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 | |
|---|---|---|---|---|---|---|
|
SSRI
1976
DELISTED
Silver Standard Resources
SSRI
| $1.2M | ﹤0.01% |
138,583
-418,685
| -75% | -$3.62M |
|
1977
Terreno Realty
TRNO
$7.5B
| $1.2M | ﹤0.01% |
+62,022
| New | +$1.16M |
|
1978
IES Holdings
IESC
$15B
| $1.2M | ﹤0.01% |
179,500
+1,300
| +0.7% | +$8.29K |
|
1979
Braskem
BAK
$829M
| $1.19M | ﹤0.01% |
92,900
-35,300
| -28% | -$489K |
|
1980
Gold Fields
GFI
$35.7B
| $1.19M | ﹤0.01% |
320,000
-285,100
| -47% | -$1.1M |
|
|
TAM
1981
DELISTED
TAMINCO CORP COM
TAM
| $1.18M | ﹤0.01% |
50,600
+34,410
| +213% | +$718K |
|
|
FGH
1982
DELISTED
FG Group Holdings Inc.
FGH
| $1.17M | ﹤0.01% |
280,400
+9,300
| +3% | +$40.8K |
|
1983
Prothena Corp
PRTA
$457M
| $1.17M | ﹤0.01% |
51,900
-27,212
| -34% | -$680K |
|
|
VIAS
1984
DELISTED
VIASYSTEMS GROUP INC COM STK (DE)
VIAS
| $1.17M | ﹤0.01% |
107,158
+3,400
| +3% | +$38.8K |
|
|
BNCN
1985
DELISTED
BNC Bancorp
BNCN
| $1.16M | ﹤0.01% |
68,149
+33,738
| +98% | +$573K |
|
|
ENZN
1986
DELISTED
ENZON PHARMACEUTICALS INC
ENZN
| $1.16M | ﹤0.01% |
1,118,184
+146,200
| +15% | +$139K |
|
|
SBY
1987
DELISTED
Silver Bay Realty Trust Corp.
SBY
| $1.16M | ﹤0.01% |
+71,100
| New | +$1.11M |
|
|
STS
1988
DELISTED
Supreme Industries Inc Class A
STS
| $1.16M | ﹤0.01% |
178,003
+32,900
| +23% | +$220K |
|
|
PMBC
1989
DELISTED
Pacific Mercantile Bancorp
PMBC
| $1.15M | ﹤0.01% |
172,900
+12,300
| +8% | +$80.4K |
|
|
IPCC
1990
DELISTED
Infinity Property & Casualty C
IPCC
| $1.15M | ﹤0.01% |
+17,100
| New | +$1.12M |
|
1991
Black Hills Corp
BKH
$5.65B
| $1.15M | ﹤0.01% |
+18,700
| New | +$1.09M |
|
|
PBT
1992
Permian Basin Royalty Trust
PBT
$1.59B
| $1.15M | ﹤0.01% |
80,408
+39,977
| +99% | +$555K |
|
1993
MYR Group
MYRG
$5.21B
| $1.15M | ﹤0.01% |
45,200
+20,300
| +82% | +$501K |
|
1994
Citi Trends
CTRN
$610M
| $1.14M | ﹤0.01% |
53,200
-14,325
| -21% | -$267K |
|
|
NMRX
1995
DELISTED
Numerex Corp
NMRX
| $1.14M | ﹤0.01% |
99,200
+9,900
| +11% | +$109K |
|
1996
Applied Industrial Technologies
AIT
$13.3B
| $1.14M | ﹤0.01% |
+22,450
| New | +$1.08M |
|
|
SYUT
1997
DELISTED
Synutra International, Inc.
SYUT
| $1.14M | ﹤0.01% |
169,700
-3,600
| -2% | -$21.3K |
|
1998
Euroseas
ESEA
$514M
| $1.14M | ﹤0.01% |
15,066
+184
| +1% | +$14.3K |
|
|
ACC
1999
DELISTED
American Campus Communities, Inc.
ACC
| $1.14M | ﹤0.01% |
29,728
-283,700
| -91% | -$10.9M |
|
|
AHRT
2000
AH Realty Trust
AHRT
$509M
| $1.14M | ﹤0.01% |
117,403
+29,703
| +34% | +$289K |
|
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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.