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 | |
|---|---|---|---|---|---|---|
|
AIFU
2101
AIFU Inc
AIFU
$215M
| $2.77M | ﹤0.01% |
260
+7
| +3% | +$85K |
|
|
NBRV
2102
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
| $2.76M | ﹤0.01% |
5,517
+320
| +6% | +$180K |
|
2103
Bank of N.T. Butterfield & Son
NTB
$2.51B
| $2.76M | ﹤0.01% |
+93,000
| New | +$2.82M |
|
2104
Tanger
SKT
$4.42B
| $2.75M | ﹤0.01% |
177,300
-1,296,516
| -88% | -$20.3M |
|
2105
StoneX
SNEX
$8.09B
| $2.74M | ﹤0.01% |
337,284
+108,844
| +48% | +$853K |
|
|
ABTX
2106
DELISTED
Allegiance Bancshares
ABTX
| $2.73M | ﹤0.01% |
85,240
+6,900
| +9% | +$228K |
|
2107
Quad
QUAD
$513M
| $2.73M | ﹤0.01% |
260,000
-58,400
| -18% | -$546K |
|
|
BLCM
2108
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $2.73M | ﹤0.01% |
260,106
+103,610
| +66% | +$1.35M |
|
2109
Omega Flex
OFLX
$289M
| $2.73M | ﹤0.01% |
26,700
+3,000
| +13% | +$249K |
|
2110
Enphase Energy
ENPH
$5.35B
| $2.73M | ﹤0.01% |
122,700
-1,147,928
| -90% | -$29.4M |
|
2111
H.B. Fuller
FUL
$3.38B
| $2.73M | ﹤0.01% |
58,600
-139,700
| -70% | -$6.38M |
|
|
ARGO
2112
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $2.72M | ﹤0.01% |
38,665
-57,100
| -60% | -$3.95M |
|
|
EB
2113
DELISTED
Eventbrite
EB
| $2.71M | ﹤0.01% |
+153,000
| New | +$2.68M |
|
|
APTS
2114
DELISTED
Preferred Apartment Communities, Inc.
APTS
| $2.71M | ﹤0.01% |
187,300
+87,600
| +88% | +$1.26M |
|
2115
Compugen
CGEN
$228M
| $2.7M | ﹤0.01% |
638,600
+80,800
| +14% | +$302K |
|
|
QTRH
2116
DELISTED
Quarterhill Inc. Common Shares
QTRH
| $2.7M | ﹤0.01% |
2,075,056
+335,049
| +19% | +$433K |
|
|
GNTY
2117
DELISTED
Guaranty Bancshares
GNTY
| $2.7M | ﹤0.01% |
96,940
+12,870
| +15% | +$357K |
|
2118
Global Water Resources
GWRS
$247M
| $2.69M | ﹤0.01% |
227,125
+2,462
| +1% | +$29.1K |
|
2119
Embotelladora Andina Series A
AKO.A
$3.75B
| $2.69M | ﹤0.01% |
155,200
+400
| +0.3% | +$6.95K |
|
|
EPZM
2120
DELISTED
Epizyme, Inc
EPZM
| $2.68M | ﹤0.01% |
260,088
-171,700
| -40% | -$2.17M |
|
2121
Spero Therapeutics
SPRO
$71.2M
| $2.68M | ﹤0.01% |
252,803
+37,900
| +18% | +$399K |
|
2122
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
| $2.68M | ﹤0.01% |
21,000
+3,700
| +21% | +$466K |
|
|
OIIM
2123
DELISTED
02Micro International
OIIM
| $2.67M | ﹤0.01% |
1,994,295
+9,735
| +0.5% | +$13.2K |
|
2124
Ultralife
ULBI
$125M
| $2.67M | ﹤0.01% |
308,272
-29,728
| -9% | -$254K |
|
|
XRN
2125
Chiron Real Estate Inc
XRN
$491M
| $2.67M | ﹤0.01% |
46,829
+9,860
| +27% | +$532K |
|
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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.