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 | |
|---|---|---|---|---|---|---|
1876
Schwab Short-Term US Treasury ETF
SCHO
$13B
| $4.32M | ﹤0.01% |
170,936
-225,064
| -57% | -$5.69M |
|
1877
Spyre Therapeutics
SYRE
$9.14B
| $4.31M | ﹤0.01% |
22,428
+628
| +3% | +$122K |
|
1878
Range Resources
RRC
$9.42B
| $4.28M | ﹤0.01% |
1,120,655
-2,241,574
| -67% | -$10.8M |
|
|
PCSB
1879
DELISTED
PCSB Financial Corporation
PCSB
| $4.28M | ﹤0.01% |
214,180
+31,204
| +17% | +$618K |
|
|
SRT
1880
DELISTED
Startek Inc.
SRT
| $4.28M | ﹤0.01% |
661,500
-67,000
| -9% | -$454K |
|
1881
Verra Mobility
VRRM
$717M
| $4.28M | ﹤0.01% |
298,100
+29,700
| +11% | +$414K |
|
1882
Assured Guaranty
AGO
$3.38B
| $4.27M | ﹤0.01% |
96,000
-210,600
| -69% | -$9.27M |
|
1883
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
| $4.26M | ﹤0.01% |
70,600
-45,200
| -39% | -$2.72M |
|
1884
Kamada
KMDA
$437M
| $4.26M | ﹤0.01% |
830,224
+30,907
| +4% | +$171K |
|
|
LEAF
1885
DELISTED
Leaf Group Ltd.
LEAF
| $4.25M | ﹤0.01% |
1,012,300
+20,400
| +2% | +$108K |
|
|
GCAP
1886
DELISTED
Gain Capital Holdings, Inc.
GCAP
| $4.25M | ﹤0.01% |
805,000
+157,900
| +24% | +$738K |
|
1887
Climb Global Solutions
CLMB
$532M
| $4.22M | ﹤0.01% |
1,122,784
+28,332
| +3% | +$92.2K |
|
|
QUOT
1888
DELISTED
Quotient Technology Inc
QUOT
| $4.22M | ﹤0.01% |
539,300
+395,800
| +276% | +$3.58M |
|
|
CPLG
1889
DELISTED
CorePoint Lodging Inc. Common Stock
CPLG
| $4.21M | ﹤0.01% |
416,600
+30,200
| +8% | +$326K |
|
1890
Franklin Covey
FC
$229M
| $4.2M | ﹤0.01% |
119,903
+43,700
| +57% | +$1.58M |
|
|
MMP
1891
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $4.2M | ﹤0.01% |
+63,320
| New | +$4.17M |
|
|
RNET
1892
DELISTED
RigNet, Inc.
RNET
| $4.19M | ﹤0.01% |
540,400
+6,600
| +1% | +$55.6K |
|
|
GSH
1893
DELISTED
Guangshen Railway Co. Ltd
GSH
| $4.17M | ﹤0.01% |
263,661
+37,672
| +17% | +$614K |
|
|
FISV
1894
Fiserv Inc
FISV
$28.9B
| $4.16M | ﹤0.01% |
40,127
-1,442,981
| -97% | -$147M |
|
1895
Plains All American Pipeline
PAA
$16.9B
| $4.15M | ﹤0.01% |
200,201
-880,013
| -81% | -$19.9M |
|
1896
International Bancshares
IBOC
$4.56B
| $4.15M | ﹤0.01% |
107,400
+16,400
| +18% | +$601K |
|
1897
Campbell Soup
CPB
$6.91B
| $4.14M | ﹤0.01% |
88,200
-632,600
| -88% | -$27.3M |
|
1898
Hawkins
HWKN
$2.74B
| $4.13M | ﹤0.01% |
194,600
+74,000
| +61% | +$1.62M |
|
1899
Nice
NICE
$5.99B
| $4.13M | ﹤0.01% |
28,744
-157,100
| -85% | -$23.5M |
|
|
PMD
1900
DELISTED
Psychemedics Corporation
PMD
| $4.13M | ﹤0.01% |
452,866
+31,095
| +7% | +$264K |
|
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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.