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 | |
|---|---|---|---|---|---|---|
2001
Pinnacle Financial Partners Inc
PNFP
$16.3B
| $3.43M | ﹤0.01% |
60,457
+48,057
| +388% | +$2.69M |
|
2002
Acme United Corp
ACU
$232M
| $3.43M | ﹤0.01% |
171,300
+10,406
| +6% | +$214K |
|
2003
Pearson
PSO
$9.72B
| $3.42M | ﹤0.01% |
378,400
-15,500
| -4% | -$161K |
|
|
AVDL
2004
DELISTED
Avadel Pharmaceuticals
AVDL
| $3.42M | ﹤0.01% |
822,006
+19,400
| +2% | +$48.6K |
|
2005
CSP Inc
CSPI
$81.1M
| $3.42M | ﹤0.01% |
509,500
| – | – |
|
2006
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
| $3.42M | ﹤0.01% |
67,700
-158
| -0.2% | -$7.96K |
|
|
GHG
2007
GreenTree Hospitality
GHG
$112M
| $3.41M | ﹤0.01% |
340,748
+69,551
| +26% | +$787K |
|
|
MPX
2008
DELISTED
Marine Products Corp
MPX
| $3.41M | ﹤0.01% |
240,502
+6,100
| +3% | +$90.7K |
|
2009
Riverview Bancorp
RVSB
$106M
| $3.4M | ﹤0.01% |
460,417
+33,610
| +8% | +$261K |
|
2010
Cathay General Bancorp
CATY
$4.33B
| $3.4M | ﹤0.01% |
97,771
+3,700
| +4% | +$129K |
|
2011
Upland Software
UPLD
$15.7M
| $3.39M | ﹤0.01% |
9,732
+8,300
| +580% | +$3.45M |
|
|
TRUE
2012
DELISTED
TrueCar
TRUE
| $3.39M | ﹤0.01% |
996,500
+634,000
| +175% | +$2.81M |
|
2013
Donaldson
DCI
$11.1B
| $3.39M | ﹤0.01% |
+65,029
| New | +$3.22M |
|
2014
Aspen Aerogels
ASPN
$485M
| $3.37M | ﹤0.01% |
569,531
+35,200
| +7% | +$224K |
|
2015
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $3.37M | ﹤0.01% |
+89,765
| New | +$3.34M |
|
|
GNMK
2016
DELISTED
GenMark Diagnostics, Inc
GNMK
| $3.37M | ﹤0.01% |
555,500
+216,400
| +64% | +$1.35M |
|
2017
Flexsteel Industries
FLXS
$301M
| $3.36M | ﹤0.01% |
226,418
+30,925
| +16% | +$504K |
|
|
CLUB
2018
DELISTED
Town Sports International Holdings, Inc.
CLUB
| $3.36M | ﹤0.01% |
2,046,552
+53,890
| +3% | +$95.1K |
|
2019
Kodiak Sciences
KOD
$2.59B
| $3.34M | ﹤0.01% |
232,545
+111,331
| +92% | +$1.45M |
|
|
TOUR
2020
Tuniu
TOUR
$53.2M
| $3.34M | ﹤0.01% |
112,078
+1,900
| +2% | +$61.3K |
|
|
CALA
2021
DELISTED
Calithera Biosciences, Inc
CALA
| $3.33M | ﹤0.01% |
53,940
+16,430
| +44% | +$1.32M |
|
|
DALN
2022
DELISTED
DallasNews
DALN
| $3.33M | ﹤0.01% |
221,839
+4,921
| +2% | +$70.6K |
|
|
SRGA
2023
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $3.32M | ﹤0.01% |
38,786
-8,806
| -19% | -$940K |
|
2024
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
| $3.31M | ﹤0.01% |
113,556
-1,544
| -1% | -$45.3K |
|
2025
Kingstone Companies
KINS
$285M
| $3.27M | ﹤0.01% |
383,900
-2,000
| -0.5% | -$17K |
|
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.