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 | 15.92% |
| 2 | Healthcare | 13.46% |
| 3 | Consumer Discretionary | 11.99% |
| 4 | Industrials | 10.52% |
| 5 | Consumer Staples | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Dominion Energy
D
$59.9B
| $67.9M | 0.16% |
949,100
+895,700
| +1,677% | +$62.8M |
|
127
West Pharmaceutical
WST
$24.7B
| $67.8M | 0.16% |
1,607,100
+187,300
| +13% | +$8.02M |
|
|
CTRA
128
DELISTED
Coterra Energy
CTRA
| $67.7M | 0.16% |
1,984,100
+1,797,200
| +962% | +$64.4M |
|
129
Packaging Corp of America
PKG
$22.9B
| $67.7M | 0.16% |
947,500
+169,500
| +22% | +$11.6M |
|
130
Chipotle Mexican Grill
CMG
$40.5B
| $67.4M | 0.16% |
5,690,000
-2,775,000
| -33% | -$30.1M |
|
131
CF Industries
CF
$17.8B
| $66.6M | 0.16% |
1,385,250
-1,380,750
| -50% | -$67.5M |
|
132
Telecom Argentina
TEO
$5.81B
| $66.3M | 0.15% |
2,816,000
+81,300
| +3% | +$1.68M |
|
|
DST
133
DELISTED
DST Systems Inc.
DST
| $66.1M | 0.15% |
1,433,400
+495,400
| +53% | +$22.8M |
|
134
Archrock
AROC
$5.78B
| $65.5M | 0.15% |
1,456,090
+410,298
| +39% | +$17.7M |
|
|
KMP
135
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
| $65.4M | 0.15% |
795,879
-475,432
| -37% | -$36.7M |
|
|
PCP
136
DELISTED
PRECISION CASTPARTS CORP
PCP
| $65.3M | 0.15% |
+258,700
| New | +$66.1M |
|
|
TFCFA
137
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $65.2M | 0.15% |
+1,853,739
| New | +$63M |
|
138
Kinder Morgan
KMI
$70.1B
| $64.9M | 0.15% |
1,789,866
-3,196,400
| -64% | -$108M |
|
139
Danaher
DHR
$146B
| $64.1M | 0.15% |
1,212,137
-685,188
| -36% | -$35.2M |
|
140
Grand Canyon Education
LOPE
$3.76B
| $64.1M | 0.15% |
1,393,700
+201,104
| +17% | +$9.05M |
|
|
XLNX
141
DELISTED
Xilinx Inc
XLNX
| $64M | 0.15% |
1,352,905
+854,805
| +172% | +$41.1M |
|
142
Toyota
TM
$225B
| $63.6M | 0.15% |
531,900
-21,969
| -4% | -$2.45M |
|
|
WOOF
143
DELISTED
VCA Inc.
WOOF
| $63M | 0.15% |
1,794,100
-126,700
| -7% | -$4.12M |
|
144
Allison Transmission
ALSN
$10.3B
| $62.5M | 0.15% |
2,009,200
+1,779,395
| +774% | +$53.7M |
|
145
Live Nation Entertainment
LYV
$42.7B
| $62.3M | 0.15% |
2,521,266
+66,106
| +3% | +$1.49M |
|
|
MJN
146
DELISTED
Mead Johnson Nutrition Company
MJN
| $62.2M | 0.15% |
667,600
+314,600
| +89% | +$27.5M |
|
147
Northrop Grumman
NOC
$81.8B
| $62M | 0.14% |
518,000
+419,500
| +426% | +$50.7M |
|
148
Expedia Group
EXPE
$38.5B
| $61.9M | 0.14% |
786,134
-668,352
| -46% | -$48.7M |
|
|
BRCD
149
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $61.5M | 0.14% |
6,687,500
+758,703
| +13% | +$6.99M |
|
150
Abbott
ABT
$190B
| $61.5M | 0.14% |
+1,503,700
| New | +$59M |
|
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 16% of assets, up from 15% 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.