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 | |
|---|---|---|---|---|---|---|
|
GLOP
1676
DELISTED
GASLOG PARTNERS LP
GLOP
| $6.15M | 0.01% |
324,000
-51,300
| -14% | -$1.03M |
|
1677
Heritage Insurance Holdings
HRTG
$1.01B
| $6.14M | 0.01% |
411,000
+156,300
| +61% | +$2.27M |
|
1678
Natural Health Trends
NHTC
$15.5M
| $6.14M | 0.01% |
866,717
-32,493
| -4% | -$238K |
|
1679
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.36B
| $6.13M | 0.01% |
206,600
-61,400
| -23% | -$1.81M |
|
1680
First Bancorp
FNLC
$402M
| $6.13M | 0.01% |
222,801
+137
| +0.1% | +$3.55K |
|
1681
First Business Financial Services
FBIZ
$598M
| $6.11M | 0.01% |
253,805
+28,600
| +13% | +$673K |
|
1682
Gran Tierra Energy
GTE
$325M
| $6.06M | 0.01% |
485,020
-60,596
| -11% | -$886K |
|
1683
ING
ING
$102B
| $6.04M | 0.01% |
+577,866
| New | +$6.08M |
|
|
LGF.A
1684
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $6.03M | 0.01% |
652,050
+123,550
| +23% | +$1.41M |
|
1685
Atmos Energy
ATO
$28.7B
| $6.03M | 0.01% |
52,900
-244,500
| -82% | -$26.7M |
|
1686
BlackLine
BL
$1.77B
| $6.02M | 0.01% |
+125,900
| New | +$6.27M |
|
|
WPRT
1687
Westport Fuel Systems
WPRT
$33.4M
| $6.01M | 0.01% |
220,957
+58,725
| +36% | +$1.67M |
|
|
AXE
1688
DELISTED
Anixter International Inc
AXE
| $6M | 0.01% |
86,800
+35,400
| +69% | +$2.17M |
|
1689
Silicon Laboratories
SLAB
$7.29B
| $5.98M | 0.01% |
53,698
-14,050
| -21% | -$1.52M |
|
1690
Travelzoo
TZOO
$73.4M
| $5.98M | 0.01% |
559,000
+23,899
| +4% | +$297K |
|
|
ARA
1691
DELISTED
American Renal Associates Holdings, Inc
ARA
| $5.97M | 0.01% |
944,975
+306,015
| +48% | +$2.28M |
|
|
WIRE
1692
DELISTED
Encore Wire Corp
WIRE
| $5.97M | 0.01% |
106,037
-500
| -0.5% | -$27.7K |
|
|
RCM
1693
DELISTED
R1 RCM Inc. Common Stock
RCM
| $5.96M | 0.01% |
667,603
-809,543
| -55% | -$9.55M |
|
1694
Avery Dennison
AVY
$13.6B
| $5.94M | 0.01% |
52,300
-27,400
| -34% | -$3.13M |
|
1695
Nicolet Bankshares
NIC
$3.75B
| $5.93M | 0.01% |
89,095
+6,005
| +7% | +$387K |
|
1696
Independent Bank
INDB
$4.07B
| $5.92M | 0.01% |
79,339
+157
| +0.2% | +$11.4K |
|
1697
Entravision Communication
EVC
$832M
| $5.9M | 0.01% |
1,856,705
+225,853
| +14% | +$711K |
|
1698
Minerals Technologies
MTX
$2.27B
| $5.9M | 0.01% |
111,200
+55,700
| +100% | +$2.85M |
|
1699
Atlanta Braves Holdings Series A
BATRA
$3.68B
| $5.88M | 0.01% |
211,200
+79,261
| +60% | +$2.24M |
|
1700
James Hardie Industries
JHX
$18B
| $5.87M | 0.01% |
349,327
+24,600
| +8% | +$363K |
|
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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.