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 | |
|---|---|---|---|---|---|---|
1801
HCI Group
HCI
$2.29B
| $4.96M | ﹤0.01% |
117,919
+37,700
| +47% | +$1.55M |
|
|
RFP
1802
DELISTED
Resolute Forest Products Inc.
RFP
| $4.94M | ﹤0.01% |
1,051,600
-62,690
| -6% | -$342K |
|
|
BHR
1803
Braemar Hotels & Resorts
BHR
$139M
| $4.93M | ﹤0.01% |
530,629
-269,468
| -34% | -$2.44M |
|
1804
Guidewire Software
GWRE
$14.6B
| $4.93M | ﹤0.01% |
+46,800
| New | +$4.72M |
|
1805
Harmonic Inc
HLIT
$1.51B
| $4.93M | ﹤0.01% |
748,973
+12,474
| +2% | +$86.4K |
|
|
CCRD
1806
DELISTED
CoreCard
CCRD
| $4.93M | ﹤0.01% |
118,597
+14,100
| +13% | +$630K |
|
1807
Inspire Medical Systems
INSP
$1.65B
| $4.91M | ﹤0.01% |
80,400
-400
| -0.5% | -$26.3K |
|
1808
Transact Technologies
TACT
$53.2M
| $4.91M | ﹤0.01% |
403,766
-20,663
| -5% | -$248K |
|
|
ZUO
1809
DELISTED
Zuora, Inc.
ZUO
| $4.89M | ﹤0.01% |
+324,900
| New | +$4.89M |
|
1810
Veracyte
VCYT
$3.32B
| $4.88M | ﹤0.01% |
203,500
-322,000
| -61% | -$8.57M |
|
|
DCPH
1811
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $4.88M | ﹤0.01% |
+143,700
| New | +$4.25M |
|
|
XIFR
1812
XPLR Infrastructure LP
XIFR
$1.11B
| $4.87M | ﹤0.01% |
92,200
+56,600
| +159% | +$2.85M |
|
1813
DXP Enterprises
DXPE
$3.12B
| $4.86M | ﹤0.01% |
140,100
+45,600
| +48% | +$1.53M |
|
|
ELVT
1814
DELISTED
Elevate Credit, Inc.
ELVT
| $4.85M | ﹤0.01% |
1,151,787
+351,940
| +44% | +$1.56M |
|
1815
KVH Industries
KVHI
$145M
| $4.85M | ﹤0.01% |
455,100
+19,000
| +4% | +$189K |
|
1816
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
| $4.83M | ﹤0.01% |
38,100
+2,200
| +6% | +$278K |
|
1817
Ternium
TX
$10.6B
| $4.83M | ﹤0.01% |
251,500
+147,600
| +142% | +$2.94M |
|
|
ENFC
1818
DELISTED
Entegra Financial Corp.
ENFC
| $4.83M | ﹤0.01% |
160,632
+22,810
| +17% | +$683K |
|
1819
Richardson Electronics
RELL
$299M
| $4.82M | ﹤0.01% |
831,376
+6,393
| +0.8% | +$36.5K |
|
1820
Cannae Holdings
CNNE
$635M
| $4.8M | ﹤0.01% |
174,800
-122,600
| -41% | -$3.49M |
|
|
OMCC
1821
DELISTED
Old Market Capital Corp
OMCC
| $4.78M | ﹤0.01% |
530,181
-3,626
| -0.7% | -$32.3K |
|
|
LITS
1822
Lite Strategy Inc
LITS
$30.2M
| $4.78M | ﹤0.01% |
142,133
+13,857
| +11% | +$505K |
|
1823
Bridgewater Bancshares
BWB
$620M
| $4.77M | ﹤0.01% |
399,586
+234,907
| +143% | +$2.72M |
|
1824
Option Care Health
OPCH
$3.59B
| $4.77M | ﹤0.01% |
372,427
+137,500
| +59% | +$1.69M |
|
1825
Sonoco
SON
$5.76B
| $4.76M | ﹤0.01% |
81,700
-45,300
| -36% | -$2.7M |
|
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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.