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 | |
|---|---|---|---|---|---|---|
|
ALE
976
DELISTED
Allete
ALE
| $7.13M | 0.02% |
160,699
-120,300
| -43% | -$5.76M |
|
977
Northwest Bancshares
NWBI
$2.3B
| $7.11M | 0.02% |
587,754
+97,200
| +20% | +$1.23M |
|
|
BGC
978
DELISTED
General Cable Corporation
BGC
| $7.09M | 0.02% |
470,300
+8,900
| +2% | +$195K |
|
|
TEG
979
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
| $7.09M | 0.02% |
109,397
+100,800
| +1,173% | +$6.78M |
|
980
Cavco Industries
CVCO
$4.6B
| $7.09M | 0.02% |
104,200
+48,400
| +87% | +$3.58M |
|
|
PLCM
981
DELISTED
POLYCOM INC
PLCM
| $7.07M | 0.02% |
575,622
-511,199
| -47% | -$6.63M |
|
982
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
| $7.07M | 0.02% |
+347,553
| New | +$7.02M |
|
983
John Wiley & Sons Class A
WLY
$2.53B
| $7.06M | 0.02% |
125,900
+111,600
| +780% | +$6.65M |
|
|
WR
984
DELISTED
Westar Energy Inc
WR
| $7.06M | 0.02% |
+206,900
| New | +$7.49M |
|
985
STAG Industrial
STAG
$7.12B
| $7.03M | 0.02% |
339,300
-24,600
| -7% | -$567K |
|
|
PCTI
986
DELISTED
PCTEL, Inc. Common Stock
PCTI
| $7.02M | 0.02% |
925,494
-75,824
| -8% | -$590K |
|
|
EFC
987
Ellington Financial
EFC
$1.76B
| $6.99M | 0.02% |
314,550
+87,374
| +38% | +$2.08M |
|
988
Genesis Energy
GEL
$1.94B
| $6.96M | 0.02% |
132,300
-12,400
| -9% | -$673K |
|
989
Ducommun
DCO
$3.04B
| $6.96M | 0.02% |
253,800
+19,600
| +8% | +$547K |
|
|
SLXP
990
DELISTED
SALIX PHARMACEUTICALS LTD DEL
SLXP
| $6.96M | 0.02% |
44,525
-213,294
| -83% | -$30.9M |
|
|
RVBD
991
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
| $6.95M | 0.02% |
374,500
+260,800
| +229% | +$4.9M |
|
|
SWC
992
DELISTED
Stillwater Mining Co
SWC
| $6.94M | 0.02% |
462,000
+414,400
| +871% | +$7.44M |
|
993
Emcor
EME
$36.8B
| $6.94M | 0.02% |
173,700
-8,700
| -5% | -$374K |
|
994
HEICO Corp
HEI
$52.1B
| $6.93M | 0.02% |
362,400
-143,310
| -28% | -$2.99M |
|
|
FTR
995
DELISTED
Frontier Communications Corp.
FTR
| $6.93M | 0.02% |
70,967
-119,808
| -63% | -$11.4M |
|
996
Century Aluminum
CENX
$4.77B
| $6.92M | 0.02% |
+266,499
| New | +$5.87M |
|
|
MOVE
997
DELISTED
MOVE INC COM STK NEW (DE)
MOVE
| $6.9M | 0.02% |
329,075
-245,200
| -43% | -$3.69M |
|
|
AAN.A
998
DELISTED
The Aaron's Company Inc Class A
AAN.A
| $6.89M | 0.02% |
+283,224
| New | +$6.89M |
|
999
Interactive Brokers
IBKR
$41.5B
| $6.85M | 0.02% |
1,098,800
-644,800
| -37% | -$3.84M |
|
1000
Middleby
MIDD
$5.38B
| $6.84M | 0.02% |
77,670
+8,900
| +13% | +$737K |
|
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.