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 | 15.92% |
| 2 | Healthcare | 13.46% |
| 3 | Consumer Discretionary | 11.99% |
| 4 | Industrials | 10.52% |
| 5 | Consumer Staples | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Liberty Global Class A
LBTYA
$3.48B
| $80.7M | 0.19% |
2,213,587
+2,081,201
| +1,572% | +$72.9M |
|
|
RTN
102
DELISTED
Raytheon Company
RTN
| $80.7M | 0.19% |
875,000
+572,200
| +189% | +$55.5M |
|
|
TWC
103
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $79.9M | 0.19% |
542,647
+255,500
| +89% | +$35.9M |
|
|
CA
104
DELISTED
CA, Inc.
CA
| $79.5M | 0.19% |
+2,764,600
| New | +$81.8M |
|
105
Zimmer Biomet
ZBH
$18.5B
| $79M | 0.18% |
783,006
+416,573
| +114% | +$40.6M |
|
106
Weyerhaeuser
WY
$18B
| $77.8M | 0.18% |
+2,352,193
| New | +$71.1M |
|
|
PETM
107
DELISTED
PETSMART INC
PETM
| $77.4M | 0.18% |
1,294,693
-272,107
| -17% | -$17.2M |
|
|
LSI
108
DELISTED
Life Storage, Inc.
LSI
| $76.5M | 0.18% |
1,486,200
+6,367
| +0.4% | +$322K |
|
109
Waste Management
WM
$90.7B
| $76M | 0.18% |
1,699,200
+9,335
| +0.6% | +$406K |
|
|
DISH
110
DELISTED
DISH Network Corp.
DISH
| $75.2M | 0.18% |
1,155,479
+1,036,667
| +873% | +$62.3M |
|
|
ATVI
111
DELISTED
Activision Blizzard
ATVI
| $75.1M | 0.18% |
3,367,398
+649,208
| +24% | +$13.3M |
|
|
ARRS
112
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $73.9M | 0.17% |
2,272,420
+1,129,400
| +99% | +$33.4M |
|
|
TSS
113
DELISTED
Total System Services, Inc.
TSS
| $72.9M | 0.17% |
2,321,465
-1,164,226
| -33% | -$35.7M |
|
114
Trinity Industries
TRN
$2.29B
| $71.8M | 0.17% |
2,282,683
+584,353
| +34% | +$16.6M |
|
115
Westlake Corp
WLK
$10.3B
| $71.7M | 0.17% |
856,538
+35,338
| +4% | +$2.65M |
|
116
Dollar Tree
DLTR
$24.6B
| $71.1M | 0.17% |
1,305,230
+300,031
| +30% | +$15.8M |
|
|
SRCL
117
DELISTED
Stericycle Inc
SRCL
| $70.9M | 0.17% |
599,020
+237,678
| +66% | +$27.2M |
|
118
O'Reilly Automotive
ORLY
$74.9B
| $70.8M | 0.17% |
7,049,910
+676,095
| +11% | +$6.67M |
|
119
Coca-Cola Femsa
KOF
$23B
| $70.5M | 0.16% |
620,200
-131,200
| -17% | -$14.8M |
|
|
AGN
120
DELISTED
Allergan Inc
AGN
| $70.5M | 0.16% |
416,395
+251,939
| +153% | +$39.2M |
|
121
Rayonier
RYN
$6.45B
| $70.4M | 0.16% |
2,183,678
-1,710,408
| -44% | -$53.6M |
|
122
Altisource Portfolio Solutions
ASPS
$63.7M
| $69.8M | 0.16% |
76,113
-25,250
| -25% | -$22.5M |
|
|
SWN
123
DELISTED
Southwestern Energy Company
SWN
| $69.2M | 0.16% |
1,520,500
+1,244,556
| +451% | +$57.7M |
|
|
B
124
Barrick Mining
B
$67.2B
| $69.1M | 0.16% |
+3,773,803
| New | +$65.4M |
|
125
HP
HPQ
$26.6B
| $68.1M | 0.16% |
4,453,765
+3,330,525
| +297% | +$50.1M |
|
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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 16% of assets, up from 15% 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.