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 |
Apple
AAPL
|
+$437M |
| 2 |
Verizon
VZ
|
+$215M |
| 3 |
Comcast
CMCSA
|
+$137M |
| 4 |
Vodafone
VOD
|
+$137M |
| 5 |
Kinder Morgan
KMI
|
+$133M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$263M |
| 2 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
+$246M |
| 3 |
Walmart Inc
WMT
|
+$229M |
| 4 |
Pfizer
PFE
|
+$221M |
| 5 |
Costco
COST
|
+$184M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.93% |
| 2 | Consumer Discretionary | 13.29% |
| 3 | Healthcare | 11.79% |
| 4 | Industrials | 11% |
| 5 | Consumer Staples | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2501
LGL Group
LGL
$95.2M
| $321K | ﹤0.01% |
162,302
+2,652
| +2% | +$5.49K |
|
|
PRSU
2502
Pursuit Attractions and Hospitality Inc
PRSU
$1.29B
| $320K | ﹤0.01% |
13,300
-45,348
| -77% | -$1.12M |
|
|
KERX
2503
DELISTED
Keryx Biopharmaceuticals Inc
KERX
| $319K | ﹤0.01% |
+18,700
| New | +$282K |
|
|
TUMI
2504
DELISTED
TUMI HLDGS INC COM
TUMI
| $319K | ﹤0.01% |
+14,115
| New | +$303K |
|
|
HIL
2505
DELISTED
Hill International, Inc. Common Stock
HIL
| $318K | ﹤0.01% |
57,868
+4,659
| +9% | +$21.3K |
|
2506
LCNB Corp
LCNB
$285M
| $317K | ﹤0.01% |
18,308
+6,616
| +57% | +$116K |
|
|
ESMC
2507
DELISTED
Escalon Medical Corp
ESMC
| $316K | ﹤0.01% |
206,400
+2,700
| +1% | +$4.76K |
|
|
ONE
2508
DELISTED
HIGHER ONE HOLDINGS, INC COM STK
ONE
| $315K | ﹤0.01% |
43,520
+17,525
| +67% | +$141K |
|
|
SOCB
2509
DELISTED
SOUTHCOAST FINANCIAL CORP
SOCB
| $313K | ﹤0.01% |
42,955
+9,700
| +29% | +$61.5K |
|
2510
QCR Holdings
QCRH
$1.75B
| $311K | ﹤0.01% |
+18,100
| New | +$311K |
|
|
ALO
2511
DELISTED
Alio Gold Inc
ALO
| $311K | ﹤0.01% |
24,940
-1,710
| -6% | -$23.5K |
|
|
DXF
2512
Eason Technology Ltd
DXF
$1.72M
| $310K | ﹤0.01% |
4
| – | – |
|
2513
Pediatrix Medical
MD
$2.14B
| $310K | ﹤0.01% |
+5,000
| New | +$291K |
|
|
SLH
2514
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
| $310K | ﹤0.01% |
4,900
-148,800
| -97% | -$10M |
|
2515
Casella Waste Systems
CWST
$5.79B
| $309K | ﹤0.01% |
60,448
-69,294
| -53% | -$370K |
|
2516
Graham Corp
GHM
$1.3B
| $309K | ﹤0.01% |
9,700
+2,000
| +26% | +$70.1K |
|
2517
Vista Gold
VGZ
$328M
| $309K | ﹤0.01% |
597,100
+106,600
| +22% | +$64K |
|
|
ENV
2518
DELISTED
ENVESTNET, INC.
ENV
| $309K | ﹤0.01% |
7,700
-150,000
| -95% | -$6.43M |
|
|
MICR
2519
DELISTED
Micron Solutions, Inc.
MICR
| $308K | ﹤0.01% |
59,600
+2,700
| +5% | +$12.1K |
|
2520
Aehr Test Systems
AEHR
$4.02B
| $307K | ﹤0.01% |
107,600
+12,900
| +14% | +$34.5K |
|
|
PACD
2521
DELISTED
Pacific Drilling S A
PACD
| $306K | ﹤0.01% |
2,810
-26,340
| -90% | -$2.76M |
|
|
BSF
2522
DELISTED
Bear State Financial, Inc.
BSF
| $303K | ﹤0.01% |
36,676
+3,223
| +10% | +$24.5K |
|
|
BALT
2523
DELISTED
BALTIC TRADING LIMITED COMMON STOCK
BALT
| $300K | ﹤0.01% |
+47,602
| New | +$302K |
|
|
GFA
2524
DELISTED
Gafisa S.A.
GFA
| $299K | ﹤0.01% |
+6,972
| New | +$263K |
|
|
CREG
2525
DELISTED
Smart Powerr
CREG
| $298K | ﹤0.01% |
8
-7
| -47% | -$231K |
|
Similar funds
Jim Simons's Q1 2014 Portfolio in Review
As of Q1 2014, Jim Simons held 3,290 positions worth $41.7B, down 0.16% from $41.8B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Jim Simons's Q1 2014 filing shows 474 new, 1,340 increased, 961 reduced and 495 closed positions. Its largest new stake was Apple: 22,998,136 shares worth $441M. The largest sale was Johnson & Johnson, an estimated $263M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Healthcare.
- Jim Simons's largest Q1 2014 buy was Apple: 22,998,136 shares worth $441M.
- Jim Simons added most to Verizon in Q1 2014, an estimated $215M increase.
- Jim Simons's biggest Q1 2014 reduction was Johnson & Johnson, cutting an estimated $263M.
- Jim Simons fully exited LIFE TECHNOLOGIES CORP COM STK (DE) in Q1 2014, selling an estimated $246M.
- Jim Simons's ten largest holdings make up 13% of its $41.7B portfolio in Q1 2014.
- Jim Simons opened 474 new positions and closed 495 in Q1 2014.
- Jim Simons's portfolio value fell 0.16% quarter-over-quarter to $41.7B.
Based on Renaissance Technologies's 13F filing for Q1 2014, filed 14 May 2014.