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 | |
|---|---|---|---|---|---|---|
|
GNC
1826
DELISTED
GNC Holdings, Inc.
GNC
| $4.75M | ﹤0.01% |
2,220,999
+625,800
| +39% | +$1.25M |
|
1827
Nasdaq
NDAQ
$54.2B
| $4.75M | ﹤0.01% |
143,400
+99,900
| +230% | +$3.32M |
|
|
ARC
1828
DELISTED
ARC Document Solutions, Inc.
ARC
| $4.75M | ﹤0.01% |
3,491,774
+42,271
| +1% | +$68.1K |
|
|
ZEPP
1829
Zepp Health
ZEPP
$79.5M
| $4.75M | ﹤0.01% |
118,625
-20,400
| -15% | -$856K |
|
|
ARQL
1830
DELISTED
Arqule Inc
ARQL
| $4.74M | ﹤0.01% |
661,073
+477,090
| +259% | +$4.48M |
|
1831
SITE Centers
SITC
$155M
| $4.74M | ﹤0.01% |
401,829
+372,990
| +1,293% | +$4.06M |
|
1832
Vitamin Cottage Natural Grocers
NGVC
$648M
| $4.72M | ﹤0.01% |
472,315
+59,000
| +14% | +$586K |
|
|
BPL
1833
DELISTED
Buckeye Partners, L.P.
BPL
| $4.71M | ﹤0.01% |
114,634
+6,600
| +6% | +$272K |
|
1834
Nelnet
NNI
$4.57B
| $4.7M | ﹤0.01% |
73,931
-31,569
| -30% | -$2.02M |
|
|
HOUS
1835
DELISTED
Anywhere Real Estate
HOUS
| $4.69M | ﹤0.01% |
702,200
-42,000
| -6% | -$242K |
|
|
TGH
1836
DELISTED
Textainer Group Holdings limited
TGH
| $4.68M | ﹤0.01% |
472,700
+210,200
| +80% | +$1.94M |
|
|
LUMO
1837
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| $4.68M | ﹤0.01% |
326,889
+1,615
| +0.5% | +$23.7K |
|
1838
Chemours
CC
$2.39B
| $4.64M | ﹤0.01% |
+310,700
| New | +$5.05M |
|
|
JAX
1839
DELISTED
J. Alexander's Holdings, Inc.
JAX
| $4.64M | ﹤0.01% |
395,905
+67,200
| +20% | +$759K |
|
1840
NBT Bancorp
NBTB
$2.79B
| $4.64M | ﹤0.01% |
126,700
+26,900
| +27% | +$985K |
|
1841
Valley National Bancorp
VLY
$8.29B
| $4.63M | ﹤0.01% |
425,988
+96,688
| +29% | +$1.03M |
|
1842
First Mid Bancshares
FMBH
$1.38B
| $4.56M | ﹤0.01% |
131,712
+512
| +0.4% | +$17.1K |
|
1843
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
| $4.56M | ﹤0.01% |
89,913
-3,182
| -3% | -$161K |
|
1844
Caesarstone
CSTE
$119M
| $4.55M | ﹤0.01% |
273,760
+183,596
| +204% | +$2.8M |
|
|
SWAV
1845
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $4.54M | ﹤0.01% |
151,790
+44,190
| +41% | +$1.88M |
|
1846
ITT
ITT
$19.6B
| $4.52M | ﹤0.01% |
+73,900
| New | +$4.46M |
|
|
TA
1847
DELISTED
TravelCenters of America LLC
TA
| $4.52M | ﹤0.01% |
366,799
-1
| -0% | -$15 |
|
1848
Ardmore Shipping
ASC
$719M
| $4.52M | ﹤0.01% |
675,498
+207,800
| +44% | +$1.46M |
|
|
AAIC
1849
DELISTED
Arlington Asset Investment Corp.
AAIC
| $4.51M | ﹤0.01% |
821,800
+261,500
| +47% | +$1.54M |
|
1850
Natural Alternatives International
NAII
$12.8M
| $4.5M | ﹤0.01% |
538,983
-5,205
| -1% | -$53.3K |
|
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.