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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+7.13%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$41.4B
AUM Growth
+$4.9B
Cap. Flow
+$3.19B
Cap. Flow %
7.7%
Top 10 Hldgs %
11.09%
Holding
3,351
New
590
Increased
1,468
Reduced
854
Closed
412

Top Buys

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$228M
2
GD icon
General Dynamics
GD
+$195M
3
AAPL icon
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
MCD icon
McDonald's
MCD
+$284M
3
META icon
Meta Platforms (Facebook)
META
+$181M
4
XOM icon
ExxonMobil
XOM
+$153M
5
TJX icon
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
JAKK icon
2551
Jakks Pacific
JAKK
$294M
$332K ﹤0.01%
+4,880
New +$342K
HNRG icon
2552
Hallador Energy
HNRG
$730M
$331K ﹤0.01%
30,100
+3,200
+12% +$35.8K
ALSK
2553
DELISTED
Alaska Communications Systems
ALSK
$331K ﹤0.01%
184,700
+132,600
+255% +$198K
TWER
2554
DELISTED
Towerstream Corporation Common Stock
TWER
$331K ﹤0.01%
8,955
+800
+10% +$23.3K
LMAT icon
2555
LeMaitre Vascular
LMAT
$1.87B
$329K ﹤0.01%
43,063
+15,663
+57% +$112K
LBAI
2556
DELISTED
Lakeland Bancorp Inc
LBAI
$326K ﹤0.01%
27,900
-71,101
-72% -$780K
VRNG
2557
DELISTED
VRINGO, INC COM STK NEW (DE)
VRNG
$324K ﹤0.01%
58,893
+12,583
+27% +$107K
SSRI
2558
DELISTED
Silver Standard Resources
SSRI
$324K ﹤0.01%
64,500
-35,805
-36% -$188K
OIBR.C
2559
DELISTED
OI S.A. American Depositary Shares, each representing five shares of common stock
OIBR.C
$322K ﹤0.01%
19,251
+17,027
+766% +$4.34M
IBIO icon
2560
iBio
IBIO
$69.5M
$321K ﹤0.01%
+94
New +$502K
SABR icon
2561
Sabre
SABR
$892M
$320K ﹤0.01%
+15,800
New +$286K
FMBI
2562
DELISTED
First Midwest Bancorp Inc/IL
FMBI
$320K ﹤0.01%
+18,700
New +$311K
SRCE icon
2563
1st Source
SRCE
$2.13B
$319K ﹤0.01%
+10,230
New +$289K
CBR
2564
DELISTED
CIBER Inc.
CBR
$316K ﹤0.01%
+89,000
New +$288K
AEY
2565
DELISTED
ADDvantage Technologies Group
AEY
$315K ﹤0.01%
12,890
+160
+1% +$3.97K
OBAS
2566
DELISTED
Optibase Ltd
OBAS
$315K ﹤0.01%
45,442
-3,400
-7% -$24.4K
IBTX
2567
DELISTED
Independent Bank Group, Inc.
IBTX
$313K ﹤0.01%
8,007
-2,493
-24% -$108K
ATLO icon
2568
AMES National
ATLO
$281M
$311K ﹤0.01%
+12,000
New +$291K
GNOW
2569
DELISTED
AMERICAN CARESOURCE HLDGS INC COM STK NEW (DE)
GNOW
$309K ﹤0.01%
106,498
+900
+0.9% +$2.46K
QCRH icon
2570
QCR Holdings
QCRH
$1.75B
$308K ﹤0.01%
17,268
– –
PGN
2571
DELISTED
PARAGON OFFSHORE PLC (GBR)
PGN
$308K ﹤0.01%
+111,093
New +$488K
INGN icon
2572
Inogen
INGN
$154M
$307K ﹤0.01%
+9,800
New +$237K
ABCD
2573
DELISTED
Cambium Learning Group, Inc.
ABCD
$306K ﹤0.01%
184,200
+6,800
+4% +$11K
NW.PRC.CL
2574
DELISTED
Natwest Bank Ads Series C
NW.PRC.CL
$306K ﹤0.01%
+11,724
New +$306K
RLGT icon
2575
Radiant Logistics
RLGT
$406M
$305K ﹤0.01%
72,200
-40,478
-36% -$159K
101 102
103
104 105

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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.