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 |
Microsoft
MSFT
|
+$316M |
| 2 |
Alibaba
BABA
|
+$185M |
| 3 |
Verizon
VZ
|
+$135M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$131M |
| 5 |
McKesson
MCK
|
+$126M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$449M |
| 2 |
Gilead Sciences
GILD
|
+$297M |
| 3 |
Meta Platforms (Facebook)
META
|
+$218M |
| 4 |
Intel
INTC
|
+$215M |
| 5 |
Coca-Cola
KO
|
+$198M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.5% |
| 2 | Technology | 12.69% |
| 3 | Industrials | 10.47% |
| 4 | Financials | 10.17% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Jack Henry & Associates
JKHY
$11.1B
| $24.6M | 0.06% |
380,000
-198,400
| -34% | -$13.2M |
|
|
ORIT
427
DELISTED
Oritani Financial Corp. New
ORIT
| $24.5M | 0.06% |
1,529,325
+123,254
| +9% | +$1.86M |
|
|
CLR
428
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $24.5M | 0.06% |
579,000
-219,000
| -27% | -$10.4M |
|
429
Voya Financial
VOYA
$9.16B
| $24.5M | 0.06% |
527,500
-802,800
| -60% | -$36.2M |
|
430
WSFS Financial
WSFS
$4.17B
| $24.5M | 0.06% |
896,252
-16,045
| -2% | -$408K |
|
431
Navient
NAVI
$867M
| $24.5M | 0.06% |
+1,344,304
| New | +$26.3M |
|
432
Trip.com Group
TCOM
$28.3B
| $24.5M | 0.06% |
673,712
+299,200
| +80% | +$10.4M |
|
433
Public Storage
PSA
$61.4B
| $24.5M | 0.06% |
132,634
-86,400
| -39% | -$16.6M |
|
434
Thermo Fisher Scientific
TMO
$220B
| $24.4M | 0.06% |
188,344
-61,800
| -25% | -$8.06M |
|
435
Albemarle
ALB
$15.4B
| $24.3M | 0.06% |
440,308
-424,600
| -49% | -$25.3M |
|
|
TUP
436
DELISTED
Tupperware Brands Corporation
TUP
| $24.3M | 0.06% |
376,900
-154,600
| -29% | -$10.4M |
|
437
Gaming and Leisure Properties
GLPI
$12.7B
| $24.2M | 0.06% |
659,656
+344,786
| +110% | +$12.7M |
|
|
WNS
438
DELISTED
WNS Holdings
WNS
| $24M | 0.05% |
896,700
+34,178
| +4% | +$878K |
|
439
Bausch Health
BHC
$2.37B
| $23.9M | 0.05% |
107,789
-368,048
| -77% | -$81.6M |
|
|
TFCFA
440
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $23.9M | 0.05% |
+735,113
| New | +$24.7M |
|
441
Norfolk Southern
NSC
$75.9B
| $23.8M | 0.05% |
+272,600
| New | +$26.6M |
|
|
NLSN
442
DELISTED
Nielsen Holdings plc
NLSN
| $23.7M | 0.05% |
528,300
-386,300
| -42% | -$17.5M |
|
|
FCH
443
DELISTED
Felcor Lodging Trust
FCH
| $23.6M | 0.05% |
2,384,000
-186,600
| -7% | -$2.04M |
|
|
WCG
444
DELISTED
Wellcare Health Plans, Inc.
WCG
| $23.5M | 0.05% |
277,500
-48,700
| -15% | -$4.12M |
|
|
AFFX
445
DELISTED
Affymetrix Inc
AFFX
| $23.5M | 0.05% |
2,153,623
+806,800
| +60% | +$9.78M |
|
446
CBRE Group
CBRE
$44B
| $23.4M | 0.05% |
632,600
-179,800
| -22% | -$6.83M |
|
447
Labcorp
LH
$26.2B
| $23.2M | 0.05% |
223,028
-68,676
| -24% | -$7.15M |
|
|
MRO
448
DELISTED
Marathon Oil Corporation
MRO
| $23.2M | 0.05% |
875,146
-1,800
| -0.2% | -$50.8K |
|
|
TA
449
DELISTED
TravelCenters of America LLC
TA
| $23.2M | 0.05% |
312,540
-15,017
| -5% | -$1.2M |
|
450
Lowe's Companies
LOW
$122B
| $23.2M | 0.05% |
+346,200
| New | +$24.7M |
|
Similar funds
Jim Simons's Q2 2015 Portfolio in Review
As of Q2 2015, Jim Simons held 3,611 positions worth $43.9B, down 6.5% from $47B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.
Jim Simons withdrew a net $2.38B in Q2 2015, closing 415 positions and reducing 921 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $218M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 13% a quarter earlier, followed by Technology and Industrials.
Against the trend, Jim Simons opened a new position in Microsoft worth $306M.
- Jim Simons's largest Q2 2015 buy was Microsoft: 6,935,684 shares worth $306M.
- Jim Simons added most to Alphabet (Google) Class C in Q2 2015, an estimated $131M increase.
- Jim Simons's biggest Q2 2015 reduction was Amazon, cutting an estimated $449M.
- Jim Simons fully exited Meta Platforms (Facebook) in Q2 2015, selling an estimated $218M.
- Jim Simons's ten largest holdings make up 9.7% of its $43.9B portfolio in Q2 2015.
- Jim Simons opened 478 new positions and closed 415 in Q2 2015.
- Jim Simons's portfolio value fell 6.5% quarter-over-quarter to $43.9B.
Based on Renaissance Technologies's 13F filing for Q2 2015, filed 14 Aug 2015.