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 | |
|---|---|---|---|---|---|---|
2851
HNI Corp
HNI
$3.53B
| – | – |
-15,900
| Closed | -$622K |
|
2852
Honeywell
HON
$73.3B
| – | – |
-1,132,927
| Closed | -$94.6M |
|
|
HOUS
2853
DELISTED
Anywhere Real Estate
HOUS
| – | – |
-253,700
| Closed | -$9.57M |
|
2854
HSBC
HSBC
$358B
| – | – |
-834,531
| Closed | -$36.5M |
|
2855
Hurco Companies Inc
HURC
$142M
| – | – |
-16,753
| Closed | -$472K |
|
2856
Hancock Whitney
HWC
$6.29B
| – | – |
-72,350
| Closed | -$2.56M |
|
2857
Integra LifeSciences
IART
$1.34B
| – | – |
-18,422
| Closed | -$354K |
|
2858
Immersion
IMMR
$245M
| – | – |
-145,913
| Closed | -$1.86M |
|
2859
Insmed
INSM
$29.3B
| – | – |
-48,587
| Closed | -$971K |
|
2860
Jakks Pacific
JAKK
$287M
| – | – |
-25,743
| Closed | -$1.99M |
|
2861
Jazz Pharmaceuticals
JAZZ
$16.3B
| – | – |
-11,200
| Closed | -$1.65M |
|
2862
Kadant
KAI
$3.91B
| – | – |
-16,000
| Closed | -$615K |
|
2863
Keurig Dr Pepper
KDP
$39.9B
| – | – |
-396,700
| Closed | -$23.2M |
|
2864
Kelly Services Class A
KELYA
$529M
| – | – |
-28,207
| Closed | -$484K |
|
2865
Kirby Corp
KEX
$7.16B
| – | – |
-88,800
| Closed | -$10.4M |
|
2866
Kforce
KFRC
$1.03B
| – | – |
-134,049
| Closed | -$2.9M |
|
2867
KLA
KLAC
$271B
| – | – |
-1,540,000
| Closed | -$11.2M |
|
2868
Kopin
KOPN
$932M
| – | – |
-56,371
| Closed | -$184K |
|
2869
Kosmos Energy
KOS
$1.48B
| – | – |
-640,633
| Closed | -$7.19M |
|
2870
Kite Realty
KRG
$5.28B
| – | – |
-88,131
| Closed | -$2.16M |
|
2871
Kratos Defense & Security Solutions
KTOS
$11.7B
| – | – |
-29,893
| Closed | -$233K |
|
2872
Standard BioTools
LAB
$308M
| – | – |
-49,500
| Closed | -$1.46M |
|
2873
Leidos
LDOS
$17.4B
| – | – |
-76,650
| Closed | -$2.94M |
|
2874
Lear
LEA
$8.06B
| – | – |
-127,600
| Closed | -$11.4M |
|
2875
Littelfuse
LFUS
$11.7B
| – | – |
-56,592
| Closed | -$5.26M |
|
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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.