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 | |
|---|---|---|---|---|---|---|
726
Unilever
UL
$133B
| $13.6M | 0.03% |
+296,960
| New | +$14.2M |
|
|
TXNM
727
TXNM Energy Inc
TXNM
$5.91B
| $13.6M | 0.03% |
483,200
-209,103
| -30% | -$5.46M |
|
|
DHIL
728
DELISTED
Diamond Hill
DHIL
| $13.5M | 0.03% |
72,800
+2,900
| +4% | +$559K |
|
729
Hanover Insurance
THG
$7.74B
| $13.5M | 0.03% |
173,900
+35,000
| +25% | +$2.77M |
|
|
BMS
730
DELISTED
Bemis
BMS
| $13.5M | 0.03% |
340,196
+4,496
| +1% | +$197K |
|
|
WPZ
731
DELISTED
Williams Partners L.P.
WPZ
| $13.4M | 0.03% |
421,334
-162,610
| -28% | -$6.8M |
|
732
Microchip Technology
MCHP
$43.1B
| $13.4M | 0.03% |
624,072
-490,322
| -44% | -$10.6M |
|
733
Western Digital
WDC
$157B
| $13.4M | 0.03% |
223,719
-54,773
| -20% | -$3.29M |
|
|
COR
734
DELISTED
Coresite Realty Corporation
COR
| $13.4M | 0.03% |
260,915
+165,515
| +173% | +$8.16M |
|
735
Douglas Emmett
DEI
$1.95B
| $13.4M | 0.03% |
466,700
-81,500
| -15% | -$2.36M |
|
|
KS
736
DELISTED
KapStone Paper and Pack Corp.
KS
| $13.4M | 0.03% |
809,256
+121,456
| +18% | +$2.66M |
|
737
Barnes & Noble Education
BNED
$417M
| $13.4M | 0.03% |
+10,509
| New | +$13.6M |
|
738
Banner Corp
BANR
$2.5B
| $13.3M | 0.03% |
278,499
+66,692
| +31% | +$3.1M |
|
739
Merit Medical Systems
MMSI
$5.45B
| $13.3M | 0.03% |
556,112
+129,373
| +30% | +$3.04M |
|
740
Archer Daniels Midland
ADM
$38.4B
| $13.3M | 0.03% |
+320,500
| New | +$14.6M |
|
|
XL
741
DELISTED
XL Group Ltd.
XL
| $13.3M | 0.03% |
+364,900
| New | +$13.8M |
|
|
JWN
742
DELISTED
Nordstrom
JWN
| $13.2M | 0.03% |
184,500
+55,500
| +43% | +$4.18M |
|
743
Fossil Group
FOSL
$311M
| $13.2M | 0.03% |
236,400
-71,200
| -23% | -$4.51M |
|
|
HOUS
744
DELISTED
Anywhere Real Estate
HOUS
| $13.2M | 0.03% |
350,400
+140,000
| +67% | +$6.1M |
|
745
Center Bancorp
CNOB
$1.81B
| $13.2M | 0.03% |
682,876
+146,600
| +27% | +$2.97M |
|
746
Cohen & Steers
CNS
$4.36B
| $13.2M | 0.03% |
480,000
+259,900
| +118% | +$7.99M |
|
747
Veeco
VECO
$3.26B
| $13.2M | 0.03% |
642,100
+368,000
| +134% | +$8.89M |
|
|
SRCL
748
DELISTED
Stericycle Inc
SRCL
| $13.2M | 0.03% |
94,520
-6,954
| -7% | -$968K |
|
|
CBL
749
DELISTED
CBL& Associates Properties, Inc.
CBL
| $13.2M | 0.03% |
957,017
+371,900
| +64% | +$5.77M |
|
750
John Wiley & Sons Class A
WLY
$2.53B
| $13.1M | 0.03% |
262,700
+77,000
| +41% | +$4M |
|
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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.