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 | 15.92% |
| 2 | Healthcare | 13.46% |
| 3 | Consumer Discretionary | 11.99% |
| 4 | Industrials | 10.52% |
| 5 | Consumer Staples | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2276
PTC Therapeutics
PTCT
$6.06B
| $565K | ﹤0.01% |
+21,600
| New | +$462K |
|
|
NKBS
2277
DELISTED
NEWTEK BUSINESS SERVICES, INC.
NKBS
| $564K | ﹤0.01% |
206,000
-29,600
| -13% | -$81K |
|
2278
First Financial Corp
THFF
$970M
| $562K | ﹤0.01% |
+17,461
| New | +$562K |
|
2279
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $562K | ﹤0.01% |
12,600
-31,400
| -71% | -$1.39M |
|
2280
TransAlta
TAC
$3.92B
| $561K | ﹤0.01% |
+45,700
| New | +$546K |
|
|
LPDX
2281
DELISTED
LIPOSCIENCE INC COM
LPDX
| $560K | ﹤0.01% |
163,700
+43,178
| +36% | +$139K |
|
|
RBY
2282
DELISTED
RUBICON MENERALS CORP (F)
RBY
| $559K | ﹤0.01% |
+377,600
| New | +$424K |
|
|
KBIO
2283
DELISTED
KALOBIOS PHARMACEUTICALS INC COM STK NEW (DE)
KBIO
| $559K | ﹤0.01% |
30,663
+27,008
| +739% | +$462K |
|
2284
Saia
SAIA
$10.1B
| $558K | ﹤0.01% |
12,698
-140,600
| -92% | -$5.84M |
|
|
TRK
2285
DELISTED
Speedway Motorsports, Inc.
TRK
| $557K | ﹤0.01% |
30,500
-19,157
| -39% | -$348K |
|
|
GCAP
2286
DELISTED
Gain Capital Holdings, Inc.
GCAP
| $551K | ﹤0.01% |
+70,000
| New | +$625K |
|
|
SNT
2287
Senstar Technologies
SNT
$43.3M
| $549K | ﹤0.01% |
144,300
+2,300
| +2% | +$8.38K |
|
2288
Scully Royalty
SRL
$90.9M
| $548K | ﹤0.01% |
14,323
-10,460
| -42% | -$392K |
|
|
SPLP
2289
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
| $547K | ﹤0.01% |
+32,800
| New | +$542K |
|
2290
Key Tronic
KTCC
$42.8M
| $545K | ﹤0.01% |
51,999
-203
| -0.4% | -$2.13K |
|
2291
NVE Corp
NVEC
$591M
| $545K | ﹤0.01% |
9,800
+1,300
| +15% | +$69.5K |
|
2292
Federal Agricultural Mortgage
AGM
$2.58B
| $544K | ﹤0.01% |
17,500
-6,000
| -26% | -$196K |
|
2293
AptarGroup
ATR
$8.43B
| $543K | ﹤0.01% |
+8,100
| New | +$539K |
|
|
SDT
2294
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST I
SDT
| $543K | ﹤0.01% |
83,601
-31,667
| -27% | -$220K |
|
|
CRT
2295
Cross Timbers Royalty Trust
CRT
$60.6M
| $540K | ﹤0.01% |
16,300
+306
| +2% | +$10.2K |
|
|
BV
2296
DELISTED
Bazaarvoice, Inc.
BV
| $540K | ﹤0.01% |
+68,500
| New | +$479K |
|
2297
Inuvo
INUV
$14.2M
| $538K | ﹤0.01% |
60,492
-5,150
| -8% | -$40.8K |
|
|
HTBK
2298
DELISTED
Heritage Commerce
HTBK
| $537K | ﹤0.01% |
65,671
+12,455
| +23% | +$101K |
|
|
SYNC
2299
DELISTED
Synacor, Inc.
SYNC
| $536K | ﹤0.01% |
209,300
+39,000
| +23% | +$92.8K |
|
2300
Agilysys
AGYS
$3.03B
| $533K | ﹤0.01% |
37,822
+5,622
| +17% | +$74.8K |
|
Similar funds
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 16% of assets, up from 15% 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.