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 |
Apple
AAPL
|
+$437M |
| 2 |
Verizon
VZ
|
+$215M |
| 3 |
Comcast
CMCSA
|
+$137M |
| 4 |
Vodafone
VOD
|
+$137M |
| 5 |
Kinder Morgan
KMI
|
+$133M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$263M |
| 2 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
+$246M |
| 3 |
Walmart Inc
WMT
|
+$229M |
| 4 |
Pfizer
PFE
|
+$221M |
| 5 |
Costco
COST
|
+$184M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.93% |
| 2 | Consumer Discretionary | 13.29% |
| 3 | Healthcare | 11.79% |
| 4 | Industrials | 11% |
| 5 | Consumer Staples | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
UCB
1126
United Community Banks
UCB
$4.39B
| $6.35M | 0.02% |
327,128
-64,976
| -17% | -$1.16M |
|
|
CTRA
1127
DELISTED
Coterra Energy
CTRA
| $6.33M | 0.02% |
186,900
-242,000
| -56% | -$8.94M |
|
1128
Comtech Telecommunications
CMTL
$52.1M
| $6.33M | 0.02% |
198,536
+80,886
| +69% | +$2.55M |
|
|
CNVR
1129
DELISTED
CONVERSANT INC COM STK (DE)
CNVR
| $6.33M | 0.02% |
224,695
-51,100
| -19% | -$1.23M |
|
|
BKMU
1130
DELISTED
Bank Mutual Corp
BKMU
| $6.32M | 0.02% |
997,356
+59,204
| +6% | +$396K |
|
|
CPWR
1131
DELISTED
COMPUWARE CORP
CPWR
| $6.31M | 0.02% |
625,967
-238,005
| -28% | -$2.41M |
|
1132
Urban Outfitters
URBN
$6.63B
| $6.3M | 0.02% |
172,700
-740,200
| -81% | -$27M |
|
|
PRCP
1133
DELISTED
Perceptron Inc
PRCP
| $6.28M | 0.02% |
517,800
-4,800
| -0.9% | -$68.1K |
|
|
AXE
1134
DELISTED
Anixter International Inc
AXE
| $6.25M | 0.02% |
61,600
+52,800
| +600% | +$5.16M |
|
|
OABC
1135
DELISTED
OMNIAMERICAN BANCORP INC COM STK (TX)
OABC
| $6.25M | 0.02% |
274,400
-22,900
| -8% | -$501K |
|
1136
Hexcel
HXL
$7.74B
| $6.24M | 0.02% |
143,201
-18,799
| -12% | -$820K |
|
1137
Bausch Health
BHC
$2.32B
| $6.22M | 0.01% |
47,189
-317,000
| -87% | -$43.3M |
|
|
BBBY
1138
Bed Bath & Beyond
BBBY
$403M
| $6.18M | 0.01% |
417,507
+6,095
| +1% | +$104K |
|
1139
Tucows
TCX
$140M
| $6.17M | 0.01% |
487,850
+61,875
| +15% | +$818K |
|
1140
Red Robin
RRGB
$151M
| $6.13M | 0.01% |
85,547
-111,619
| -57% | -$7.86M |
|
1141
Cedar Fair
FUN
$1.68B
| $6.12M | 0.01% |
120,200
+35,250
| +41% | +$1.81M |
|
1142
Bassett Furniture
BSET
$171M
| $6.12M | 0.01% |
411,900
+17,300
| +4% | +$254K |
|
1143
Philips
PHG
$26.2B
| $6.12M | 0.01% |
250,965
-1,298,507
| -84% | -$31.9M |
|
|
HOS
1144
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $6.11M | 0.01% |
146,226
-12,674
| -8% | -$541K |
|
1145
Sally Beauty Holdings
SBH
$1.55B
| $6.11M | 0.01% |
223,026
-15,074
| -6% | -$430K |
|
|
UNT
1146
DELISTED
UNIT Corporation
UNT
| $6.09M | 0.01% |
+93,200
| New | +$5.19M |
|
|
IRS
1147
IRSA Inversiones y Representaciones
IRS
$1.24B
| $6.09M | 0.01% |
597,190
+25,125
| +4% | +$258K |
|
1148
iShares US Real Estate ETF
IYR
$4.52B
| $6.08M | 0.01% |
+89,800
| New | +$5.96M |
|
|
WES
1149
DELISTED
Western Gas Partners Lp
WES
| $6.08M | 0.01% |
91,803
+64,103
| +231% | +$3.99M |
|
|
CYS
1150
DELISTED
CYS Investments Inc.
CYS
| $6.06M | 0.01% |
+733,293
| New | +$6.07M |
|
Similar funds
Jim Simons's Q1 2014 Portfolio in Review
As of Q1 2014, Jim Simons held 3,290 positions worth $41.7B, down 0.16% from $41.8B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Jim Simons's Q1 2014 filing shows 474 new, 1,340 increased, 961 reduced and 495 closed positions. Its largest new stake was Apple: 22,998,136 shares worth $441M. The largest sale was Johnson & Johnson, an estimated $263M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Healthcare.
- Jim Simons's largest Q1 2014 buy was Apple: 22,998,136 shares worth $441M.
- Jim Simons added most to Verizon in Q1 2014, an estimated $215M increase.
- Jim Simons's biggest Q1 2014 reduction was Johnson & Johnson, cutting an estimated $263M.
- Jim Simons fully exited LIFE TECHNOLOGIES CORP COM STK (DE) in Q1 2014, selling an estimated $246M.
- Jim Simons's ten largest holdings make up 13% of its $41.7B portfolio in Q1 2014.
- Jim Simons opened 474 new positions and closed 495 in Q1 2014.
- Jim Simons's portfolio value fell 0.16% quarter-over-quarter to $41.7B.
Based on Renaissance Technologies's 13F filing for Q1 2014, filed 14 May 2014.