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 | 14.3% |
| 2 | Technology | 13.94% |
| 3 | Industrials | 10.57% |
| 4 | Financials | 10.5% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
KEG
1426
DELISTED
KEY ENERGY SERVICES INC
KEG
| $5.05M | 0.01% |
2,803,100
+378,700
| +16% | +$682K |
|
1427
Middlesex Water
MSEX
$1.11B
| $5.04M | 0.01% |
223,402
+41,402
| +23% | +$930K |
|
1428
W.P. Carey
WPC
$16.3B
| $5.04M | 0.01% |
+87,296
| New | +$5.46M |
|
1429
VSE Corp
VSEC
$6.79B
| $5.04M | 0.01% |
188,254
+42,854
| +29% | +$1.42M |
|
1430
Independent Bank
INDB
$4.07B
| $5.03M | 0.01% |
107,308
+200
| +0.2% | +$8.91K |
|
|
RSO
1431
DELISTED
Resource Capital Corp.
RSO
| $5.03M | 0.01% |
324,875
+55,775
| +21% | +$963K |
|
1432
ASE Group
ASX
$103B
| $5.02M | 0.01% |
760,205
+737,505
| +3,249% | +$5.14M |
|
1433
Stantec
STN
$8.41B
| $5.01M | 0.01% |
171,700
-46,900
| -21% | -$1.29M |
|
1434
Universal Corp
UVV
$1.11B
| $5.01M | 0.01% |
+87,400
| New | +$4.42M |
|
1435
AeroVironment
AVAV
$9.76B
| $4.97M | 0.01% |
190,536
-17,700
| -8% | -$467K |
|
1436
Provident Financial
PROV
$113M
| $4.97M | 0.01% |
296,802
+1,247
| +0.4% | +$21.2K |
|
1437
Trex
TREX
$5.06B
| $4.96M | 0.01% |
401,600
-344,400
| -46% | -$4.41M |
|
|
MSFG
1438
DELISTED
MainSource Financial Group Inc
MSFG
| $4.96M | 0.01% |
226,100
+24,590
| +12% | +$501K |
|
|
GTY
1439
Getty Realty Corp
GTY
$2.05B
| $4.95M | 0.01% |
306,662
+70,589
| +30% | +$1.2M |
|
1440
Independent Bank Corp
IBCP
$850M
| $4.94M | 0.01% |
364,600
+41,190
| +13% | +$549K |
|
1441
Columbia Sportswear
COLM
$2.94B
| $4.94M | 0.01% |
81,702
-166,900
| -67% | -$9.89M |
|
1442
Rocky Mountain Chocolate Factory
RMCF
$11.5M
| $4.93M | 0.01% |
374,303
+6,769
| +2% | +$89.5K |
|
|
AVNS
1443
DELISTED
Avanos Medical
AVNS
| $4.92M | 0.01% |
+121,600
| New | +$5.46M |
|
1444
Berkshire Hathaway Class A
BRK.A
$1.08T
| $4.92M | 0.01% |
24
+23
| +2,300% | +$4.93M |
|
1445
Safety Insurance
SAFT
$1.52B
| $4.91M | 0.01% |
85,100
+22,943
| +37% | +$1.33M |
|
|
KW
1446
DELISTED
Kennedy-Wilson Holdings
KW
| $4.91M | 0.01% |
199,645
-99,666
| -33% | -$2.55M |
|
|
HSKA
1447
DELISTED
Heska Corp
HSKA
| $4.9M | 0.01% |
165,180
-3,100
| -2% | -$89.6K |
|
|
FLIC
1448
DELISTED
First of Long Island Corp
FLIC
| $4.9M | 0.01% |
264,978
+900
| +0.3% | +$15.7K |
|
1449
Smith & Nephew
SNN
$12.5B
| $4.9M | 0.01% |
144,250
-165,750
| -53% | -$5.76M |
|
|
CTB
1450
DELISTED
Cooper Tire & Rubber Co.
CTB
| $4.89M | 0.01% |
144,700
-198,400
| -58% | -$7.63M |
|
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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 14% of assets, up from 14% 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.