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 | |
|---|---|---|---|---|---|---|
|
DRE
776
DELISTED
Duke Realty Corp.
DRE
| $11.2M | 0.03% |
619,000
-1,067,305
| -63% | -$18.7M |
|
777
KLA
KLAC
$274B
| $11.2M | 0.03% |
1,540,000
-7,803,000
| -84% | -$51.8M |
|
|
AMSG
778
DELISTED
Amsurg Corp
AMSG
| $11.2M | 0.03% |
245,469
+7,500
| +3% | +$344K |
|
|
SPA
779
DELISTED
Sparton
SPA
| $11.2M | 0.03% |
402,949
+8,414
| +2% | +$236K |
|
|
GPT
780
DELISTED
Gramercy Property Trust
GPT
| $11.1M | 0.03% |
613,971
+468,501
| +322% | +$7.79M |
|
781
Nelnet
NNI
$4.55B
| $11.1M | 0.03% |
268,929
-4,013
| -1% | -$164K |
|
782
National Beverage
FIZZ
$2.93B
| $11.1M | 0.03% |
1,177,200
+15,800
| +1% | +$150K |
|
783
Diamondrock Hospitality Co
DRH
$2.51B
| $11.1M | 0.03% |
867,594
-592,887
| -41% | -$7.28M |
|
|
BEE
784
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $11.1M | 0.03% |
949,377
-516,771
| -35% | -$5.58M |
|
|
PF
785
DELISTED
Pinnacle Foods, Inc.
PF
| $11.1M | 0.03% |
337,200
+104,200
| +45% | +$3.28M |
|
786
Yum! Brands
YUM
$41.2B
| $11.1M | 0.03% |
189,454
-812,108
| -81% | -$45.2M |
|
787
Build-A-Bear
BBW
$474M
| $11M | 0.03% |
825,500
+232,286
| +39% | +$3.03M |
|
788
Stagwell
STGW
$2.28B
| $11M | 0.03% |
510,995
-195,569
| -28% | -$4.38M |
|
789
Aegon
AEG
$13.9B
| $11M | 0.03% |
1,843,324
+1,044,701
| +131% | +$6.29M |
|
790
Rambus
RMBS
$10.8B
| $10.9M | 0.03% |
763,000
+261,500
| +52% | +$3.23M |
|
791
Lumen
LUMN
$6.6B
| $10.9M | 0.03% |
+301,030
| New | +$10.8M |
|
792
Caesarstone
CSTE
$105M
| $10.9M | 0.03% |
221,540
-1,299
| -0.6% | -$66.1K |
|
|
PX
793
DELISTED
Praxair Inc
PX
| $10.9M | 0.03% |
81,700
-73,300
| -47% | -$9.6M |
|
794
Constellium
CSTM
$3.95B
| $10.8M | 0.03% |
338,100
-134,075
| -28% | -$4.03M |
|
|
FCE.A
795
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $10.8M | 0.03% |
544,800
-56,762
| -9% | -$1.08M |
|
796
Alkermes
ALKS
$8.3B
| $10.8M | 0.03% |
214,686
+161,376
| +303% | +$7.44M |
|
|
SRDX
797
DELISTED
Surmodics
SRDX
| $10.8M | 0.03% |
504,238
-6,157
| -1% | -$132K |
|
798
Diana Shipping
DSX
$307M
| $10.8M | 0.03% |
1,416,837
-222,745
| -14% | -$1.77M |
|
799
HEICO Corp
HEI
$51.9B
| $10.8M | 0.03% |
505,710
-122,071
| -19% | -$2.74M |
|
800
Equinor
EQNR
$96.3B
| $10.7M | 0.02% |
346,900
-628,000
| -64% | -$18.9M |
|
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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.