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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
PIOI
2676
DELISTED
Active Power Inc
PIOI
$212K ﹤0.01%
115,300
+84,600
+276% +$158K
HKTV
2677
DELISTED
HONG KONG TELEVISION NETWORK LTD
HKTV
$212K ﹤0.01%
21,600
-29,500
-58% -$264K
NTIC icon
2678
Northern Technologies International Corp
NTIC
$76.7M
$211K ﹤0.01%
+19,800
New +$203K
SILC icon
2679
Silicom
SILC
$258M
$211K ﹤0.01%
6,000
-48,200
-89% -$1.61M
VHI icon
2680
Valhi
VHI
$466M
$211K ﹤0.01%
2,749
-476
-15% -$33.1K
OIG
2681
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$211K ﹤0.01%
708
-910
-56% -$265K
TBPH icon
2682
Theravance Biopharma
TBPH
$878M
$210K ﹤0.01%
+14,086
New +$245K
EWT icon
2683
iShares MSCI Taiwan ETF
EWT
$11.6B
$209K ﹤0.01%
+6,900
New +$212K
EMAN
2684
DELISTED
eMagin Corporation
EMAN
$209K ﹤0.01%
90,000
+9,800
+12% +$23.5K
REED
2685
DELISTED
Reeds, Inc. Common Stock
REED
$209K ﹤0.01%
+706
New +$224K
JVA icon
2686
Coffee Holding Co
JVA
$20.2M
$208K ﹤0.01%
40,600
+11,500
+40% +$63.3K
GV
2687
DELISTED
Goldfield Corporation
GV
$207K ﹤0.01%
85,300
-13,200
-13% -$27K
ADPT
2688
DELISTED
Adeptus Health Inc
ADPT
$206K ﹤0.01%
+5,500
New +$173K
DIOD icon
2689
Diodes
DIOD
$4.48B
$204K ﹤0.01%
+7,400
New +$188K
STRS
2690
DELISTED
STRATUS PPTYS INC
STRS
$204K ﹤0.01%
14,800
+500
+3% +$6.86K
EPRS
2691
DELISTED
EPIRUS BIOPHARMACEUTICALS INC COM
EPRS
$204K ﹤0.01%
+35,936
New +$188K
MVO
2692
DELISTED
MV Oil Trust
MVO
$203K ﹤0.01%
+13,900
New +$285K
RVP icon
2693
Retractable Technologies
RVP
$20.3M
$202K ﹤0.01%
+40,400
New +$166K
GLP icon
2694
Global Partners
GLP
$1.69B
$201K ﹤0.01%
6,100
-6,400
-51% -$249K
RTC
2695
DELISTED
Baijiayun Group
RTC
$201K ﹤0.01%
15,095
+255
+2% +$4.62K
GFED
2696
DELISTED
Guaranty Federal Bancshares In
GFED
$200K ﹤0.01%
15,200
+2,500
+20% +$32.1K
ACW
2697
DELISTED
Accuride Corp
ACW
$199K ﹤0.01%
+45,900
New +$207K
UNTD
2698
DELISTED
UNITED ONLINE INC COM NEW
UNTD
$195K ﹤0.01%
+13,400
New +$169K
CXDO icon
2699
Crexendo
CXDO
$217M
$191K ﹤0.01%
103,900
+2,200
+2% +$4.97K
EVI icon
2700
EVI Industries
EVI
$209M
$191K ﹤0.01%
69,600
+7,600
+12% +$20.2K
106 107
108
109 110

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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.