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 | |
|---|---|---|---|---|---|---|
1276
Quanex
NX
$964M
| $4.5M | 0.01% |
251,900
-73,799
| -23% | -$1.38M |
|
1277
G. Willi-Food International
WILC
$394M
| $4.5M | 0.01% |
601,410
+32,215
| +6% | +$232K |
|
|
CTXS
1278
DELISTED
Citrix Systems Inc
CTXS
| $4.5M | 0.01% |
+90,279
| New | +$4.34M |
|
1279
Utah Medical Products
UTMD
$229M
| $4.49M | 0.01% |
87,300
+7,000
| +9% | +$359K |
|
1280
Cedar Fair
FUN
$1.71B
| $4.49M | 0.01% |
84,850
-35,350
| -29% | -$1.83M |
|
1281
Mizuho Financial
MFG
$133B
| $4.49M | 0.01% |
1,091,969
+205,169
| +23% | +$814K |
|
|
ZIXI
1282
DELISTED
Zix Corporation
ZIXI
| $4.48M | 0.01% |
1,310,753
+276,648
| +27% | +$972K |
|
|
NDZ
1283
DELISTED
NORDION INC COM STK (CDA)
NDZ
| $4.48M | 0.01% |
356,746
-94,754
| -21% | -$1.15M |
|
1284
NorthWestern Energy
NWE
$4.41B
| $4.48M | 0.01% |
85,826
+20,979
| +32% | +$1.01M |
|
1285
VanEck Gold Miners ETF
GDX
$27.7B
| $4.48M | 0.01% |
169,300
+106,400
| +169% | +$2.55M |
|
|
CCC
1286
DELISTED
Calgon Carbon Corp
CCC
| $4.47M | 0.01% |
200,000
-15,700
| -7% | -$334K |
|
|
STV
1287
DELISTED
China Digital Tv Hldgs Co Ltd
STV
| $4.46M | 0.01% |
1,129,235
+27,140
| +2% | +$80.5K |
|
|
ELRC
1288
DELISTED
ELECTRO RENT CORP
ELRC
| $4.46M | 0.01% |
266,456
+22,956
| +9% | +$368K |
|
1289
HEICO Corp Class A
HEI.A
$38B
| $4.45M | 0.01% |
267,500
+57,476
| +27% | +$964K |
|
|
PZE
1290
DELISTED
Petrobras Argentina S A
PZE
| $4.43M | 0.01% |
681,300
+8,267
| +1% | +$47.9K |
|
|
PLXT
1291
DELISTED
PLX TECHNOLOGY INC
PLXT
| $4.42M | 0.01% |
683,500
-68,989
| -9% | -$414K |
|
1292
Salesforce
CRM
$161B
| $4.42M | 0.01% |
+76,100
| New | +$4.11M |
|
1293
ArcelorMittal
MT
$56B
| $4.41M | 0.01% |
+129,876
| New | +$4.67M |
|
1294
LPL Financial
LPLA
$29.3B
| $4.4M | 0.01% |
+88,400
| New | +$4.29M |
|
|
DS
1295
DELISTED
Drive Shack Inc.
DS
| $4.39M | 0.01% |
852,003
-1,900,282
| -69% | -$9.62M |
|
|
XXIA
1296
DELISTED
Ixia
XXIA
| $4.37M | 0.01% |
382,020
-135,493
| -26% | -$1.65M |
|
|
CCF
1297
DELISTED
Chase Corporation
CCF
| $4.36M | 0.01% |
127,800
+4,700
| +4% | +$147K |
|
|
ROIC
1298
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $4.35M | 0.01% |
276,660
+133,760
| +94% | +$2.09M |
|
1299
Kearny Financial
KRNY
$608M
| $4.35M | 0.01% |
396,451
+10,491
| +3% | +$110K |
|
1300
CVR Partners
UAN
$1.27B
| $4.34M | 0.01% |
23,250
+19,425
| +508% | +$3.85M |
|
Similar funds
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.