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 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
+$237M |
| 2 |
AbbVie
ABBV
|
+$190M |
| 3 |
FedEx
FDX
|
+$149M |
| 4 |
Sysco
SYY
|
+$133M |
| 5 |
Coca-Cola
KO
|
+$125M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$306M |
| 2 |
Apple
AAPL
|
+$215M |
| 3 |
Union Pacific
UNP
|
+$193M |
| 4 |
Walmart Inc
WMT
|
+$185M |
| 5 |
Alibaba
BABA
|
+$177M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.17% |
| 2 | Financials | 11.79% |
| 3 | Technology | 11.07% |
| 4 | Consumer Staples | 10.39% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Capitol Federal Financial
CFFN
$1.09B
| $71M | 0.17% |
5,858,197
+422,700
| +8% | +$5.09M |
|
102
BCE
BCE
$21.8B
| $70.5M | 0.17% |
1,720,598
-179,373
| -9% | -$7.36M |
|
103
Markel Group
MKL
$22.8B
| $70.5M | 0.17% |
87,881
+29,700
| +51% | +$25.1M |
|
|
PARA
104
DELISTED
Paramount Global Class B
PARA
| $70M | 0.17% |
1,753,200
+1,393,000
| +387% | +$67.6M |
|
105
ResMed
RMD
$32.6B
| $69.4M | 0.17% |
+1,361,000
| New | +$73.3M |
|
106
Viatris
VTRS
$18.7B
| $69.1M | 0.16% |
1,716,741
+1,168,735
| +213% | +$65.2M |
|
107
UGI
UGI
$7.54B
| $69.1M | 0.16% |
1,983,750
+26,000
| +1% | +$908K |
|
108
PPG Industries
PPG
$25.8B
| $67.4M | 0.16% |
769,100
+287,200
| +60% | +$29.2M |
|
109
Berkshire Hathaway Class B
BRK.B
$1.11T
| $66.1M | 0.16% |
506,800
-504,700
| -50% | -$69.1M |
|
110
Coty
COTY
$2.48B
| $65.3M | 0.16% |
2,412,100
+530,000
| +28% | +$15.1M |
|
111
DTE Energy
DTE
$28.6B
| $64.9M | 0.15% |
948,539
+418,849
| +79% | +$28M |
|
112
Healthpeak Properties
DOC
$14.1B
| $64.8M | 0.15% |
1,908,653
+881,035
| +86% | +$30.5M |
|
113
American Tower
AMT
$79B
| $64.4M | 0.15% |
732,139
+721,000
| +6,473% | +$67.9M |
|
114
Toyota
TM
$225B
| $64.1M | 0.15% |
546,500
+104,400
| +24% | +$13.1M |
|
115
Kimberly-Clark
KMB
$36.1B
| $64.1M | 0.15% |
587,500
-495,300
| -46% | -$54.6M |
|
|
MXIM
116
DELISTED
Maxim Integrated Products
MXIM
| $63.9M | 0.15% |
1,913,302
+591,702
| +45% | +$19.6M |
|
|
VG
117
DELISTED
Vonage Holdings Corporation
VG
| $63.4M | 0.15% |
10,785,826
+482,200
| +5% | +$2.74M |
|
|
ZU
118
DELISTED
ZULILY INC CLASS A COMMON STOCK
ZU
| $63M | 0.15% |
3,623,200
+490,600
| +16% | +$7.61M |
|
119
Kinder Morgan
KMI
$70.1B
| $62.7M | 0.15% |
2,264,831
+1,927,300
| +571% | +$63.8M |
|
|
CHS
120
DELISTED
Chicos FAS, Inc.
CHS
| $62.2M | 0.15% |
3,955,300
+1,895,400
| +92% | +$29.4M |
|
|
TARO
121
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $60.8M | 0.15% |
425,600
+9,000
| +2% | +$1.26M |
|
|
SPLS
122
DELISTED
Staples Inc
SPLS
| $60.6M | 0.14% |
5,166,679
+1,866,434
| +57% | +$26.3M |
|
|
NTRI
123
DELISTED
NutriSystem, Inc.
NTRI
| $60.1M | 0.14% |
2,265,711
+293,811
| +15% | +$8.03M |
|
124
Telephone and Data Systems
TDS
$3.84B
| $60M | 0.14% |
2,404,174
+519,882
| +28% | +$14.6M |
|
125
Arch Capital
ACGL
$33.5B
| $59.8M | 0.14% |
2,443,500
+127,500
| +6% | +$2.99M |
|
Similar funds
Jim Simons's Q3 2015 Portfolio in Review
As of Q3 2015, Jim Simons held 3,649 positions worth $41.9B, down 4.5% from $43.9B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.
Jim Simons deployed $1.51B of net new capital in Q3 2015, opening 454 new positions and adding to 1,731 existing holdings. Its largest new stake was FedEx: 936,400 shares worth $135M.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, down from 13% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was Walmart Inc, an estimated $185M trimmed.
- Jim Simons's largest Q3 2015 buy was FedEx: 936,400 shares worth $135M.
- Jim Simons added most to SIGMA - ALDRICH CORP in Q3 2015, an estimated $237M increase.
- Jim Simons's biggest Q3 2015 reduction was Walmart Inc, cutting an estimated $185M.
- Jim Simons fully exited Microsoft in Q3 2015, selling an estimated $306M.
- Jim Simons's ten largest holdings make up 9.9% of its $41.9B portfolio in Q3 2015.
- Jim Simons opened 454 new positions and closed 519 in Q3 2015.
- Jim Simons's portfolio value fell 4.5% quarter-over-quarter to $41.9B.
Based on Renaissance Technologies's 13F filing for Q3 2015, filed 12 Nov 2015.