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 | |
|---|---|---|---|---|---|---|
2226
Ponce Financial Group
PDLB
$502M
| $2.22M | ﹤0.01% |
220,287
+53,707
| +32% | +$546K |
|
|
MLNT
2227
DELISTED
Melinta Therapeutics, Inc. Common Stock
MLNT
| $2.22M | ﹤0.01% |
582,632
+338,700
| +139% | +$1.22M |
|
2228
FerroAtlántica
GSM
$820M
| $2.21M | ﹤0.01% |
1,959,191
+986,491
| +101% | +$1.38M |
|
2229
Weyco Group
WEYS
$432M
| $2.21M | ﹤0.01% |
97,800
+10,300
| +12% | +$257K |
|
|
BOLD
2230
DELISTED
Audentes Therapeutics, Inc
BOLD
| $2.21M | ﹤0.01% |
+78,700
| New | +$2.69M |
|
|
BAS
2231
DELISTED
Basis Energy Services, Inc.
BAS
| $2.21M | ﹤0.01% |
1,532,409
+362,509
| +31% | +$608K |
|
2232
Fabrinet
FN
$20.4B
| $2.2M | ﹤0.01% |
42,000
-37,800
| -47% | -$1.98M |
|
|
RLH
2233
DELISTED
Red Lions Hotel Corporation
RLH
| $2.19M | ﹤0.01% |
338,690
-31,388
| -8% | -$196K |
|
2234
Neurogene
NGNE
$723M
| $2.19M | ﹤0.01% |
38,392
+14,248
| +59% | +$869K |
|
2235
Talos Energy
TALO
$2.63B
| $2.19M | ﹤0.01% |
107,638
-214,300
| -67% | -$4.65M |
|
2236
Celldex Therapeutics
CLDX
$3.29B
| $2.19M | ﹤0.01% |
1,026,285
+114,000
| +12% | +$264K |
|
|
VISN
2237
Vistance Networks Inc
VISN
$2.66B
| $2.18M | ﹤0.01% |
+185,200
| New | +$2.39M |
|
2238
Innovative Solutions & Support
ISSC
$412M
| $2.18M | ﹤0.01% |
463,307
+40,531
| +10% | +$203K |
|
|
OSG
2239
Octave Specialty Group
OSG
$221M
| $2.16M | ﹤0.01% |
110,300
-110,700
| -50% | -$2.03M |
|
|
SBT
2240
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $2.16M | ﹤0.01% |
220,905
+70,705
| +47% | +$688K |
|
2241
3D Systems Corp
DDD
$616M
| $2.15M | ﹤0.01% |
+264,450
| New | +$2.13M |
|
2242
Griffon
GFF
$4.72B
| $2.15M | ﹤0.01% |
102,500
-27,000
| -21% | -$482K |
|
2243
Trustmark
TRMK
$2.8B
| $2.14M | ﹤0.01% |
62,804
-96,200
| -61% | -$3.24M |
|
2244
BK Technologies
BKTI
$277M
| $2.14M | ﹤0.01% |
127,220
+880
| +0.7% | +$17.2K |
|
|
PFIE
2245
DELISTED
Profire Energy, Inc
PFIE
| $2.13M | ﹤0.01% |
1,128,465
+4,265
| +0.4% | +$6.5K |
|
|
LSXMK
2246
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $2.13M | ﹤0.01% |
66,698
-26,127
| -28% | -$812K |
|
2247
Aclaris Therapeutics
ACRS
$851M
| $2.13M | ﹤0.01% |
1,968,716
+1,269,136
| +181% | +$1.8M |
|
|
VOXX
2248
DELISTED
VOXX International Corporation Class A
VOXX
| $2.13M | ﹤0.01% |
452,043
+89,419
| +25% | +$414K |
|
|
BEDU
2249
DELISTED
Bright Scholar Education Holdings
BEDU
| $2.12M | ﹤0.01% |
54,900
+21,825
| +66% | +$822K |
|
|
LTXB
2250
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $2.12M | ﹤0.01% |
48,747
-21,733
| -31% | -$903K |
|
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.