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 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
+$237M |
| 2 |
AbbVie
ABBV
|
+$190M |
| 3 |
FedEx
FDX
|
+$149M |
| 4 |
Sysco
SYY
|
+$133M |
| 5 |
Coca-Cola
KO
|
+$125M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$306M |
| 2 |
Apple
AAPL
|
+$215M |
| 3 |
Union Pacific
UNP
|
+$193M |
| 4 |
Walmart Inc
WMT
|
+$185M |
| 5 |
Alibaba
BABA
|
+$177M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.17% |
| 2 | Financials | 11.79% |
| 3 | Technology | 11.07% |
| 4 | Consumer Staples | 10.39% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Equity Lifestyle Properties
ELS
$12.4B
| $42.1M | 0.1% |
1,437,300
+283,100
| +25% | +$8.05M |
|
227
Valero Energy
VLO
$93.3B
| $41.9M | 0.1% |
+697,414
| New | +$44.3M |
|
|
PDM
228
Piedmont Realty Trust
PDM
$1.17B
| $41.6M | 0.1% |
2,326,200
+307,200
| +15% | +$5.49M |
|
229
Broadridge
BR
$19.5B
| $41.6M | 0.1% |
751,458
+706,058
| +1,555% | +$37.9M |
|
230
Rockwell Automation
ROK
$49.6B
| $41.6M | 0.1% |
409,902
+346,802
| +550% | +$39.3M |
|
231
Ambev
ABEV
$43.8B
| $41.3M | 0.1% |
8,427,300
+2,920,100
| +53% | +$15.9M |
|
|
LVLT
232
DELISTED
Level 3 Communications Inc
LVLT
| $41.2M | 0.1% |
942,141
-2,317,412
| -71% | -$112M |
|
233
Telecom Argentina
TEO
$5.81B
| $41M | 0.1% |
2,816,200
+19,112
| +0.7% | +$313K |
|
|
CELG
234
DELISTED
Celgene Corp
CELG
| $41M | 0.1% |
378,633
-628,205
| -62% | -$78M |
|
235
Energy Transfer Partners
ET
$71.6B
| $40.9M | 0.1% |
1,966,668
+1,906,016
| +3,143% | +$53.8M |
|
|
TFCFA
236
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $40.8M | 0.1% |
1,513,800
+778,687
| +106% | +$23.3M |
|
237
DuPont de Nemours
DD
$19.5B
| $40.8M | 0.1% |
380,152
+151,318
| +66% | +$17.5M |
|
238
Willis Towers Watson
WTW
$31.8B
| $40.6M | 0.1% |
374,067
+238,618
| +176% | +$28.3M |
|
239
Credicorp
BAP
$30B
| $40.5M | 0.1% |
380,600
+137,800
| +57% | +$16.7M |
|
240
Commault Systems
CVLT
$5.78B
| $40.2M | 0.1% |
1,184,800
+323,400
| +38% | +$12.1M |
|
241
Republic Services
RSG
$65.9B
| $40M | 0.1% |
969,661
+468,500
| +93% | +$19.3M |
|
242
HCA Healthcare
HCA
$89.1B
| $39.9M | 0.1% |
516,400
+452,300
| +706% | +$40M |
|
243
American States Water
AWR
$3.47B
| $39.9M | 0.1% |
964,900
-22,100
| -2% | -$853K |
|
|
PGTI
244
DELISTED
PGT, Inc.
PGTI
| $39.9M | 0.1% |
3,245,629
+142,100
| +5% | +$1.97M |
|
|
CALD
245
DELISTED
Callidus Software, Inc.
CALD
| $39.8M | 0.1% |
2,342,300
+232,100
| +11% | +$3.72M |
|
|
VMW
246
DELISTED
VMware, Inc
VMW
| $39.8M | 0.09% |
504,600
+108,800
| +27% | +$9.05M |
|
|
VVC
247
DELISTED
Vectren Corporation
VVC
| $39.7M | 0.09% |
944,400
-194,700
| -17% | -$7.92M |
|
248
British American Tobacco
BTI
$122B
| $39.7M | 0.09% |
720,600
+152,800
| +27% | +$8.48M |
|
249
Helmerich & Payne
HP
$4.25B
| $39.6M | 0.09% |
+838,299
| New | +$47.5M |
|
250
Kearny Financial
KRNY
$600M
| $39.4M | 0.09% |
3,433,421
-376,732
| -10% | -$4.31M |
|
Similar funds
Jim Simons's Q3 2015 Portfolio in Review
As of Q3 2015, Jim Simons held 3,649 positions worth $41.9B, down 4.5% from $43.9B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.
Jim Simons deployed $1.51B of net new capital in Q3 2015, opening 454 new positions and adding to 1,731 existing holdings. Its largest new stake was FedEx: 936,400 shares worth $135M.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, down from 13% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was Walmart Inc, an estimated $185M trimmed.
- Jim Simons's largest Q3 2015 buy was FedEx: 936,400 shares worth $135M.
- Jim Simons added most to SIGMA - ALDRICH CORP in Q3 2015, an estimated $237M increase.
- Jim Simons's biggest Q3 2015 reduction was Walmart Inc, cutting an estimated $185M.
- Jim Simons fully exited Microsoft in Q3 2015, selling an estimated $306M.
- Jim Simons's ten largest holdings make up 9.9% of its $41.9B portfolio in Q3 2015.
- Jim Simons opened 454 new positions and closed 519 in Q3 2015.
- Jim Simons's portfolio value fell 4.5% quarter-over-quarter to $41.9B.
Based on Renaissance Technologies's 13F filing for Q3 2015, filed 12 Nov 2015.