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 | |
|---|---|---|---|---|---|---|
151
Toyota
TM
$225B
| $164M | 0.14% |
1,216,808
+158,798
| +15% | +$20.8M |
|
152
Tesla
TSLA
$1.31T
| $162M | 0.14% |
10,065,015
+8,524,890
| +554% | +$133M |
|
153
Lamar Advertising Co
LAMR
$15.6B
| $161M | 0.14% |
1,961,800
-91,100
| -4% | -$7.19M |
|
154
Medtronic
MDT
$116B
| $160M | 0.14% |
1,472,179
-734,362
| -33% | -$76.6M |
|
|
ECHO
155
EchoStar
ECHO
$25.6B
| $159M | 0.13% |
4,021,380
-361,270
| -8% | -$13.1M |
|
156
RTX Corp
RTX
$302B
| $159M | 0.13% |
1,853,583
+828,346
| +81% | +$68.8M |
|
157
Eversource Energy
ES
$26.8B
| $158M | 0.13% |
1,853,471
-523,376
| -22% | -$41.6M |
|
158
JetBlue
JBLU
$2.19B
| $157M | 0.13% |
9,388,004
+923,100
| +11% | +$16.7M |
|
159
Dolby
DLB
$5.75B
| $156M | 0.13% |
2,413,000
-205,000
| -8% | -$12.9M |
|
160
Coca-Cola
KO
$372B
| $156M | 0.13% |
2,864,100
+2,565,100
| +858% | +$137M |
|
161
Pfizer
PFE
$152B
| $154M | 0.13% |
4,514,598
+840,311
| +23% | +$30.6M |
|
162
Axalta
AXTA
$7.98B
| $153M | 0.13% |
5,062,877
+371,777
| +8% | +$11M |
|
|
TERP
163
DELISTED
TerraForm Power, Inc
TERP
| $152M | 0.13% |
8,348,550
+2,078,109
| +33% | +$33.6M |
|
164
New York Times
NYT
$10.3B
| $152M | 0.13% |
5,340,910
+837,810
| +19% | +$26.4M |
|
165
NVIDIA
NVDA
$5.27T
| $152M | 0.13% |
34,911,720
+10,072,000
| +41% | +$42.4M |
|
166
Boston Beer
SAM
$1.85B
| $151M | 0.13% |
415,000
+91,500
| +28% | +$36M |
|
167
CMS Energy
CMS
$21.8B
| $151M | 0.13% |
2,359,000
-108,900
| -4% | -$6.61M |
|
168
CenterPoint Energy
CNP
$26.5B
| $150M | 0.13% |
4,960,500
+474,000
| +11% | +$13.7M |
|
169
Lowe's Companies
LOW
$124B
| $148M | 0.13% |
+1,349,400
| New | +$142M |
|
|
WCN
170
Waste Connections
WCN
$42B
| $148M | 0.13% |
1,609,175
+1,100
| +0.1% | +$102K |
|
171
Portland General Electric
POR
$5.69B
| $147M | 0.12% |
2,604,428
+273,400
| +12% | +$15.2M |
|
172
Dollar General
DG
$26.5B
| $145M | 0.12% |
913,400
+125,000
| +16% | +$18.1M |
|
|
SAFM
173
DELISTED
Sanderson Farms Inc
SAFM
| $143M | 0.12% |
946,817
+8,000
| +0.9% | +$1.14M |
|
174
Match Group
MTCH
$8.45B
| $143M | 0.12% |
2,003,500
-818,400
| -29% | -$63.8M |
|
175
Cinemark Holdings
CNK
$4.25B
| $143M | 0.12% |
3,692,400
+759,500
| +26% | +$29M |
|
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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.