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 |
Microsoft
MSFT
|
+$316M |
| 2 |
Alibaba
BABA
|
+$185M |
| 3 |
Verizon
VZ
|
+$135M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$131M |
| 5 |
McKesson
MCK
|
+$126M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$449M |
| 2 |
Gilead Sciences
GILD
|
+$297M |
| 3 |
Meta Platforms (Facebook)
META
|
+$218M |
| 4 |
Intel
INTC
|
+$215M |
| 5 |
Coca-Cola
KO
|
+$198M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.5% |
| 2 | Technology | 12.69% |
| 3 | Industrials | 10.47% |
| 4 | Financials | 10.17% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Commault Systems
CVLT
$5.78B
| $36.5M | 0.08% |
861,400
+559,200
| +185% | +$25.3M |
|
277
Factset
FDS
$9.89B
| $36.5M | 0.08% |
224,600
-500
| -0.2% | -$81.2K |
|
278
Franklin Resources
BEN
$17.1B
| $36.5M | 0.08% |
744,200
+411,400
| +124% | +$21.1M |
|
|
DENN
279
DELISTED
Denny's
DENN
| $36.4M | 0.08% |
3,133,320
+515,121
| +20% | +$5.75M |
|
280
Icon
ICLR
$12.7B
| $36.3M | 0.08% |
539,200
+10,940
| +2% | +$738K |
|
281
Range Resources
RRC
$9.41B
| $36.2M | 0.08% |
733,450
+181,600
| +33% | +$10.4M |
|
|
RHT
282
DELISTED
Red Hat Inc
RHT
| $36.2M | 0.08% |
476,765
+163,100
| +52% | +$12.5M |
|
283
EOG Resources
EOG
$74.7B
| $36M | 0.08% |
410,700
+368,000
| +862% | +$34M |
|
284
Gartner
IT
$11.4B
| $35.9M | 0.08% |
418,200
-253,558
| -38% | -$21.7M |
|
|
CVC
285
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $35.8M | 0.08% |
1,495,200
+979,000
| +190% | +$21.2M |
|
286
JD.com
JD
$42.1B
| $35.7M | 0.08% |
+1,046,400
| New | +$35.6M |
|
|
BNCL
287
DELISTED
Beneficial Bancorp, Inc.
BNCL
| $35.5M | 0.08% |
2,844,770
+54,900
| +2% | +$657K |
|
|
PDM
288
Piedmont Realty Trust
PDM
$1.18B
| $35.5M | 0.08% |
2,019,000
+319,400
| +19% | +$5.68M |
|
289
Tyler Technologies
TYL
$12.9B
| $35.4M | 0.08% |
273,800
-32,000
| -10% | -$3.97M |
|
|
RGC
290
DELISTED
Regal Entertainment Group
RGC
| $35.2M | 0.08% |
1,681,200
+361,800
| +27% | +$7.79M |
|
291
SITE Centers
SITC
$156M
| $35.1M | 0.08% |
1,762,376
+1,497,795
| +566% | +$33.2M |
|
292
Royal Bank of Canada
RY
$295B
| $35M | 0.08% |
571,719
-384,600
| -40% | -$24.8M |
|
293
Chunghwa Telecom
CHT
$32.9B
| $34.9M | 0.08% |
1,093,948
+127,000
| +13% | +$4.04M |
|
294
Coca-Cola Consolidated
COKE
$12.2B
| $34.5M | 0.08% |
2,286,000
+67,290
| +3% | +$808K |
|
|
ORBK
295
DELISTED
Orbotech Ltd
ORBK
| $34.5M | 0.08% |
1,657,830
+131,130
| +9% | +$2.53M |
|
|
RPAI
296
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $34.4M | 0.08% |
2,471,455
+445,000
| +22% | +$6.76M |
|
297
United Airlines
UAL
$40.5B
| $34.3M | 0.08% |
647,600
-18,063
| -3% | -$1.05M |
|
|
CHS
298
DELISTED
Chicos FAS, Inc.
CHS
| $34.3M | 0.08% |
2,059,900
+24,668
| +1% | +$421K |
|
|
PCH
299
DELISTED
PotlatchDeltic
PCH
| $34.1M | 0.08% |
966,453
+58,800
| +6% | +$2.17M |
|
300
Healthpeak Properties
DOC
$14.3B
| $34.1M | 0.08% |
1,027,618
-118,255
| -10% | -$4.3M |
|
Similar funds
Jim Simons's Q2 2015 Portfolio in Review
As of Q2 2015, Jim Simons held 3,611 positions worth $43.9B, down 6.5% from $47B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.
Jim Simons withdrew a net $2.38B in Q2 2015, closing 415 positions and reducing 921 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $218M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 13% a quarter earlier, followed by Technology and Industrials.
Against the trend, Jim Simons opened a new position in Microsoft worth $306M.
- Jim Simons's largest Q2 2015 buy was Microsoft: 6,935,684 shares worth $306M.
- Jim Simons added most to Alphabet (Google) Class C in Q2 2015, an estimated $131M increase.
- Jim Simons's biggest Q2 2015 reduction was Amazon, cutting an estimated $449M.
- Jim Simons fully exited Meta Platforms (Facebook) in Q2 2015, selling an estimated $218M.
- Jim Simons's ten largest holdings make up 9.7% of its $43.9B portfolio in Q2 2015.
- Jim Simons opened 478 new positions and closed 415 in Q2 2015.
- Jim Simons's portfolio value fell 6.5% quarter-over-quarter to $43.9B.
Based on Renaissance Technologies's 13F filing for Q2 2015, filed 14 Aug 2015.