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 | |
|---|---|---|---|---|---|---|
|
SMTA
2151
DELISTED
Spirit MTA REIT Common Shares of Beneficial Interest
SMTA
| $2.56M | ﹤0.01% |
303,611
+181,788
| +149% | +$1.54M |
|
2152
Whirlpool
WHR
$2.7B
| $2.56M | ﹤0.01% |
+16,157
| New | +$2.32M |
|
|
SBBX
2153
DELISTED
SB One Bancorp Common Stock
SBBX
| $2.56M | ﹤0.01% |
113,300
+12,400
| +12% | +$282K |
|
2154
Cohen & Steers
CNS
$4.36B
| $2.54M | ﹤0.01% |
46,300
-9,900
| -18% | -$524K |
|
2155
Hovnanian Enterprises
HOV
$785M
| $2.53M | ﹤0.01% |
131,415
-121,402
| -48% | -$1.16M |
|
|
LEJU
2156
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
| $2.53M | ﹤0.01% |
129,716
+8,523
| +7% | +$127K |
|
2157
Artivion
AORT
$1.42B
| $2.53M | ﹤0.01% |
93,100
-18,690
| -17% | -$529K |
|
2158
Citizens
CIA
$201M
| $2.53M | ﹤0.01% |
368,000
+81,200
| +28% | +$568K |
|
|
TTSH
2159
DELISTED
Tile Shop Holdings
TTSH
| $2.52M | ﹤0.01% |
790,900
+275,300
| +53% | +$841K |
|
2160
Acadia Realty Trust
AKR
$2.86B
| $2.52M | ﹤0.01% |
88,242
+13,742
| +18% | +$383K |
|
2161
Ecovyst
ECVT
$1.14B
| $2.52M | ﹤0.01% |
158,200
+49,000
| +45% | +$750K |
|
2162
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
| $2.51M | ﹤0.01% |
85,612
+23,912
| +39% | +$699K |
|
2163
Ascent Industries
ACNT
$136M
| $2.5M | ﹤0.01% |
156,700
-2,000
| -1% | -$32K |
|
|
BIG
2164
DELISTED
Big Lots, Inc.
BIG
| $2.5M | ﹤0.01% |
102,000
-114,400
| -53% | -$2.72M |
|
|
QUMU
2165
DELISTED
Qumu Corp.
QUMU
| $2.5M | ﹤0.01% |
766,154
+783
| +0.1% | +$2.75K |
|
|
KW
2166
DELISTED
Kennedy-Wilson Holdings
KW
| $2.48M | ﹤0.01% |
113,300
+40,200
| +55% | +$856K |
|
2167
EQT Corp
EQT
$34B
| $2.48M | ﹤0.01% |
233,364
+11,000
| +5% | +$142K |
|
2168
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
| $2.48M | ﹤0.01% |
51,446
+16,618
| +48% | +$801K |
|
2169
Innospec
IOSP
$2.31B
| $2.48M | ﹤0.01% |
27,800
+23,600
| +562% | +$2.12M |
|
2170
Beazer Homes USA
BZH
$872M
| $2.48M | ﹤0.01% |
166,200
+43,900
| +36% | +$529K |
|
|
CTB
2171
DELISTED
Cooper Tire & Rubber Co.
CTB
| $2.47M | ﹤0.01% |
94,700
-119,800
| -56% | -$3.18M |
|
|
SSKN
2172
DELISTED
Strata Skin Sciences
SSKN
| $2.47M | ﹤0.01% |
114,951
+4,939
| +4% | +$116K |
|
|
HMSY
2173
DELISTED
HMS Holdings Corp.
HMSY
| $2.47M | ﹤0.01% |
71,700
-303,712
| -81% | -$11M |
|
2174
Seneca Foods Class A
SENEA
$1.3B
| $2.46M | ﹤0.01% |
78,900
+17,300
| +28% | +$499K |
|
2175
Yelp
YELP
$1.34B
| $2.46M | ﹤0.01% |
70,800
-181,300
| -72% | -$6.27M |
|
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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.