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 | |
|---|---|---|---|---|---|---|
|
NGHC
2126
DELISTED
National General Holdings Corp
NGHC
| $2.65M | ﹤0.01% |
115,300
-149,500
| -56% | -$3.52M |
|
2127
Build-A-Bear
BBW
$481M
| $2.65M | ﹤0.01% |
841,966
-203,411
| -19% | -$779K |
|
2128
Biglari Holdings Class B
BH
$1.21B
| $2.65M | ﹤0.01% |
24,326
-3,936
| -14% | -$389K |
|
|
WCC
2129
WESCO International
WCC
$17.6B
| $2.65M | ﹤0.01% |
55,400
-355,800
| -87% | -$16.7M |
|
2130
MakeMyTrip
MMYT
$5.68B
| $2.65M | ﹤0.01% |
116,553
+74,400
| +176% | +$1.83M |
|
2131
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
| $2.64M | ﹤0.01% |
32,600
-52,002
| -61% | -$4.2M |
|
2132
iShares MSCI Canada ETF
EWC
$6.56B
| $2.64M | ﹤0.01% |
91,300
-900
| -1% | -$25.6K |
|
|
RSX
2133
DELISTED
VanEck Russia ETF
RSX
| $2.64M | ﹤0.01% |
115,600
-51,795
| -31% | -$1.19M |
|
2134
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.24B
| $2.63M | ﹤0.01% |
32,575
+10,928
| +50% | +$882K |
|
2135
Greif Class B
GEF.B
$4.2B
| $2.62M | ﹤0.01% |
57,510
+7,100
| +14% | +$305K |
|
|
SUNE
2136
SUNation Energy
SUNE
$10.6M
| $2.62M | ﹤0.01% |
1
| – | – |
|
2137
Parke Bancorp
PKBK
$413M
| $2.61M | ﹤0.01% |
129,377
-3,338
| -3% | -$68.8K |
|
|
PLAN
2138
DELISTED
Anaplan, Inc.
PLAN
| $2.61M | ﹤0.01% |
55,586
-211,314
| -79% | -$11.5M |
|
|
TLRA
2139
DELISTED
Telaria, Inc.
TLRA
| $2.61M | ﹤0.01% |
377,700
-991,300
| -72% | -$8.23M |
|
|
CLPR
2140
Clipper Realty
CLPR
$54M
| $2.6M | ﹤0.01% |
255,357
+800
| +0.3% | +$8.75K |
|
2141
Distribution Solutions Group
DSGR
$1.62B
| $2.6M | ﹤0.01% |
134,000
-40,200
| -23% | -$779K |
|
|
SFE
2142
DELISTED
Safeguard Scientifics, Inc.
SFE
| $2.59M | ﹤0.01% |
228,600
-5,200
| -2% | -$62K |
|
2143
Aware
AWRE
$26.4M
| $2.59M | ﹤0.01% |
866,511
+1,905
| +0.2% | +$5.69K |
|
|
CSLT
2144
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
| $2.58M | ﹤0.01% |
1,829,600
+119,400
| +7% | +$238K |
|
2145
Comp X International
CIX
$385M
| $2.58M | ﹤0.01% |
179,900
+2,700
| +2% | +$41K |
|
|
HCR
2146
DELISTED
Hi-Crush Inc. Common Stock
HCR
| $2.58M | ﹤0.01% |
1,481,784
+1,042,381
| +237% | +$2M |
|
|
LHCG
2147
DELISTED
LHC Group LLC
LHCG
| $2.57M | ﹤0.01% |
22,669
+4,942
| +28% | +$595K |
|
2148
Data I/O
DAIO
$32.4M
| $2.57M | ﹤0.01% |
658,914
-13,128
| -2% | -$53K |
|
2149
Corvus Pharmaceuticals
CRVS
$1.25B
| $2.56M | ﹤0.01% |
851,778
+18,680
| +2% | +$78.4K |
|
|
TRCB
2150
DELISTED
Two River Bancorp
TRCB
| $2.56M | ﹤0.01% |
123,587
+24,200
| +24% | +$418K |
|
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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.