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 | |
|---|---|---|---|---|---|---|
401
Pinnacle Financial Partners Inc
PNFP
$16.1B
| $25.2M | 0.06% |
510,700
-34,600
| -6% | -$1.75M |
|
402
Kohl's
KSS
$2.14B
| $25.2M | 0.06% |
544,800
-404,700
| -43% | -$22.8M |
|
|
NFBK
403
DELISTED
Northfield Bancorp
NFBK
| $25.1M | 0.06% |
1,647,568
+157,050
| +11% | +$2.38M |
|
|
BIG
404
DELISTED
Big Lots, Inc.
BIG
| $25M | 0.06% |
522,700
+96,700
| +23% | +$4.3M |
|
405
Gaming and Leisure Properties
GLPI
$12.6B
| $24.9M | 0.06% |
837,267
+177,611
| +27% | +$5.79M |
|
|
CVC
406
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $24.8M | 0.06% |
762,300
-732,900
| -49% | -$20M |
|
407
Vail Resorts
MTN
$5.26B
| $24.7M | 0.06% |
236,400
+127,200
| +116% | +$13.8M |
|
408
Equity Residential
EQR
$24.3B
| $24.6M | 0.06% |
327,400
-307,300
| -48% | -$22.6M |
|
|
CY
409
DELISTED
Cypress Semiconductor
CY
| $24.6M | 0.06% |
2,883,159
+309,980
| +12% | +$3.25M |
|
410
Rayonier
RYN
$6.44B
| $24.4M | 0.06% |
1,220,771
-148,692
| -11% | -$3.22M |
|
411
Repligen
RGEN
$9.37B
| $24.4M | 0.06% |
874,790
-75,314
| -8% | -$2.72M |
|
|
CXO
412
DELISTED
CONCHO RESOURCES INC.
CXO
| $24.4M | 0.06% |
+247,800
| New | +$26M |
|
413
Halliburton
HAL
$27.9B
| $24.3M | 0.06% |
687,795
-1,219,000
| -64% | -$48M |
|
|
OPLN
414
Openlane
OPLN
$4.26B
| $24.3M | 0.06% |
1,809,183
+204,168
| +13% | +$2.9M |
|
415
CenterPoint Energy
CNP
$26.6B
| $24.3M | 0.06% |
1,344,842
-649,858
| -33% | -$12.1M |
|
416
Bank of Montreal
BMO
$128B
| $24.3M | 0.06% |
444,695
+26,100
| +6% | +$1.43M |
|
417
Alexandria Real Estate Equities
ARE
$8.29B
| $24.2M | 0.06% |
285,720
+142,420
| +99% | +$12.8M |
|
418
Jack Henry & Associates
JKHY
$10.8B
| $24.2M | 0.06% |
347,520
-32,480
| -9% | -$2.23M |
|
|
SBY
419
DELISTED
Silver Bay Realty Trust Corp.
SBY
| $24M | 0.06% |
1,501,600
+603,700
| +67% | +$9.82M |
|
420
Equinix
EQIX
$105B
| $24M | 0.06% |
87,894
-3,232
| -4% | -$886K |
|
421
Baxter International
BAX
$14B
| $23.9M | 0.06% |
+728,232
| New | +$27.6M |
|
422
Evercore
EVR
$11.7B
| $23.9M | 0.06% |
474,900
-103,700
| -18% | -$5.68M |
|
423
MSCI
MSCI
$40.7B
| $23.8M | 0.06% |
400,421
+285,621
| +249% | +$18M |
|
|
VIVO
424
DELISTED
Meridian Bioscience Inc
VIVO
| $23.8M | 0.06% |
1,391,255
+186,579
| +15% | +$3.41M |
|
|
DF
425
DELISTED
Dean Foods Company
DF
| $23.8M | 0.06% |
1,439,200
+1,034,800
| +256% | +$17.7M |
|
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.