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 |
PepsiCo
PEP
|
+$228M |
| 2 |
General Dynamics
GD
|
+$195M |
| 3 |
Apple
AAPL
|
+$191M |
| 4 |
SWY
SAFEWAY INC
SWY
|
+$180M |
| 5 |
LVLT
Level 3 Communications Inc
LVLT
|
+$175M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TWTC
TW TELECOM INC CL A COM
TWTC
|
+$380M |
| 2 |
McDonald's
MCD
|
+$284M |
| 3 |
Meta Platforms (Facebook)
META
|
+$181M |
| 4 |
ExxonMobil
XOM
|
+$153M |
| 5 |
TJX Companies
TJX
|
+$148M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.55% |
| 2 | Consumer Staples | 12.92% |
| 3 | Healthcare | 12.48% |
| 4 | Industrials | 11.29% |
| 5 | Financials | 9.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2501
Bel Fuse Inc Class A
BELFA
$3.43B
| $398K | ﹤0.01% |
16,600
+500
| +3% | +$11.6K |
|
2502
PennyMac Financial
PFSI
$4B
| $396K | ﹤0.01% |
22,900
-8,000
| -26% | -$128K |
|
|
EXA
2503
DELISTED
EXA Corporation
EXA
| $395K | ﹤0.01% |
33,700
+6,600
| +24% | +$71.7K |
|
2504
CME Group
CME
$94.3B
| $392K | ﹤0.01% |
30,000
| – | – |
|
|
GHDX
2505
DELISTED
Genomic Health, Inc.
GHDX
| $390K | ﹤0.01% |
+12,200
| New | +$397K |
|
2506
Seneca Foods Class A
SENEA
$1.28B
| $389K | ﹤0.01% |
+14,400
| New | +$392K |
|
2507
Republic Bancorp
RBCAA
$1.91B
| $386K | ﹤0.01% |
15,600
-25,200
| -62% | -$603K |
|
|
RELV
2508
DELISTED
Reliv International Inc
RELV
| $385K | ﹤0.01% |
47,014
+600
| +1% | +$5.11K |
|
|
ABAC
2509
DELISTED
Renmin Tianli Group, Inc. Common Shares
ABAC
| $385K | ﹤0.01% |
55,675
+9,075
| +19% | +$75.9K |
|
|
CPHR
2510
DELISTED
Cipher Pharmaceuticals Inc.
CPHR
| $381K | ﹤0.01% |
+26,400
| New | +$383K |
|
2511
Kite Realty
KRG
$5.27B
| $376K | ﹤0.01% |
+13,100
| New | +$347K |
|
2512
Civista Bancshares
CIVB
$597M
| $374K | ﹤0.01% |
36,400
+5,700
| +19% | +$58.3K |
|
2513
Virco
VIRC
$95.5M
| $374K | ﹤0.01% |
153,300
+1,900
| +1% | +$4.82K |
|
2514
Vera Bradley
VRA
$96.7M
| $373K | ﹤0.01% |
18,300
-27,700
| -60% | -$596K |
|
|
SOHO
2515
DELISTED
Sotherly Hotels
SOHO
| $371K | ﹤0.01% |
49,437
+34,937
| +241% | +$265K |
|
|
PERF
2516
DELISTED
Perfumania Holdings, Inc.
PERF
| $370K | ﹤0.01% |
61,639
+600
| +1% | +$3.65K |
|
|
GDEN
2517
DELISTED
Golden Entertainment
GDEN
| $369K | ﹤0.01% |
54,900
+4,000
| +8% | +$29.7K |
|
|
BORN
2518
DELISTED
China New Borun Corporation
BORN
| $369K | ﹤0.01% |
287,300
-20,400
| -7% | -$31.3K |
|
|
RLYP
2519
DELISTED
RELYPSA INC COM
RLYP
| $364K | ﹤0.01% |
+11,815
| New | +$281K |
|
2520
Ascent Industries
ACNT
$133M
| $363K | ﹤0.01% |
+20,600
| New | +$341K |
|
|
TBCH
2521
Turtle Beach Corp
TBCH
$230M
| $362K | ﹤0.01% |
+28,365
| New | +$543K |
|
|
PPIH
2522
Perma-Pipe International
PPIH
$216M
| $360K | ﹤0.01% |
51,397
+16,497
| +47% | +$135K |
|
2523
Expro Ltd
XPRO
$2.07B
| $359K | ﹤0.01% |
+3,600
| New | +$382K |
|
|
AIFC
2524
AI Financial Corp
AIFC
$58.6M
| $358K | ﹤0.01% |
26,020
+1,480
| +6% | +$20.5K |
|
|
RIGP
2525
DELISTED
Transocean Partners LLC
RIGP
| $357K | ﹤0.01% |
+24,451
| New | +$499K |
|
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Jim Simons's Q4 2014 Portfolio in Review
As of Q4 2014, Jim Simons held 3,351 positions worth $41.4B, up 13% from $36.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Jim Simons deployed $3.19B of net new capital in Q4 2014, opening 590 new positions and adding to 1,468 existing holdings. Its largest new stake was General Dynamics: 1,436,400 shares worth $198M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Consumer Staples and Healthcare.
On the sell side, the largest reduction was McDonald's, an estimated $284M trimmed.
- Jim Simons's largest Q4 2014 buy was General Dynamics: 1,436,400 shares worth $198M.
- Jim Simons added most to PepsiCo in Q4 2014, an estimated $228M increase.
- Jim Simons's biggest Q4 2014 reduction was McDonald's, cutting an estimated $284M.
- Jim Simons fully exited TW TELECOM INC CL A COM in Q4 2014, selling an estimated $380M.
- Jim Simons's ten largest holdings make up 11% of its $41.4B portfolio in Q4 2014.
- Jim Simons opened 590 new positions and closed 412 in Q4 2014.
- Jim Simons's portfolio value rose 13% quarter-over-quarter to $41.4B.
Based on Renaissance Technologies's 13F filing for Q4 2014, filed 13 Feb 2015.