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 | |
|---|---|---|---|---|---|---|
|
ECHO
76
EchoStar
ECHO
$25.6B
| $83.3M | 0.2% |
2,389,326
+62,767
| +3% | +$2.31M |
|
|
AZPN
77
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $83.2M | 0.2% |
2,193,709
+404,409
| +23% | +$15.3M |
|
78
CVS Health
CVS
$120B
| $82.4M | 0.2% |
+854,505
| New | +$89.8M |
|
79
Verisk Analytics
VRSK
$23.6B
| $80.5M | 0.19% |
1,089,100
+432,461
| +66% | +$32.2M |
|
|
YHOO
80
DELISTED
Yahoo Inc
YHOO
| $80.5M | 0.19% |
2,783,501
+1,619,701
| +139% | +$56.2M |
|
81
Maximus
MMS
$2.84B
| $80.4M | 0.19% |
1,349,200
-224,500
| -14% | -$14.3M |
|
82
Essex Property Trust
ESS
$18.2B
| $79.2M | 0.19% |
354,300
+47,674
| +16% | +$10.5M |
|
83
Ultrapar
UGP
$6.37B
| $79M | 0.19% |
9,453,678
+726,678
| +8% | +$6.78M |
|
84
Euronet Worldwide
EEFT
$2.64B
| $78.4M | 0.19% |
1,058,700
+5,700
| +0.5% | +$381K |
|
85
Papa John's
PZZA
$801M
| $77.4M | 0.18% |
1,130,000
+67,400
| +6% | +$4.86M |
|
86
BlackBerry
BB
$5.26B
| $75.2M | 0.18% |
12,270,343
+6,283,400
| +105% | +$46.9M |
|
|
WOOF
87
DELISTED
VCA Inc.
WOOF
| $75M | 0.18% |
1,424,200
+44,600
| +3% | +$2.5M |
|
|
CB
88
DELISTED
CHUBB CORPORATION
CB
| $74.7M | 0.18% |
609,200
+72,400
| +13% | +$8.86M |
|
89
American Electric Power
AEP
$67.3B
| $74.7M | 0.18% |
1,314,014
+29,514
| +2% | +$1.64M |
|
90
Molina Healthcare
MOH
$10.2B
| $74.7M | 0.18% |
1,084,478
-80,572
| -7% | -$5.98M |
|
|
ETP
91
DELISTED
Energy Transfer Partners L.p.
ETP
| $74.4M | 0.18% |
1,812,561
+620,610
| +52% | +$30.1M |
|
92
Cencora
COR
$63.7B
| $74.2M | 0.18% |
781,200
-304,100
| -28% | -$31.9M |
|
93
HP
HPQ
$26.6B
| $73.7M | 0.18% |
6,333,833
+4,138,439
| +189% | +$53.8M |
|
94
Oracle
ORCL
$419B
| $73.3M | 0.17% |
+2,028,732
| New | +$78M |
|
|
CYN
95
DELISTED
CITY NATIONAL CORPORATION
CYN
| $72.5M | 0.17% |
823,213
+268,713
| +48% | +$23.8M |
|
|
TYC
96
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $72.4M | 0.17% |
+2,066,975
| New | +$79.6M |
|
97
Merck
MRK
$322B
| $72.2M | 0.17% |
1,531,897
-482,080
| -24% | -$25.6M |
|
98
FirstEnergy
FE
$27.1B
| $71.5M | 0.17% |
2,283,718
+949,718
| +71% | +$31.1M |
|
|
RAI
99
DELISTED
Reynolds American Inc
RAI
| $71.4M | 0.17% |
+1,612,135
| New | +$66.9M |
|
|
MZTI
100
The Marzetti Company
MZTI
$3.15B
| $71.3M | 0.17% |
730,962
+27,800
| +4% | +$2.64M |
|
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.