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 | |
|---|---|---|---|---|---|---|
1501
Crawford & Co Class B
CRD.B
$586M
| $8.37M | 0.01% |
829,117
+24,500
| +3% | +$230K |
|
1502
Hope Bancorp
HOPE
$1.84B
| $8.36M | 0.01% |
582,864
+102,300
| +21% | +$1.43M |
|
|
DOVA
1503
DELISTED
Dova Pharmaceuticals, Inc. Common Stock
DOVA
| $8.34M | 0.01% |
298,400
+144,700
| +94% | +$2.34M |
|
1504
Graco
GGG
$13.2B
| $8.33M | 0.01% |
180,900
+101,200
| +127% | +$4.78M |
|
|
PBPB
1505
DELISTED
Potbelly
PBPB
| $8.33M | 0.01% |
1,909,800
-32,395
| -2% | -$146K |
|
1506
Dime Commercial Bancshares
DCOM
$1.81B
| $8.3M | 0.01% |
280,800
+16,000
| +6% | +$455K |
|
1507
State Street Blackstone Senior Loan ETF
SRLN
$5.38B
| $8.29M | 0.01% |
179,082
+55,682
| +45% | +$2.57M |
|
1508
DexCom
DXCM
$33.8B
| $8.27M | 0.01% |
221,600
-982,172
| -82% | -$38.2M |
|
|
KIN
1509
DELISTED
Kindred Biosciences, Inc.
KIN
| $8.26M | 0.01% |
1,205,698
+19,200
| +2% | +$141K |
|
1510
Monarch Casino & Resort
MCRI
$2.23B
| $8.25M | 0.01% |
197,803
+20,200
| +11% | +$900K |
|
|
IO
1511
DELISTED
ION Geophysical Corporation
IO
| $8.22M | 0.01% |
901,519
+172,770
| +24% | +$1.53M |
|
1512
Rapid7
RPD
$867M
| $8.21M | 0.01% |
180,896
+47,200
| +35% | +$2.65M |
|
1513
CTS Corp
CTS
$1.8B
| $8.19M | 0.01% |
253,000
-63,800
| -20% | -$1.9M |
|
1514
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
| $8.18M | 0.01% |
265,237
-73,863
| -22% | -$2.27M |
|
1515
Dentsply Sirona
XRAY
$2.33B
| $8.18M | 0.01% |
153,358
+131,900
| +615% | +$7.09M |
|
1516
Rogers Corp
ROG
$2.54B
| $8.18M | 0.01% |
+59,800
| New | +$8.81M |
|
1517
Vanguard Total International Bond ETF
BNDX
$82.7B
| $8.14M | 0.01% |
138,416
-37,000
| -21% | -$2.16M |
|
1518
Banc of California
BANC
$3.11B
| $8.14M | 0.01% |
575,825
+385,525
| +203% | +$5.56M |
|
1519
Gorman-Rupp
GRC
$2.12B
| $8.14M | 0.01% |
234,015
+24,000
| +11% | +$762K |
|
|
PCOM
1520
DELISTED
Points.com Inc. Common Shares
PCOM
| $8.12M | 0.01% |
740,330
-12,500
| -2% | -$145K |
|
|
HONE
1521
DELISTED
HarborOne Bancorp
HONE
| $8.12M | 0.01% |
806,276
+308,607
| +62% | +$3.19M |
|
1522
West Bancorporation
WTBA
$505M
| $8.06M | 0.01% |
370,552
+16,700
| +5% | +$354K |
|
1523
Atkore
ATKR
$3.17B
| $8.05M | 0.01% |
265,100
+191,900
| +262% | +$5.4M |
|
|
MFSF
1524
DELISTED
MutualFirst Financial Inc
MFSF
| $8.04M | 0.01% |
255,213
+10,200
| +4% | +$324K |
|
1525
MasTec
MTZ
$23.8B
| $8.04M | 0.01% |
123,800
-6,100
| -5% | -$356K |
|
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.