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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
SLNG icon
2576
Stabilis Solutions
SLNG
$104M
$305K ﹤0.01%
6,888
+338
+5% +$17.2K
ATEA
2577
DELISTED
ASTEA INTERNATIONAL INC
ATEA
$305K ﹤0.01%
174,500
+2,100
+1% +$3.37K
MUX icon
2578
McEwen Inc
MUX
$1.14B
$304K ﹤0.01%
+27,241
New +$382K
FRTX
2579
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
$303K ﹤0.01%
+92
New +$326K
CAVM
2580
DELISTED
Cavium, Inc.
CAVM
$303K ﹤0.01%
+4,900
New +$259K
UBFO
2581
DELISTED
United Security Bancshares
UBFO
$299K ﹤0.01%
60,503
+4,759
+9% +$23.7K
NTWK icon
2582
NetSol Technologies
NTWK
$49.3M
$297K ﹤0.01%
71,300
+36,300
+104% +$134K
EIGI
2583
DELISTED
Endurance International Group Holdings, Inc.
EIGI
$297K ﹤0.01%
+16,108
New +$265K
CETV
2584
DELISTED
Central European Media Enterprises Ltd
CETV
$295K ﹤0.01%
+91,964
New +$236K
BPZ
2585
DELISTED
BPZ RESOURCES INC COM STK
BPZ
$294K ﹤0.01%
1,015,880
+758,800
+295% +$688K
IART icon
2586
Integra LifeSciences
IART
$1.42B
$293K ﹤0.01%
+13,211
New +$268K
SMMF
2587
DELISTED
Summit Financial Group, Inc.
SMMF
$293K ﹤0.01%
24,600
+6,500
+36% +$71.9K
UPI
2588
DELISTED
UROPLASTY INC-NEW
UPI
$293K ﹤0.01%
142,300
+11,267
+9% +$26.8K
AVY icon
2589
Avery Dennison
AVY
$13.6B
$291K ﹤0.01%
+5,600
New +$266K
SSRG
2590
DELISTED
SYMMETRY SURGICAL INC COMMON STK
SSRG
$291K ﹤0.01%
+37,398
New +$284K
GPL
2591
DELISTED
Great Panther Mining Limited
GPL
$290K ﹤0.01%
47,200
+3,210
+7% +$25.2K
LNCE
2592
DELISTED
Snyders-Lance, Inc.
LNCE
$290K ﹤0.01%
+9,500
New +$275K
VRNS icon
2593
Varonis Systems
VRNS
$5.26B
$289K ﹤0.01%
+26,442
New +$202K
TEU
2594
DELISTED
BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS)
TEU
$288K ﹤0.01%
335,000
-72,104
-18% -$67.8K
CZNC icon
2595
Citizens & Northern Corp
CZNC
$466M
$287K ﹤0.01%
+13,900
New +$275K
KODK icon
2596
Kodak
KODK
$978M
$287K ﹤0.01%
+13,200
New +$275K
BKEP
2597
DELISTED
Blueknight Energy Partners L.P.
BKEP
$287K ﹤0.01%
43,100
-100
-0.2% -$716
SMIT
2598
DELISTED
Schmitt Industries Inc
SMIT
$286K ﹤0.01%
96,800
+4,300
+5% +$12.6K
BYD icon
2599
Boyd Gaming
BYD
$6.05B
$284K ﹤0.01%
+22,200
New +$250K
EYPT icon
2600
EyePoint Inc
EYPT
$1.16B
$281K ﹤0.01%
6,840
-5,670
-45% -$227K
102 103
104
105 106

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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.