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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
KTOS icon
2651
Kratos Defense & Security Solutions
KTOS
$11.8B
$231K ﹤0.01%
+46,008
New +$260K
BDMS
2652
DELISTED
BIRNER DENTAL MGMT SVCS INC
BDMS
$231K ﹤0.01%
15,400
+400
+3% +$5.99K
RTI
2653
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
$230K ﹤0.01%
9,100
-22,100
-71% -$520K
CSLT
2654
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
$229K ﹤0.01%
+19,600
New +$234K
JST
2655
DELISTED
JINPAN INT'L LTD(COMMON)
JST
$227K ﹤0.01%
35,277
+22,777
+182% +$171K
CRT
2656
Cross Timbers Royalty Trust
CRT
$60.4M
$226K ﹤0.01%
13,070
-1,430
-10% -$35.7K
CRWN
2657
DELISTED
CROWN MEDIA HOLDINGS INC CL-A
CRWN
$226K ﹤0.01%
63,819
+10,019
+19% +$34K
MESG
2658
DELISTED
XURA INC COM (DE)
MESG
$225K ﹤0.01%
+11,989
New +$243K
LGL icon
2659
LGL Group
LGL
$95.2M
$224K ﹤0.01%
166,280
+2,917
+2% +$3.9K
FES
2660
DELISTED
Forbes Energy Services Ltd
FES
$224K ﹤0.01%
185,300
+64,900
+54% +$153K
ELSE
2661
DELISTED
Electro-Sensors
ELSE
$223K ﹤0.01%
56,900
– –
HAYN
2662
DELISTED
Haynes International, Inc.
HAYN
$223K ﹤0.01%
+4,600
New +$210K
DGICA icon
2663
Donegal Group Class A
DGICA
$696M
$221K ﹤0.01%
+13,800
New +$216K
ATRS
2664
DELISTED
Antares Pharma, Inc.
ATRS
$221K ﹤0.01%
85,970
-59,758
-41% -$134K
PRZM
2665
DELISTED
Prism Technologies Group, Inc
PRZM
$221K ﹤0.01%
79,600
+2,400
+3% +$6.95K
MC icon
2666
Moelis & Co
MC
$5.21B
$220K ﹤0.01%
+6,300
New +$208K
STRI
2667
DELISTED
STR HLDGS INC COM STK NEW (DE)
STRI
$219K ﹤0.01%
53,209
+8,976
+20% +$34.1K
IKAN
2668
DELISTED
IKANOS COMMUNICATIONS INC COM STK NEW (DE)
IKAN
$218K ﹤0.01%
70,320
+16,610
+31% +$54.9K
IMRS
2669
DELISTED
IMRIS INC COMMON SHARES (CANADA)
IMRS
$214K ﹤0.01%
253,500
+217,000
+595% +$82K
RNG icon
2670
RingCentral
RNG
$5.66B
$213K ﹤0.01%
+14,293
New +$179K
SMH icon
2671
VanEck Semiconductor ETF
SMH
$72.5B
$213K ﹤0.01%
+7,800
New +$203K
TRAW icon
2672
Traws Pharma
TRAW
$9.14M
$213K ﹤0.01%
1
– –
GMAN
2673
DELISTED
Gordmans Stores, Inc.
GMAN
$213K ﹤0.01%
78,200
+34,300
+78% +$104K
SPTN
2674
DELISTED
SpartanNash
SPTN
$212K ﹤0.01%
8,100
-83,966
-91% -$1.93M
DDE
2675
DELISTED
Dover Downs Gaming & Entertain
DDE
$212K ﹤0.01%
255,200
+19,500
+8% +$16K
105 106
107
108 109

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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.