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 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
+$237M |
| 2 |
AbbVie
ABBV
|
+$190M |
| 3 |
FedEx
FDX
|
+$149M |
| 4 |
Sysco
SYY
|
+$133M |
| 5 |
Coca-Cola
KO
|
+$125M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$306M |
| 2 |
Apple
AAPL
|
+$215M |
| 3 |
Union Pacific
UNP
|
+$193M |
| 4 |
Walmart Inc
WMT
|
+$185M |
| 5 |
Alibaba
BABA
|
+$177M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.17% |
| 2 | Financials | 11.79% |
| 3 | Technology | 11.07% |
| 4 | Consumer Staples | 10.39% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1851
Mueller Water Products
MWA
$3.98B
| $2.56M | 0.01% |
333,663
-454,000
| -58% | -$3.89M |
|
1852
DHI Group
DHX
$174M
| $2.55M | 0.01% |
348,800
+162,700
| +87% | +$1.31M |
|
1853
LivePerson
LPSN
$35.9M
| $2.54M | 0.01% |
22,413
-1,514
| -6% | -$205K |
|
|
PEI
1854
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $2.53M | 0.01% |
8,513
-5,094
| -37% | -$1.6M |
|
|
AVEO
1855
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
| $2.53M | 0.01% |
209,180
-2,900
| -1% | -$41.9K |
|
1856
Peoples Bancorp
PEBO
$1.49B
| $2.53M | 0.01% |
121,579
-61,720
| -34% | -$1.35M |
|
|
HCC
1857
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
| $2.53M | 0.01% |
32,600
-97,100
| -75% | -$7.51M |
|
|
OSG
1858
Octave Specialty Group
OSG
$212M
| $2.52M | 0.01% |
174,500
-55,700
| -24% | -$903K |
|
1859
Lakeland Financial Corp
LKFN
$1.56B
| $2.52M | 0.01% |
83,700
+25,200
| +43% | +$710K |
|
1860
Donaldson
DCI
$11.1B
| $2.52M | 0.01% |
+89,600
| New | +$2.88M |
|
|
DS
1861
DELISTED
Drive Shack Inc.
DS
| $2.52M | 0.01% |
573,025
+311,433
| +119% | +$1.49M |
|
1862
Alliance Resource Partners
ARLP
$3.2B
| $2.51M | 0.01% |
112,803
-396,760
| -78% | -$9.68M |
|
|
TRIB
1863
Trinity Biotech
TRIB
$8.01M
| $2.51M | 0.01% |
1,461
-328
| -18% | -$792K |
|
1864
Quantum Corp
QMCO
$973M
| $2.5M | 0.01% |
22,451
-17,453
| -44% | -$3.23M |
|
|
NATL
1865
DELISTED
National Interstate Corporation
NATL
| $2.5M | 0.01% |
93,900
+27,673
| +42% | +$741K |
|
|
MFSF
1866
DELISTED
MutualFirst Financial Inc
MFSF
| $2.5M | 0.01% |
107,000
+1,000
| +0.9% | +$23.6K |
|
|
INN
1867
Summit Hotel Properties
INN
$656M
| $2.5M | 0.01% |
214,300
-16,200
| -7% | -$207K |
|
1868
Kroger
KR
$35.1B
| $2.49M | 0.01% |
+69,000
| New | +$2.56M |
|
1869
QCR Holdings
QCRH
$1.75B
| $2.48M | 0.01% |
113,512
+5,745
| +5% | +$125K |
|
|
SQBK
1870
DELISTED
SQUARE 1 FINANCIAL INC COM
SQBK
| $2.47M | 0.01% |
96,300
+84,800
| +737% | +$2.24M |
|
|
OMN
1871
DELISTED
OMNOVA Solutions Inc.
OMN
| $2.47M | 0.01% |
446,275
-5,400
| -1% | -$34.6K |
|
1872
Codexis
CDXS
$175M
| $2.47M | 0.01% |
727,300
+73,100
| +11% | +$273K |
|
1873
Idexx Laboratories
IDXX
$44.7B
| $2.46M | 0.01% |
33,100
-221,704
| -87% | -$15.9M |
|
|
STB
1874
DELISTED
Student Transportation Inc
STB
| $2.45M | 0.01% |
605,500
-183,400
| -23% | -$775K |
|
|
CXDC
1875
DELISTED
China XD Plastics Company Limited
CXDC
| $2.44M | 0.01% |
585,000
+9,600
| +2% | +$56.1K |
|
Similar funds
Jim Simons's Q3 2015 Portfolio in Review
As of Q3 2015, Jim Simons held 3,649 positions worth $41.9B, down 4.5% from $43.9B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.
Jim Simons deployed $1.51B of net new capital in Q3 2015, opening 454 new positions and adding to 1,731 existing holdings. Its largest new stake was FedEx: 936,400 shares worth $135M.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, down from 13% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was Walmart Inc, an estimated $185M trimmed.
- Jim Simons's largest Q3 2015 buy was FedEx: 936,400 shares worth $135M.
- Jim Simons added most to SIGMA - ALDRICH CORP in Q3 2015, an estimated $237M increase.
- Jim Simons's biggest Q3 2015 reduction was Walmart Inc, cutting an estimated $185M.
- Jim Simons fully exited Microsoft in Q3 2015, selling an estimated $306M.
- Jim Simons's ten largest holdings make up 9.9% of its $41.9B portfolio in Q3 2015.
- Jim Simons opened 454 new positions and closed 519 in Q3 2015.
- Jim Simons's portfolio value fell 4.5% quarter-over-quarter to $41.9B.
Based on Renaissance Technologies's 13F filing for Q3 2015, filed 12 Nov 2015.