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 | |
|---|---|---|---|---|---|---|
176
Signet Jewelers
SIG
$3.68B
| $48.3M | 0.12% |
354,500
+90,040
| +34% | +$11.5M |
|
177
JB Hunt Transport Services
JBHT
$24.9B
| $48.2M | 0.12% |
674,654
+583,010
| +636% | +$46.2M |
|
|
GGP
178
DELISTED
GGP Inc.
GGP
| $48.1M | 0.11% |
1,854,000
-1,494,200
| -45% | -$39.3M |
|
|
AMWD
179
DELISTED
American Woodmark
AMWD
| $48.1M | 0.11% |
741,201
+47,658
| +7% | +$3.01M |
|
180
Netflix
NFLX
$311B
| $48M | 0.11% |
+4,649,000
| New | +$49.9M |
|
|
CPLA
181
DELISTED
Capella Education Company
CPLA
| $48M | 0.11% |
969,000
-9,400
| -1% | -$480K |
|
182
H&R Block
HRB
$5.92B
| $47.6M | 0.11% |
1,314,300
+395,500
| +43% | +$13.4M |
|
183
CF Industries
CF
$17.8B
| $47.4M | 0.11% |
1,055,962
+574,112
| +119% | +$33.4M |
|
184
Darden Restaurants
DRI
$24.9B
| $47.3M | 0.11% |
+772,793
| New | +$49M |
|
185
Coca-Cola Consolidated
COKE
$12.1B
| $47.3M | 0.11% |
2,447,710
+161,710
| +7% | +$2.63M |
|
|
GRMN
186
Garmin
GRMN
$59.7B
| $47.3M | 0.11% |
1,318,042
+251,500
| +24% | +$10M |
|
187
Procter & Gamble
PG
$338B
| $47.1M | 0.11% |
654,200
+180,771
| +38% | +$13.6M |
|
|
CVA
188
DELISTED
Covanta Holding Corporation
CVA
| $47.1M | 0.11% |
2,696,400
+260,984
| +11% | +$5.16M |
|
|
SEE
189
DELISTED
Sealed Air
SEE
| $47M | 0.11% |
1,003,000
-284,400
| -22% | -$14.7M |
|
190
Genuine Parts
GPC
$18.6B
| $46.9M | 0.11% |
565,308
-84,492
| -13% | -$7.28M |
|
191
Grand Canyon Education
LOPE
$3.76B
| $46.8M | 0.11% |
1,233,200
-169,100
| -12% | -$6.79M |
|
192
Macerich
MAC
$6.96B
| $46.5M | 0.11% |
605,819
+21,019
| +4% | +$1.63M |
|
193
Altria Group
MO
$109B
| $46.4M | 0.11% |
852,500
-609,100
| -42% | -$32.7M |
|
194
Edgewell Personal Care
EPC
$1.32B
| $46.4M | 0.11% |
+568,265
| New | +$51.4M |
|
|
RDS.A
195
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $46.4M | 0.11% |
+1,031,854
| New | +$52.4M |
|
196
CubeSmart
CUBE
$9.2B
| $46.4M | 0.11% |
1,703,600
+263,800
| +18% | +$6.75M |
|
|
SHPG
197
DELISTED
Shire pic
SHPG
| $46.3M | 0.11% |
225,712
-39,100
| -15% | -$9.3M |
|
198
Moody's
MCO
$82.5B
| $46.2M | 0.11% |
470,800
+316,700
| +206% | +$33.7M |
|
199
American Water Works
AWK
$27B
| $45.9M | 0.11% |
834,000
-52,200
| -6% | -$2.73M |
|
200
Coca-Cola Femsa
KOF
$23B
| $45.7M | 0.11% |
658,600
+24,400
| +4% | +$1.79M |
|
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.