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 | 18.91% |
| 2 | Technology | 12.35% |
| 3 | Consumer Discretionary | 10.31% |
| 4 | Financials | 9.99% |
| 5 | Consumer Staples | 8.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3601
Motorcar Parts of America
MPAA
$234M
| – | – |
-18,500
| Closed | -$396K |
|
3602
Moderna
MRNA
$25.5B
| – | – |
-281,800
| Closed | -$4.13M |
|
|
MRUS
3603
DELISTED
Merus
MRUS
| – | – |
-13,000
| Closed | -$190K |
|
3604
Mine Safety
MSA
$7.45B
| – | – |
-51,100
| Closed | -$5.38M |
|
|
MSB
3605
Mesabi Trust
MSB
$307M
| – | – |
-7,100
| Closed | -$210K |
|
3606
Microsoft
MSFT
$3.67T
| – | – |
-310,584
| Closed | -$41.6M |
|
3607
Madison Square Garden
MSGS
$9.94B
| – | – |
-263,228
| Closed | -$52.6M |
|
3608
Manitowoc
MTW
$711M
| – | – |
-119,549
| Closed | -$2.13M |
|
3609
National Fuel Gas
NFG
$7.74B
| – | – |
-96,683
| Closed | -$5.1M |
|
3610
Nektar Therapeutics
NKTR
$2.58B
| – | – |
-21,803
| Closed | -$11.6M |
|
3611
NN Inc
NNBR
$297M
| – | – |
-36,480
| Closed | -$356K |
|
3612
NNN REIT
NNN
$8.78B
| – | – |
-44,500
| Closed | -$2.36M |
|
3613
ServiceNow
NOW
$129B
| – | – |
-1,270,000
| Closed | -$69.7M |
|
3614
Intellia Therapeutics
NTLA
$1.69B
| – | – |
-164,600
| Closed | -$2.69M |
|
3615
Nutanix
NTNX
$17.4B
| – | – |
-508,696
| Closed | -$13.2M |
|
3616
Natera
NTRA
$45.4B
| – | – |
-98,204
| Closed | -$2.71M |
|
3617
Northern Trust
NTRS
$34.9B
| – | – |
-97,398
| Closed | -$8.77M |
|
3618
nVent Electric
NVT
$27.8B
| – | – |
-62,700
| Closed | -$1.55M |
|
3619
Nexstar Media Group
NXST
$5.66B
| – | – |
-558,205
| Closed | -$56.4M |
|
3620
Realty Income
O
$59.1B
| – | – |
-236,399
| Closed | -$15.8M |
|
|
OBE
3621
Obsidian Energy
OBE
$708M
| – | – |
-31,971
| Closed | -$38K |
|
3622
Oragenics
OGEN
$2.45M
| – | – |
-30
| Closed | -$26K |
|
3623
O-I Glass
OI
$1.07B
| – | – |
-176,100
| Closed | -$3.04M |
|
3624
Oceaneering
OII
$5.05B
| – | – |
-135,300
| Closed | -$2.76M |
|
3625
Omnicom Group
OMC
$23.5B
| – | – |
-775,400
| Closed | -$63.5M |
|
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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.