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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
UUU icon
2701
Universal Safety Products Inc
UUU
$10.3M
$188K ﹤0.01%
+31,402
New +$183K
GIGA
2702
DELISTED
Giga-Tronics Inc
GIGA
$187K ﹤0.01%
130,700
-23,900
-15% -$39.5K
NSLP
2703
DELISTED
NEW SOURCE ENERGY PARTNERS L P COM UNIT REPST LTD
NSLP
$184K ﹤0.01%
25,600
-20,500
-44% -$316K
YUMA
2704
DELISTED
Yuma Energy Inc
YUMA
$183K ﹤0.01%
338
+1
+0.3% +$866
TOF
2705
DELISTED
TOFUTTI BRANDS INC
TOF
$179K ﹤0.01%
30,900
+1,100
+4% +$5.89K
YDKG
2706
Yueda Digital Holding
YDKG
$5.81M
$177K ﹤0.01%
35
-164
-82% -$770K
BDR
2707
DELISTED
Blonder Tongue Laboratories Inc
BDR
$177K ﹤0.01%
65,900
+42,400
+180% +$74.1K
DARA
2708
DELISTED
DARA BIOSCIENCES INC COM STK (DE)
DARA
$177K ﹤0.01%
+200,940
New +$169K
HNR
2709
DELISTED
Harvest Natural Resources
HNR
$176K ﹤0.01%
24,265
-68,510
-74% -$755K
FUSB icon
2710
First US Bancshares
FUSB
$90.7M
$174K ﹤0.01%
19,700
+1,300
+7% +$11.4K
ANV
2711
DELISTED
Allied Nevada Gold Corp
ANV
$173K ﹤0.01%
+198,600
New +$330K
IRG
2712
DELISTED
Ignite Restaurant Group, Inc.
IRG
$172K ﹤0.01%
+21,808
New +$154K
ITP icon
2713
IT Tech Packaging
ITP
$2.88M
$171K ﹤0.01%
15,499
+1,609
+12% +$19.2K
PFBX
2714
DELISTED
Peoples Financial Corp/MS
PFBX
$171K ﹤0.01%
+13,700
New +$178K
VALU icon
2715
Value Line
VALU
$341M
$170K ﹤0.01%
+10,400
New +$162K
BVSN
2716
DELISTED
Broadvision Inc Com
BVSN
$170K ﹤0.01%
+28,198
New +$200K
LNW
2717
DELISTED
Light & Wonder
LNW
$169K ﹤0.01%
13,281
-322,164
-96% -$3.88M
KANG
2718
DELISTED
iKang Healthcare Group, Inc.
KANG
$167K ﹤0.01%
+11,100
New +$198K
DGII icon
2719
Digi International
DGII
$3.23B
$166K ﹤0.01%
+17,884
New +$141K
IMH
2720
DELISTED
Impac Mortgage Holdings Inc.
IMH
$166K ﹤0.01%
26,800
+12,400
+86% +$73K
MTSL
2721
DELISTED
MER TELEMANAGEMENT SOLUTNS LTD
MTSL
$166K ﹤0.01%
167,500
-9,400
-5% -$9.32K
EEI
2722
DELISTED
Ecology and Environment
EEI
$165K ﹤0.01%
18,100
+4,800
+36% +$44.7K
CRNT icon
2723
Ceragon Networks
CRNT
$198M
$163K ﹤0.01%
+161,500
New +$231K
HIHO icon
2724
Highway Holdings
HIHO
$5.04M
$163K ﹤0.01%
58,300
+8,900
+18% +$26.6K
LAS
2725
DELISTED
LENTUO INTL INC ADS REPSTG 2 ORD SHS (CYM)
LAS
$162K ﹤0.01%
186,600
+19,500
+12% +$25K
107 108
109
110 111

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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.