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 | |
|---|---|---|---|---|---|---|
376
Wabtec
WAB
$50B
| $23.8M | 0.07% |
293,200
+221,600
| +309% | +$18.3M |
|
377
Golar LNG
GLNG
$5.23B
| $23.7M | 0.07% |
+357,392
| New | +$22.6M |
|
378
Chubb
CB
$134B
| $23.7M | 0.06% |
+225,900
| New | +$23.6M |
|
|
TYPE
379
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $23.5M | 0.06% |
829,900
-17,800
| -2% | -$519K |
|
|
CQB
380
DELISTED
CHIQUITA BRANDS INTL (NEW)
CQB
| $23.5M | 0.06% |
1,654,981
+540,181
| +48% | +$6.62M |
|
381
Salesforce
CRM
$158B
| $23.4M | 0.06% |
407,500
+331,400
| +435% | +$18.7M |
|
382
Annaly Capital Management
NLY
$17.6B
| $23.4M | 0.06% |
+548,525
| New | +$25.1M |
|
|
MWE
383
DELISTED
MARKWEST ENERGY PARTNERS, LP
MWE
| $23.4M | 0.06% |
304,420
-119,025
| -28% | -$8.9M |
|
384
NOV
NOV
$7.41B
| $23.4M | 0.06% |
+307,010
| New | +$25.4M |
|
385
Teekay
TK
$1.02B
| $23.3M | 0.06% |
351,400
+160,600
| +84% | +$9.43M |
|
386
Honda
HMC
$40.6B
| $23.3M | 0.06% |
679,700
-304,700
| -31% | -$10.5M |
|
387
Bank of Montreal
BMO
$128B
| $23.3M | 0.06% |
315,895
+84,800
| +37% | +$6.38M |
|
|
BIG
388
DELISTED
Big Lots, Inc.
BIG
| $23.2M | 0.06% |
538,900
-195,600
| -27% | -$8.9M |
|
389
AXIS Capital
AXS
$7.4B
| $23.2M | 0.06% |
489,200
+274,100
| +127% | +$12.7M |
|
|
PCH
390
DELISTED
PotlatchDeltic
PCH
| $23M | 0.06% |
571,393
-32,060
| -5% | -$1.34M |
|
391
The Greenbrier Companies
GBX
$1.41B
| $22.9M | 0.06% |
+312,600
| New | +$21.4M |
|
|
APU
392
DELISTED
AmeriGas Partners, L.P.
APU
| $22.9M | 0.06% |
502,600
+364,500
| +264% | +$16.6M |
|
|
KYO
393
DELISTED
Kyocera Adr
KYO
| $22.9M | 0.06% |
491,100
-519
| -0.1% | -$24.7K |
|
|
HCR
394
DELISTED
Hi-Crush Inc. Common Stock
HCR
| $22.9M | 0.06% |
444,549
+338,146
| +318% | +$21.1M |
|
395
Autodesk
ADSK
$52.1B
| $22.7M | 0.06% |
412,768
-86,700
| -17% | -$4.75M |
|
|
CALD
396
DELISTED
Callidus Software, Inc.
CALD
| $22.7M | 0.06% |
1,891,300
+8,400
| +0.4% | +$95.9K |
|
397
Kulicke & Soffa
KLIC
$4.95B
| $22.7M | 0.06% |
1,592,500
+223,000
| +16% | +$3.2M |
|
398
Amkor Technology
AMKR
$14B
| $22.6M | 0.06% |
2,690,500
+1,047,297
| +64% | +$10.3M |
|
399
Akamai
AKAM
$17.8B
| $22.6M | 0.06% |
378,000
+134,800
| +55% | +$8.1M |
|
400
Spok Holdings
SPOK
$232M
| $22.6M | 0.06% |
1,736,100
-4,884
| -0.3% | -$72.6K |
|
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.