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 |
Pfizer
PFE
|
+$276M |
| 2 |
IBM
IBM
|
+$272M |
| 3 |
Procter & Gamble
PG
|
+$161M |
| 4 |
Colgate-Palmolive
CL
|
+$151M |
| 5 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
+$146M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Verizon
VZ
|
+$405M |
| 2 |
CELG
Celgene Corp
CELG
|
+$207M |
| 3 |
Booking.com
BKNG
|
+$123M |
| 4 |
Eli Lilly
LLY
|
+$114M |
| 5 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$109M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.85% |
| 2 | Healthcare | 13.92% |
| 3 | Consumer Discretionary | 12.37% |
| 4 | Industrials | 10.61% |
| 5 | Consumer Staples | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Saga Communications
SGA
$64.6M
| $5.11M | 0.01% |
119,500
+6,100
| +5% | +$267K |
|
|
PEI
1202
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $5.1M | 0.01% |
18,053
-12,151
| -40% | -$3.22M |
|
|
ORC
1203
Orchid Island Capital
ORC
$1.32B
| $5.09M | 0.01% |
77,880
+42,240
| +119% | +$2.68M |
|
|
CMA
1204
DELISTED
Comerica
CMA
| $5.08M | 0.01% |
+101,347
| New | +$4.95M |
|
1205
Descartes Systems
DSGX
$6.62B
| $5.03M | 0.01% |
350,900
+75,400
| +27% | +$1.02M |
|
|
TBNK
1206
DELISTED
Territorial Bancorp Inc.
TBNK
| $5.03M | 0.01% |
240,800
+28,400
| +13% | +$586K |
|
1207
Medifast
MED
$130M
| $5.02M | 0.01% |
165,000
-95,684
| -37% | -$2.98M |
|
1208
Sensient Technologies
SXT
$5.53B
| $5.01M | 0.01% |
90,000
+42,500
| +89% | +$2.31M |
|
|
ALJ
1209
DELISTED
Alon USA Energy Inc
ALJ
| $5.01M | 0.01% |
402,879
-254,313
| -39% | -$3.78M |
|
|
QLGC
1210
DELISTED
QLOGIC CORP
QLGC
| $5M | 0.01% |
495,108
-71,038
| -13% | -$762K |
|
|
NSH
1211
DELISTED
NuStar GP Holdings LLC
NSH
| $4.99M | 0.01% |
127,504
+42,019
| +49% | +$1.48M |
|
|
CHFN
1212
DELISTED
Charter Financial Corp
CHFN
| $4.98M | 0.01% |
448,582
+32,820
| +8% | +$356K |
|
1213
Angi Inc
ANGI
$196M
| $4.97M | 0.01% |
+41,640
| New | +$4.75M |
|
|
IDTI
1214
DELISTED
Integrated Device Technology I
IDTI
| $4.95M | 0.01% |
+320,453
| New | +$4.12M |
|
1215
Hanover Insurance
THG
$7.74B
| $4.94M | 0.01% |
78,200
-57,930
| -43% | -$3.52M |
|
|
IMGN
1216
DELISTED
Immunogen Inc
IMGN
| $4.92M | 0.01% |
+415,440
| New | +$5.21M |
|
1217
Sunstone Hotel Investors
SHO
$2.01B
| $4.92M | 0.01% |
329,419
-824,100
| -71% | -$11.8M |
|
|
FRAN
1218
DELISTED
Francesca's Holdings Corporation
FRAN
| $4.92M | 0.01% |
+27,793
| New | +$5.36M |
|
|
NPBC
1219
DELISTED
NATL PENN BANCSHARES INC
NPBC
| $4.9M | 0.01% |
463,420
-45,567
| -9% | -$469K |
|
|
DL
1220
DELISTED
China Distance Education Holdings Limited
DL
| $4.88M | 0.01% |
291,400
-175,675
| -38% | -$2.88M |
|
|
HEES
1221
DELISTED
H&E Equipment Services
HEES
| $4.87M | 0.01% |
134,100
+68,965
| +106% | +$2.53M |
|
|
LBY
1222
DELISTED
Libbey, Inc.
LBY
| $4.86M | 0.01% |
182,600
+55,300
| +43% | +$1.47M |
|
|
CVRR
1223
DELISTED
CVR Refining, LP
CVRR
| $4.86M | 0.01% |
194,200
+79,200
| +69% | +$2.02M |
|
|
PFC
1224
DELISTED
Premier Financial Corp. Common Stock
PFC
| $4.85M | 0.01% |
338,200
-3,632
| -1% | -$50.2K |
|
|
AMAP
1225
DELISTED
AUTONAVI HLDGS LTD SPON ADR (CYM)
AMAP
| $4.83M | 0.01% |
231,300
+38,700
| +20% | +$803K |
|
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Jim Simons's Q2 2014 Portfolio in Review
As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
- Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
- Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
- Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
- Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
- Jim Simons opened 450 new positions and closed 492 in Q2 2014.
- Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.
Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.