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 |
VIAB
Viacom Inc. Class B
VIAB
|
+$109M |
| 2 |
Oracle
ORCL
|
+$107M |
| 3 |
ConocoPhillips
COP
|
+$105M |
| 4 |
Bank of America
BAC
|
+$100M |
| 5 |
Colgate-Palmolive
CL
|
+$93.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$518M |
| 2 |
Intel
INTC
|
+$486M |
| 3 |
IBM
IBM
|
+$306M |
| 4 |
Pfizer
PFE
|
+$286M |
| 5 |
United Parcel Service
UPS
|
+$209M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.53% |
| 2 | Healthcare | 12.29% |
| 3 | Consumer Staples | 10.94% |
| 4 | Consumer Discretionary | 10.57% |
| 5 | Industrials | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Suburban Propane Partners
SPH
$1.18B
| $10.1M | 0.03% |
226,167
-20,000
| -8% | -$892K |
|
752
OneSpan
OSPN
$609M
| $10.1M | 0.03% |
536,370
+225,800
| +73% | +$3.3M |
|
753
AES
AES
$10.5B
| $10M | 0.03% |
708,700
-1,443,939
| -67% | -$21.5M |
|
754
Gilat Satellite Networks
GILT
$895M
| $10M | 0.03% |
2,047,000
+16,700
| +0.8% | +$79.3K |
|
|
INFA
755
DELISTED
INFORMATICA CORP
INFA
| $10M | 0.03% |
292,038
-221,800
| -43% | -$7.38M |
|
756
LCI Industries
LCII
$2.6B
| $9.94M | 0.03% |
235,600
-12,906
| -5% | -$585K |
|
|
CORE
757
DELISTED
Core Mark Holding Co., Inc.
CORE
| $9.94M | 0.03% |
374,800
+59,000
| +19% | +$1.44M |
|
|
KZ
758
DELISTED
KongZhong Corporation
KZ
| $9.94M | 0.03% |
1,524,199
+29,699
| +2% | +$235K |
|
|
GAS
759
DELISTED
AGL Resources Inc
GAS
| $9.93M | 0.03% |
193,461
-206,800
| -52% | -$10.9M |
|
760
Anika Therapeutics
ANIK
$295M
| $9.92M | 0.03% |
270,600
-96,800
| -26% | -$4.18M |
|
761
Atlantic Union Bankshares
AUB
$6.06B
| $9.92M | 0.03% |
429,245
+140,840
| +49% | +$3.4M |
|
|
AMWD
762
DELISTED
American Woodmark
AMWD
| $9.91M | 0.03% |
268,801
+126,001
| +88% | +$4.35M |
|
763
Ford
F
$55.1B
| $9.88M | 0.03% |
667,809
-1,117,400
| -63% | -$19.1M |
|
764
Take-Two Interactive
TTWO
$45.4B
| $9.87M | 0.03% |
427,750
-286,400
| -40% | -$6.5M |
|
|
NILE
765
DELISTED
Blue Nile, Inc.
NILE
| $9.83M | 0.03% |
344,406
-156,906
| -31% | -$4.37M |
|
|
ETP
766
DELISTED
Energy Transfer Partners, L.P.
ETP
| $9.82M | 0.03% |
203,500
-56,700
| -22% | -$2.68M |
|
|
CIT
767
DELISTED
CIT Group Inc.
CIT
| $9.79M | 0.03% |
212,900
+126,600
| +147% | +$6M |
|
768
JB Hunt Transport Services
JBHT
$25.9B
| $9.76M | 0.03% |
131,844
-103,100
| -44% | -$7.81M |
|
769
Thor Industries
THO
$4.11B
| $9.76M | 0.03% |
+189,500
| New | +$10.1M |
|
|
KBAL
770
DELISTED
Kimball International
KBAL
| $9.74M | 0.03% |
828,795
+21,520
| +3% | +$268K |
|
|
AD
771
Array Digital Infrastructure
AD
$3.04B
| $9.72M | 0.03% |
274,100
+20,600
| +8% | +$784K |
|
|
JASO
772
DELISTED
JA Solar Holdings, Co., Ltd
JASO
| $9.72M | 0.03% |
1,050,400
+926,200
| +746% | +$8.85M |
|
773
Mesa Laboratories
MLAB
$631M
| $9.7M | 0.03% |
167,800
+7,200
| +4% | +$522K |
|
774
Vaalco Energy
EGY
$602M
| $9.69M | 0.03% |
1,140,042
-1,196,058
| -51% | -$9.67M |
|
|
JOY
775
DELISTED
Joy Global Inc
JOY
| $9.67M | 0.03% |
+177,225
| New | +$10.8M |
|
Similar funds
Jim Simons's Q3 2014 Portfolio in Review
As of Q3 2014, Jim Simons held 3,213 positions worth $36.5B, down 15% from $42.9B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Jim Simons withdrew a net $5.32B in Q3 2014, closing 459 positions and reducing 1,053 holdings. Its most notable exit was Apple, an estimated $518M position sold in full.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 16% a quarter earlier, followed by Healthcare and Consumer Staples.
Against the trend, Jim Simons opened a new position in Viacom Inc. Class B worth $102M.
- Jim Simons's largest Q3 2014 buy was Viacom Inc. Class B: 1,327,500 shares worth $102M.
- Jim Simons added most to ConocoPhillips in Q3 2014, an estimated $105M increase.
- Jim Simons's biggest Q3 2014 reduction was Intel, cutting an estimated $486M.
- Jim Simons fully exited Apple in Q3 2014, selling an estimated $518M.
- Jim Simons's ten largest holdings make up 13% of its $36.5B portfolio in Q3 2014.
- Jim Simons opened 460 new positions and closed 459 in Q3 2014.
- Jim Simons's portfolio value fell 15% quarter-over-quarter to $36.5B.
Based on Renaissance Technologies's 13F filing for Q3 2014, filed 12 Nov 2014.