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 | |
|---|---|---|---|---|---|---|
|
EDE
476
DELISTED
Empire District Electric
EDE
| $21.1M | 0.05% |
959,517
+141,964
| +17% | +$3.16M |
|
|
PSB
477
DELISTED
PS Business Parks, Inc.
PSB
| $21.1M | 0.05% |
265,500
-38,100
| -13% | -$2.88M |
|
|
WIBC
478
DELISTED
WILSHIRE BANCORP INC
WIBC
| $21.1M | 0.05% |
2,004,780
+2,980
| +0.1% | +$33.7K |
|
479
Arthur J. Gallagher & Co
AJG
$65.4B
| $21.1M | 0.05% |
510,100
+411,700
| +418% | +$18.7M |
|
|
AFFX
480
DELISTED
Affymetrix Inc
AFFX
| $21M | 0.05% |
2,463,923
+310,300
| +14% | +$3.1M |
|
|
VAR
481
DELISTED
Varian Medical Systems, Inc.
VAR
| $21M | 0.05% |
+324,780
| New | +$23.7M |
|
|
AWH
482
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $21M | 0.05% |
+549,367
| New | +$22.8M |
|
|
MTSC
483
DELISTED
MTS Systems Corp
MTSC
| $20.9M | 0.05% |
348,300
+47,800
| +16% | +$2.95M |
|
484
PACCAR
PCAR
$69B
| $20.9M | 0.05% |
601,917
+538,500
| +849% | +$21.8M |
|
485
Voya Financial
VOYA
$9.01B
| $20.8M | 0.05% |
536,841
+9,341
| +2% | +$411K |
|
486
Regis Corp
RGS
$70M
| $20.7M | 0.05% |
79,145
+16,725
| +27% | +$4.58M |
|
487
U-Haul Holding Co
UHAL
$14.4B
| $20.7M | 0.05% |
525,000
+12,000
| +2% | +$436K |
|
|
IL
488
DELISTED
IntraLinks Holdings Inc.
IL
| $20.4M | 0.05% |
2,466,800
-90,253
| -4% | -$958K |
|
|
AHL
489
DELISTED
ASPEN Insurance Holding Limited
AHL
| $20.4M | 0.05% |
439,000
+136,200
| +45% | +$6.48M |
|
|
CEO
490
DELISTED
CNOOC Limited
CEO
| $20.4M | 0.05% |
197,800
+68,560
| +53% | +$8.21M |
|
491
Inogen
INGN
$155M
| $20.4M | 0.05% |
419,877
+194,377
| +86% | +$9.23M |
|
|
CAJ
492
DELISTED
Canon, Inc.
CAJ
| $20.3M | 0.05% |
702,197
+130,297
| +23% | +$4.07M |
|
493
Old Dominion Freight Line
ODFL
$43.9B
| $20.3M | 0.05% |
1,000,281
+21,300
| +2% | +$484K |
|
|
VRNT
494
DELISTED
Verint Systems
VRNT
| $20.3M | 0.05% |
923,684
+737,847
| +397% | +$20.4M |
|
495
National Beverage
FIZZ
$2.88B
| $20.3M | 0.05% |
1,319,000
+10,916
| +0.8% | +$140K |
|
|
VRE
496
DELISTED
Veris Residential
VRE
| $20.1M | 0.05% |
1,065,697
+708,997
| +199% | +$13.9M |
|
497
Patterson-UTI
PTEN
$4.21B
| $20.1M | 0.05% |
1,527,138
+1,126,600
| +281% | +$17.9M |
|
498
Navient
NAVI
$815M
| $20M | 0.05% |
1,782,000
+437,696
| +33% | +$6.4M |
|
499
Marathon Petroleum
MPC
$96.7B
| $20M | 0.05% |
+431,800
| New | +$22.2M |
|
|
ATW
500
DELISTED
Atwood Oceanics
ATW
| $20M | 0.05% |
+1,348,800
| New | +$26.3M |
|
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.