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 | |
|---|---|---|---|---|---|---|
2426
Axogen
AXGN
$2.6B
| $1.47M | ﹤0.01% |
+118,100
| New | +$1.94M |
|
2427
Kforce
KFRC
$1.03B
| $1.47M | ﹤0.01% |
38,949
-89,200
| -70% | -$3.08M |
|
|
FRAN
2428
DELISTED
Francesca's Holdings Corporation
FRAN
| $1.47M | ﹤0.01% |
+104,938
| New | +$661K |
|
|
DZSI
2429
DELISTED
DZS Inc. Common Stock
DZSI
| $1.47M | ﹤0.01% |
160,087
+20,390
| +15% | +$223K |
|
|
ACRE
2430
Ares Commercial Real Estate
ACRE
$261M
| $1.47M | ﹤0.01% |
96,200
-53,600
| -36% | -$817K |
|
|
EMWP
2431
DELISTED
Eros Media World PLC
EMWP
| $1.46M | ﹤0.01% |
38,261
-17,039
| -31% | -$605K |
|
|
WTT
2432
DELISTED
Wireless Telecom Group, Inc.
WTT
| $1.46M | ﹤0.01% |
1,013,883
-6,717
| -0.7% | -$10.1K |
|
2433
Greif
GEF
$4.97B
| $1.46M | ﹤0.01% |
+38,500
| New | +$1.34M |
|
2434
Northern Technologies International Corp
NTIC
$76.5M
| $1.46M | ﹤0.01% |
118,802
+3,200
| +3% | +$36.6K |
|
|
AMED
2435
DELISTED
Amedisys
AMED
| $1.45M | ﹤0.01% |
11,100
+6,600
| +147% | +$859K |
|
2436
Eagle Materials
EXP
$6.38B
| $1.45M | ﹤0.01% |
16,100
-84,100
| -84% | -$7.22M |
|
2437
Ollie's Bargain Outlet
OLLI
$4.64B
| $1.45M | ﹤0.01% |
24,700
-102,000
| -81% | -$7.65M |
|
2438
State Street SPDR S&P Regional Banking ETF
KRE
$4.67B
| $1.44M | ﹤0.01% |
27,300
-7,600
| -22% | -$397K |
|
|
ROAN
2439
DELISTED
Roan Resources, Inc.
ROAN
| $1.44M | ﹤0.01% |
1,170,370
+387,770
| +50% | +$505K |
|
2440
Kelly Services Class A
KELYA
$551M
| $1.44M | ﹤0.01% |
59,307
-47,501
| -44% | -$1.23M |
|
2441
Transportadora de Gas del Sur
TGS
$4.23B
| $1.43M | ﹤0.01% |
174,867
+119,691
| +217% | +$1.32M |
|
2442
Tempest Therapeutics
TPST
$16.5M
| $1.43M | ﹤0.01% |
1,032
-39
| -4% | -$63K |
|
|
TVTY
2443
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $1.43M | ﹤0.01% |
85,797
-481,900
| -85% | -$8.34M |
|
2444
Alto Ingredients
ALTO
$327M
| $1.42M | ﹤0.01% |
2,522,018
+459,941
| +22% | +$297K |
|
|
UMH
2445
UMH Properties
UMH
$1.4B
| $1.42M | ﹤0.01% |
100,900
-13,800
| -12% | -$179K |
|
2446
Princeton Bancorp
BPRN
$294M
| $1.42M | ﹤0.01% |
48,823
+5,200
| +12% | +$144K |
|
2447
Ingles Markets
IMKTA
$1.66B
| $1.42M | ﹤0.01% |
36,500
+23,300
| +177% | +$826K |
|
2448
Lincoln Educational Services
LINC
$905M
| $1.42M | ﹤0.01% |
680,705
-12,423
| -2% | -$25.4K |
|
|
BOCH
2449
DELISTED
Bank of Commerce Holdings (CA)
BOCH
| $1.41M | ﹤0.01% |
129,800
+7,700
| +6% | +$80.6K |
|
2450
DLH Holdings
DLHC
$68.6M
| $1.41M | ﹤0.01% |
315,970
-21,710
| -6% | -$101K |
|
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.