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 |
Microsoft
MSFT
|
+$316M |
| 2 |
Alibaba
BABA
|
+$185M |
| 3 |
Verizon
VZ
|
+$135M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$131M |
| 5 |
McKesson
MCK
|
+$126M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$449M |
| 2 |
Gilead Sciences
GILD
|
+$297M |
| 3 |
Meta Platforms (Facebook)
META
|
+$218M |
| 4 |
Intel
INTC
|
+$215M |
| 5 |
Coca-Cola
KO
|
+$198M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.5% |
| 2 | Technology | 12.69% |
| 3 | Industrials | 10.47% |
| 4 | Financials | 10.17% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WOOF
101
DELISTED
VCA Inc.
WOOF
| $75.1M | 0.17% |
1,379,600
-9,600
| -0.7% | -$508K |
|
|
PDLI
102
DELISTED
PDL BioPharma, Inc.
PDLI
| $74.2M | 0.17% |
11,532,754
-438,800
| -4% | -$2.94M |
|
103
Bath & Body Works
BBWI
$3.81B
| $73.9M | 0.17% |
1,065,964
+543,291
| +104% | +$39M |
|
104
Enterprise Products Partners
EPD
$81.8B
| $73.8M | 0.17% |
2,470,659
-1,161,390
| -32% | -$38M |
|
|
ALR
105
DELISTED
Alere Inc
ALR
| $73.6M | 0.17% |
1,394,724
+128,600
| +10% | +$6.47M |
|
106
SiriusXM
SIRI
$9.61B
| $73M | 0.17% |
1,958,202
+689,192
| +54% | +$26.7M |
|
107
Intercontinental Exchange
ICE
$84.9B
| $72.9M | 0.17% |
1,628,990
-110,000
| -6% | -$5.1M |
|
108
Zoetis
ZTS
$31.1B
| $72.9M | 0.17% |
1,510,800
-311,994
| -17% | -$14.9M |
|
109
AT&T
T
$168B
| $72.1M | 0.16% |
+2,686,798
| New | +$69.4M |
|
110
AvalonBay Communities
AVB
$26B
| $72M | 0.16% |
450,400
+179,200
| +66% | +$29.8M |
|
111
Altria Group
MO
$109B
| $71.5M | 0.16% |
1,461,600
-685,000
| -32% | -$34.7M |
|
112
International Paper
IP
$22.1B
| $70M | 0.16% |
1,553,904
+498,221
| +47% | +$24.7M |
|
113
Chubb
CB
$134B
| $69.8M | 0.16% |
686,600
+239,500
| +54% | +$25.8M |
|
114
Pfizer
PFE
$152B
| $69.8M | 0.16% |
2,193,417
-570,636
| -21% | -$18.6M |
|
115
Boston Properties
BXP
$10.8B
| $68.4M | 0.16% |
565,000
+444,900
| +370% | +$58.6M |
|
|
SNI
116
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $68.2M | 0.16% |
1,044,000
+285,522
| +38% | +$19.5M |
|
117
American Electric Power
AEP
$67.3B
| $68M | 0.16% |
1,284,500
+220,200
| +21% | +$12.2M |
|
118
Molson Coors Class B
TAP
$7.83B
| $67.6M | 0.15% |
967,700
+48,900
| +5% | +$3.64M |
|
119
UGI
UGI
$7.54B
| $67.4M | 0.15% |
1,957,750
+91,300
| +5% | +$3.24M |
|
|
MGLN
120
DELISTED
Magellan Health Services, Inc.
MGLN
| $67M | 0.15% |
956,900
-83,344
| -8% | -$5.67M |
|
121
Travelers Companies
TRV
$78.3B
| $66.5M | 0.15% |
687,672
+654,600
| +1,979% | +$67M |
|
122
ConocoPhillips
COP
$151B
| $66.4M | 0.15% |
1,081,913
+485,800
| +81% | +$31.7M |
|
|
SEE
123
DELISTED
Sealed Air
SEE
| $66.1M | 0.15% |
1,287,400
-580,700
| -31% | -$27.9M |
|
124
ICU Medical
ICUI
$4.55B
| $65.9M | 0.15% |
688,734
+79,034
| +13% | +$7.39M |
|
125
Capitol Federal Financial
CFFN
$1.09B
| $65.4M | 0.15% |
5,435,497
+550,500
| +11% | +$6.7M |
|
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Jim Simons's Q2 2015 Portfolio in Review
As of Q2 2015, Jim Simons held 3,611 positions worth $43.9B, down 6.5% from $47B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.
Jim Simons withdrew a net $2.38B in Q2 2015, closing 415 positions and reducing 921 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $218M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 13% a quarter earlier, followed by Technology and Industrials.
Against the trend, Jim Simons opened a new position in Microsoft worth $306M.
- Jim Simons's largest Q2 2015 buy was Microsoft: 6,935,684 shares worth $306M.
- Jim Simons added most to Alphabet (Google) Class C in Q2 2015, an estimated $131M increase.
- Jim Simons's biggest Q2 2015 reduction was Amazon, cutting an estimated $449M.
- Jim Simons fully exited Meta Platforms (Facebook) in Q2 2015, selling an estimated $218M.
- Jim Simons's ten largest holdings make up 9.7% of its $43.9B portfolio in Q2 2015.
- Jim Simons opened 478 new positions and closed 415 in Q2 2015.
- Jim Simons's portfolio value fell 6.5% quarter-over-quarter to $43.9B.
Based on Renaissance Technologies's 13F filing for Q2 2015, filed 14 Aug 2015.