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 | |
|---|---|---|---|---|---|---|
2301
GrafTech
EAF
$200M
| $1.93M | ﹤0.01% |
15,070
-27,800
| -65% | -$3.3M |
|
2302
Escalade
ESCA
$278M
| $1.92M | ﹤0.01% |
176,260
-5,400
| -3% | -$59.1K |
|
|
FINV
2303
FinVolution Group
FINV
$1.04B
| $1.92M | ﹤0.01% |
661,800
+174,300
| +36% | +$667K |
|
2304
Magnachip Semiconductor
MX
$139M
| $1.92M | ﹤0.01% |
189,231
+106,000
| +127% | +$1.11M |
|
2305
Banner Corp
BANR
$2.51B
| $1.92M | ﹤0.01% |
34,099
+11,399
| +50% | +$629K |
|
2306
MeiraGTx Holdings
MGTX
$1.27B
| $1.91M | ﹤0.01% |
119,672
+92,072
| +334% | +$2.14M |
|
2307
Ovid Therapeutics
OVID
$536M
| $1.9M | ﹤0.01% |
586,725
+115,116
| +24% | +$262K |
|
|
FGH
2308
DELISTED
FG Group Holdings Inc.
FGH
| $1.9M | ﹤0.01% |
611,203
+22,300
| +4% | +$67K |
|
2309
Scansource
SCSC
$1.08B
| $1.89M | ﹤0.01% |
61,920
+37,610
| +155% | +$1.17M |
|
2310
Oil States International
OIS
$537M
| $1.89M | ﹤0.01% |
141,900
+51,200
| +56% | +$737K |
|
2311
AC Immune
ACIU
$254M
| $1.88M | ﹤0.01% |
380,102
+132,063
| +53% | +$708K |
|
2312
Community Health Systems
CYH
$420M
| $1.87M | ﹤0.01% |
519,144
+478,344
| +1,172% | +$1.25M |
|
2313
Designer Brands
DBI
$301M
| $1.87M | ﹤0.01% |
109,030
+65,230
| +149% | +$1.11M |
|
|
SLCT
2314
DELISTED
Select Bancorp, Inc.
SLCT
| $1.86M | ﹤0.01% |
160,661
+69,947
| +77% | +$779K |
|
2315
Lantronix
LTRX
$290M
| $1.86M | ﹤0.01% |
556,264
+500
| +0.1% | +$1.73K |
|
|
FENG
2316
Phoenix New Media
FENG
$18.1M
| $1.86M | ﹤0.01% |
121,132
-12,749
| -10% | -$226K |
|
2317
State Street Energy Select Sector SPDR ETF
XLE
$40.5B
| $1.85M | ﹤0.01% |
62,600
-166,000
| -73% | -$5.02M |
|
|
DL
2318
DELISTED
China Distance Education Holdings Limited
DL
| $1.85M | ﹤0.01% |
339,148
+19,648
| +6% | +$95.5K |
|
2319
Heritage Financial
HFWA
$1.22B
| $1.85M | ﹤0.01% |
+68,589
| New | +$1.89M |
|
2320
Ark Restaurants
ARKR
$20.2M
| $1.84M | ﹤0.01% |
88,205
+2,305
| +3% | +$46.4K |
|
|
HIMX
2321
Himax Technologies
HIMX
$2.66B
| $1.84M | ﹤0.01% |
811,826
+113,465
| +16% | +$297K |
|
2322
Origin Bancorp
OBK
$1.68B
| $1.84M | ﹤0.01% |
54,600
+42,900
| +367% | +$1.44M |
|
|
YMAB
2323
DELISTED
Y-mAbs Therapeutics
YMAB
| $1.84M | ﹤0.01% |
70,700
+28,900
| +69% | +$738K |
|
2324
Ohio Valley Banc Corp
OVBC
$212M
| $1.84M | ﹤0.01% |
50,400
-3,500
| -6% | -$123K |
|
|
BLDP
2325
Ballard Power Systems
BLDP
$811M
| $1.84M | ﹤0.01% |
+375,800
| New | +$1.7M |
|
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.