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 | |
|---|---|---|---|---|---|---|
|
INN
1376
Summit Hotel Properties
INN
$659M
| $3.9M | 0.01% |
+367,467
| New | +$3.56M |
|
1377
Texas Instruments
TXN
$252B
| $3.88M | 0.01% |
81,200
-283,500
| -78% | -$13.2M |
|
|
LEAF
1378
DELISTED
Leaf Group Ltd.
LEAF
| $3.88M | 0.01% |
405,367
+281,837
| +228% | +$2.47M |
|
|
FLIC
1379
DELISTED
First of Long Island Corp
FLIC
| $3.87M | 0.01% |
222,973
+19,442
| +10% | +$331K |
|
1380
Boise Cascade
BCC
$2.91B
| $3.86M | 0.01% |
+134,900
| New | +$3.6M |
|
1381
Pathward Financial
CASH
$1.79B
| $3.86M | 0.01% |
289,500
+50,400
| +21% | +$663K |
|
|
YDKN
1382
DELISTED
Yadkin Financial Corporation
YDKN
| $3.86M | 0.01% |
204,844
+20,729
| +11% | +$398K |
|
1383
Logitech
LOGI
$14.8B
| $3.85M | 0.01% |
295,242
+142,500
| +93% | +$1.93M |
|
1384
TD Synnex
SNX
$20.4B
| $3.85M | 0.01% |
105,600
-2,000
| -2% | -$67.1K |
|
1385
Friedman Industries
FRD
$329M
| $3.83M | 0.01% |
453,600
+6,300
| +1% | +$52.6K |
|
1386
Safe Bulkers
SB
$789M
| $3.83M | 0.01% |
392,700
-140,590
| -26% | -$1.22M |
|
1387
Sun Communities
SUI
$15.1B
| $3.83M | 0.01% |
76,800
-17,744
| -19% | -$836K |
|
|
BFX
1388
DELISTED
BowFlex Inc.
BFX
| $3.83M | 0.01% |
+345,000
| New | +$3.5M |
|
1389
iShares 20+ Year Treasury Bond ETF
TLT
$40.5B
| $3.81M | 0.01% |
33,600
+13,800
| +70% | +$1.54M |
|
1390
Great Elm Group
GEG
$67.4M
| $3.81M | 0.01% |
142,366
-12,659
| -8% | -$325K |
|
1391
United-Guardian
UG
$32.9M
| $3.8M | 0.01% |
132,900
+2,600
| +2% | +$79.6K |
|
|
GLUU
1392
DELISTED
Glu Mobile Inc.
GLUU
| $3.79M | 0.01% |
759,000
-168,759
| -18% | -$674K |
|
1393
Artivion
AORT
$1.41B
| $3.79M | 0.01% |
423,800
+64,092
| +18% | +$589K |
|
|
MNTG
1394
DELISTED
M T R GAMING GROUP INC
MNTG
| $3.79M | 0.01% |
708,300
+18,965
| +3% | +$94.9K |
|
|
JMI
1395
DELISTED
JAVELIN MTG INVESTMENT CORP COM
JMI
| $3.79M | 0.01% |
268,484
+20,860
| +8% | +$281K |
|
1396
Granite Construction
GVA
$5.54B
| $3.78M | 0.01% |
105,000
-5,380
| -5% | -$197K |
|
1397
Patrick Industries
PATK
$2.74B
| $3.78M | 0.01% |
273,713
+29,684
| +12% | +$357K |
|
1398
OraSure Technologies
OSUR
$270M
| $3.76M | 0.01% |
436,679
+202,879
| +87% | +$1.42M |
|
|
LIN
1399
DELISTED
LIN MEDIA LLC CLASS A COM
LIN
| $3.75M | 0.01% |
137,700
-153,100
| -53% | -$3.85M |
|
|
BMTC
1400
DELISTED
Bryn Mawr Bank Corp
BMTC
| $3.73M | 0.01% |
128,196
+15,221
| +13% | +$433K |
|
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.