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 | |
|---|---|---|---|---|---|---|
2001
NeoGenomics
NEO
$2.11B
| $1.05M | ﹤0.01% |
+202,500
| New | +$1.04M |
|
|
PGH
2002
DELISTED
Pengrowth Energy Corporation
PGH
| $1.05M | ﹤0.01% |
200,986
-1,389,450
| -87% | -$8.66M |
|
2003
Marten Transport
MRTN
$1.23B
| $1.05M | ﹤0.01% |
+147,543
| New | +$1.2M |
|
2004
Tootsie Roll Industries
TR
$3.06B
| $1.05M | ﹤0.01% |
53,477
+6,843
| +15% | +$134K |
|
|
LDR
2005
DELISTED
Landauer Inc
LDR
| $1.05M | ﹤0.01% |
31,700
-15,500
| -33% | -$596K |
|
|
FSP
2006
Franklin Street Properties
FSP
$46.7M
| $1.04M | ﹤0.01% |
+93,100
| New | +$1.13M |
|
|
MBTF
2007
DELISTED
MBT Financial Corporation
MBTF
| $1.04M | ﹤0.01% |
217,934
+16,250
| +8% | +$84.6K |
|
|
FWM
2008
DELISTED
FAIRWAY GROUP HLDGS CORP CL A COM STK (DE)
FWM
| $1.04M | ﹤0.01% |
+278,090
| New | +$1.41M |
|
2009
Vishay Precision Group
VPG
$945M
| $1.04M | ﹤0.01% |
69,500
+31,316
| +82% | +$491K |
|
2010
Natural Alternatives International
NAII
$13.9M
| $1.03M | ﹤0.01% |
159,400
+3,700
| +2% | +$20K |
|
|
TTHI
2011
DELISTED
TRANSITION THERAPEUTICS INC (CANADA)
TTHI
| $1.03M | ﹤0.01% |
149,700
+18,400
| +14% | +$124K |
|
|
SGMA
2012
DELISTED
Sigmatron International
SGMA
| $1.03M | ﹤0.01% |
141,400
+19,000
| +16% | +$200K |
|
|
SWSH
2013
DELISTED
SWISHER HYGIENE INC COM STK NEW (DE)
SWSH
| $1.02M | ﹤0.01% |
335,959
+600
| +0.2% | +$2.31K |
|
2014
Cineverse
CNVS
$69.7M
| $1.02M | ﹤0.01% |
3,285
+130
| +4% | +$54.5K |
|
|
AUQ
2015
DELISTED
AURICO GOLD INC COM
AUQ
| $1.02M | ﹤0.01% |
+291,167
| New | +$1.2M |
|
|
PVTB
2016
DELISTED
PrivateBancorp Inc
PVTB
| $1.01M | ﹤0.01% |
33,747
-262,700
| -89% | -$7.72M |
|
|
PSMI
2017
DELISTED
PEREGRINE SEMICONDUCTOR CORP COM STK (DE)
PSMI
| $1.01M | ﹤0.01% |
+81,496
| New | +$755K |
|
|
CYRN
2018
DELISTED
CYREN Ltd.
CYRN
| $1.01M | ﹤0.01% |
22,962
-1,385
| -6% | -$67.6K |
|
2019
Alpha Pro Tech
APT
$55.3M
| $1M | ﹤0.01% |
309,100
+16,200
| +6% | +$39.4K |
|
2020
Agree Realty
ADC
$9.31B
| $1M | ﹤0.01% |
36,652
-5,558
| -13% | -$164K |
|
2021
Pampa Energía
PAM
$4.24B
| $1M | ﹤0.01% |
93,100
-106,400
| -53% | -$1.07M |
|
|
MOCO
2022
DELISTED
Mocon Inc
MOCO
| $999K | ﹤0.01% |
67,100
+8,400
| +14% | +$131K |
|
|
CLVS
2023
DELISTED
Clovis Oncology, Inc.
CLVS
| $998K | ﹤0.01% |
+22,000
| New | +$919K |
|
|
FPP
2024
DELISTED
FieldPoint Petroleum Corporation
FPP
| $998K | ﹤0.01% |
249,000
-1,800
| -0.7% | -$8.28K |
|
|
LTC
2025
LTC Properties
LTC
$2.11B
| $996K | ﹤0.01% |
+27,000
| New | +$1.06M |
|
Similar funds
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.