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 |
Pfizer
PFE
|
+$276M |
| 2 |
IBM
IBM
|
+$272M |
| 3 |
Procter & Gamble
PG
|
+$161M |
| 4 |
Colgate-Palmolive
CL
|
+$151M |
| 5 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
+$146M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Verizon
VZ
|
+$405M |
| 2 |
CELG
Celgene Corp
CELG
|
+$207M |
| 3 |
Booking.com
BKNG
|
+$123M |
| 4 |
Eli Lilly
LLY
|
+$114M |
| 5 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$109M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.92% |
| 2 | Healthcare | 13.46% |
| 3 | Consumer Discretionary | 11.99% |
| 4 | Industrials | 10.52% |
| 5 | Consumer Staples | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ESC
551
DELISTED
EMERITUS CORP
ESC
| $17.3M | 0.04% |
545,900
+71,709
| +15% | +$2.2M |
|
552
TAL Education Group
TAL
$6.43B
| $17.2M | 0.04% |
3,752,400
-206,130
| -5% | -$815K |
|
553
Lennox International
LII
$14.5B
| $17.2M | 0.04% |
191,900
+3,746
| +2% | +$326K |
|
|
ELNK
554
DELISTED
EarthLink Holdings Corp.
ELNK
| $17.1M | 0.04% |
4,589,939
+879,067
| +24% | +$3.11M |
|
555
Artisan Partners
APAM
$3.03B
| $17.1M | 0.04% |
300,900
+110,700
| +58% | +$6.34M |
|
|
HMSY
556
DELISTED
HMS Holdings Corp.
HMSY
| $17M | 0.04% |
835,012
+256,100
| +44% | +$4.61M |
|
557
Anika Therapeutics
ANIK
$283M
| $17M | 0.04% |
367,400
-75,000
| -17% | -$3.34M |
|
558
Bank of Montreal
BMO
$129B
| $17M | 0.04% |
231,095
-201,500
| -47% | -$14M |
|
|
BRS
559
DELISTED
Bristow Group, Inc.
BRS
| $17M | 0.04% |
210,800
+29,700
| +16% | +$2.26M |
|
560
International Flavors & Fragrances
IFF
$21.4B
| $17M | 0.04% |
162,900
-111,500
| -41% | -$11M |
|
561
Coca-Cola Consolidated
COKE
$12.7B
| $17M | 0.04% |
2,304,960
+171,610
| +8% | +$1.34M |
|
562
Clearway Energy Class C
CWEN
$7.02B
| $17M | 0.04% |
651,800
+156,962
| +32% | +$3.6M |
|
563
Vaalco Energy
EGY
$592M
| $16.9M | 0.04% |
2,336,100
-484,195
| -17% | -$3.67M |
|
|
MTSC
564
DELISTED
MTS Systems Corp
MTSC
| $16.9M | 0.04% |
249,200
+9,800
| +4% | +$654K |
|
565
G-III Apparel Group
GIII
$1.43B
| $16.8M | 0.04% |
411,600
+115,392
| +39% | +$4.35M |
|
566
Prudential Financial
PRU
$43B
| $16.8M | 0.04% |
+189,100
| New | +$15.9M |
|
|
MHR
567
DELISTED
MAGNUM HUNTER RESOURCES CORP (DEL)
MHR
| $16.8M | 0.04% |
2,047,067
+838,800
| +69% | +$6.83M |
|
568
Nordic American Tanker
NAT
$1.4B
| $16.8M | 0.04% |
+1,799,735
| New | +$15.4M |
|
|
ORIT
569
DELISTED
Oritani Financial Corp. New
ORIT
| $16.8M | 0.04% |
1,090,100
-5,032
| -0.5% | -$76.3K |
|
|
TFCF
570
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $16.7M | 0.04% |
+489,261
| New | +$16.2M |
|
|
FTR
571
DELISTED
Frontier Communications Corp.
FTR
| $16.7M | 0.04% |
190,775
-260,507
| -58% | -$22.5M |
|
|
RDS.B
572
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $16.7M | 0.04% |
192,027
-173,633
| -47% | -$14.4M |
|
|
DISCK
573
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $16.6M | 0.04% |
457,400
+276,200
| +152% | +$10.1M |
|
|
SINA
574
DELISTED
Sina Corp
SINA
| $16.5M | 0.04% |
+332,400
| New | +$16.3M |
|
575
Curtiss-Wright
CW
$25.4B
| $16.5M | 0.04% |
252,200
+55,000
| +28% | +$3.61M |
|
Similar funds
Jim Simons's Q2 2014 Portfolio in Review
As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
- Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
- Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
- Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
- Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
- Jim Simons opened 450 new positions and closed 492 in Q2 2014.
- Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.
Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.