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 | |
|---|---|---|---|---|---|---|
|
PRO
2926
DELISTED
PROS Holdings
PRO
| – | – |
-71,275
| Closed | -$1.89M |
|
2927
Prudential Financial
PRU
$42.2B
| – | – |
-189,100
| Closed | -$16.8M |
|
2928
PTC Therapeutics
PTCT
$6.15B
| – | – |
-21,600
| Closed | -$565K |
|
2929
Patterson-UTI
PTEN
$4.22B
| – | – |
-99,738
| Closed | -$3.48M |
|
2930
Quanta Services
PWR
$101B
| – | – |
-1,161,399
| Closed | -$40.2M |
|
2931
Radian Group
RDN
$4.86B
| – | – |
-305,600
| Closed | -$4.53M |
|
2932
Retractable Technologies
RVP
$20.3M
| – | – |
-19,300
| Closed | -$48K |
|
2933
Revvity
RVTY
$12.9B
| – | – |
-170,800
| Closed | -$8M |
|
|
SAFE
2934
Safehold
SAFE
$1.08B
| – | – |
-21,962
| Closed | -$1.6M |
|
2935
Saia
SAIA
$9.52B
| – | – |
-12,698
| Closed | -$558K |
|
2936
Safe Bulkers
SB
$746M
| – | – |
-392,700
| Closed | -$3.83M |
|
|
SCS
2937
DELISTED
Steelcase
SCS
| – | – |
-556,600
| Closed | -$8.42M |
|
|
SEE
2938
DELISTED
Sealed Air
SEE
| – | – |
-222,800
| Closed | -$7.61M |
|
|
SF
2939
Stifel
SF
$12.7B
| – | – |
-330,698
| Closed | -$6.96M |
|
2940
SIGA Technologies
SIGA
$207M
| – | – |
-286,205
| Closed | -$807K |
|
2941
SITE Centers
SITC
$155M
| – | – |
-48,670
| Closed | -$1.11M |
|
2942
Snap-on
SNA
$21.3B
| – | – |
-157,600
| Closed | -$18.7M |
|
2943
TD Synnex
SNX
$20.3B
| – | – |
-105,600
| Closed | -$3.85M |
|
2944
SPX Corp
SPXC
$10.9B
| – | – |
-547,601
| Closed | -$14.9M |
|
2945
Stoneridge
SRI
$193M
| – | – |
-17,000
| Closed | -$182K |
|
2946
STMicroelectronics
STM
$49.1B
| – | – |
-661,841
| Closed | -$5.94M |
|
2947
Sunoco
SUN
$13.8B
| – | – |
-4,882
| Closed | -$229K |
|
2948
SunCoke Energy
SXC
$786M
| – | – |
-490,900
| Closed | -$10.6M |
|
|
TEF
2949
DELISTED
Telefonica
TEF
| – | – |
-64,838
| Closed | -$816K |
|
2950
Tredegar Corp
TG
$275M
| – | – |
-12,300
| Closed | -$288K |
|
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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.