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 | |
|---|---|---|---|---|---|---|
|
OMN
1601
DELISTED
OMNOVA Solutions Inc.
OMN
| $2.28M | 0.01% |
424,375
-28,500
| -6% | -$232K |
|
1602
Alico
ALCO
$304M
| $2.28M | 0.01% |
59,791
+4,680
| +8% | +$179K |
|
1603
Adtran
ADTN
$658M
| $2.27M | 0.01% |
110,628
-90,800
| -45% | -$2.03M |
|
|
ZAGG
1604
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
| $2.26M | 0.01% |
405,100
+250,400
| +162% | +$1.42M |
|
|
NCTY
1605
The9 Ltd
NCTY
$64.9M
| $2.26M | 0.01% |
3,009
+88
| +3% | +$75.2K |
|
|
VVTV
1606
DELISTED
VALUEVISION MEDIA INC
VVTV
| $2.26M | 0.01% |
439,956
-15,000
| -3% | -$73.1K |
|
1607
Steven Madden
SHOO
$3.46B
| $2.25M | 0.01% |
104,967
-589,200
| -85% | -$13.2M |
|
|
MFSF
1608
DELISTED
MutualFirst Financial Inc
MFSF
| $2.25M | 0.01% |
100,100
+16,700
| +20% | +$333K |
|
|
FENG
1609
Phoenix New Media
FENG
$18.4M
| $2.25M | 0.01% |
40,117
+7,534
| +23% | +$458K |
|
1610
MPLX
MPLX
$59.6B
| $2.25M | 0.01% |
+38,100
| New | +$2.33M |
|
|
PTRY
1611
DELISTED
PANTRY INC (THE)
PTRY
| $2.25M | 0.01% |
+111,037
| New | +$2.12M |
|
|
NAME
1612
DELISTED
Rightside Group, Ltd.
NAME
| $2.24M | 0.01% |
+230,080
| New | +$2.79M |
|
|
PDM
1613
Piedmont Realty Trust
PDM
$1.2B
| $2.24M | 0.01% |
+126,900
| New | +$2.43M |
|
1614
Evercore
EVR
$12B
| $2.24M | 0.01% |
47,600
+37,000
| +349% | +$1.92M |
|
1615
HCI Group
HCI
$2.32B
| $2.23M | 0.01% |
62,000
+23,804
| +62% | +$962K |
|
|
KSPN
1616
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
| $2.23M | 0.01% |
30,460
-1,901
| -6% | -$138K |
|
1617
Caesars Entertainment
CZR
$6.04B
| $2.21M | 0.01% |
+525,613
| New | +$2.24M |
|
1618
Angi Inc
ANGI
$196M
| $2.21M | 0.01% |
34,668
-6,972
| -17% | -$592K |
|
|
FFNW
1619
DELISTED
First Financial Northwest, Inc
FFNW
| $2.2M | 0.01% |
215,831
+24,736
| +13% | +$265K |
|
1620
Iridium Communications
IRDM
$5.27B
| $2.2M | 0.01% |
248,699
+131,000
| +111% | +$1.14M |
|
1621
Fossil Group
FOSL
$330M
| $2.2M | 0.01% |
23,400
-34,900
| -60% | -$3.52M |
|
|
MNR
1622
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $2.2M | 0.01% |
+217,100
| New | +$2.27M |
|
1623
Delek US
DK
$4.18B
| $2.19M | 0.01% |
+66,246
| New | +$2.11M |
|
1624
UMB Financial
UMBF
$11.5B
| $2.19M | 0.01% |
40,100
+8,800
| +28% | +$508K |
|
1625
Tronox
TROX
$958M
| $2.19M | 0.01% |
+83,900
| New | +$2.32M |
|
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.