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 | |
|---|---|---|---|---|---|---|
|
BEAV
851
DELISTED
B/E Aerospace Inc
BEAV
| $9.8M | 0.02% |
+146,394
| New | +$9.74M |
|
|
CIM
852
Chimera Investment
CIM
$993M
| $9.78M | 0.02% |
204,332
+93,240
| +84% | +$4.39M |
|
|
APEX
853
DELISTED
Apex Global Brands Inc. Common Stock
APEX
| $9.76M | 0.02% |
21,416
+920
| +4% | +$385K |
|
|
BBBY
854
Bed Bath & Beyond
BBBY
$423M
| $9.76M | 0.02% |
823,490
+405,983
| +97% | +$4.99M |
|
855
Estee Lauder
EL
$31.6B
| $9.75M | 0.02% |
+131,300
| New | +$9.65M |
|
|
UBNK
856
DELISTED
United Financial Bancorp, Inc.
UBNK
| $9.71M | 0.02% |
716,739
+69,429
| +11% | +$933K |
|
|
AL
857
DELISTED
Air Lease Corp
AL
| $9.71M | 0.02% |
251,700
-105,700
| -30% | -$4.05M |
|
|
MTGE
858
DELISTED
MTGE Investment Corp. Common Stock
MTGE
| $9.7M | 0.02% |
484,584
+268,384
| +124% | +$5.34M |
|
859
Healthpeak Properties
DOC
$14.3B
| $9.68M | 0.02% |
256,712
-655,839
| -72% | -$24.7M |
|
860
Natural Gas Services Group
NGS
$474M
| $9.66M | 0.02% |
292,100
+14,300
| +5% | +$444K |
|
|
BNNY
861
DELISTED
ANNIES INC COMMON STOCK (DE)
BNNY
| $9.63M | 0.02% |
+284,900
| New | +$9.57M |
|
862
Red Robin
RRGB
$183M
| $9.62M | 0.02% |
135,166
+49,619
| +58% | +$3.47M |
|
|
SFLY
863
DELISTED
Shutterfly, Inc.
SFLY
| $9.59M | 0.02% |
+222,600
| New | +$9.12M |
|
|
BBQ
864
DELISTED
BBQ Holdings, Inc. Common Stock
BBQ
| $9.57M | 0.02% |
333,600
-38,838
| -10% | -$1.12M |
|
|
HOUS
865
DELISTED
Anywhere Real Estate
HOUS
| $9.57M | 0.02% |
253,700
-315,019
| -55% | -$12.2M |
|
866
Encore Capital Group
ECPG
$2.15B
| $9.56M | 0.02% |
210,505
-14,323
| -6% | -$633K |
|
867
AXIS Capital
AXS
$7.3B
| $9.53M | 0.02% |
+215,100
| New | +$9.84M |
|
|
SJR
868
DELISTED
Shaw Communications Inc.
SJR
| $9.51M | 0.02% |
370,700
+330,200
| +815% | +$8.11M |
|
|
BBEP
869
DELISTED
BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP
BBEP
| $9.51M | 0.02% |
+429,800
| New | +$8.96M |
|
870
Omega Healthcare
OHI
$13.9B
| $9.49M | 0.02% |
257,600
-122,500
| -32% | -$4.37M |
|
|
BTM
871
DELISTED
OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA)
BTM
| $9.49M | 0.02% |
11,060,265
+10,554,000
| +2,085% | +$9.06M |
|
|
PMC
872
DELISTED
PharMerica Corporation
PMC
| $9.49M | 0.02% |
331,900
+68,285
| +26% | +$1.9M |
|
873
Fortinet
FTNT
$121B
| $9.47M | 0.02% |
+1,883,500
| New | +$8.44M |
|
|
NTLS
874
DELISTED
NTELOS HLDGS CORP COM
NTLS
| $9.46M | 0.02% |
759,164
-495,286
| -39% | -$6.43M |
|
|
HITT
875
DELISTED
HITTITE MICROWAVE CORP
HITT
| $9.46M | 0.02% |
121,338
-87,600
| -42% | -$5.64M |
|
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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.