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 | |
|---|---|---|---|---|---|---|
1351
Brookfield
BN
$107B
| $4.04M | 0.01% |
392,325
-1,197,050
| -75% | -$12M |
|
|
XRM
1352
DELISTED
Xerium Technologies Inc (new)
XRM
| $4.03M | 0.01% |
288,700
-15,900
| -5% | -$219K |
|
|
SZMK
1353
DELISTED
SIZMEK INC COM STK (DE)
SZMK
| $4.02M | 0.01% |
422,208
-205,892
| -33% | -$2.02M |
|
1354
Brink's
BCO
$4.73B
| $4.02M | 0.01% |
142,500
-111,105
| -44% | -$2.98M |
|
1355
Rocky Mountain Chocolate Factory
RMCF
$11.9M
| $4.02M | 0.01% |
304,780
+13,295
| +5% | +$158K |
|
1356
WesBanco
WSBC
$4.11B
| $4.02M | 0.01% |
129,489
+23,934
| +23% | +$725K |
|
|
ESND
1357
DELISTED
Essendant Inc.
ESND
| $4.02M | 0.01% |
96,922
-85,800
| -47% | -$3.36M |
|
|
DOC
1358
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $4.01M | 0.01% |
278,833
+133,633
| +92% | +$1.82M |
|
1359
Great Southern Bancorp
GSBC
$885M
| $4M | 0.01% |
124,752
+120
| +0.1% | +$3.5K |
|
|
WCN
1360
Waste Connections
WCN
$41.9B
| $4M | 0.01% |
123,507
-355,574
| -74% | -$10.7M |
|
|
AIFU
1361
AIFU Inc
AIFU
$220M
| $4M | 0.01% |
1,457
+226
| +18% | +$626K |
|
|
ESL
1362
DELISTED
Esterline Technologies
ESL
| $4M | 0.01% |
34,700
-66,200
| -66% | -$7.31M |
|
|
OLP
1363
One Liberty Properties
OLP
$530M
| $3.99M | 0.01% |
186,989
+44,789
| +31% | +$976K |
|
1364
FNB Corp
FNB
$6.92B
| $3.99M | 0.01% |
311,178
+7,201
| +2% | +$90.8K |
|
|
MAG
1365
DELISTED
MAGNETEK INC COM STK NEW
MAG
| $3.99M | 0.01% |
167,892
+3,502
| +2% | +$75.5K |
|
|
CIT
1366
DELISTED
CIT Group Inc.
CIT
| $3.95M | 0.01% |
86,300
-400,700
| -82% | -$18.1M |
|
|
BOLT
1367
DELISTED
BOLT TECHNOLOGY CORPORATION
BOLT
| $3.95M | 0.01% |
215,145
+15,343
| +8% | +$270K |
|
1368
Magnachip Semiconductor
MX
$135M
| $3.95M | 0.01% |
279,942
-378,089
| -57% | -$5.09M |
|
|
OAKS
1369
DELISTED
Five Oaks Investment Corp.
OAKS
| $3.94M | 0.01% |
349,236
+234,159
| +203% | +$2.74M |
|
|
IMN
1370
DELISTED
Imation
IMN
| $3.94M | 0.01% |
1,144,093
+253,342
| +28% | +$1.05M |
|
1371
Acuity Brands
AYI
$10.6B
| $3.93M | 0.01% |
+28,400
| New | +$3.61M |
|
1372
AMERISAFE
AMSF
$516M
| $3.92M | 0.01% |
96,400
+43,825
| +83% | +$1.75M |
|
|
DSPG
1373
DELISTED
DSP Group Inc
DSPG
| $3.92M | 0.01% |
461,819
+1,611
| +0.4% | +$13.7K |
|
|
CVG
1374
DELISTED
Convergys
CVG
| $3.91M | 0.01% |
182,500
-244,500
| -57% | -$5.31M |
|
|
MRLN
1375
DELISTED
Marlin Business Services Corp
MRLN
| $3.9M | 0.01% |
214,543
+22,613
| +12% | +$439K |
|
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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.