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 | |
|---|---|---|---|---|---|---|
|
NFX
926
DELISTED
Newfield Exploration
NFX
| $7.74M | 0.02% |
+208,700
| New | +$8.66M |
|
927
Crane NXT
CXT
$2.99B
| $7.7M | 0.02% |
350,662
-106,811
| -23% | -$2.59M |
|
|
NTP
928
DELISTED
Nam Tai Property Inc.
NTP
| $7.69M | 0.02% |
1,267,400
+114,200
| +10% | +$795K |
|
929
RPC Inc
RES
$1.4B
| $7.68M | 0.02% |
349,619
+90,367
| +35% | +$2.03M |
|
|
DTV
930
DELISTED
DIRECTV COM STK (DE)
DTV
| $7.67M | 0.02% |
88,592
-1,380,400
| -94% | -$119M |
|
|
CUTR
931
DELISTED
Cutera, Inc.
CUTR
| $7.66M | 0.02% |
757,900
-35,600
| -4% | -$353K |
|
|
PRE
932
DELISTED
PARTNERRE LTD
PRE
| $7.6M | 0.02% |
69,200
-52,000
| -43% | -$5.71M |
|
|
CSCD
933
DELISTED
CASCADE MICROTECH, INC.
CSCD
| $7.6M | 0.02% |
750,500
+67,200
| +10% | +$768K |
|
|
MN
934
DELISTED
MANNING & NAPIER, INC.
MN
| $7.59M | 0.02% |
452,200
+35,100
| +8% | +$613K |
|
|
CEB
935
DELISTED
CEB Inc.
CEB
| $7.58M | 0.02% |
126,193
-24,800
| -16% | -$1.62M |
|
|
BGG
936
DELISTED
Briggs & Stratton Corp.
BGG
| $7.57M | 0.02% |
420,300
+328,000
| +355% | +$6.42M |
|
|
PES
937
DELISTED
Pioneer Energy Services Corp.
PES
| $7.54M | 0.02% |
537,998
-286,900
| -35% | -$4.48M |
|
938
Post Holdings
POST
$3.65B
| $7.54M | 0.02% |
+347,314
| New | +$9.27M |
|
939
Sumitomo Mitsui Financial
SMFG
$166B
| $7.53M | 0.02% |
918,035
+505,144
| +122% | +$4.14M |
|
940
Banco Santander Chile
BSAC
$16B
| $7.52M | 0.02% |
+340,227
| New | +$8.42M |
|
941
Westwood Holdings Group
WHG
$183M
| $7.51M | 0.02% |
132,500
+11,800
| +10% | +$682K |
|
942
Harmony Gold Mining
HMY
$12.4B
| $7.44M | 0.02% |
3,446,098
+763,061
| +28% | +$2.23M |
|
943
Eversource Energy
ES
$26.9B
| $7.43M | 0.02% |
+167,700
| New | +$7.54M |
|
944
Worthington Enterprises
WOR
$2.78B
| $7.43M | 0.02% |
+323,751
| New | +$8.05M |
|
|
SHOR
945
DELISTED
ShoreTel, Inc.
SHOR
| $7.43M | 0.02% |
1,117,051
+247,146
| +28% | +$1.6M |
|
946
CMS Energy
CMS
$22B
| $7.42M | 0.02% |
+250,300
| New | +$7.47M |
|
947
New Oriental
EDU
$8.49B
| $7.42M | 0.02% |
+320,000
| New | +$7.13M |
|
|
CKSW
948
DELISTED
CLICKSOFTWARE TECH LTD
CKSW
| $7.41M | 0.02% |
923,000
-44,777
| -5% | -$362K |
|
949
GATX Corp
GATX
$6.34B
| $7.4M | 0.02% |
126,800
+19,600
| +18% | +$1.27M |
|
|
THR
950
DELISTED
Thermon Group Holdings
THR
| $7.38M | 0.02% |
302,300
+172,750
| +133% | +$4.45M |
|
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.