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 | |
|---|---|---|---|---|---|---|
1601
LPL Financial
LPLA
$29.1B
| $7.19M | 0.01% |
87,800
+56,000
| +176% | +$4.48M |
|
|
CADE
1602
DELISTED
Cadence Bancorporation
CADE
| $7.19M | 0.01% |
+409,847
| New | +$7.01M |
|
1603
Ascendis Pharma A/S
ASND
$16.2B
| $7.18M | 0.01% |
74,599
-105,200
| -59% | -$11.7M |
|
|
ACC
1604
DELISTED
American Campus Communities, Inc.
ACC
| $7.18M | 0.01% |
149,328
-106,800
| -42% | -$5.05M |
|
|
NWLI
1605
DELISTED
National Western Life Group, Inc. Class A
NWLI
| $7.14M | 0.01% |
26,602
+4,434
| +20% | +$1.17M |
|
1606
Crawford & Co Class A
CRD.A
$631M
| $7.13M | 0.01% |
655,624
+76,819
| +13% | +$788K |
|
1607
Enel Chile
ENIC
$6.27B
| $7.11M | 0.01% |
1,689,326
+288,920
| +21% | +$1.27M |
|
1608
Vail Resorts
MTN
$5.29B
| $7.1M | 0.01% |
+31,200
| New | +$7.37M |
|
1609
Popular Inc
BPOP
$11.3B
| $7.09M | 0.01% |
131,125
-200,770
| -60% | -$10.9M |
|
|
LN
1610
DELISTED
LINE Corporation
LN
| $7.08M | 0.01% |
196,860
+22,560
| +13% | +$751K |
|
|
SNCR
1611
DELISTED
Synchronoss Technologies
SNCR
| $7.04M | 0.01% |
144,900
+47,876
| +49% | +$3.25M |
|
1612
Harrow
HROW
$1.51B
| $7.04M | 0.01% |
1,252,706
+106,200
| +9% | +$695K |
|
1613
Movado Group
MOV
$800M
| $7.03M | 0.01% |
282,836
-72,500
| -20% | -$1.8M |
|
|
PRMW
1614
DELISTED
Primo Water Corporation
PRMW
| $7.03M | 0.01% |
572,555
-335,200
| -37% | -$4.34M |
|
1615
Advanced Drainage Systems
WMS
$11.3B
| $7.01M | 0.01% |
217,200
+195,700
| +910% | +$6.35M |
|
|
FARM
1616
DELISTED
Farmer Brothers
FARM
| $6.98M | 0.01% |
539,300
+69,900
| +15% | +$1.01M |
|
1617
VEON
VEON
$3.94B
| $6.98M | 0.01% |
116,358
-74,257
| -39% | -$5.09M |
|
|
DRNA
1618
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
| $6.97M | 0.01% |
+485,400
| New | +$6.94M |
|
1619
Equity Bancshares
EQBK
$1.07B
| $6.96M | 0.01% |
259,600
-59,200
| -19% | -$1.55M |
|
1620
AAR Corp
AIR
$5.86B
| $6.96M | 0.01% |
168,760
+41,200
| +32% | +$1.73M |
|
|
XHR
1621
Xenia Hotels & Resorts
XHR
$1.77B
| $6.94M | 0.01% |
328,560
-115,600
| -26% | -$2.42M |
|
1622
Insight Enterprises
NSIT
$4.55B
| $6.93M | 0.01% |
+124,471
| New | +$6.58M |
|
1623
State Street Materials Select Sector SPDR ETF
XLB
$8.6B
| $6.93M | 0.01% |
238,200
+67,800
| +40% | +$1.95M |
|
|
SIVB
1624
DELISTED
SVB Financial Group
SIVB
| $6.93M | 0.01% |
+33,157
| New | +$6.95M |
|
1625
Advance Auto Parts
AAP
$3.43B
| $6.9M | 0.01% |
41,700
-165,050
| -80% | -$24.8M |
|
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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.