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 | |
|---|---|---|---|---|---|---|
|
BEAT
801
DELISTED
BioTelemetry, Inc.
BEAT
| $12.3M | 0.03% |
1,007,442
+299,342
| +42% | +$3.82M |
|
802
Washington Trust Bancorp
WASH
$750M
| $12.3M | 0.03% |
320,468
+53,031
| +20% | +$2.08M |
|
|
K
803
DELISTED
Kellanova
K
| $12.3M | 0.03% |
+197,132
| New | +$12.3M |
|
|
FARM
804
DELISTED
Farmer Brothers
FARM
| $12.3M | 0.03% |
451,200
+43,200
| +11% | +$1.02M |
|
805
Neogen
NEOG
$2.5B
| $12.3M | 0.03% |
727,315
+597,715
| +461% | +$11.8M |
|
806
Puma Biotechnology
PBYI
$459M
| $12.3M | 0.03% |
+162,600
| New | +$15.4M |
|
807
Flex
FLEX
$46B
| $12.2M | 0.03% |
1,541,780
+1,293,427
| +521% | +$10.5M |
|
808
Ambarella
AMBA
$3.66B
| $12.2M | 0.03% |
+211,600
| New | +$20M |
|
|
PAMT
809
PAMT Corp
PAMT
$279M
| $12.2M | 0.03% |
1,479,024
+99,616
| +7% | +$1.2M |
|
|
FLIR
810
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $12.2M | 0.03% |
435,700
-312,960
| -42% | -$9.24M |
|
811
Realty Income
O
$59.2B
| $12.2M | 0.03% |
265,327
+259,135
| +4,185% | +$11.7M |
|
812
Dolby
DLB
$5.75B
| $12.2M | 0.03% |
373,600
-131,900
| -26% | -$4.5M |
|
813
WEC Energy
WEC
$35.6B
| $12.2M | 0.03% |
232,877
-217,527
| -48% | -$10.6M |
|
814
Park Aerospace
PKE
$828M
| $12.1M | 0.03% |
690,500
+48,023
| +7% | +$849K |
|
|
UCB
815
United Community Banks
UCB
$4.39B
| $12.1M | 0.03% |
592,568
-46,838
| -7% | -$957K |
|
|
TIS
816
DELISTED
Orchids Paper Products, Inc.
TIS
| $12.1M | 0.03% |
463,100
-3,500
| -0.8% | -$88.2K |
|
817
EPR Properties
EPR
$4.7B
| $12.1M | 0.03% |
234,100
+72,622
| +45% | +$3.93M |
|
|
AHT
818
Ashford Hospitality Trust
AHT
$19.8M
| $12.1M | 0.03% |
2,001
-449
| -18% | -$3.58M |
|
819
Automatic Data Processing
ADP
$107B
| $12.1M | 0.03% |
150,000
-35,800
| -19% | -$2.87M |
|
820
Vera Bradley
VRA
$96.7M
| $12M | 0.03% |
955,300
-250,200
| -21% | -$2.9M |
|
|
ARC
821
DELISTED
ARC Document Solutions, Inc.
ARC
| $12M | 0.03% |
2,021,000
+175,400
| +10% | +$1.19M |
|
|
OUTR
822
DELISTED
OUTERWALL INC
OUTR
| $12M | 0.03% |
211,200
-75,414
| -26% | -$5.17M |
|
823
Bio-Rad Laboratories Class A
BIO
$9.68B
| $12M | 0.03% |
89,520
+30,020
| +50% | +$4.32M |
|
|
CUTR
824
DELISTED
Cutera, Inc.
CUTR
| $12M | 0.03% |
918,400
-11,170
| -1% | -$166K |
|
|
SWC
825
DELISTED
Stillwater Mining Co
SWC
| $12M | 0.03% |
1,162,800
+94,700
| +9% | +$906K |
|
Similar funds
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.