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 | |
|---|---|---|---|---|---|---|
1001
Kroger
KR
$34.3B
| $6.84M | 0.02% |
+263,200
| New | +$6.65M |
|
1002
Icahn Enterprises
IEP
$5.33B
| $6.84M | 0.02% |
64,624
-60,401
| -48% | -$6.42M |
|
|
SEMG
1003
DELISTED
SEMGROUP CORPORATION
SEMG
| $6.84M | 0.02% |
82,100
-311,500
| -79% | -$25.7M |
|
|
ARO
1004
DELISTED
Aeropostale Inc
ARO
| $6.83M | 0.02% |
2,077,412
-1,237,800
| -37% | -$4.39M |
|
1005
PepsiCo
PEP
$189B
| $6.83M | 0.02% |
73,400
-289,600
| -80% | -$26.4M |
|
1006
Sprouts Farmers Market
SFM
$8.03B
| $6.83M | 0.02% |
+235,000
| New | +$7.26M |
|
1007
Sanmina
SANM
$11.2B
| $6.83M | 0.02% |
327,233
+269,200
| +464% | +$6.26M |
|
1008
Brookfield
BN
$110B
| $6.81M | 0.02% |
647,539
+255,214
| +65% | +$2.75M |
|
1009
World Kinect Corp
WKC
$1.89B
| $6.8M | 0.02% |
170,300
+107,900
| +173% | +$4.83M |
|
|
ARIA
1010
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $6.76M | 0.02% |
1,252,681
-3,147,300
| -72% | -$18.4M |
|
1011
Kemper
KMPR
$1.56B
| $6.75M | 0.02% |
197,500
+18,500
| +10% | +$661K |
|
|
JBTM
1012
JBT Marel
JBTM
$6.15B
| $6.72M | 0.02% |
238,800
-43,500
| -15% | -$1.25M |
|
|
GXP
1013
DELISTED
Great Plains Energy Incorporated
GXP
| $6.71M | 0.02% |
+277,515
| New | +$7.04M |
|
1014
Alkermes
ALKS
$8.44B
| $6.68M | 0.02% |
155,786
-58,900
| -27% | -$2.64M |
|
|
IHS
1015
DELISTED
IHS INC CL-A COM STK
IHS
| $6.67M | 0.02% |
+53,300
| New | +$7.23M |
|
|
IPHI
1016
DELISTED
INPHI CORPORATION
IPHI
| $6.67M | 0.02% |
463,600
+55,494
| +14% | +$807K |
|
1017
Prudential
PUK
$34.2B
| $6.66M | 0.02% |
+154,238
| New | +$7M |
|
1018
CONMED
CNMD
$1.48B
| $6.65M | 0.02% |
180,481
-30,279
| -14% | -$1.2M |
|
|
FWLT
1019
DELISTED
FOSTER WHEELER AG (SWITZERLAND)
FWLT
| $6.63M | 0.02% |
209,636
-21,000
| -9% | -$686K |
|
1020
St. Joe Company
JOE
$3.87B
| $6.63M | 0.02% |
332,400
+167,254
| +101% | +$3.75M |
|
1021
Bassett Furniture
BSET
$171M
| $6.6M | 0.02% |
482,900
+41,280
| +9% | +$611K |
|
1022
Shenandoah Telecom
SHEN
$721M
| $6.59M | 0.02% |
531,400
+6,600
| +1% | +$92.7K |
|
|
ALOG
1023
DELISTED
Analogic Corp
ALOG
| $6.59M | 0.02% |
103,054
+95,700
| +1,301% | +$6.85M |
|
|
SVU
1024
DELISTED
SUPERVALU Inc.
SVU
| $6.58M | 0.02% |
105,084
+101,413
| +2,763% | +$6.52M |
|
|
BKMU
1025
DELISTED
Bank Mutual Corp
BKMU
| $6.57M | 0.02% |
1,024,553
+30,770
| +3% | +$193K |
|
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.