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 | |
|---|---|---|---|---|---|---|
326
United Airlines
UAL
$41B
| $30.7M | 0.07% |
578,300
-69,300
| -11% | -$3.91M |
|
|
CST
327
DELISTED
CST Brands, Inc.
CST
| $30.7M | 0.07% |
910,700
-481,300
| -35% | -$17.4M |
|
328
CSX Corp
CSX
$92.5B
| $30.6M | 0.07% |
+3,411,900
| New | +$33.5M |
|
329
Lowe's Companies
LOW
$124B
| $30.6M | 0.07% |
443,300
+97,100
| +28% | +$6.68M |
|
330
Hanmi Financial
HAFC
$948M
| $30.5M | 0.07% |
1,208,357
+60,700
| +5% | +$1.51M |
|
331
AutoZone
AZO
$49.7B
| $30.2M | 0.07% |
+41,700
| New | +$29.5M |
|
|
WCN
332
Waste Connections
WCN
$42B
| $30.1M | 0.07% |
929,607
+106,050
| +13% | +$3.43M |
|
333
Keurig Dr Pepper
KDP
$39.7B
| $29.9M | 0.07% |
378,000
-334,100
| -47% | -$26.2M |
|
334
Pan American Silver
PAAS
$21.8B
| $29.8M | 0.07% |
4,692,200
+1,370,800
| +41% | +$9.37M |
|
335
Conagra Brands
CAG
$7.14B
| $29.8M | 0.07% |
+944,604
| New | +$31.7M |
|
336
Waterstone Financial
WSBF
$374M
| $29.7M | 0.07% |
2,206,574
+243,219
| +12% | +$3.18M |
|
|
PRMW
337
DELISTED
Primo Water Corporation
PRMW
| $29.7M | 0.07% |
2,739,500
-281,841
| -9% | -$3.05M |
|
|
SWN
338
DELISTED
Southwestern Energy Company
SWN
| $29.7M | 0.07% |
2,337,600
+1,870,252
| +400% | +$32.5M |
|
339
DaVita
DVA
$11.4B
| $29.6M | 0.07% |
408,600
-318,000
| -44% | -$24.7M |
|
|
HNT
340
DELISTED
HEALTH NET INC
HNT
| $29.5M | 0.07% |
490,300
-16,200
| -3% | -$1.07M |
|
|
MDVN
341
DELISTED
MEDIVATION, INC.
MDVN
| $29.5M | 0.07% |
694,700
-895,500
| -56% | -$44.4M |
|
342
PBF Energy
PBF
$8.22B
| $29.5M | 0.07% |
1,043,500
+114,400
| +12% | +$3.47M |
|
343
SEI Investments
SEIC
$12.6B
| $29.4M | 0.07% |
610,300
-292,900
| -32% | -$14.9M |
|
344
Guidewire Software
GWRE
$14.7B
| $29.4M | 0.07% |
559,330
+360,830
| +182% | +$20M |
|
345
SiriusXM
SIRI
$9.61B
| $29.4M | 0.07% |
785,940
-1,172,262
| -60% | -$44.9M |
|
346
Norfolk Southern
NSC
$75.2B
| $29.4M | 0.07% |
384,200
+111,600
| +41% | +$9.07M |
|
347
Tapestry
TPR
$32.4B
| $29.3M | 0.07% |
+1,013,400
| New | +$31.3M |
|
|
ORBK
348
DELISTED
Orbotech Ltd
ORBK
| $29.2M | 0.07% |
1,889,200
+231,370
| +14% | +$4.04M |
|
|
SCHW
349
Charles Schwab
SCHW
$186B
| $29.2M | 0.07% |
+1,021,700
| New | +$32.8M |
|
|
PCH
350
DELISTED
PotlatchDeltic
PCH
| $29M | 0.07% |
1,007,753
+41,300
| +4% | +$1.38M |
|
Similar funds
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.