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 | |
|---|---|---|---|---|---|---|
|
ICPT
926
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $10.2M | 0.02% |
61,600
+200
| +0.3% | +$44K |
|
927
Aaon
AAON
$7.03B
| $10.2M | 0.02% |
789,929
+143,166
| +22% | +$2.05M |
|
928
Biogen
BIIB
$30.9B
| $10.2M | 0.02% |
34,961
-70,300
| -67% | -$23.2M |
|
|
PTNR
929
DELISTED
Partner Communications
PTNR
| $10.2M | 0.02% |
2,605,900
+36,700
| +1% | +$148K |
|
|
CADE
930
DELISTED
Cadence Bank
CADE
| $10.2M | 0.02% |
427,900
-94,500
| -18% | -$2.33M |
|
931
Children's Place
PLCE
$55.1M
| $10.2M | 0.02% |
176,251
+20,491
| +13% | +$1.23M |
|
932
T. Rowe Price
TROW
$23.8B
| $10.1M | 0.02% |
145,400
-74,700
| -34% | -$5.53M |
|
|
VISN
933
Vistance Networks Inc
VISN
$2.67B
| $10.1M | 0.02% |
336,022
-409,378
| -55% | -$12.7M |
|
934
Diageo
DEO
$52.2B
| $10.1M | 0.02% |
93,500
-23,000
| -20% | -$2.55M |
|
935
MGE Energy Inc
MGEE
$3.07B
| $10.1M | 0.02% |
244,594
+22,956
| +10% | +$907K |
|
|
DHC
936
Diversified Healthcare Trust
DHC
$2.02B
| $10.1M | 0.02% |
+627,171
| New | +$10.4M |
|
|
SPTN
937
DELISTED
SpartanNash
SPTN
| $10.1M | 0.02% |
388,900
+121,400
| +45% | +$3.67M |
|
938
Elbit Systems
ESLT
$36.5B
| $10M | 0.02% |
134,600
+6,700
| +5% | +$531K |
|
939
Accuray
ARAY
$33.4M
| $9.97M | 0.02% |
1,996,723
+866,071
| +77% | +$5.56M |
|
940
Pathward Financial
CASH
$1.78B
| $9.97M | 0.02% |
716,100
+169,713
| +31% | +$2.6M |
|
|
BRS
941
DELISTED
Bristow Group, Inc.
BRS
| $9.96M | 0.02% |
380,533
+272,333
| +252% | +$10.9M |
|
942
Lindsay Corp
LNN
$1.18B
| $9.95M | 0.02% |
146,800
+54,500
| +59% | +$4.32M |
|
|
PFC
943
DELISTED
Premier Financial Corp. Common Stock
PFC
| $9.93M | 0.02% |
543,400
+135,732
| +33% | +$2.51M |
|
|
CVT
944
DELISTED
CVENT, INC.
CVT
| $9.93M | 0.02% |
295,000
+244,700
| +486% | +$7.4M |
|
|
RDUS
945
DELISTED
Radius Recycling
RDUS
| $9.93M | 0.02% |
733,200
+222,100
| +43% | +$3.63M |
|
946
Fomento Económico Mexicano
FMX
$40B
| $9.93M | 0.02% |
111,200
+75,600
| +212% | +$6.72M |
|
947
Marvell Technology
MRVL
$195B
| $9.92M | 0.02% |
1,096,444
+846,944
| +339% | +$9.65M |
|
|
DNB
948
DELISTED
Dun & Bradstreet
DNB
| $9.92M | 0.02% |
94,500
-26,700
| -22% | -$3.05M |
|
949
Avery Dennison
AVY
$13.7B
| $9.9M | 0.02% |
175,000
-608,200
| -78% | -$36.7M |
|
|
ATRI
950
DELISTED
Atrion Corp
ATRI
| $9.9M | 0.02% |
26,400
+1,600
| +6% | +$621K |
|
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.