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 | |
|---|---|---|---|---|---|---|
|
PNTR
1951
DELISTED
Pointer Telocation Ltd.
PNTR
| $3.77M | ﹤0.01% |
250,341
+100
| +0% | +$1.49K |
|
|
JCAP
1952
DELISTED
Jernigan Capital, Inc.
JCAP
| $3.75M | ﹤0.01% |
195,012
+184,712
| +1,793% | +$3.66M |
|
|
VCRA
1953
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $3.75M | ﹤0.01% |
152,100
-193,700
| -56% | -$5.03M |
|
1954
Strategy Inc
MSTR
$36.6B
| $3.74M | ﹤0.01% |
251,820
-472,180
| -65% | -$6.47M |
|
1955
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
| $3.73M | ﹤0.01% |
76,200
-63,400
| -45% | -$3.11M |
|
1956
AGCO
AGCO
$7.1B
| $3.73M | ﹤0.01% |
49,300
-315,100
| -86% | -$23.1M |
|
|
LADR
1957
Ladder Capital
LADR
$1.27B
| $3.73M | ﹤0.01% |
215,941
+125,500
| +139% | +$2.12M |
|
|
SGEN
1958
DELISTED
Seagen Inc. Common Stock
SGEN
| $3.73M | ﹤0.01% |
+43,613
| New | +$3.2M |
|
1959
Airgain
AIRG
$72.2M
| $3.72M | ﹤0.01% |
316,310
+106,486
| +51% | +$1.33M |
|
|
CVLY
1960
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $3.72M | ﹤0.01% |
167,787
+1,764
| +1% | +$38.1K |
|
1961
Syndax Pharmaceuticals
SNDX
$1.77B
| $3.71M | ﹤0.01% |
497,000
+65,100
| +15% | +$593K |
|
1962
Emcor
EME
$36.9B
| $3.71M | ﹤0.01% |
43,100
-5,700
| -12% | -$485K |
|
1963
AMES National
ATLO
$280M
| $3.69M | ﹤0.01% |
129,000
+13,979
| +12% | +$379K |
|
1964
Dawson Geophysical
DWSN
$99.1M
| $3.69M | ﹤0.01% |
1,722,774
-2,621
| -0.2% | -$5.86K |
|
1965
LCNB Corp
LCNB
$283M
| $3.68M | ﹤0.01% |
207,416
+10,500
| +5% | +$184K |
|
1966
TTM Technologies
TTMI
$14.7B
| $3.67M | ﹤0.01% |
+300,869
| New | +$3.23M |
|
|
EMKR
1967
DELISTED
Emcore Corp
EMKR
| $3.66M | ﹤0.01% |
119,220
+8,515
| +8% | +$254K |
|
|
CNCE
1968
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
| $3.63M | ﹤0.01% |
617,790
+1,790
| +0.3% | +$19K |
|
1969
Chemung Financial Corp
CHMG
$405M
| $3.62M | ﹤0.01% |
86,288
+4,900
| +6% | +$214K |
|
1970
ePlus
PLUS
$2.31B
| $3.62M | ﹤0.01% |
95,200
+25,800
| +37% | +$995K |
|
1971
Euronet Worldwide
EEFT
$2.74B
| $3.62M | ﹤0.01% |
+24,745
| New | +$3.83M |
|
|
ITCL
1972
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
| $3.61M | ﹤0.01% |
323,200
+1,700
| +0.5% | +$19.9K |
|
1973
Superior Group of Companies
SGC
$208M
| $3.6M | ﹤0.01% |
223,300
+6,300
| +3% | +$98.3K |
|
|
LDL
1974
DELISTED
Lydall, Inc.
LDL
| $3.6M | ﹤0.01% |
144,400
+45,200
| +46% | +$965K |
|
|
BID
1975
DELISTED
Sotheby's
BID
| $3.6M | ﹤0.01% |
+63,100
| New | +$3.65M |
|
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.