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 | |
|---|---|---|---|---|---|---|
|
ATV
2601
DELISTED
Acorn International
ATV
| $281K | ﹤0.01% |
25,095
-1,350
| -5% | -$19.6K |
|
2602
CareTrust REIT
CTRE
$9.18B
| $280K | ﹤0.01% |
+22,700
| New | +$334K |
|
2603
SemiLEDS
LEDS
$17.6M
| $280K | ﹤0.01% |
25,420
+2,480
| +11% | +$13.9K |
|
2604
Viper Energy
VNOM
$14.8B
| $280K | ﹤0.01% |
+15,417
| New | +$293K |
|
|
RRTS
2605
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
| $278K | ﹤0.01% |
+476
| New | +$264K |
|
2606
Sierra Bancorp
BSRR
$532M
| $274K | ﹤0.01% |
15,600
-6,100
| -28% | -$102K |
|
|
DX
2607
Dynex Capital
DX
$3.23B
| $271K | ﹤0.01% |
+10,949
| New | +$275K |
|
2608
Imunon
IMNN
$6.64M
| $271K | ﹤0.01% |
43
+25
| +139% | +$174K |
|
|
ZEN
2609
DELISTED
ZENDESK INC
ZEN
| $271K | ﹤0.01% |
+11,100
| New | +$261K |
|
2610
CEVA Inc
CEVA
$855M
| $270K | ﹤0.01% |
14,900
-19,100
| -56% | -$303K |
|
|
SPLP
2611
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
| $270K | ﹤0.01% |
15,300
-7,757
| -34% | -$133K |
|
2612
DigitalBridge
DBRG
$2.94B
| $269K | ﹤0.01% |
+2,975
| New | +$236K |
|
2613
Moog Inc Class B
MOG.B
| $269K | ﹤0.01% |
3,600
+100
| +3% | +$7.24K |
|
|
WPP
2614
DELISTED
WAUSAU PAPER CORP.
WPP
| $268K | ﹤0.01% |
23,566
-10,512
| -31% | -$103K |
|
|
BBRG
2615
DELISTED
Bravo Brio Restaurant Group Inc.
BBRG
| $267K | ﹤0.01% |
+19,200
| New | +$254K |
|
|
INWK
2616
DELISTED
InnerWorkings, Inc.
INWK
| $266K | ﹤0.01% |
+34,200
| New | +$272K |
|
|
WTSL
2617
DELISTED
WET SEAL INC CL-A
WTSL
| $265K | ﹤0.01% |
4,088,795
+1,528,597
| +60% | +$477K |
|
2618
Patrick Industries
PATK
$2.78B
| $264K | ﹤0.01% |
20,243
-33,757
| -63% | -$428K |
|
|
HALL
2619
DELISTED
Hallmark Financial Services, Inc.
HALL
| $264K | ﹤0.01% |
+2,180
| New | +$246K |
|
|
MDSO
2620
DELISTED
Medidata Solutions, Inc.
MDSO
| $262K | ﹤0.01% |
+5,494
| New | +$238K |
|
|
SOFO
2621
DELISTED
Sonic Foundry, Inc. Common Stock
SOFO
| $261K | ﹤0.01% |
34,219
+300
| +0.9% | +$2.63K |
|
|
ANAD
2622
DELISTED
ANADIGICS INC
ANAD
| $260K | ﹤0.01% |
347,181
+43,026
| +14% | +$30.8K |
|
2623
Global Industrial
GIC
$1.49B
| $258K | ﹤0.01% |
19,100
-200
| -1% | -$2.76K |
|
|
IEC
2624
DELISTED
IEC Electronics Corp.
IEC
| $258K | ﹤0.01% |
54,400
+7,400
| +16% | +$37.6K |
|
|
WSCI
2625
DELISTED
WSI Industries Inc
WSCI
| $257K | ﹤0.01% |
44,500
+1,600
| +4% | +$10.3K |
|
Similar funds
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.