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 | |
|---|---|---|---|---|---|---|
|
TESS
1626
DELISTED
Tessco Technologies Inc
TESS
| $6.89M | 0.01% |
479,800
+42,900
| +10% | +$667K |
|
1627
Shore Bancshares
SHBI
$800M
| $6.89M | 0.01% |
447,195
+30,995
| +7% | +$489K |
|
1628
Worthington Enterprises
WOR
$2.87B
| $6.89M | 0.01% |
+309,802
| New | +$7.18M |
|
|
CDR
1629
DELISTED
Cedar Realty Trust, Inc
CDR
| $6.88M | 0.01% |
347,653
+12,207
| +4% | +$206K |
|
1630
Federal Signal
FSS
$7.68B
| $6.88M | 0.01% |
210,100
+55,600
| +36% | +$1.65M |
|
1631
SouthState Bank Corp
SSB
$10.8B
| $6.88M | 0.01% |
91,310
+44,192
| +94% | +$3.33M |
|
1632
Crane NXT
CXT
$2.97B
| $6.84M | 0.01% |
244,139
-137,041
| -36% | -$3.82M |
|
|
GSS
1633
DELISTED
Golden Star Resources Ltd.
GSS
| $6.82M | 0.01% |
2,384,596
-286,800
| -11% | -$1,000K |
|
1634
Civista Bancshares
CIVB
$593M
| $6.82M | 0.01% |
313,691
+19,900
| +7% | +$426K |
|
|
FG
1635
DELISTED
FGL Holdings Ordinary Shares
FG
| $6.79M | 0.01% |
850,700
+72,300
| +9% | +$575K |
|
|
HLG
1636
DELISTED
Hailiang Education Group Inc. American Depositary Shares
HLG
| $6.78M | 0.01% |
104,100
-701
| -0.7% | -$43.1K |
|
1637
JELD-WEN Holding
JELD
$167M
| $6.75M | 0.01% |
350,200
+124,600
| +55% | +$2.41M |
|
1638
Pitney Bowes
PBI
$2.25B
| $6.75M | 0.01% |
1,476,708
+424,982
| +40% | +$1.7M |
|
1639
Clearfield
CLFD
$391M
| $6.68M | 0.01% |
563,899
+17,600
| +3% | +$215K |
|
|
ODP
1640
DELISTED
ODP
ODP
| $6.67M | 0.01% |
380,147
-263,260
| -41% | -$4.53M |
|
1641
Protagonist Therapeutics
PTGX
$10B
| $6.67M | 0.01% |
555,100
+42,800
| +8% | +$539K |
|
1642
StealthGas
GASS
$352M
| $6.66M | 0.01% |
2,197,130
+109,404
| +5% | +$373K |
|
1643
BGC Group
BGC
$5.33B
| $6.65M | 0.01% |
1,209,764
+766,244
| +173% | +$4.1M |
|
1644
California Water Service
CWT
$3.12B
| $6.65M | 0.01% |
125,600
+48,700
| +63% | +$2.61M |
|
1645
Constellium
CSTM
$4.01B
| $6.63M | 0.01% |
522,000
+357,600
| +218% | +$4.21M |
|
1646
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
| $6.62M | 0.01% |
245,073
-128,027
| -34% | -$3.46M |
|
1647
Capital City Bank Group
CCBG
$898M
| $6.6M | 0.01% |
240,429
+13,401
| +6% | +$338K |
|
|
GFN
1648
DELISTED
General Finance Corporation
GFN
| $6.6M | 0.01% |
746,618
-26,722
| -3% | -$213K |
|
1649
State Street Industrial Select Sector SPDR ETF
XLI
$34.8B
| $6.58M | 0.01% |
84,792
-42,800
| -34% | -$3.28M |
|
|
WBT
1650
DELISTED
Welbilt, Inc.
WBT
| $6.54M | 0.01% |
388,175
+137,575
| +55% | +$2.23M |
|
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.