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 | |
|---|---|---|---|---|---|---|
1901
NovaGold Resources
NG
$3.48B
| $4.12M | ﹤0.01% |
+677,400
| New | +$4.44M |
|
1902
Preformed Line Products
PLPC
$2.27B
| $4.12M | ﹤0.01% |
75,400
+100
| +0.1% | +$5.36K |
|
1903
PRA Group
PRAA
$776M
| $4.12M | ﹤0.01% |
121,800
-20,600
| -14% | -$656K |
|
|
OTIC
1904
DELISTED
Otonomy, Inc.
OTIC
| $4.11M | ﹤0.01% |
1,720,869
-2,048
| -0.1% | -$4.88K |
|
|
ICAD
1905
DELISTED
iCAD Inc
ICAD
| $4.11M | ﹤0.01% |
600,170
-3,100
| -0.5% | -$20.2K |
|
|
FTR
1906
DELISTED
Frontier Communications Corp.
FTR
| $4.11M | ﹤0.01% |
4,739,985
+191,012
| +4% | +$215K |
|
1907
Farmers National Banc Corp
FMNB
$966M
| $4.11M | ﹤0.01% |
283,600
+22,000
| +8% | +$314K |
|
1908
Standard Motor Products
SMP
$870M
| $4.1M | ﹤0.01% |
84,500
-25,300
| -23% | -$1.16M |
|
|
JE
1909
DELISTED
Just Energy Group Inc
JE
| $4.1M | ﹤0.01% |
52,390
+4,206
| +9% | +$366K |
|
|
SEAC
1910
DELISTED
Seachange International Inc
SEAC
| $4.09M | ﹤0.01% |
71,081
-4,010
| -5% | -$174K |
|
|
TGA
1911
DELISTED
Transglobe Energy Corp
TGA
| $4.08M | ﹤0.01% |
3,069,467
-16,100
| -0.5% | -$22.9K |
|
|
ECOM
1912
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $4.06M | ﹤0.01% |
435,600
+51,400
| +13% | +$472K |
|
1913
SmartFinancial
SMBK
$902M
| $4.06M | ﹤0.01% |
194,874
+44,690
| +30% | +$942K |
|
1914
AstroNova
ALOT
$227M
| $4.06M | ﹤0.01% |
250,850
-6,326
| -2% | -$132K |
|
|
KAMN
1915
DELISTED
Kaman Corp
KAMN
| $4.05M | ﹤0.01% |
+68,122
| New | +$4.08M |
|
|
MGIC
1916
DELISTED
Magic Software Enterprises
MGIC
| $4.05M | ﹤0.01% |
440,665
+21,531
| +5% | +$195K |
|
|
GV
1917
DELISTED
Goldfield Corporation
GV
| $4.03M | ﹤0.01% |
1,875,330
-21,879
| -1% | -$48.3K |
|
1918
Lennar Class B
LEN.B
$20.6B
| $4.03M | ﹤0.01% |
95,432
+39,610
| +71% | +$1.51M |
|
|
SEM
1919
DELISTED
Select Medical
SEM
| $4.02M | ﹤0.01% |
450,637
+298,074
| +195% | +$2.61M |
|
1920
Air T
AIRT
$79.2M
| $4.01M | ﹤0.01% |
213,511
-600
| -0.3% | -$10.3K |
|
1921
Universal Insurance Holdings
UVE
$1.2B
| $4.01M | ﹤0.01% |
133,708
+30,108
| +29% | +$822K |
|
1922
Turning Point Brands
TPB
$1.75B
| $4M | ﹤0.01% |
173,343
-182,500
| -51% | -$6.95M |
|
|
MSON
1923
DELISTED
Misonix Inc
MSON
| $3.99M | ﹤0.01% |
198,700
-29,800
| -13% | -$645K |
|
1924
Pixelworks
PXLW
$44.4M
| $3.98M | ﹤0.01% |
89,744
+18,734
| +26% | +$743K |
|
1925
Aviat Networks
AVNW
$287M
| $3.98M | ﹤0.01% |
582,570
-34
| -0% | -$228 |
|
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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.