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 |
VIAB
Viacom Inc. Class B
VIAB
|
+$109M |
| 2 |
Oracle
ORCL
|
+$107M |
| 3 |
ConocoPhillips
COP
|
+$105M |
| 4 |
Bank of America
BAC
|
+$100M |
| 5 |
Colgate-Palmolive
CL
|
+$93.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$518M |
| 2 |
Intel
INTC
|
+$486M |
| 3 |
IBM
IBM
|
+$306M |
| 4 |
Pfizer
PFE
|
+$286M |
| 5 |
United Parcel Service
UPS
|
+$209M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.53% |
| 2 | Healthcare | 12.29% |
| 3 | Consumer Staples | 10.94% |
| 4 | Consumer Discretionary | 10.57% |
| 5 | Industrials | 10.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vodafone
VOD
$36.7B
| $54.8M | 0.15% |
1,665,156
-1,003,400
| -38% | -$33.5M |
|
|
GAP
127
The Gap Inc
GAP
$7.55B
| $54.6M | 0.15% |
+1,310,300
| New | +$55.6M |
|
128
Live Nation Entertainment
LYV
$42.7B
| $54.4M | 0.15% |
2,264,080
-257,186
| -10% | -$5.94M |
|
129
Accenture
ACN
$110B
| $54.3M | 0.15% |
+667,600
| New | +$53.5M |
|
|
IPG
130
DELISTED
Interpublic Group of Companies
IPG
| $54M | 0.15% |
2,950,100
-3,000,000
| -50% | -$58.2M |
|
131
General Mills
GIS
$20.2B
| $53.8M | 0.15% |
+1,066,972
| New | +$56M |
|
|
RAI
132
DELISTED
Reynolds American Inc
RAI
| $53.8M | 0.15% |
1,822,804
-111,396
| -6% | -$3.24M |
|
133
Intuit
INTU
$92B
| $53.6M | 0.15% |
611,848
+348,400
| +132% | +$28.9M |
|
134
Ovintiv
OVV
$17.6B
| $53.5M | 0.15% |
504,010
+215,430
| +75% | +$23.7M |
|
135
Capitol Federal Financial
CFFN
$1.09B
| $53.3M | 0.15% |
4,510,997
-90,900
| -2% | -$1.1M |
|
|
CHK
136
DELISTED
Chesapeake Energy Corporation
CHK
| $53.2M | 0.15% |
11,569
-12,570
| -52% | -$66.2M |
|
137
DuPont de Nemours
DD
$19.5B
| $53.1M | 0.15% |
400,133
+319,182
| +394% | +$42.6M |
|
|
EA
138
DELISTED
Electronic Arts
EA
| $52.5M | 0.14% |
1,473,664
-1,157,100
| -44% | -$42.2M |
|
|
PLKI
139
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
| $52.4M | 0.14% |
1,292,944
-29,600
| -2% | -$1.2M |
|
140
Pilgrim's Pride
PPC
$6.4B
| $52.2M | 0.14% |
1,708,000
+938,800
| +122% | +$28.3M |
|
141
Cummins
CMI
$87.1B
| $52M | 0.14% |
393,900
+253,600
| +181% | +$36.6M |
|
142
Starbucks
SBUX
$122B
| $52M | 0.14% |
+1,377,384
| New | +$53.3M |
|
143
RTX Corp
RTX
$302B
| $51.9M | 0.14% |
780,199
+642,274
| +466% | +$44M |
|
|
THI
144
DELISTED
TIM HORTONS INC COM, CANADA
THI
| $51.8M | 0.14% |
658,000
+144,600
| +28% | +$9.65M |
|
145
Usana Health Sciences
USNA
$254M
| $51.6M | 0.14% |
1,400,800
+49,000
| +4% | +$1.77M |
|
146
Cogent Communications
CCOI
$554M
| $51.3M | 0.14% |
1,526,700
-143,800
| -9% | -$4.91M |
|
147
Ross Stores
ROST
$80.8B
| $50.8M | 0.14% |
1,344,128
+478,000
| +55% | +$16.6M |
|
148
Edison International
EIX
$26.9B
| $50.6M | 0.14% |
905,500
+280,600
| +45% | +$16M |
|
149
Crown Castle
CCI
$31.3B
| $50.5M | 0.14% |
627,503
-492,000
| -44% | -$38M |
|
150
Rockwell Automation
ROK
$49.6B
| $50.4M | 0.14% |
459,100
+171,000
| +59% | +$20.1M |
|
Similar funds
Jim Simons's Q3 2014 Portfolio in Review
As of Q3 2014, Jim Simons held 3,213 positions worth $36.5B, down 15% from $42.9B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Jim Simons withdrew a net $5.32B in Q3 2014, closing 459 positions and reducing 1,053 holdings. Its most notable exit was Apple, an estimated $518M position sold in full.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 16% a quarter earlier, followed by Healthcare and Consumer Staples.
Against the trend, Jim Simons opened a new position in Viacom Inc. Class B worth $102M.
- Jim Simons's largest Q3 2014 buy was Viacom Inc. Class B: 1,327,500 shares worth $102M.
- Jim Simons added most to ConocoPhillips in Q3 2014, an estimated $105M increase.
- Jim Simons's biggest Q3 2014 reduction was Intel, cutting an estimated $486M.
- Jim Simons fully exited Apple in Q3 2014, selling an estimated $518M.
- Jim Simons's ten largest holdings make up 13% of its $36.5B portfolio in Q3 2014.
- Jim Simons opened 460 new positions and closed 459 in Q3 2014.
- Jim Simons's portfolio value fell 15% quarter-over-quarter to $36.5B.
Based on Renaissance Technologies's 13F filing for Q3 2014, filed 12 Nov 2014.