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 | |
|---|---|---|---|---|---|---|
|
AIOT
2351
PowerFleet Inc
AIOT
$417M
| $1.74M | ﹤0.01% |
317,137
-13,243
| -4% | -$75.2K |
|
2352
Jefferies Financial Group
JEF
$12.8B
| $1.73M | ﹤0.01% |
98,115
+37,467
| +62% | +$667K |
|
|
TCS
2353
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $1.73M | ﹤0.01% |
26,017
-12,450
| -32% | -$1.01M |
|
|
STZ.B
2354
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
| $1.72M | ﹤0.01% |
8,300
+900
| +12% | +$180K |
|
2355
America's Car Mart
CRMT
$25.8M
| $1.72M | ﹤0.01% |
18,772
-11,560
| -38% | -$1.02M |
|
|
CBPO
2356
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $1.72M | ﹤0.01% |
15,000
+5,900
| +65% | +$587K |
|
2357
Lipocine
LPCN
$17.6M
| $1.71M | ﹤0.01% |
35,810
+6,654
| +23% | +$267K |
|
2358
First Community Corp
FCCO
$324M
| $1.71M | ﹤0.01% |
87,789
-20,111
| -19% | -$381K |
|
|
LBY
2359
DELISTED
Libbey, Inc.
LBY
| $1.71M | ﹤0.01% |
509,700
-2,100
| -0.4% | -$4.11K |
|
2360
Comstock Resources
CRK
$4.12B
| $1.7M | ﹤0.01% |
218,800
-114,600
| -34% | -$765K |
|
2361
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.11B
| $1.7M | ﹤0.01% |
5,550
+2,450
| +79% | +$701K |
|
|
ENV
2362
DELISTED
ENVESTNET, INC.
ENV
| $1.7M | ﹤0.01% |
+29,892
| New | +$1.89M |
|
|
MLVF
2363
DELISTED
Malvern Bancorp, Inc.
MLVF
| $1.69M | ﹤0.01% |
77,552
+28,700
| +59% | +$616K |
|
2364
iShares Semiconductor ETF
SOXX
$46.2B
| $1.69M | ﹤0.01% |
+24,000
| New | +$1.66M |
|
2365
Chicago Rivet & Machine Co
CVR
$9.98M
| $1.69M | ﹤0.01% |
63,810
-300
| -0.5% | -$8.1K |
|
|
CETV
2366
DELISTED
Central European Media Enterprises Ltd
CETV
| $1.69M | ﹤0.01% |
375,725
+173,446
| +86% | +$784K |
|
|
AXU
2367
DELISTED
Alexco Resource Corp
AXU
| $1.69M | ﹤0.01% |
972,585
+134,635
| +16% | +$248K |
|
|
KREF
2368
KKR Real Estate Finance Trust
KREF
$493M
| $1.68M | ﹤0.01% |
86,000
-118,000
| -58% | -$2.32M |
|
|
LAND
2369
Gladstone Land Corp
LAND
$356M
| $1.68M | ﹤0.01% |
141,233
+109,833
| +350% | +$1.28M |
|
|
VIVS
2370
VivoSim Labs
VIVS
$1.13M
| $1.68M | ﹤0.01% |
26,802
+4,606
| +21% | +$388K |
|
|
EVBN
2371
DELISTED
Evans Bancorp Inc
EVBN
| $1.68M | ﹤0.01% |
44,800
+5,726
| +15% | +$204K |
|
|
APHA
2372
DELISTED
Aphria Inc. Common Shares
APHA
| $1.67M | ﹤0.01% |
321,900
+80,400
| +33% | +$511K |
|
|
DNBF
2373
DELISTED
DNB Financial Corp
DNBF
| $1.67M | ﹤0.01% |
37,400
+10,600
| +40% | +$464K |
|
2374
Norwood Financial Corp
NWFL
$374M
| $1.66M | ﹤0.01% |
52,639
+6,914
| +15% | +$227K |
|
2375
NCR Voyix
VYX
$1.13B
| $1.66M | ﹤0.01% |
85,901
-37,816
| -31% | -$730K |
|
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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.