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 |
VIAB
Viacom Inc. Class B
VIAB
|
+$109M |
| 2 |
Oracle
ORCL
|
+$107M |
| 3 |
ConocoPhillips
COP
|
+$105M |
| 4 |
Bank of America
BAC
|
+$100M |
| 5 |
Colgate-Palmolive
CL
|
+$93.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$518M |
| 2 |
Intel
INTC
|
+$486M |
| 3 |
IBM
IBM
|
+$306M |
| 4 |
Pfizer
PFE
|
+$286M |
| 5 |
United Parcel Service
UPS
|
+$209M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.53% |
| 2 | Healthcare | 12.29% |
| 3 | Consumer Staples | 10.94% |
| 4 | Consumer Discretionary | 10.57% |
| 5 | Industrials | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
PACCAR
PCAR
$69.8B
| $36.6M | 0.1% |
965,667
+945,003
| +4,573% | +$39.4M |
|
227
Automatic Data Processing
ADP
$108B
| $36.3M | 0.1% |
+497,515
| New | +$35.9M |
|
228
Las Vegas Sands
LVS
$29.6B
| $36.3M | 0.1% |
583,200
+205,600
| +54% | +$14.1M |
|
|
PLL
229
DELISTED
PALL CORP
PLL
| $36.3M | 0.1% |
+433,200
| New | +$35.5M |
|
|
DCM
230
DELISTED
NTT DOCOMO, Inc.
DCM
| $36.2M | 0.1% |
2,163,500
+21,600
| +1% | +$378K |
|
231
Canadian Imperial Bank of Commerce
CM
$109B
| $36M | 0.1% |
809,371
+521,473
| +181% | +$24M |
|
232
Verizon
VZ
$196B
| $35.9M | 0.1% |
718,400
-1,288,602
| -64% | -$64.1M |
|
233
Booz Allen Hamilton
BAH
$9.45B
| $35.9M | 0.1% |
1,532,994
+518,700
| +51% | +$11.4M |
|
234
Encompass Health
EHC
$12.4B
| $35.8M | 0.1% |
1,221,050
+234,054
| +24% | +$7.13M |
|
235
ICU Medical
ICUI
$4.55B
| $35.8M | 0.1% |
557,900
-87,600
| -14% | -$5.37M |
|
236
Duke Energy
DUK
$96.1B
| $35.7M | 0.1% |
477,567
+375,017
| +366% | +$27.4M |
|
237
Philips
PHG
$26.4B
| $35.6M | 0.1% |
1,617,591
+1,050,436
| +185% | +$22.5M |
|
238
Ametek
AME
$58.8B
| $35.6M | 0.1% |
709,050
+222,300
| +46% | +$11.5M |
|
239
Parker-Hannifin
PH
$134B
| $35.3M | 0.1% |
+308,950
| New | +$36.4M |
|
240
Nabors Industries
NBR
$1.3B
| $35.1M | 0.1% |
+30,848
| New | +$41M |
|
|
WPX
241
DELISTED
WPX Energy, Inc.
WPX
| $35.1M | 0.1% |
1,457,300
+709,500
| +95% | +$16.8M |
|
|
RDS.B
242
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $35M | 0.1% |
442,527
+250,500
| +130% | +$21.1M |
|
243
LyondellBasell Industries
LYB
$20.7B
| $35M | 0.1% |
322,100
+118,500
| +58% | +$12.8M |
|
|
HAR
244
DELISTED
Harman International Industries
HAR
| $35M | 0.1% |
356,700
-34,300
| -9% | -$3.83M |
|
|
CEL
245
DELISTED
Cellcom Israel, Ltd.
CEL
| $34.9M | 0.1% |
3,181,700
+36,201
| +1% | +$429K |
|
246
Broadcom
AVGO
$1.98T
| $34.9M | 0.1% |
4,014,320
+181,320
| +5% | +$1.42M |
|
|
TWO
247
Two Harbors Investment
TWO
$1.26B
| $34.7M | 0.1% |
448,800
-10,975
| -2% | -$912K |
|
248
Coca-Cola Europacific Partners
CCEP
$47.1B
| $34.7M | 0.1% |
782,300
-83,500
| -10% | -$3.92M |
|
249
REX American Resources
REX
$1.43B
| $34.7M | 0.1% |
2,856,000
+830,400
| +41% | +$12.3M |
|
|
ESRX
250
DELISTED
Express Scripts Holding Company
ESRX
| $34.6M | 0.09% |
490,577
+64,938
| +15% | +$4.63M |
|
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Jim Simons's Q3 2014 Portfolio in Review
As of Q3 2014, Jim Simons held 3,213 positions worth $36.5B, down 15% from $42.9B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Jim Simons withdrew a net $5.32B in Q3 2014, closing 459 positions and reducing 1,053 holdings. Its most notable exit was Apple, an estimated $518M position sold in full.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 16% a quarter earlier, followed by Healthcare and Consumer Staples.
Against the trend, Jim Simons opened a new position in Viacom Inc. Class B worth $102M.
- Jim Simons's largest Q3 2014 buy was Viacom Inc. Class B: 1,327,500 shares worth $102M.
- Jim Simons added most to ConocoPhillips in Q3 2014, an estimated $105M increase.
- Jim Simons's biggest Q3 2014 reduction was Intel, cutting an estimated $486M.
- Jim Simons fully exited Apple in Q3 2014, selling an estimated $518M.
- Jim Simons's ten largest holdings make up 13% of its $36.5B portfolio in Q3 2014.
- Jim Simons opened 460 new positions and closed 459 in Q3 2014.
- Jim Simons's portfolio value fell 15% quarter-over-quarter to $36.5B.
Based on Renaissance Technologies's 13F filing for Q3 2014, filed 12 Nov 2014.