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 | |
|---|---|---|---|---|---|---|
26
Entergy
ETR
$49.7B
| $161M | 0.38% |
4,936,000
+2,039,200
| +70% | +$69.2M |
|
|
27
AbbVie
ABBV
$442B
| $160M | 0.38% |
2,933,756
+2,925,556
| +35,678% | +$190M |
|
28
Huntington Ingalls Industries
HII
$12.9B
| $158M | 0.38% |
1,473,900
-106,000
| -7% | -$12.1M |
|
29
Novartis
NVS
$294B
| $155M | 0.37% |
1,877,556
+553,313
| +42% | +$49.2M |
|
30
PepsiCo
PEP
$189B
| $153M | 0.36% |
1,620,300
+448,700
| +38% | +$42.7M |
|
31
AvalonBay Communities
AVB
$26B
| $150M | 0.36% |
860,414
+410,014
| +91% | +$69.4M |
|
32
Welltower
WELL
$163B
| $149M | 0.36% |
2,206,663
+154,900
| +8% | +$10.3M |
|
33
Visa
V
$677B
| $147M | 0.35% |
2,112,700
+364,300
| +21% | +$26M |
|
34
Amdocs
DOX
$6.1B
| $138M | 0.33% |
2,418,400
-282,300
| -10% | -$16.2M |
|
|
JCP
35
DELISTED
J.C. Penney Company, Inc.
JCP
| $136M | 0.33% |
14,668,000
+3,629,700
| +33% | +$32.1M |
|
|
36
Sysco
SYY
$40.3B
| $136M | 0.32% |
+3,490,400
| New | +$133M |
|
|
37
FedEx
FDX
$76.3B
| $135M | 0.32% |
+936,400
| New | +$149M |
|
|
LSI
38
DELISTED
Life Storage, Inc.
LSI
| $134M | 0.32% |
2,132,250
+111,450
| +6% | +$6.89M |
|
39
Manhattan Associates
MANH
$11.4B
| $132M | 0.32% |
2,125,500
-267,400
| -11% | -$16.7M |
|
|
40
Coca-Cola
KO
$372B
| $132M | 0.32% |
3,296,099
+3,130,599
| +1,892% | +$125M |
|
|
VGR
41
DELISTED
Vector Group Ltd.
VGR
| $131M | 0.31% |
9,914,755
-85,083
| -0.9% | -$1.15M |
|
|
CYBX
42
DELISTED
CYBERONICS INC
CYBX
| $129M | 0.31% |
2,121,394
-81,700
| -4% | -$5.14M |
|
|
BT
43
DELISTED
BT Group plc (ADR)
BT
| $120M | 0.29% |
3,749,978
+250,578
| +7% | +$8.64M |
|
44
National Grid
NGG
$80.7B
| $118M | 0.28% |
1,758,583
+211,142
| +14% | +$13.5M |
|
|
BRFS
45
DELISTED
BRF SA
BRFS
| $118M | 0.28% |
6,631,985
+2,149,525
| +48% | +$42.2M |
|
46
Sherwin-Williams
SHW
$88.5B
| $116M | 0.28% |
1,561,500
+1,281,900
| +458% | +$112M |
|
|
BBBY
47
DELISTED
Bed Bath & Beyond Inc
BBBY
| $116M | 0.28% |
2,026,360
+1,303,100
| +180% | +$83.1M |
|
|
B
48
Barrick Mining
B
$67.2B
| $115M | 0.27% |
18,092,902
+4,062,800
| +29% | +$30.6M |
|
49
United Therapeutics
UTHR
$22.1B
| $114M | 0.27% |
866,778
+55,200
| +7% | +$8.85M |
|
50
Usana Health Sciences
USNA
$254M
| $112M | 0.27% |
1,673,766
+144,200
| +9% | +$10.2M |
|
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.