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 | |
|---|---|---|---|---|---|---|
851
Lincoln National
LNC
$8.44B
| $11.6M | 0.03% |
243,892
+124,718
| +105% | +$6.69M |
|
|
CLCT
852
DELISTED
Collectors Universe
CLCT
| $11.6M | 0.03% |
766,901
+32,681
| +4% | +$607K |
|
853
Future Fuel
FF
$257M
| $11.5M | 0.03% |
1,167,600
+46,000
| +4% | +$497K |
|
854
Preferred Bank
PFBC
$1.26B
| $11.5M | 0.03% |
364,755
+38,161
| +12% | +$1.17M |
|
855
Interactive Brokers
IBKR
$41.5B
| $11.5M | 0.03% |
+1,167,784
| New | +$12M |
|
|
PRA
856
DELISTED
ProAssurance
PRA
| $11.5M | 0.03% |
234,200
+131,700
| +128% | +$6.4M |
|
857
Herbalife
HLF
$1.23B
| $11.5M | 0.03% |
+421,200
| New | +$11.5M |
|
858
Cavco Industries
CVCO
$4.6B
| $11.4M | 0.03% |
167,500
+43,479
| +35% | +$3.15M |
|
|
YDKN
859
DELISTED
Yadkin Financial Corporation
YDKN
| $11.4M | 0.03% |
530,296
+62,900
| +13% | +$1.34M |
|
860
Ingles Markets
IMKTA
$1.66B
| $11.4M | 0.03% |
237,774
+16,474
| +7% | +$811K |
|
861
Provident Financial Services
PFS
$3.24B
| $11.3M | 0.03% |
581,500
+118,200
| +26% | +$2.27M |
|
862
Telkom Indonesia
TLK
$14.4B
| $11.3M | 0.03% |
633,652
+412,252
| +186% | +$8.34M |
|
|
NUAN
863
DELISTED
Nuance Communications, Inc.
NUAN
| $11.3M | 0.03% |
796,665
-172,790
| -18% | -$2.58M |
|
864
UFP Technologies
UFPT
$2.5B
| $11.3M | 0.03% |
493,500
-25,928
| -5% | -$551K |
|
|
SAVE
865
DELISTED
Spirit Airlines, Inc.
SAVE
| $11.3M | 0.03% |
+238,400
| New | +$13.4M |
|
|
GNCMA
866
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $11.3M | 0.03% |
652,207
+205,407
| +46% | +$3.61M |
|
|
FBR
867
DELISTED
Fibria Celulose Sa
FBR
| $11.2M | 0.03% |
829,600
+792,300
| +2,124% | +$10.8M |
|
|
AE
868
DELISTED
Adams Resources & Energy Inc
AE
| $11.2M | 0.03% |
274,200
-300
| -0.1% | -$13.2K |
|
|
DRII
869
DELISTED
DIAMOND RESORTS INTL, INC
DRII
| $11.2M | 0.03% |
480,200
+276,200
| +135% | +$7.62M |
|
870
Canadian National Railway
CNI
$76.4B
| $11.2M | 0.03% |
197,500
-1,255,300
| -86% | -$73.1M |
|
|
BMR
871
DELISTED
BIOMED REALTY TRUST INC
BMR
| $11.2M | 0.03% |
558,700
+9,300
| +2% | +$186K |
|
|
VSI
872
DELISTED
Vitamin Shoppe Inc.
VSI
| $11.2M | 0.03% |
341,864
+142,864
| +72% | +$5.09M |
|
873
Pembina Pipeline
PBA
$28.4B
| $11.1M | 0.03% |
464,100
-156,300
| -25% | -$4.37M |
|
|
USG
874
DELISTED
Usg
USG
| $11.1M | 0.03% |
418,100
+294,400
| +238% | +$8.64M |
|
875
Central Pacific Financial
CPF
$997M
| $11.1M | 0.03% |
530,260
+118,260
| +29% | +$2.61M |
|
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.