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 | |
|---|---|---|---|---|---|---|
|
JOY
251
DELISTED
Joy Global Inc
JOY
| $38.6M | 0.09% |
828,925
+651,700
| +368% | +$33.3M |
|
252
Adeia
ADEA
$3.06B
| $38.3M | 0.09% |
4,043,897
+1,132,110
| +39% | +$9.36M |
|
253
Cullen/Frost Bankers
CFR
$10.3B
| $38M | 0.09% |
537,700
+504,900
| +1,539% | +$38.1M |
|
254
Diageo
DEO
$52.8B
| $37.6M | 0.09% |
329,900
-90,000
| -21% | -$10.5M |
|
255
Church & Dwight Co
CHD
$24.4B
| $37.4M | 0.09% |
949,800
+215,600
| +29% | +$7.96M |
|
|
AMTD
256
DELISTED
TD Ameritrade Holding Corp
AMTD
| $37.2M | 0.09% |
+1,039,226
| New | +$35.2M |
|
|
VG
257
DELISTED
Vonage Holdings Corporation
VG
| $36.7M | 0.09% |
9,642,726
-906,674
| -9% | -$3.12M |
|
258
Monster Beverage
MNST
$89.2B
| $36.7M | 0.09% |
4,066,800
-2,206,800
| -35% | -$19M |
|
259
Digital Realty Trust
DLR
$70.6B
| $36.7M | 0.09% |
+552,800
| New | +$36.9M |
|
|
AVP
260
DELISTED
Avon Products, Inc.
AVP
| $36.4M | 0.09% |
3,881,300
+2,688,998
| +226% | +$27.8M |
|
261
M&T Bank
MTB
$36.4B
| $36.3M | 0.09% |
288,900
+207,000
| +253% | +$25.4M |
|
262
Cooper Companies
COO
$15B
| $36.2M | 0.09% |
+892,392
| New | +$35.8M |
|
263
BlackBerry
BB
$5.26B
| $35.9M | 0.09% |
3,273,943
+2,709,500
| +480% | +$27.7M |
|
|
DCM
264
DELISTED
NTT DOCOMO, Inc.
DCM
| $35.9M | 0.09% |
2,458,293
+294,793
| +14% | +$4.63M |
|
|
CST
265
DELISTED
CST Brands, Inc.
CST
| $35.7M | 0.09% |
+818,500
| New | +$32.9M |
|
266
International Paper
IP
$22.1B
| $35.3M | 0.09% |
+695,654
| New | +$34.1M |
|
267
Boston Beer
SAM
$1.85B
| $35M | 0.08% |
120,900
-3,600
| -3% | -$912K |
|
|
DST
268
DELISTED
DST Systems Inc.
DST
| $34.5M | 0.08% |
733,400
-621,200
| -46% | -$29.1M |
|
269
Brookdale Senior Living
BKD
$3B
| $34.5M | 0.08% |
940,818
+170,400
| +22% | +$5.78M |
|
|
RGC
270
DELISTED
Regal Entertainment Group
RGC
| $34.4M | 0.08% |
1,611,890
+623,190
| +63% | +$13.1M |
|
|
PRXL
271
DELISTED
Parexel International Corp
PRXL
| $34.2M | 0.08% |
614,700
-104,900
| -15% | -$6.05M |
|
|
HOUS
272
DELISTED
Anywhere Real Estate
HOUS
| $34.1M | 0.08% |
+765,800
| New | +$31.8M |
|
273
Helmerich & Payne
HP
$4.25B
| $34.1M | 0.08% |
505,100
+250,500
| +98% | +$19.5M |
|
|
MODV
274
DELISTED
ModivCare
MODV
| $34M | 0.08% |
931,700
-54,700
| -6% | -$2.14M |
|
275
Stanley Black & Decker
SWK
$15.7B
| $33.9M | 0.08% |
+353,335
| New | +$32.6M |
|
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.