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 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
+$237M |
| 2 |
AbbVie
ABBV
|
+$190M |
| 3 |
FedEx
FDX
|
+$149M |
| 4 |
Sysco
SYY
|
+$133M |
| 5 |
Coca-Cola
KO
|
+$125M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$306M |
| 2 |
Apple
AAPL
|
+$215M |
| 3 |
Union Pacific
UNP
|
+$193M |
| 4 |
Walmart Inc
WMT
|
+$185M |
| 5 |
Alibaba
BABA
|
+$177M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.17% |
| 2 | Financials | 11.79% |
| 3 | Technology | 11.07% |
| 4 | Consumer Staples | 10.39% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AVNS
3151
DELISTED
Avanos Medical
AVNS
| – | – |
-121,600
| Closed | -$4.92M |
|
3152
Avient
AVNT
$4.23B
| – | – |
-273,658
| Closed | -$10.7M |
|
|
3153
Alibaba
BABA
$293B
| – | – |
-2,156,200
| Closed | -$177M |
|
3154
Bank of America
BAC
$448B
| – | – |
-5,031,795
| Closed | -$85.6M |
|
3155
BBVA Argentina
BBAR
$3.27B
| – | – |
-46,765
| Closed | -$743K |
|
3156
Bath & Body Works
BBWI
$3.76B
| – | – |
-1,065,964
| Closed | -$73.9M |
|
3157
Bunge Global
BG
$21.7B
| – | – |
-77,100
| Closed | -$6.77M |
|
3158
Biglari Holdings Class B
BH
$1.22B
| – | – |
-11,670
| Closed | -$3.22M |
|
3159
Bausch Health
BHC
$2.37B
| – | – |
-107,789
| Closed | -$23.9M |
|
|
BNY
3160
Bank of New York Mellon
BNY
$110B
| – | – |
-513,377
| Closed | -$21.5M |
|
|
BLUE
3161
DELISTED
bluebird bio
BLUE
| – | – |
-3,520
| Closed | -$7.68M |
|
3162
Badger Meter
BMI
$3.78B
| – | – |
-11,200
| Closed | -$356K |
|
3163
Popular Inc
BPOP
$11.3B
| – | – |
-141,925
| Closed | -$4.1M |
|
3164
Bruker
BRKR
$8.83B
| – | – |
-69,710
| Closed | -$1.42M |
|
3165
Boston Scientific
BSX
$74.9B
| – | – |
-2,847,305
| Closed | -$50.4M |
|
3166
Blackstone Mortgage Trust
BXMT
$2.44B
| – | – |
-183,380
| Closed | -$5.1M |
|
3167
Avis
CAR
$4.84B
| – | – |
-518,880
| Closed | -$22.9M |
|
3168
CBAK Energy Technology Ltd
CBAT
$65.5M
| – | – |
-47,976
| Closed | -$155K |
|
3169
CBRE Group
CBRE
$44B
| – | – |
-632,600
| Closed | -$23.4M |
|
3170
Cameco
CCJ
$42.6B
| – | – |
-314,400
| Closed | -$4.49M |
|
3171
Carnival Corporation Ltd
CCL
$38.9B
| – | – |
-430,300
| Closed | -$21.3M |
|
3172
Celanese
CE
$4.86B
| – | – |
-219,900
| Closed | -$15.8M |
|
3173
Citizens Financial Group
CFG
$31.2B
| – | – |
-207,000
| Closed | -$5.65M |
|
3174
C.H. Robinson
CHRW
$17.5B
| – | – |
-606,208
| Closed | -$37.8M |
|
3175
Charter Communications
CHTR
$18.7B
| – | – |
-466,000
| Closed | -$79.8M |
|
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Jim Simons's Q3 2015 Portfolio in Review
As of Q3 2015, Jim Simons held 3,649 positions worth $41.9B, down 4.5% from $43.9B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.
Jim Simons deployed $1.51B of net new capital in Q3 2015, opening 454 new positions and adding to 1,731 existing holdings. Its largest new stake was FedEx: 936,400 shares worth $135M.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, down from 13% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was Walmart Inc, an estimated $185M trimmed.
- Jim Simons's largest Q3 2015 buy was FedEx: 936,400 shares worth $135M.
- Jim Simons added most to SIGMA - ALDRICH CORP in Q3 2015, an estimated $237M increase.
- Jim Simons's biggest Q3 2015 reduction was Walmart Inc, cutting an estimated $185M.
- Jim Simons fully exited Microsoft in Q3 2015, selling an estimated $306M.
- Jim Simons's ten largest holdings make up 9.9% of its $41.9B portfolio in Q3 2015.
- Jim Simons opened 454 new positions and closed 519 in Q3 2015.
- Jim Simons's portfolio value fell 4.5% quarter-over-quarter to $41.9B.
Based on Renaissance Technologies's 13F filing for Q3 2015, filed 12 Nov 2015.