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 | |
|---|---|---|---|---|---|---|
851
Comcast
CMCSA
$90.4B
| $8.69M | 0.02% |
322,998
-2,737,400
| -89% | -$75M |
|
852
LendingTree
TREE
$444M
| $8.63M | 0.02% |
240,500
-5,300
| -2% | -$154K |
|
|
SJR
853
DELISTED
Shaw Communications Inc.
SJR
| $8.62M | 0.02% |
352,100
-18,600
| -5% | -$469K |
|
|
PPP
854
DELISTED
Primero Mining Corp
PPP
| $8.61M | 0.02% |
1,774,616
+169,512
| +11% | +$1.17M |
|
|
CSBK
855
DELISTED
Clifton Bancorp Inc.
CSBK
| $8.61M | 0.02% |
683,849
+101,000
| +17% | +$1.27M |
|
|
FINL
856
DELISTED
Finish Line
FINL
| $8.6M | 0.02% |
+343,432
| New | +$9.83M |
|
|
SWIR
857
DELISTED
Sierra Wireless
SWIR
| $8.57M | 0.02% |
320,384
+160,600
| +101% | +$3.86M |
|
858
Mitsubishi UFJ Financial
MUFG
$257B
| $8.51M | 0.02% |
1,517,207
+915,007
| +152% | +$5.34M |
|
|
859
IBM
IBM
$222B
| $8.5M | 0.02% |
46,861
-1,678,830
| -97% | -$306M |
|
|
APOL
860
DELISTED
Apollo Education Group Inc Class A
APOL
| $8.48M | 0.02% |
+337,394
| New | +$9.39M |
|
861
Deere & Co
DE
$167B
| $8.46M | 0.02% |
103,200
-256,200
| -71% | -$21.9M |
|
862
Gold Fields
GFI
$36.4B
| $8.46M | 0.02% |
2,169,500
+1,849,500
| +578% | +$7.65M |
|
863
Bio-Rad Laboratories Class A
BIO
$9.68B
| $8.45M | 0.02% |
74,500
+13,000
| +21% | +$1.54M |
|
|
EBSB
864
DELISTED
Meridian Bancorp, Inc.
EBSB
| $8.44M | 0.02% |
799,455
+516,466
| +183% | +$5.51M |
|
|
IRS
865
IRSA Inversiones y Representaciones
IRS
$1.24B
| $8.44M | 0.02% |
636,539
+9,552
| +2% | +$141K |
|
866
Natural Gas Services Group
NGS
$474M
| $8.42M | 0.02% |
349,800
+57,700
| +20% | +$1.69M |
|
|
DHIL
867
DELISTED
Diamond Hill
DHIL
| $8.4M | 0.02% |
68,300
-275
| -0.4% | -$35.5K |
|
|
OA
868
DELISTED
Orbital ATK, Inc.
OA
| $8.4M | 0.02% |
+65,800
| New | +$8.61M |
|
869
Tucows
TCX
$140M
| $8.39M | 0.02% |
562,324
+34,673
| +7% | +$526K |
|
870
Equifax
EFX
$21.2B
| $8.39M | 0.02% |
112,200
-291,300
| -72% | -$22.2M |
|
|
BERY
871
DELISTED
Berry Global Group, Inc.
BERY
| $8.38M | 0.02% |
361,439
+109,186
| +43% | +$2.49M |
|
872
Enovis
ENOV
$1.42B
| $8.37M | 0.02% |
+85,349
| New | +$9.59M |
|
|
CHSP
873
DELISTED
Chesapeake Lodging Trust
CHSP
| $8.35M | 0.02% |
286,500
+237,600
| +486% | +$7.13M |
|
874
PTC
PTC
$16.1B
| $8.35M | 0.02% |
+226,200
| New | +$8.65M |
|
875
Atmos Energy
ATO
$28.7B
| $8.32M | 0.02% |
+174,400
| New | +$8.7M |
|
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.