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 | |
|---|---|---|---|---|---|---|
3251
Intuit
INTU
$98B
| – | – |
-168,448
| Closed | -$17M |
|
3252
Invesco Mortgage Capital
IVR
$806M
| – | – |
-8,040
| Closed | -$1.15M |
|
3253
ORIX
IX
$43.9B
| – | – |
-42,575
| Closed | -$635K |
|
3254
Jabil
JBL
$38.7B
| – | – |
-182,700
| Closed | -$3.89M |
|
3255
JD.com
JD
$39.6B
| – | – |
-1,046,400
| Closed | -$35.7M |
|
3256
Kirby Corp
KEX
$7.28B
| – | – |
-96,400
| Closed | -$7.39M |
|
3257
Kimco Realty
KIM
$16.3B
| – | – |
-785,202
| Closed | -$17.7M |
|
3258
KNOT Offshore Partners
KNOP
$368M
| – | – |
-55,100
| Closed | -$1.05M |
|
3259
Kodak
KODK
$976M
| – | – |
-16,400
| Closed | -$276K |
|
3260
Kite Realty
KRG
$5.31B
| – | – |
-74,568
| Closed | -$1.82M |
|
3261
KT
KT
$9.04B
| – | – |
-247,700
| Closed | -$3.14M |
|
3262
Kratos Defense & Security Solutions
KTOS
$11.8B
| – | – |
-267,266
| Closed | -$1.68M |
|
3263
Liberty Global Class A
LBTYA
$3.57B
| – | – |
-727,344
| Closed | -$32.4M |
|
3264
Liberty Global Class C
LBTYK
$3.47B
| – | – |
-768,129
| Closed | -$31.5M |
|
|
HAPN
3265
Happen Inc
HAPN
$2.28B
| – | – |
-218,967
| Closed | -$16.1M |
|
3266
Lineage Cell Therapeutics
LCTX
$266M
| – | – |
-204,437
| Closed | -$599K |
|
3267
Lands' End
LE
$393M
| – | – |
-389,400
| Closed | -$9.67M |
|
3268
Lincoln Electric
LECO
$15.5B
| – | – |
-115,138
| Closed | -$7.01M |
|
3269
Alliant Energy
LNT
$18.2B
| – | – |
-280,800
| Closed | -$8.1M |
|
3270
LG Display
LPL
$3.4B
| – | – |
-315,450
| Closed | -$3.66M |
|
3271
Larimar Therapeutics
LRMR
$446M
| – | – |
-2,183
| Closed | -$907K |
|
3272
ManpowerGroup
MAN
$2.74B
| – | – |
-138,252
| Closed | -$12.4M |
|
3273
Marriott International
MAR
$91.9B
| – | – |
-117,498
| Closed | -$8.74M |
|
3274
Marathon Digital Holdings
MARA
$3.55B
| – | – |
-4,281
| Closed | -$199K |
|
3275
Mattel
MAT
$4.25B
| – | – |
-760,600
| Closed | -$19.5M |
|
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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.