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 | |
|---|---|---|---|---|---|---|
1626
Healthcare Realty
HR
$6.58B
| $2.19M | 0.01% |
+94,200
| New | +$2.29M |
|
1627
Graham Corp
GHM
$1.3B
| $2.18M | 0.01% |
75,700
+11,900
| +19% | +$371K |
|
1628
Home BancShares
HOMB
$6.27B
| $2.16M | 0.01% |
147,084
-111,538
| -43% | -$1.71M |
|
1629
Gibraltar Industries
ROCK
$1.45B
| $2.16M | 0.01% |
157,900
+10,100
| +7% | +$155K |
|
|
EZCH
1630
DELISTED
EZCHIP SEMICONDUCTOR LIMITED ORD SHS (IL)
EZCH
| $2.16M | 0.01% |
89,600
+75,400
| +531% | +$1.92M |
|
|
CALY
1631
Callaway Golf Company
CALY
$2.95B
| $2.15M | 0.01% |
297,700
+28,224
| +10% | +$222K |
|
1632
Mercury Insurance
MCY
$5.81B
| $2.15M | 0.01% |
+44,100
| New | +$2.18M |
|
1633
Camtek
CAMT
$8.06B
| $2.14M | 0.01% |
545,300
-130,100
| -19% | -$495K |
|
|
DCP
1634
DELISTED
DCP Midstream, LP
DCP
| $2.14M | 0.01% |
+39,310
| New | +$2.16M |
|
1635
AMN Healthcare
AMN
$1.34B
| $2.14M | 0.01% |
136,100
+66,700
| +96% | +$950K |
|
1636
Embotelladora Andina Series A
AKO.A
$3.75B
| $2.13M | 0.01% |
132,200
+1,400
| +1% | +$24.2K |
|
1637
Edwards Lifesciences
EW
$53.4B
| $2.13M | 0.01% |
125,400
+9,600
| +8% | +$152K |
|
1638
C&F Financial
CFFI
$288M
| $2.13M | 0.01% |
63,987
-10,652
| -14% | -$366K |
|
|
PHH
1639
DELISTED
PHH Corporation
PHH
| $2.13M | 0.01% |
95,200
-263,000
| -73% | -$6.22M |
|
|
PBIP
1640
DELISTED
Prudential Bancorp, Inc.
PBIP
| $2.13M | 0.01% |
174,008
+16,855
| +11% | +$199K |
|
|
SXCP
1641
DELISTED
SunCoke Energy Partners, L.P.
SXCP
| $2.13M | 0.01% |
72,243
-29,370
| -29% | -$900K |
|
|
HME
1642
DELISTED
HOME PROPERTIES, INC
HME
| $2.13M | 0.01% |
+36,500
| New | +$2.3M |
|
|
KW
1643
DELISTED
Kennedy-Wilson Holdings
KW
| $2.13M | 0.01% |
+88,682
| New | +$2.24M |
|
|
CRESY
1644
Cresud
CRESY
$752M
| $2.12M | 0.01% |
221,028
+59,178
| +37% | +$643K |
|
|
CSH
1645
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
| $2.12M | 0.01% |
106,674
+88,822
| +498% | +$1.79M |
|
1646
First Bancorp
FBNC
$2.74B
| $2.11M | 0.01% |
131,871
+28,830
| +28% | +$489K |
|
|
UBA
1647
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $2.11M | 0.01% |
103,900
+36,600
| +54% | +$765K |
|
|
PHLT
1648
DELISTED
Performant Healthcare Inc
PHLT
| $2.1M | 0.01% |
260,500
+118,613
| +84% | +$1.14M |
|
1649
AngioDynamics
ANGO
$647M
| $2.1M | 0.01% |
153,160
+61,160
| +66% | +$873K |
|
1650
Fidelity National Financial
FNF
$13.1B
| $2.1M | 0.01% |
109,038
+2,169
| +2% | +$41.9K |
|
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.