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 | |
|---|---|---|---|---|---|---|
|
TULP
1826
Bloomia Holdings
TULP
| $1.63M | ﹤0.01% |
71,486
+5,980
| +9% | +$129K |
|
|
BECN
1827
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $1.63M | ﹤0.01% |
+49,257
| New | +$1.73M |
|
1828
Brookfield Renewable
BEP
$10.5B
| $1.62M | ﹤0.01% |
+103,020
| New | +$1.6M |
|
1829
Cathay General Bancorp
CATY
$4.32B
| $1.62M | ﹤0.01% |
63,471
-9,600
| -13% | -$236K |
|
1830
Dorchester Minerals
DMLP
$1.35B
| $1.62M | ﹤0.01% |
53,040
-13,568
| -20% | -$379K |
|
|
AFAM
1831
DELISTED
Almost Family Inc
AFAM
| $1.62M | ﹤0.01% |
73,347
-12,745
| -15% | -$277K |
|
1832
Eastern Company
EML
$152M
| $1.62M | ﹤0.01% |
104,700
+6,400
| +7% | +$102K |
|
|
KCG
1833
DELISTED
KCG Holdings, Inc.
KCG
| $1.61M | ﹤0.01% |
135,900
+89,300
| +192% | +$998K |
|
|
LTRE
1834
DELISTED
LEARNING TREE INTL INC
LTRE
| $1.61M | ﹤0.01% |
630,600
+500
| +0.1% | +$1.43K |
|
|
SMC
1835
Summit Midstream
SMC
$476M
| $1.61M | ﹤0.01% |
2,114
+991
| +88% | +$673K |
|
1836
Sabra Healthcare REIT
SBRA
$5.18B
| $1.61M | ﹤0.01% |
56,115
+6,443
| +13% | +$187K |
|
1837
Southern Copper
SCCO
$157B
| $1.61M | ﹤0.01% |
57,810
+18,668
| +48% | +$508K |
|
|
GRP.U
1838
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $1.61M | ﹤0.01% |
43,300
+24,800
| +134% | +$915K |
|
|
CCM
1839
Concord Medical Services
CCM
$20.4M
| $1.6M | ﹤0.01% |
19,990
-5,020
| -20% | -$361K |
|
1840
Viasat
VSAT
$11.4B
| $1.6M | ﹤0.01% |
+27,693
| New | +$1.67M |
|
|
ZIPR
1841
DELISTED
ZIP REALTY, INC
ZIPR
| $1.6M | ﹤0.01% |
529,600
+11,300
| +2% | +$36.5K |
|
|
SAFE
1842
Safehold
SAFE
$1.09B
| $1.6M | ﹤0.01% |
+21,962
| New | +$1.56M |
|
1843
Franklin Covey
FC
$223M
| $1.6M | ﹤0.01% |
79,500
-23,900
| -23% | -$498K |
|
|
IVC
1844
DELISTED
Invacare Corporation
IVC
| $1.6M | ﹤0.01% |
87,000
-156,693
| -64% | -$2.66M |
|
1845
Grupo SIMEC
SIM
$4.68B
| $1.6M | ﹤0.01% |
114,400
+700
| +0.6% | +$8.81K |
|
|
MTEM
1846
DELISTED
Molecular Templates, Inc.
MTEM
| $1.59M | ﹤0.01% |
2,442
+1,283
| +111% | +$850K |
|
|
MFSF
1847
DELISTED
MutualFirst Financial Inc
MFSF
| $1.59M | ﹤0.01% |
83,400
+3,500
| +4% | +$66.1K |
|
1848
American Financial Group
AFG
$12.1B
| $1.59M | ﹤0.01% |
26,700
+2,493
| +10% | +$145K |
|
|
ELON
1849
DELISTED
Echelon Corp
ELON
| $1.59M | ﹤0.01% |
65,360
-2,420
| -4% | -$62.2K |
|
1850
Artesian Resources
ARTNA
$366M
| $1.58M | ﹤0.01% |
70,500
+15,262
| +28% | +$338K |
|
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.