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 |
Pfizer
PFE
|
+$276M |
| 2 |
IBM
IBM
|
+$272M |
| 3 |
Procter & Gamble
PG
|
+$161M |
| 4 |
Colgate-Palmolive
CL
|
+$151M |
| 5 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
+$146M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Verizon
VZ
|
+$405M |
| 2 |
CELG
Celgene Corp
CELG
|
+$207M |
| 3 |
Booking.com
BKNG
|
+$123M |
| 4 |
Eli Lilly
LLY
|
+$114M |
| 5 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$109M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.92% |
| 2 | Healthcare | 13.46% |
| 3 | Consumer Discretionary | 11.99% |
| 4 | Industrials | 10.52% |
| 5 | Consumer Staples | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2776
American Express
AXP
$232B
| – | – |
-410,420
| Closed | -$37M |
|
2777
Ball Corp
BALL
$16.4B
| – | – |
-838,620
| Closed | -$23M |
|
2778
Bath & Body Works
BBWI
$3.76B
| – | – |
-139,203
| Closed | -$6.39M |
|
2779
BioCryst Pharmaceuticals
BCRX
$2.51B
| – | – |
-90,514
| Closed | -$958K |
|
2780
Brown-Forman Class B
BF.B
$12.9B
| – | – |
-24,063
| Closed | -$691K |
|
2781
Bread Financial
BFH
$4.51B
| – | – |
-65,947
| Closed | -$14.3M |
|
2782
BGC Group
BGC
$5.2B
| – | – |
-430,188
| Closed | -$1.81M |
|
|
BGFV
2783
DELISTED
Big 5 Sporting Goods
BGFV
| – | – |
-97,993
| Closed | -$1.57M |
|
2784
Biglari Holdings Class B
BH
$1.22B
| – | – |
-1,309
| Closed | -$395K |
|
2785
Bausch Health
BHC
$2.37B
| – | – |
-47,189
| Closed | -$6.22M |
|
2786
Buckle
BKE
$2.31B
| – | – |
-70,635
| Closed | -$3.23M |
|
|
2787
Booking.com
BKNG
$160B
| – | – |
-2,581,375
| Closed | -$123M |
|
2788
Blackrock
BLK
$183B
| – | – |
-2,900
| Closed | -$912K |
|
2789
Blackbaud
BLKB
$2.1B
| – | – |
-111,097
| Closed | -$3.48M |
|
|
BPT
2790
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
| – | – |
-12,145
| Closed | -$1.03M |
|
2791
Brown & Brown
BRO
$24B
| – | – |
-249,784
| Closed | -$3.84M |
|
2792
Banco Santander Chile
BSAC
$16.1B
| – | – |
-118,027
| Closed | -$2.77M |
|
2793
AB InBev
BUD
$158B
| – | – |
-77,100
| Closed | -$8.12M |
|
2794
BorgWarner
BWA
$13.8B
| – | – |
-40,839
| Closed | -$2.21M |
|
2795
Blackstone Mortgage Trust
BXMT
$2.44B
| – | – |
-63,757
| Closed | -$1.83M |
|
2796
Avis
CAR
$4.84B
| – | – |
-748,580
| Closed | -$36.5M |
|
2797
Chubb
CB
$133B
| – | – |
-153,906
| Closed | -$15.2M |
|
2798
Commerce Bancshares
CBSH
$8.61B
| – | – |
-143,787
| Closed | -$3.72M |
|
2799
Crown Holdings
CCK
$12.9B
| – | – |
-144,000
| Closed | -$6.44M |
|
2800
CNB Financial Corp
CCNE
$1.04B
| – | – |
-12,912
| Closed | -$228K |
|
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Jim Simons's Q2 2014 Portfolio in Review
As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
- Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
- Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
- Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
- Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
- Jim Simons opened 450 new positions and closed 492 in Q2 2014.
- Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.
Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.