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 | |
|---|---|---|---|---|---|---|
|
FISV
2826
Fiserv Inc
FISV
$27B
| – | – |
-656,808
| Closed | -$19.8M |
|
2827
Fair Isaac
FICO
$22.2B
| – | – |
-75,100
| Closed | -$4.79M |
|
2828
Fidelity National Information Services
FIS
$21.5B
| – | – |
-44,601
| Closed | -$2.44M |
|
2829
Fomento Económico Mexicano
FMX
$40B
| – | – |
-207,200
| Closed | -$19.4M |
|
2830
FNB Corp
FNB
$6.85B
| – | – |
-311,178
| Closed | -$3.99M |
|
2831
Forestar Group
FOR
$1.47B
| – | – |
-96,300
| Closed | -$1.84M |
|
2832
H.B. Fuller
FUL
$3.29B
| – | – |
-13,700
| Closed | -$659K |
|
2833
Liberty Media Series A
FWONA
$24B
| – | – |
-2,030,122
| Closed | -$49.3M |
|
2834
VanEck Gold Miners ETF
GDX
$27.7B
| – | – |
-169,300
| Closed | -$4.48M |
|
2835
GE Aerospace
GE
$380B
| – | – |
-90,547
| Closed | -$11.4M |
|
2836
Gerdau
GGB
$9.46B
| – | – |
-418,194
| Closed | -$1.96M |
|
2837
Gilead Sciences
GILD
$170B
| – | – |
-166,648
| Closed | -$13.8M |
|
2838
GameStop
GME
$8.35B
| – | – |
-466,008
| Closed | -$4.71M |
|
2839
Genuine Parts
GPC
$18.4B
| – | – |
-112,700
| Closed | -$9.89M |
|
|
GRMN
2840
Garmin
GRMN
$60B
| – | – |
-70,142
| Closed | -$4.27M |
|
2841
Groupon
GRPN
$905M
| – | – |
-220,660
| Closed | -$29.2M |
|
2842
Goodyear
GT
$1.72B
| – | – |
-805,600
| Closed | -$22.4M |
|
2843
Halozyme
HALO
$11.5B
| – | – |
-289,062
| Closed | -$2.86M |
|
|
HBI
2844
DELISTED
Hanesbrands
HBI
| – | – |
-139,200
| Closed | -$3.43M |
|
2845
HCA Healthcare
HCA
$89.5B
| – | – |
-416,000
| Closed | -$23.5M |
|
2846
Hawaiian Electric Industries
HE
$2.06B
| – | – |
-616,600
| Closed | -$15.6M |
|
2847
Harte-Hanks
HHS
$18.6M
| – | – |
-5,700
| Closed | -$410K |
|
2848
Hartford Financial Services
HIG
$37.9B
| – | – |
-171,111
| Closed | -$6.13M |
|
2849
Hecla Mining
HL
$12.1B
| – | – |
-976,265
| Closed | -$3.37M |
|
2850
Herbalife
HLF
$1.23B
| – | – |
-648,200
| Closed | -$20.9M |
|
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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.