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 | |
|---|---|---|---|---|---|---|
2776
Best Buy
BBY
$17.5B
| – | – |
-139,300
| Closed | -$4.32M |
|
2777
Boise Cascade
BCC
$2.91B
| – | – |
-134,900
| Closed | -$3.86M |
|
2778
Brink's
BCO
$4.67B
| – | – |
-142,500
| Closed | -$4.02M |
|
|
BDN
2779
Brandywine Realty Trust
BDN
$537M
| – | – |
-834,798
| Closed | -$13M |
|
2780
B&G Foods
BGS
$295M
| – | – |
-94,900
| Closed | -$3.1M |
|
2781
Bank of Hawaii
BOH
$3.13B
| – | – |
-73,900
| Closed | -$4.34M |
|
2782
BOK Financial
BOKF
$8.77B
| – | – |
-3,700
| Closed | -$246K |
|
2783
BP
BP
$111B
| – | – |
-2,284,082
| Closed | -$98.6M |
|
2784
Berkshire Hathaway Class B
BRK.B
$1.09T
| – | – |
-422,400
| Closed | -$53.5M |
|
2785
B2Gold
BTG
$6.84B
| – | – |
-200,400
| Closed | -$584K |
|
2786
Compañía de Minas Buenaventura
BVN
$8.74B
| – | – |
-233,300
| Closed | -$2.75M |
|
2787
Citigroup
C
$231B
| – | – |
-125,320
| Closed | -$5.9M |
|
2788
Cardinal Health
CAH
$55.1B
| – | – |
-123,000
| Closed | -$8.43M |
|
2789
Cathay General Bancorp
CATY
$4.3B
| – | – |
-63,471
| Closed | -$1.62M |
|
2790
CBRE Group
CBRE
$42.6B
| – | – |
-462,200
| Closed | -$14.8M |
|
2791
Cadence Design Systems
CDNS
$89.6B
| – | – |
-374,900
| Closed | -$6.56M |
|
2792
Celanese
CE
$4.78B
| – | – |
-144,800
| Closed | -$9.31M |
|
2793
Ceco Environmental
CECO
$4.38B
| – | – |
-19,593
| Closed | -$305K |
|
2794
Cognex
CGNX
$10.3B
| – | – |
-120,656
| Closed | -$2.32M |
|
2795
Chefs' Warehouse
CHEF
$4.52B
| – | – |
-10,600
| Closed | -$210K |
|
2796
Cigna
CI
$73.1B
| – | – |
-14,100
| Closed | -$1.3M |
|
|
CMA
2797
DELISTED
Comerica
CMA
| – | – |
-101,347
| Closed | -$5.08M |
|
2798
Commercial Metals
CMC
$7.93B
| – | – |
-244,800
| Closed | -$4.24M |
|
2799
CNO Financial Group
CNO
$5.05B
| – | – |
-667,600
| Closed | -$11.9M |
|
2800
Columbia Banking Systems
COLB
$9.11B
| – | – |
-42,779
| Closed | -$1.13M |
|
Similar funds
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.