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 | |
|---|---|---|---|---|---|---|
|
LRE
1801
DELISTED
LRR ENERGY LP
LRE
| $1.72M | ﹤0.01% |
96,546
+77,009
| +394% | +$1.34M |
|
1802
Scotiabank
BNS
$111B
| $1.72M | ﹤0.01% |
27,526
-268,107
| -91% | -$15.5M |
|
|
PGI
1803
DELISTED
PREMIERE GLOBAL SERVICES, INC.
PGI
| $1.72M | ﹤0.01% |
128,923
+105,685
| +455% | +$1.35M |
|
|
GURE
1804
Gulf Resources
GURE
$4.57M
| $1.72M | ﹤0.01% |
16,072
+828
| +5% | +$87.8K |
|
|
SAVE
1805
DELISTED
Spirit Airlines, Inc.
SAVE
| $1.72M | ﹤0.01% |
+27,200
| New | +$1.61M |
|
|
ZEP
1806
DELISTED
ZEP INC COM STK (DE)
ZEP
| $1.72M | ﹤0.01% |
97,300
-20,560
| -17% | -$361K |
|
1807
Douglas Dynamics
PLOW
$978M
| $1.72M | ﹤0.01% |
97,443
-49,306
| -34% | -$856K |
|
|
ARQL
1808
DELISTED
Arqule Inc
ARQL
| $1.71M | ﹤0.01% |
1,102,168
+839,585
| +320% | +$1.31M |
|
1809
Steris
STE
$22.8B
| $1.7M | ﹤0.01% |
+31,800
| New | +$1.64M |
|
1810
Customers Bancorp
CUBI
$2.83B
| $1.7M | ﹤0.01% |
84,839
-60,202
| -42% | -$1.19M |
|
|
SCLN
1811
DELISTED
Sciclone Pharmaceuticals Inc
SCLN
| $1.69M | ﹤0.01% |
321,326
+58,319
| +22% | +$284K |
|
|
SLI
1812
DELISTED
S L INDUSTRIES INC (DELAWARE)
SLI
| $1.69M | ﹤0.01% |
57,300
+3,800
| +7% | +$109K |
|
|
OKSB
1813
DELISTED
Southwest Bancorp Inc/OK
OKSB
| $1.68M | ﹤0.01% |
98,522
-570
| -0.6% | -$9.71K |
|
1814
Bar Harbor Bankshares
BHB
$676M
| $1.67M | ﹤0.01% |
89,850
+26,625
| +42% | +$450K |
|
1815
Nucor
NUE
$61.5B
| $1.67M | ﹤0.01% |
33,900
-366,610
| -92% | -$18.8M |
|
1816
Stock Yards Bancorp
SYBT
$2.65B
| $1.67M | ﹤0.01% |
83,699
+43,871
| +110% | +$855K |
|
1817
BK Technologies
BKTI
$278M
| $1.67M | ﹤0.01% |
86,360
+1,940
| +2% | +$33.8K |
|
|
SEM
1818
DELISTED
Select Medical
SEM
| $1.67M | ﹤0.01% |
198,221
-172,697
| -47% | -$1.34M |
|
1819
Nu Skin
NUS
$236M
| $1.66M | ﹤0.01% |
22,500
-171,300
| -88% | -$13.5M |
|
|
CMD
1820
DELISTED
Cantel Medical Corporation
CMD
| $1.66M | ﹤0.01% |
45,450
-22,100
| -33% | -$750K |
|
1821
Columbus McKinnon
CMCO
$546M
| $1.66M | ﹤0.01% |
+61,385
| New | +$1.68M |
|
|
HPJ
1822
DELISTED
Highpower International Inc
HPJ
| $1.66M | ﹤0.01% |
347,100
+159,100
| +85% | +$745K |
|
1823
Edwards Lifesciences
EW
$53B
| $1.66M | ﹤0.01% |
+115,800
| New | +$1.57M |
|
1824
Jazz Pharmaceuticals
JAZZ
$15.9B
| $1.65M | ﹤0.01% |
11,200
-43,593
| -80% | -$6.05M |
|
|
ACAT
1825
DELISTED
Arctic Cat Inc
ACAT
| $1.64M | ﹤0.01% |
+41,600
| New | +$1.65M |
|
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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.