
-123,643
| -13% | -$1.18M |
|
|
IBKC
1462
DELISTED
IBERIABANK Corp
IBKC
| $8.87M | 0.01% |
117,448
+80,200
| +215% | +$5.91M |
|
1463
Genpact
G
$5.72B
| $8.87M | 0.01% |
228,900
-43,900
| -16% | -$1.74M |
|
1464
Donegal Group Class A
DGICA
$693M
| $8.83M | 0.01% |
602,019
+71,810
| +14% | +$1.04M |
|
1465
Hecla Mining
HL
$12.5B
| $8.8M | 0.01% |
4,999,602
+3,755,312
| +302% | +$6.77M |
|
|
VNET
1466
VNET Group
VNET
$2.17B
| $8.8M | 0.01% |
1,154,767
-35,800
| -3% | -$275K |
|
|
CCXI
1467
DELISTED
ChemoCentryx, Inc.
CCXI
| $8.79M | 0.01% |
1,295,979
-169,402
| -12% | -$1.27M |
|
1468
iRadimed
IRMD
$1.1B
| $8.77M | 0.01% |
417,100
+53,700
| +15% | +$1.1M |
|
|
LUNA
1469
DELISTED
Luna Innovations Incorporated
LUNA
| $8.76M | 0.01% |
1,512,507
+222,057
| +17% | +$1.23M |
|
1470
Rocky Brands
RCKY
$355M
| $8.76M | 0.01% |
263,492
+72,192
| +38% | +$2.15M |
|
1471
Columbus McKinnon
CMCO
$547M
| $8.75M | 0.01% |
240,300
+34,715
| +17% | +$1.29M |
|
|
PRGX
1472
DELISTED
PRGX Global, Inc.
PRGX
| $8.72M | 0.01% |
1,693,410
-19,500
| -1% | -$113K |
|
1473
Prosperity Bancshares
PB
$9.01B
| $8.7M | 0.01% |
123,232
+47,644
| +63% | +$3.2M |
|
1474
Synaptics
SYNA
$4.22B
| $8.69M | 0.01% |
+217,627
| New | +$7.35M |
|
1475
Luxfer Holdings
LXFR
$457M
| $8.69M | 0.01% |
557,700
-255,700
| -31% | -$4.69M |
|
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.