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 | |
|---|---|---|---|---|---|---|
2351
Greif Class B
GEF.B
$4.24B
| $467K | ﹤0.01% |
7,800
+300
| +4% | +$17.6K |
|
2352
Urban One Class A
UONE
$23.3M
| $467K | ﹤0.01% |
9,530
+110
| +1% | +$4.86K |
|
|
ADEP
2353
DELISTED
Adept Technology Inc
ADEP
| $467K | ﹤0.01% |
44,500
-92,400
| -67% | -$1.18M |
|
|
PWOD
2354
DELISTED
Penns Woods Bancorp
PWOD
| $466K | ﹤0.01% |
14,832
+2,382
| +19% | +$71.9K |
|
2355
StoneX
SNEX
$8.37B
| $464K | ﹤0.01% |
+117,941
| New | +$440K |
|
|
SMA
2356
DELISTED
SYMMETRY MEDICAL INC
SMA
| $464K | ﹤0.01% |
52,400
-68,928
| -57% | -$601K |
|
|
CTWS
2357
DELISTED
Connecticut Water Service Inc
CTWS
| $461K | ﹤0.01% |
+13,600
| New | +$444K |
|
|
FRM
2358
DELISTED
FURMANITE CORPORATION COM
FRM
| $460K | ﹤0.01% |
39,500
-68,600
| -63% | -$721K |
|
|
REMY
2359
DELISTED
REMY INTL INC NEW COMMON
REMY
| $460K | ﹤0.01% |
19,710
+9,541
| +94% | +$231K |
|
2360
PAR Technology
PAR
$741M
| $458K | ﹤0.01% |
109,000
-200
| -0.2% | -$920 |
|
|
SKH
2361
DELISTED
SKILLED HEALTHCARE GROUP, INC. CLASS A COM STK
SKH
| $454K | ﹤0.01% |
72,100
+53,200
| +281% | +$310K |
|
|
PRTK
2362
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
| $453K | ﹤0.01% |
18,987
+11,570
| +156% | +$377K |
|
2363
Lifecore Biomedical
LFCR
$181M
| $451K | ﹤0.01% |
36,100
-140,696
| -80% | -$1.66M |
|
2364
RCI Hospitality Holdings
RICK
$214M
| $451K | ﹤0.01% |
44,200
-21,600
| -33% | -$231K |
|
|
IKGH
2365
DELISTED
Iao Kun Group Holding Company Limited
IKGH
| $449K | ﹤0.01% |
144,920
-86,216
| -37% | -$270K |
|
2366
Neogen
NEOG
$2.5B
| $446K | ﹤0.01% |
29,368
-19,432
| -40% | -$289K |
|
2367
Star Group
SGU
$417M
| $444K | ﹤0.01% |
+71,682
| New | +$454K |
|
|
DRWI
2368
DELISTED
DragonWave Inc
DRWI
| $444K | ﹤0.01% |
8,460
+2,477
| +41% | +$84.3K |
|
|
RLH
2369
DELISTED
Red Lions Hotel Corporation
RLH
| $442K | ﹤0.01% |
80,696
-14,304
| -15% | -$82.2K |
|
|
MBRG
2370
DELISTED
Middleburg Financial Corp
MBRG
| $441K | ﹤0.01% |
22,031
+11,336
| +106% | +$206K |
|
|
MICR
2371
DELISTED
Micron Solutions, Inc.
MICR
| $438K | ﹤0.01% |
65,900
+6,300
| +11% | +$36K |
|
|
GTY
2372
Getty Realty Corp
GTY
$2.04B
| $437K | ﹤0.01% |
+23,192
| New | +$439K |
|
2373
Addus HomeCare
ADUS
$2.2B
| $436K | ﹤0.01% |
19,400
-47,200
| -71% | -$1.06M |
|
|
BRT
2374
BRT Apartments
BRT
$268M
| $435K | ﹤0.01% |
58,960
-3,100
| -5% | -$22.3K |
|
2375
First Bancorp
FNLC
$402M
| $433K | ﹤0.01% |
24,800
-4,223
| -15% | -$68.6K |
|
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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 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.