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 | |
|---|---|---|---|---|---|---|
|
MIK
651
DELISTED
Michaels Stores, Inc
MIK
| $15.2M | 0.04% |
659,474
-435,226
| -40% | -$11.1M |
|
652
Valley National Bancorp
VLY
$8.25B
| $15.2M | 0.04% |
1,547,100
+654,300
| +73% | +$6.44M |
|
|
LGTY
653
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $15.2M | 0.04% |
1,615,404
+36,804
| +2% | +$342K |
|
654
Sabre
SABR
$831M
| $15.2M | 0.04% |
559,700
+229,200
| +69% | +$6.2M |
|
|
CERN
655
DELISTED
Cerner Corp
CERN
| $15.2M | 0.04% |
253,404
+50,400
| +25% | +$3.29M |
|
656
RingCentral
RNG
$5.25B
| $15.1M | 0.04% |
833,600
+513,137
| +160% | +$9.36M |
|
657
Veeva Systems
VEEV
$39.2B
| $15.1M | 0.04% |
644,900
+27,600
| +4% | +$719K |
|
|
AVTA
658
DELISTED
Avantax, Inc. Common Stock
AVTA
| $15.1M | 0.04% |
1,095,163
+543,763
| +99% | +$7.8M |
|
|
HSII
659
DELISTED
Heidrick & Struggles
HSII
| $15.1M | 0.04% |
774,421
+105,219
| +16% | +$2.27M |
|
|
MRGE
660
DELISTED
MERGE HEALTHCARE INC COM STK (WI)
MRGE
| $15.1M | 0.04% |
2,121,455
+690,700
| +48% | +$4.35M |
|
661
Agnico Eagle Mines
AEM
$93.8B
| $15M | 0.04% |
593,736
+350,900
| +145% | +$8.54M |
|
662
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.2B
| $15M | 0.04% |
+985,716
| New | +$22.1M |
|
663
Strategic Education
STRA
$1.81B
| $15M | 0.04% |
272,958
-159,842
| -37% | -$8.18M |
|
664
First Industrial Realty Trust
FR
$8.4B
| $15M | 0.04% |
715,700
+25,000
| +4% | +$503K |
|
665
Mesa Laboratories
MLAB
$631M
| $15M | 0.04% |
134,400
+207
| +0.2% | +$21.9K |
|
666
Enbridge
ENB
$112B
| $15M | 0.04% |
+403,169
| New | +$16.8M |
|
667
XPO
XPO
$24.5B
| $15M | 0.04% |
1,814,118
+1,033,095
| +132% | +$13.6M |
|
668
PENN Entertainment
PENN
$2.57B
| $14.9M | 0.04% |
890,909
+354,160
| +66% | +$6.47M |
|
669
Raymond James Financial
RJF
$34.9B
| $14.9M | 0.04% |
+451,313
| New | +$16.7M |
|
670
UBS Group
UBS
$177B
| $14.9M | 0.04% |
804,011
+659,411
| +456% | +$14M |
|
671
Genpact
G
$5.7B
| $14.9M | 0.04% |
629,300
-227,600
| -27% | -$5.11M |
|
672
Applied Materials
AMAT
$435B
| $14.8M | 0.04% |
+1,009,148
| New | +$16.9M |
|
|
KKD
673
DELISTED
KRISPY KREME DOUGHNUTS INC
KKD
| $14.8M | 0.04% |
1,012,364
+103,300
| +11% | +$1.81M |
|
|
EQY
674
DELISTED
Equity One
EQY
| $14.8M | 0.04% |
606,000
+20,700
| +4% | +$504K |
|
675
SITE Centers
SITC
$156M
| $14.7M | 0.04% |
744,133
-1,018,243
| -58% | -$20.7M |
|
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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.