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 | |
|---|---|---|---|---|---|---|
1501
Johnson Outdoors
JOUT
$500M
| $3.09M | 0.01% |
119,600
-8,900
| -7% | -$212K |
|
|
PPBI
1502
DELISTED
Pacific Premier Bancorp
PPBI
| $3.08M | 0.01% |
218,800
-17,628
| -7% | -$258K |
|
1503
Veru
VERU
$46.7M
| $3.08M | 0.01% |
55,910
-6,774
| -11% | -$442K |
|
1504
World Kinect Corp
WKC
$1.86B
| $3.07M | 0.01% |
+62,400
| New | +$2.85M |
|
|
SXCP
1505
DELISTED
SunCoke Energy Partners, L.P.
SXCP
| $3.07M | 0.01% |
101,613
+24,001
| +31% | +$707K |
|
1506
eHealth
EHTH
$40M
| $3.05M | 0.01% |
80,400
-56,083
| -41% | -$2.22M |
|
|
RAVN
1507
DELISTED
Raven Industries Inc
RAVN
| $3.04M | 0.01% |
91,844
-5,222
| -5% | -$167K |
|
1508
W&T Offshore
WTI
$554M
| $3.01M | 0.01% |
+184,100
| New | +$3.04M |
|
|
FMER
1509
DELISTED
FIRSTMERIT CORP
FMER
| $3M | 0.01% |
152,041
-454,600
| -75% | -$8.9M |
|
|
FXCB
1510
DELISTED
FOX CHASE BANCORP INC COM STK (MD)
FXCB
| $3M | 0.01% |
177,800
+25,032
| +16% | +$415K |
|
|
EGIO
1511
DELISTED
Edgio, Inc. Common Stock
EGIO
| $2.99M | 0.01% |
24,435
+3,209
| +15% | +$305K |
|
|
AIMC
1512
DELISTED
Altra Industrial Motion Corp
AIMC
| $2.99M | 0.01% |
82,200
-34,400
| -30% | -$1.21M |
|
1513
Omnicell
OMCL
$1.7B
| $2.98M | 0.01% |
+103,943
| New | +$2.81M |
|
|
STB
1514
DELISTED
Student Transportation Inc
STB
| $2.98M | 0.01% |
450,400
+78,675
| +21% | +$497K |
|
|
QLTY
1515
DELISTED
QUALITY DISTR INC FLA
QLTY
| $2.98M | 0.01% |
200,700
+85,300
| +74% | +$1.18M |
|
1516
USA Compression Partners
USAC
$3.85B
| $2.98M | 0.01% |
115,891
+98,758
| +576% | +$2.57M |
|
|
EBSB
1517
DELISTED
Meridian Bancorp, Inc.
EBSB
| $2.97M | 0.01% |
282,989
+30,727
| +12% | +$316K |
|
|
BFIN
1518
DELISTED
BankFinancial
BFIN
| $2.96M | 0.01% |
265,200
-901
| -0.3% | -$9.06K |
|
|
ENZ
1519
DELISTED
Enzo Biochem, Inc.
ENZ
| $2.96M | 0.01% |
563,818
+115,937
| +26% | +$501K |
|
|
CHDX
1520
DELISTED
CHINDEX INTL INC
CHDX
| $2.96M | 0.01% |
124,900
+67,666
| +118% | +$1.56M |
|
1521
Aware
AWRE
$26.6M
| $2.95M | 0.01% |
450,300
+3,110
| +0.7% | +$17.8K |
|
|
MAGN
1522
Magnera Corp
MAGN
$436M
| $2.95M | 0.01% |
8,554
-5,261
| -38% | -$1.79M |
|
|
PZN
1523
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $2.95M | 0.01% |
264,356
+2,523
| +1% | +$26.9K |
|
|
ABCO
1524
DELISTED
Advisory Board Co
ABCO
| $2.95M | 0.01% |
+56,840
| New | +$3.08M |
|
|
TST
1525
DELISTED
TheStreet, Inc.
TST
| $2.94M | 0.01% |
122,140
-4,250
| -3% | -$108K |
|
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.