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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
CROX icon
2726
Crocs
CROX
$6.36B
$160K ﹤0.01%
12,850
-351,350
-96% -$4.35M
UONE icon
2727
Urban One Class A
UONE
$23.5M
$157K ﹤0.01%
9,580
-20
-0.2% -$405
ZPIN
2728
DELISTED
Zhaopin Limited
ZPIN
$156K ﹤0.01%
+10,300
New +$149K
BRN icon
2729
Barnwell Industries
BRN
$13.9M
$154K ﹤0.01%
57,500
+3,500
+6% +$8.75K
PTE
2730
DELISTED
PolarityTE, Inc. Common Stock
PTE
$154K ﹤0.01%
816
+367
+82% +$50K
KIN
2731
DELISTED
Kindred Biosciences, Inc.
KIN
$152K ﹤0.01%
+20,400
New +$173K
OSHC
2732
DELISTED
Ocean Shore Holding Co.
OSHC
$152K ﹤0.01%
+10,600
New +$150K
ASMB icon
2733
Assembly Biosciences
ASMB
$594M
$151K ﹤0.01%
1,605
+275
+21% +$27.1K
FTFT icon
2734
Future FinTech Group
FTFT
$1.52M
$149K ﹤0.01%
24
+3
+14% +$19.8K
YVR
2735
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
$149K ﹤0.01%
2,135
+125
+6% +$9.6K
SQBG
2736
DELISTED
Sequential Brands Group, Inc.
SQBG
$149K ﹤0.01%
+285
New +$140K
GTN.A icon
2737
Gray Media Inc
GTN.A
$612M
$148K ﹤0.01%
16,200
– –
CPL
2738
DELISTED
CPFL Energia S.A.
CPL
$148K ﹤0.01%
+11,530
New +$159K
GPUS
2739
Hyperscale Data Inc
GPUS
$52.2M
– –
0
– –
DSCI
2740
DELISTED
Derma Sciences, Inc. Common Stock (DE)
DSCI
$145K ﹤0.01%
+15,623
New +$136K
RBPAA
2741
DELISTED
Royal Bancshares Of Pennsylvania Inc
RBPAA
$144K ﹤0.01%
89,692
+2,800
+3% +$4.85K
GRO
2742
DELISTED
Agria Corp
GRO
$144K ﹤0.01%
118,600
+5,100
+4% +$5.56K
AAME icon
2743
Atlantic American Corp
AAME
$29M
$143K ﹤0.01%
35,500
+2,600
+8% +$10.1K
BTUI
2744
DELISTED
BTU INTERNATIONAL INC
BTUI
$143K ﹤0.01%
44,200
+4,600
+12% +$13.7K
AACG
2745
ATA Creativity
AACG
$48M
$142K ﹤0.01%
32,600
+1,000
+3% +$3.92K
ERS
2746
DELISTED
Empire Resources, Inc.
ERS
$142K ﹤0.01%
30,500
+4,000
+15% +$19.8K
PRXI
2747
DELISTED
PREMIER EXHIBITIONS INC COM STK NEW (FL)
PRXI
$142K ﹤0.01%
23,290
+3,220
+16% +$23.3K
NYRT
2748
DELISTED
New York REIT, Inc.
NYRT
$141K ﹤0.01%
+1,330
New +$145K
SPRO
2749
DELISTED
SMARTPROS LTD COM STK
SPRO
$141K ﹤0.01%
88,800
+1,300
+1% +$2.27K
FRSH
2750
DELISTED
Papa Murphy's Holdings, Inc
FRSH
$140K ﹤0.01%
+12,058
New +$118K
108 109
110
111 112

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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.