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 |
Amazon
AMZN
|
+$405M |
| 2 |
Gilead Sciences
GILD
|
+$314M |
| 3 |
Union Pacific
UNP
|
+$229M |
| 4 |
Intel
INTC
|
+$224M |
| 5 |
Meta Platforms (Facebook)
META
|
+$207M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
McDonald's
MCD
|
+$342M |
| 2 |
SWY
SAFEWAY INC
SWY
|
+$210M |
| 3 |
TSMC
TSM
|
+$174M |
| 4 |
GSK
GSK
|
+$156M |
| 5 |
Johnson & Johnson
JNJ
|
+$149M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.05% |
| 2 | Technology | 11.94% |
| 3 | Consumer Discretionary | 11.2% |
| 4 | Industrials | 10.96% |
| 5 | Consumer Staples | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Designer Brands
DBI
$320M
| $32M | 0.07% |
866,630
+514,600
| +146% | +$18.9M |
|
377
Ameriprise Financial
AMP
$49.5B
| $31.8M | 0.07% |
+243,100
| New | +$32M |
|
378
Spectrum Brands
SPB
$2.01B
| $31.6M | 0.07% |
353,300
+33,000
| +10% | +$3.08M |
|
379
Cullen/Frost Bankers
CFR
$10.4B
| $31.6M | 0.07% |
458,000
-79,700
| -15% | -$5.36M |
|
|
PDM
380
Piedmont Realty Trust
PDM
$1.19B
| $31.6M | 0.07% |
1,699,600
+473,900
| +39% | +$8.93M |
|
381
Labcorp
LH
$26B
| $31.6M | 0.07% |
291,704
-403,320
| -58% | -$41.5M |
|
382
Mid-America Apartment Communities
MAA
$15.3B
| $31.5M | 0.07% |
407,662
+184,862
| +83% | +$14.2M |
|
|
BNCL
383
DELISTED
Beneficial Bancorp, Inc.
BNCL
| $31.5M | 0.07% |
2,789,870
+2,303,727
| +474% | +$25.5M |
|
384
Douglas Emmett
DEI
$1.94B
| $31.5M | 0.07% |
1,056,000
+401,700
| +61% | +$11.7M |
|
385
CBRE Group
CBRE
$42.7B
| $31.4M | 0.07% |
+812,400
| New | +$28M |
|
|
WFM
386
DELISTED
Whole Foods Market Inc
WFM
| $31.3M | 0.07% |
600,948
+123,900
| +26% | +$6.64M |
|
387
Chunghwa Telecom
CHT
$32.8B
| $31M | 0.07% |
966,948
+175,600
| +22% | +$5.38M |
|
388
Fossil Group
FOSL
$312M
| $31M | 0.07% |
+375,900
| New | +$34.6M |
|
389
Valero Energy
VLO
$93.7B
| $31M | 0.07% |
+486,888
| New | +$27.2M |
|
|
PRMW
390
DELISTED
Primo Water Corporation
PRMW
| $30.9M | 0.07% |
3,300,900
+107,300
| +3% | +$904K |
|
|
WR
391
DELISTED
Westar Energy Inc
WR
| $30.9M | 0.07% |
796,600
-147,400
| -16% | -$5.93M |
|
392
Bristol-Myers Squibb
BMY
$131B
| $30.6M | 0.07% |
474,100
+175,600
| +59% | +$11M |
|
|
DEG
393
DELISTED
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
| $30.5M | 0.07% |
1,364,222
+272,163
| +25% | +$5.79M |
|
394
Eli Lilly
LLY
$1.09T
| $30.4M | 0.06% |
418,805
-404,395
| -49% | -$28.8M |
|
|
LTXB
395
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $30.2M | 0.06% |
1,330,579
+18,400
| +1% | +$413K |
|
396
Allegion
ALLE
$14.1B
| $30.2M | 0.06% |
492,900
+481,900
| +4,381% | +$27.5M |
|
397
Coca-Cola Europacific Partners
CCEP
$47.5B
| $30.1M | 0.06% |
681,800
-301,400
| -31% | -$13.2M |
|
|
RGC
398
DELISTED
Regal Entertainment Group
RGC
| $30.1M | 0.06% |
1,319,400
-292,490
| -18% | -$6.48M |
|
399
Rockwell Automation
ROK
$49.8B
| $30M | 0.06% |
259,000
-383,700
| -60% | -$43.1M |
|
400
Johnson Controls International
JCI
$93.2B
| $30M | 0.06% |
567,270
-1,561,425
| -73% | -$79.4M |
|
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Jim Simons's Q1 2015 Portfolio in Review
As of Q1 2015, Jim Simons held 3,575 positions worth $47B, up 13% from $41.4B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.
Jim Simons deployed $4.23B of net new capital in Q1 2015, opening 633 new positions and adding to 1,637 existing holdings. Its largest new stake was Amazon: 23,057,100 shares worth $429M.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 12% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was McDonald's, an estimated $342M trimmed.
- Jim Simons's largest Q1 2015 buy was Amazon: 23,057,100 shares worth $429M.
- Jim Simons added most to Gilead Sciences in Q1 2015, an estimated $314M increase.
- Jim Simons's biggest Q1 2015 reduction was McDonald's, cutting an estimated $342M.
- Jim Simons fully exited SAFEWAY INC in Q1 2015, selling an estimated $210M.
- Jim Simons's ten largest holdings make up 9.9% of its $47B portfolio in Q1 2015.
- Jim Simons opened 633 new positions and closed 438 in Q1 2015.
- Jim Simons's portfolio value rose 13% quarter-over-quarter to $47B.
Based on Renaissance Technologies's 13F filing for Q1 2015, filed 13 May 2015.