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 | |
|---|---|---|---|---|---|---|
926
Forrester Research
FORR
$224M
| $8.64M | 0.02% |
228,000
-23,600
| -9% | -$864K |
|
|
JAH
927
DELISTED
JARDEN CORPORATION
JAH
| $8.64M | 0.02% |
218,286
-319,532
| -59% | -$12.2M |
|
|
ESI
928
DELISTED
ITT EDUCATIONAL SERVICES INC
ESI
| $8.63M | 0.02% |
+517,100
| New | +$11.8M |
|
|
MRC
929
DELISTED
MRC Global
MRC
| $8.63M | 0.02% |
305,000
+195,910
| +180% | +$5.57M |
|
|
PVTB
930
DELISTED
PrivateBancorp Inc
PVTB
| $8.62M | 0.02% |
296,447
-105,600
| -26% | -$2.99M |
|
|
SIVB
931
DELISTED
SVB Financial Group
SIVB
| $8.61M | 0.02% |
+73,857
| New | +$8.23M |
|
|
VASC
932
DELISTED
Vascular Solutions Inc
VASC
| $8.58M | 0.02% |
386,706
+84,406
| +28% | +$1.85M |
|
933
Sturm, Ruger & Co
RGR
$601M
| $8.57M | 0.02% |
145,283
+115,463
| +387% | +$7.23M |
|
934
La-Z-Boy
LZB
$1.67B
| $8.57M | 0.02% |
+369,700
| New | +$9.14M |
|
935
Genpact
G
$5.78B
| $8.54M | 0.02% |
486,900
-121,100
| -20% | -$2.07M |
|
|
IPCM
936
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
| $8.52M | 0.02% |
192,700
+81,172
| +73% | +$3.54M |
|
|
LNW
937
DELISTED
Light & Wonder
LNW
| $8.52M | 0.02% |
766,200
+704,600
| +1,144% | +$7.61M |
|
|
SN
938
DELISTED
Sanchez Energy Corporation
SN
| $8.52M | 0.02% |
+226,598
| New | +$7.15M |
|
|
MOVE
939
DELISTED
MOVE INC COM STK NEW (DE)
MOVE
| $8.49M | 0.02% |
574,275
-350,581
| -38% | -$4.23M |
|
|
FARM
940
DELISTED
Farmer Brothers
FARM
| $8.49M | 0.02% |
393,000
+6,800
| +2% | +$137K |
|
941
Brookfield Infrastructure Partners
BIP
$18.4B
| $8.47M | 0.02% |
511,812
-285,710
| -36% | -$4.57M |
|
942
First Interstate BancSystem
FIBK
$3.7B
| $8.46M | 0.02% |
311,300
-72,303
| -19% | -$1.89M |
|
|
PTP
943
DELISTED
PLATINUM UNDERWRITERS HLDGS LTD
PTP
| $8.46M | 0.02% |
130,400
-37,600
| -22% | -$2.36M |
|
|
SEP
944
DELISTED
Spectra Engy Parters Lp
SEP
| $8.45M | 0.02% |
158,342
+39,164
| +33% | +$2.05M |
|
945
Pultegroup
PHM
$24.9B
| $8.44M | 0.02% |
+418,467
| New | +$8.04M |
|
946
Cardinal Health
CAH
$53.8B
| $8.43M | 0.02% |
+123,000
| New | +$8.37M |
|
|
SCS
947
DELISTED
Steelcase
SCS
| $8.42M | 0.02% |
556,600
+135,062
| +32% | +$2.22M |
|
|
TBRG
948
DELISTED
TruBridge
TBRG
| $8.4M | 0.02% |
132,015
-13,814
| -9% | -$871K |
|
|
AVTA
949
DELISTED
Avantax, Inc. Common Stock
AVTA
| $8.28M | 0.02% |
438,600
+113,228
| +35% | +$2.13M |
|
950
Diageo
DEO
$52.8B
| $8.27M | 0.02% |
+65,000
| New | +$8.19M |
|
Similar funds
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.