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 | |
|---|---|---|---|---|---|---|
301
Microchip Technology
MCHP
$44B
| $29.4M | 0.08% |
1,246,194
+1,204,890
| +2,917% | +$28.8M |
|
302
Morningstar
MORN
$7.33B
| $29.4M | 0.08% |
433,000
+26,962
| +7% | +$1.85M |
|
|
MJN
303
DELISTED
Mead Johnson Nutrition Company
MJN
| $29.3M | 0.08% |
304,300
-363,300
| -54% | -$34.4M |
|
|
PPL
304
PPL Corp
PPL
$26.5B
| $29.1M | 0.08% |
952,974
+493,558
| +107% | +$15.4M |
|
305
Air Products & Chemicals
APD
$68.9B
| $29M | 0.08% |
+241,171
| New | +$29.5M |
|
306
Wheaton Precious Metals
WPM
$61B
| $28.8M | 0.08% |
1,445,100
+1,087,100
| +304% | +$27.1M |
|
307
Waters Corp
WAT
$40.7B
| $28.7M | 0.08% |
289,500
+270,700
| +1,440% | +$27.9M |
|
308
Advance Auto Parts
AAP
$3.19B
| $28.7M | 0.08% |
219,950
+43,300
| +25% | +$5.68M |
|
|
SYNT
309
DELISTED
Syntel Inc
SYNT
| $28.5M | 0.08% |
648,790
-77,400
| -11% | -$3.41M |
|
|
VVC
310
DELISTED
Vectren Corporation
VVC
| $28.5M | 0.08% |
713,900
+139,300
| +24% | +$5.59M |
|
311
L3Harris
LHX
$53.3B
| $28.5M | 0.08% |
+428,600
| New | +$30.3M |
|
312
Scotiabank
BNS
$108B
| $28.4M | 0.08% |
489,599
+462,073
| +1,679% | +$28.8M |
|
313
Huntsman Corp
HUN
$1.83B
| $28.3M | 0.08% |
1,089,221
+284,700
| +35% | +$7.76M |
|
314
Synaptics
SYNA
$4.18B
| $28.2M | 0.08% |
385,527
+87,300
| +29% | +$7.12M |
|
|
XEC
315
DELISTED
CIMAREX ENERGY CO
XEC
| $28.2M | 0.08% |
+222,498
| New | +$30.8M |
|
316
Sempra
SRE
$55.9B
| $28.1M | 0.08% |
+533,800
| New | +$27.5M |
|
317
Packaging Corp of America
PKG
$22.9B
| $28.1M | 0.08% |
440,700
-506,800
| -53% | -$34M |
|
|
LNKD
318
DELISTED
LinkedIn Corporation
LNKD
| $28.1M | 0.08% |
+135,300
| New | +$27M |
|
319
NVIDIA
NVDA
$5.27T
| $27.9M | 0.08% |
60,571,720
-17,191,360
| -22% | -$8.1M |
|
320
Cencora
COR
$63.7B
| $27.8M | 0.08% |
359,800
+354,600
| +6,819% | +$27M |
|
|
KMR
321
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
| $27.8M | 0.08% |
299,393
-656
| -0.2% | -$56.6K |
|
|
WLB
322
DELISTED
Westmoreland Coal Company
WLB
| $27.8M | 0.08% |
742,300
+65,002
| +10% | +$2.65M |
|
|
QVCGA
323
DELISTED
QVC Group Inc Series A
QVCGA
| $27.6M | 0.08% |
23,596
-12,203
| -34% | -$14.4M |
|
324
Boston Beer
SAM
$1.85B
| $27.6M | 0.08% |
124,500
-48,400
| -28% | -$10.8M |
|
325
Madison Square Garden
MSGS
$9.47B
| $27.5M | 0.08% |
583,372
+154,220
| +36% | +$6.95M |
|
Similar funds
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.