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 | |
|---|---|---|---|---|---|---|
176
CorVel
CRVL
$3.09B
| $44.8M | 0.12% |
3,946,200
+313,602
| +9% | +$4.23M |
|
177
Aptiv
APTV
$10.3B
| $44.4M | 0.12% |
723,400
-145,798
| -17% | -$9.98M |
|
|
TSS
178
DELISTED
Total System Services, Inc.
TSS
| $44.3M | 0.12% |
1,429,265
-892,200
| -38% | -$28.2M |
|
|
CSC
179
DELISTED
Computer Sciences
CSC
| $44.2M | 0.12% |
1,716,391
-210,248
| -11% | -$5.41M |
|
|
BHI
180
DELISTED
Baker Hughes
BHI
| $44.2M | 0.12% |
678,940
+132,000
| +24% | +$9.2M |
|
181
Signet Jewelers
SIG
$3.68B
| $44.2M | 0.12% |
387,700
+141,400
| +57% | +$15.6M |
|
182
Rayonier
RYN
$6.45B
| $44.1M | 0.12% |
1,559,487
-624,191
| -29% | -$19.2M |
|
|
DISH
183
DELISTED
DISH Network Corp.
DISH
| $44M | 0.12% |
680,579
-474,900
| -41% | -$30.7M |
|
184
FMC
FMC
$1.3B
| $43.8M | 0.12% |
882,967
+658,708
| +294% | +$37.5M |
|
185
BHP
BHP
$229B
| $43.7M | 0.12% |
+877,767
| New | +$51.1M |
|
186
F5
FFIV
$23.4B
| $43.5M | 0.12% |
+366,574
| New | +$43.1M |
|
|
BRCM
187
DELISTED
BROADCOM CORP CL-A
BRCM
| $42.7M | 0.12% |
1,056,657
-2,228,400
| -68% | -$86.6M |
|
188
Suncor Energy
SU
$74B
| $42.6M | 0.12% |
1,177,166
+1,032,740
| +715% | +$41.5M |
|
189
Cal-Maine
CALM
$3.87B
| $42.3M | 0.12% |
946,808
+185,208
| +24% | +$7.35M |
|
190
lululemon athletica
LULU
$14.3B
| $42.1M | 0.12% |
1,001,100
-212,300
| -17% | -$8.55M |
|
191
United Airlines
UAL
$41B
| $42M | 0.11% |
+896,863
| New | +$41.6M |
|
192
AbbVie
ABBV
$442B
| $41.7M | 0.11% |
722,355
-1,511,245
| -68% | -$83.9M |
|
|
WBA
193
DELISTED
Walgreens Boots Alliance
WBA
| $41.6M | 0.11% |
+702,200
| New | +$46.1M |
|
194
Alcoa
AA
$14.3B
| $41.4M | 0.11% |
+1,069,549
| New | +$41.9M |
|
195
Visa
V
$677B
| $41.4M | 0.11% |
775,200
-844,000
| -52% | -$45.4M |
|
196
Aflac
AFL
$60.7B
| $41.3M | 0.11% |
1,418,400
+712,200
| +101% | +$21.7M |
|
|
SPR
197
DELISTED
Spirit AeroSystems
SPR
| $40.9M | 0.11% |
1,075,500
+412,400
| +62% | +$15.1M |
|
198
Melco Resorts & Entertainment
MLCO
$2.16B
| $40.8M | 0.11% |
+1,552,100
| New | +$46.8M |
|
199
Bunge Global
BG
$21.4B
| $40.6M | 0.11% |
482,400
-109,400
| -18% | -$8.83M |
|
200
UGI
UGI
$7.54B
| $40.1M | 0.11% |
1,175,450
+148,400
| +14% | +$5.05M |
|
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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.