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 |
Pfizer
PFE
|
+$276M |
| 2 |
IBM
IBM
|
+$272M |
| 3 |
Procter & Gamble
PG
|
+$161M |
| 4 |
Colgate-Palmolive
CL
|
+$151M |
| 5 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
+$146M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Verizon
VZ
|
+$405M |
| 2 |
CELG
Celgene Corp
CELG
|
+$207M |
| 3 |
Booking.com
BKNG
|
+$123M |
| 4 |
Eli Lilly
LLY
|
+$114M |
| 5 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$109M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.92% |
| 2 | Healthcare | 13.46% |
| 3 | Consumer Discretionary | 11.99% |
| 4 | Industrials | 10.52% |
| 5 | Consumer Staples | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
InterDigital
IDCC
$8.99B
| $24.5M | 0.06% |
512,793
-129,202
| -20% | -$4.99M |
|
377
Compass Minerals
CMP
$1.09B
| $24.5M | 0.06% |
+255,400
| New | +$23M |
|
|
VVC
378
DELISTED
Vectren Corporation
VVC
| $24.4M | 0.06% |
574,600
+59,400
| +12% | +$2.37M |
|
379
Sonida Senior Living
SNDA
$1.88B
| $24.2M | 0.06% |
67,687
-8,920
| -12% | -$3.23M |
|
|
WBC
380
DELISTED
WABCO HOLDINGS INC.
WBC
| $24.2M | 0.06% |
226,500
-43,000
| -16% | -$4.61M |
|
381
Church & Dwight Co
CHD
$24.2B
| $24.2M | 0.06% |
691,600
-122,600
| -15% | -$4.21M |
|
382
Graphic Packaging
GPK
$3.51B
| $24.2M | 0.06% |
2,066,918
+370,039
| +22% | +$3.96M |
|
|
NS
383
DELISTED
NuStar Energy L.P.
NS
| $24.1M | 0.06% |
388,600
-115,535
| -23% | -$6.71M |
|
|
HOLX
384
DELISTED
Hologic
HOLX
| $24.1M | 0.06% |
+949,418
| New | +$22.2M |
|
|
DYN
385
DELISTED
Dynegy, Inc.
DYN
| $24M | 0.06% |
690,900
+602,039
| +678% | +$18.6M |
|
386
Mohawk Industries
MHK
$9.21B
| $24M | 0.06% |
173,400
-42,800
| -20% | -$5.78M |
|
|
PGTI
387
DELISTED
PGT, Inc.
PGTI
| $23.9M | 0.06% |
2,821,929
+28,822
| +1% | +$269K |
|
|
TYPE
388
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $23.9M | 0.06% |
847,700
+176,886
| +26% | +$4.8M |
|
389
Advance Auto Parts
AAP
$3.2B
| $23.8M | 0.06% |
176,650
+39,568
| +29% | +$4.9M |
|
390
Kohl's
KSS
$2.15B
| $23.8M | 0.06% |
+452,200
| New | +$24.5M |
|
391
Regions Financial
RF
$26.9B
| $23.8M | 0.06% |
2,241,321
-4,327,670
| -66% | -$45.1M |
|
392
Weis Markets
WMK
$1.77B
| $23.6M | 0.06% |
516,300
-2,400
| -0.5% | -$111K |
|
393
Wendy's
WEN
$1.63B
| $23.6M | 0.06% |
2,764,585
-1,426,793
| -34% | -$12M |
|
|
ROC
394
DELISTED
ROCKWOOD HLDGS INC
ROC
| $23.5M | 0.05% |
309,000
-423,900
| -58% | -$31.2M |
|
395
HCA Healthcare
HCA
$89B
| $23.5M | 0.05% |
+416,000
| New | +$21.9M |
|
396
Colliers International
CIGI
$5.18B
| $23.4M | 0.05% |
790,413
+17,774
| +2% | +$517K |
|
|
KYO
397
DELISTED
Kyocera Adr
KYO
| $23.4M | 0.05% |
491,619
-2,400
| -0.5% | -$110K |
|
398
Keurig Dr Pepper
KDP
$39.9B
| $23.2M | 0.05% |
396,700
-614,500
| -61% | -$34.5M |
|
|
GRFS
399
Grifois
GRFS
$5.38B
| $23.2M | 0.05% |
1,053,604
+67,400
| +7% | +$1.41M |
|
400
Starwood Property Trust
STWD
$6.14B
| $23.2M | 0.05% |
+974,684
| New | +$23.2M |
|
Similar funds
Jim Simons's Q2 2014 Portfolio in Review
As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
- Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
- Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
- Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
- Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
- Jim Simons opened 450 new positions and closed 492 in Q2 2014.
- Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.
Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.