We are live on ! Find out more
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
EXEL icon
2626
Exelixis
EXEL
$12.5B
$256K ﹤0.01%
+178,033
New +$277K
HURC icon
2627
Hurco Companies Inc
HURC
$143M
$256K ﹤0.01%
+7,503
New +$264K
FUEL
2628
DELISTED
Rocket Fuel Inc.
FUEL
$255K ﹤0.01%
+15,800
New +$262K
AEHR icon
2629
Aehr Test Systems
AEHR
$4.02B
$254K ﹤0.01%
99,600
-6,600
-6% -$16.2K
LFCR icon
2630
Lifecore Biomedical
LFCR
$179M
$254K ﹤0.01%
18,400
-4,700
-20% -$60.7K
QUOT
2631
DELISTED
Quotient Technology Inc
QUOT
$254K ﹤0.01%
+14,288
New +$213K
MRSH
2632
Marsh
MRSH
$90B
$252K ﹤0.01%
+4,400
New +$241K
RADA
2633
DELISTED
Rada Electronic Industries Ltd
RADA
$251K ﹤0.01%
50,217
-5,000
-9% -$25.2K
FBC
2634
DELISTED
Flagstar Bancorp, Inc. New
FBC
$250K ﹤0.01%
+15,915
New +$248K
RBS.PRH.CL
2635
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$250K ﹤0.01%
+9,806
New +$250K
LARK icon
2636
Landmark Bancorp
LARK
$197M
$247K ﹤0.01%
19,977
+1,970
+11% +$25.3K
BZC
2637
DELISTED
BREEZE-EASTERN CORPORATION COM
BZC
$245K ﹤0.01%
24,400
+500
+2% +$5.09K
AXU
2638
DELISTED
Alexco Resource Corp
AXU
$242K ﹤0.01%
472,773
+102,273
+28% +$55.8K
NRT
2639
North European Oil Royalty Trust
NRT
$83.6M
$241K ﹤0.01%
+19,825
New +$326K
REXR icon
2640
Rexford Industrial Realty
REXR
$8.12B
$240K ﹤0.01%
15,300
-70,000
-82% -$1.05M
ALBO
2641
DELISTED
Albireo Pharma Inc
ALBO
$240K ﹤0.01%
6,025
+3,915
+186% +$172K
PULB
2642
DELISTED
PULASKI FINANCIAL CORP
PULB
$240K ﹤0.01%
19,500
+5,200
+36% +$60.5K
OGS icon
2643
ONE Gas
OGS
$5.09B
$239K ﹤0.01%
+5,800
New +$225K
TVRD
2644
Tvardi Therapeutics
TVRD
$22.1M
$238K ﹤0.01%
+664
New +$214K
VII
2645
DELISTED
Vicon Industries, Inc.
VII
$236K ﹤0.01%
128,500
-73,100
-36% -$124K
EGT
2646
DELISTED
Entertainment Gaming Asia Inc.
EGT
$236K ﹤0.01%
111,188
+5,925
+6% +$12.7K
LTRX icon
2647
Lantronix
LTRX
$272M
$235K ﹤0.01%
124,566
+6,300
+5% +$11.8K
CTP
2648
DELISTED
CTPARTNERS EXECUTIVE SEARCH INC (DE)
CTP
$234K ﹤0.01%
15,400
-102,300
-87% -$1.79M
AMSC icon
2649
American Superconductor
AMSC
$1.53B
$233K ﹤0.01%
+31,519
New +$333K
IMMR icon
2650
Immersion
IMMR
$248M
$233K ﹤0.01%
+24,613
New +$210K
104 105
106
107 108

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.