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 | |
|---|---|---|---|---|---|---|
|
CHL
101
DELISTED
China Mobile Limited
CHL
| $244M | 0.21% |
5,902,097
+482,000
| +9% | +$20.5M |
|
|
TWTR
102
DELISTED
Twitter, Inc.
TWTR
| $241M | 0.2% |
5,840,900
-1,496,700
| -20% | -$61.2M |
|
103
MarketAxess Holdings
MKTX
$5.72B
| $235M | 0.2% |
718,210
+224,210
| +45% | +$80.3M |
|
104
Ryanair
RYAAY
$30.8B
| $233M | 0.2% |
8,768,798
+277,250
| +3% | +$6.87M |
|
105
Mondelez International
MDLZ
$78.9B
| $233M | 0.2% |
4,203,755
-2,151,698
| -34% | -$118M |
|
106
American Express
AXP
$230B
| $232M | 0.2% |
+1,960,500
| New | +$240M |
|
107
Dropbox
DBX
$7.41B
| $230M | 0.19% |
11,419,107
+4,882,100
| +75% | +$104M |
|
108
WEC Energy
WEC
$34.8B
| $230M | 0.19% |
2,414,921
-1,040,881
| -30% | -$93.8M |
|
109
Seagate
STX
$186B
| $228M | 0.19% |
4,237,345
+2,344,144
| +124% | +$115M |
|
110
MSCI
MSCI
$40.8B
| $227M | 0.19% |
1,041,688
+42,921
| +4% | +$9.94M |
|
111
United Airlines
UAL
$41B
| $221M | 0.19% |
2,501,635
+691,063
| +38% | +$61.1M |
|
112
Ericsson
ERIC
$33B
| $212M | 0.18% |
26,576,500
+3,213,600
| +14% | +$27.4M |
|
113
Equinor
EQNR
$97.2B
| $210M | 0.18% |
11,064,361
+1,900,138
| +21% | +$35M |
|
114
Douglas Emmett
DEI
$1.92B
| $207M | 0.18% |
4,841,800
+43,000
| +0.9% | +$1.78M |
|
115
Pinduoduo
PDD
$129B
| $207M | 0.17% |
6,414,474
+3,534,000
| +123% | +$94.4M |
|
116
WIX.com
WIX
$2.79B
| $204M | 0.17% |
1,747,500
+110,200
| +7% | +$15.3M |
|
117
Incyte
INCY
$24.5B
| $204M | 0.17% |
2,743,620
+781,310
| +40% | +$63.1M |
|
118
GoDaddy
GDDY
$11.5B
| $201M | 0.17% |
3,047,900
-612,400
| -17% | -$41.5M |
|
119
Cogent Communications
CCOI
$554M
| $199M | 0.17% |
3,615,700
+192,000
| +6% | +$11.4M |
|
120
Veeva Systems
VEEV
$38.4B
| $199M | 0.17% |
1,301,403
+386,599
| +42% | +$62M |
|
121
RH
RH
$3.46B
| $197M | 0.17% |
1,153,000
+1,079,500
| +1,469% | +$154M |
|
122
Rogers Communications
RCI
$19.1B
| $197M | 0.17% |
4,033,283
+682,100
| +20% | +$35.1M |
|
123
AB InBev
BUD
$159B
| $195M | 0.17% |
2,048,900
+965,100
| +89% | +$91.6M |
|
124
Charles River Laboratories
CRL
$13.5B
| $193M | 0.16% |
1,456,683
-207,817
| -12% | -$27.9M |
|
125
Telus
TU
$15.2B
| $193M | 0.16% |
10,811,000
+14,800
| +0.1% | +$269K |
|
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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.