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 |
Amazon
AMZN
|
+$405M |
| 2 |
Gilead Sciences
GILD
|
+$314M |
| 3 |
Union Pacific
UNP
|
+$229M |
| 4 |
Intel
INTC
|
+$224M |
| 5 |
Meta Platforms (Facebook)
META
|
+$207M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
McDonald's
MCD
|
+$342M |
| 2 |
SWY
SAFEWAY INC
SWY
|
+$210M |
| 3 |
TSMC
TSM
|
+$174M |
| 4 |
GSK
GSK
|
+$156M |
| 5 |
Johnson & Johnson
JNJ
|
+$149M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.05% |
| 2 | Technology | 11.94% |
| 3 | Consumer Discretionary | 11.2% |
| 4 | Industrials | 10.96% |
| 5 | Consumer Staples | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1951
State Street Health Care Select Sector SPDR ETF
XLV
$44B
| $1.92M | ﹤0.01% |
26,500
+7,200
| +37% | +$514K |
|
1952
inTEST
INTT
$174M
| $1.92M | ﹤0.01% |
467,440
+18,890
| +4% | +$78.1K |
|
1953
Customers Bancorp
CUBI
$2.82B
| $1.92M | ﹤0.01% |
78,620
+27,500
| +54% | +$593K |
|
1954
Suburban Propane Partners
SPH
$1.17B
| $1.91M | ﹤0.01% |
44,498
-87,369
| -66% | -$3.86M |
|
|
TBHC
1955
DELISTED
The Brand House Collective
TBHC
| $1.91M | ﹤0.01% |
80,376
+46,976
| +141% | +$1.13M |
|
1956
Mistras Group
MG
$584M
| $1.9M | ﹤0.01% |
98,500
-33,114
| -25% | -$641K |
|
|
GBNK
1957
DELISTED
Guaranty Bancorp
GBNK
| $1.89M | ﹤0.01% |
111,420
+24,297
| +28% | +$371K |
|
|
BREW
1958
DELISTED
Craft Brew Alliance, Inc.
BREW
| $1.89M | ﹤0.01% |
138,300
+20,000
| +17% | +$249K |
|
1959
Applied Industrial Technologies
AIT
$13.2B
| $1.88M | ﹤0.01% |
41,550
-149,200
| -78% | -$6.38M |
|
|
SMT
1960
DELISTED
SMART TECHNOLOGIES INC COM NEW
SMT
| $1.88M | ﹤0.01% |
154,170
+4,120
| +3% | +$53.9K |
|
1961
Agree Realty
ADC
$9.34B
| $1.88M | ﹤0.01% |
57,000
+31,300
| +122% | +$1.04M |
|
|
CHA
1962
DELISTED
China Telecom Corporation, LTD
CHA
| $1.88M | ﹤0.01% |
29,200
+8,600
| +42% | +$528K |
|
1963
Otter Tail
OTTR
$3.9B
| $1.87M | ﹤0.01% |
58,210
+41,600
| +250% | +$1.32M |
|
|
SJI
1964
DELISTED
South Jersey Industries, Inc.
SJI
| $1.87M | ﹤0.01% |
69,000
+42,200
| +157% | +$1.2M |
|
1965
Willdan Group
WLDN
$1.29B
| $1.87M | ﹤0.01% |
118,100
+51,500
| +77% | +$710K |
|
|
VTTI
1966
DELISTED
VTTI Energy Partners LP
VTTI
| $1.87M | ﹤0.01% |
+75,224
| New | +$1.8M |
|
1967
Primoris Services
PRIM
$4.35B
| $1.86M | ﹤0.01% |
108,224
+58,424
| +117% | +$1.14M |
|
|
TRST
1968
Trustco Bank Corp NY
TRST
$971M
| $1.86M | ﹤0.01% |
54,040
+26,560
| +97% | +$899K |
|
|
BFX
1969
DELISTED
BowFlex Inc.
BFX
| $1.85M | ﹤0.01% |
121,400
-83,700
| -41% | -$1.27M |
|
|
SAAS
1970
DELISTED
inContact, Inc.
SAAS
| $1.85M | ﹤0.01% |
+169,922
| New | +$1.71M |
|
|
AVEO
1971
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
| $1.85M | ﹤0.01% |
127,600
+60,020
| +89% | +$656K |
|
1972
Amphastar Pharmaceuticals
AMPH
$858M
| $1.85M | ﹤0.01% |
+123,380
| New | +$1.65M |
|
1973
National Health Investors
NHI
$3.5B
| $1.85M | ﹤0.01% |
+26,000
| New | +$1.88M |
|
|
CRAY
1974
DELISTED
Cray, Inc.
CRAY
| $1.85M | ﹤0.01% |
+65,727
| New | +$2.09M |
|
|
ARG
1975
DELISTED
Airgas Inc
ARG
| $1.85M | ﹤0.01% |
+17,400
| New | +$1.97M |
|
Similar funds
Jim Simons's Q1 2015 Portfolio in Review
As of Q1 2015, Jim Simons held 3,575 positions worth $47B, up 13% from $41.4B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.
Jim Simons deployed $4.23B of net new capital in Q1 2015, opening 633 new positions and adding to 1,637 existing holdings. Its largest new stake was Amazon: 23,057,100 shares worth $429M.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 12% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was McDonald's, an estimated $342M trimmed.
- Jim Simons's largest Q1 2015 buy was Amazon: 23,057,100 shares worth $429M.
- Jim Simons added most to Gilead Sciences in Q1 2015, an estimated $314M increase.
- Jim Simons's biggest Q1 2015 reduction was McDonald's, cutting an estimated $342M.
- Jim Simons fully exited SAFEWAY INC in Q1 2015, selling an estimated $210M.
- Jim Simons's ten largest holdings make up 9.9% of its $47B portfolio in Q1 2015.
- Jim Simons opened 633 new positions and closed 438 in Q1 2015.
- Jim Simons's portfolio value rose 13% quarter-over-quarter to $47B.
Based on Renaissance Technologies's 13F filing for Q1 2015, filed 13 May 2015.