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 | |
|---|---|---|---|---|---|---|
|
FBNK
2026
DELISTED
First Connecticut Bancorp, Inc
FBNK
| $1.06M | ﹤0.01% |
65,800
-2,400
| -4% | -$37.4K |
|
|
WG
2027
DELISTED
Willbros Group
WG
| $1.06M | ﹤0.01% |
+85,500
| New | +$1.02M |
|
2028
Compugen
CGEN
$227M
| $1.05M | ﹤0.01% |
+117,400
| New | +$1.06M |
|
|
BLDP
2029
Ballard Power Systems
BLDP
$811M
| $1.05M | ﹤0.01% |
254,900
| – | – |
|
|
RNDY
2030
DELISTED
ROUNDYS INC COM STK
RNDY
| $1.05M | ﹤0.01% |
190,749
-362,603
| -66% | -$2.13M |
|
2031
Achieve Life Sciences
ACHV
$759M
| $1.04M | ﹤0.01% |
127
+86
| +210% | +$1.06M |
|
2032
Banc of California
BANC
$3.14B
| $1.04M | ﹤0.01% |
+95,293
| New | +$1.09M |
|
|
FUBC
2033
DELISTED
1st United Bancorp (Florida)
FUBC
| $1.04M | ﹤0.01% |
120,586
+53,994
| +81% | +$435K |
|
|
DVR
2034
DELISTED
CAL DIVE INTERNATIONAL INC COM
DVR
| $1.04M | ﹤0.01% |
787,287
+331,442
| +73% | +$488K |
|
|
DATE
2035
DELISTED
JIAYUAN COM INTL LTD SPON ADR (CYM)
DATE
| $1.03M | ﹤0.01% |
169,300
-12,500
| -7% | -$73.5K |
|
|
TSC
2036
DELISTED
TriState Capital Holdings, Inc.
TSC
| $1.03M | ﹤0.01% |
73,061
+25,719
| +54% | +$351K |
|
2037
QuinStreet
QNST
$1.19B
| $1.03M | ﹤0.01% |
187,000
+51,900
| +38% | +$299K |
|
|
PER
2038
DELISTED
SANDRIDGE PERMIAN TRUST
PER
| $1.03M | ﹤0.01% |
81,168
-101,967
| -56% | -$1.26M |
|
2039
Vicor
VICR
$10.7B
| $1.03M | ﹤0.01% |
122,700
-13,906
| -10% | -$113K |
|
2040
Lindsay Corp
LNN
$1.17B
| $1.02M | ﹤0.01% |
+12,100
| New | +$1.05M |
|
|
FRS
2041
DELISTED
FRISCH'S RESTAURANTS INC
FRS
| $1.02M | ﹤0.01% |
43,300
+3,600
| +9% | +$84.5K |
|
|
EOCC
2042
DELISTED
Enel Generacion Chile S.A.
EOCC
| $1.02M | ﹤0.01% |
32,513
-64,013
| -66% | -$1.96M |
|
|
EXK
2043
Endeavour Silver
EXK
$3.17B
| $1.01M | ﹤0.01% |
185,200
-555,400
| -75% | -$2.48M |
|
2044
Apogee Enterprises
APOG
$876M
| $1.01M | ﹤0.01% |
28,951
+8,851
| +44% | +$276K |
|
2045
Microchip Technology
MCHP
$42.4B
| $1.01M | ﹤0.01% |
41,304
-372,690
| -90% | -$8.88M |
|
2046
UTStarcom
UTSI
$23.1M
| $1.01M | ﹤0.01% |
86,049
+7,211
| +9% | +$81K |
|
|
HDS
2047
DELISTED
HD Supply Holdings, Inc.
HDS
| $1M | ﹤0.01% |
35,400
-152,800
| -81% | -$4.06M |
|
2048
Ternium
TX
$10.6B
| $1M | ﹤0.01% |
35,900
-43,400
| -55% | -$1.25M |
|
|
WPZ
2049
DELISTED
Williams Partners L.P.
WPZ
| $998K | ﹤0.01% |
16,658
-190,493
| -92% | -$10.9M |
|
|
ISS
2050
DELISTED
ISOFTSTONE HLDGS LTD ADS EACH REPSTG 10 ORD SHS (CYM)
ISS
| $997K | ﹤0.01% |
182,600
+55,243
| +43% | +$298K |
|
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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.