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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
HQCL
2751
DELISTED
Hanwha Q CELLS Co., Ltd.
HQCL
$139K ﹤0.01%
+12,651
New +$223K
SGI
2752
DELISTED
Silicon Graphics Intl.
SGI
$139K ﹤0.01%
+12,258
New +$117K
GAI
2753
DELISTED
GLOBAL-TECH ADVANCED INNOVATIONS INC
GAI
$139K ﹤0.01%
33,200
+1,300
+4% +$6.88K
MCZ
2754
DELISTED
Mad Catz Interactive
MCZ
$138K ﹤0.01%
324,900
+5,100
+2% +$2.28K
MPX
2755
DELISTED
Marine Products Corp
MPX
$137K ﹤0.01%
+16,240
New +$122K
SVRA icon
2756
Savara
SVRA
$1.08B
$136K ﹤0.01%
+3,464
New +$121K
QBAK
2757
DELISTED
Qualstar Corp
QBAK
$136K ﹤0.01%
17,233
+700
+4% +$5.29K
ESCR
2758
DELISTED
ESCALERA RESOURCES CO
ESCR
$136K ﹤0.01%
262,100
+28,926
+12% +$34.1K
RALY
2759
DELISTED
RALLY SOFTWARE DEV CORP
RALY
$132K ﹤0.01%
11,624
-233,155
-95% -$2.42M
EDS
2760
DELISTED
EXCEED COMPANY LTD ORD SHS
EDS
$132K ﹤0.01%
85,900
+1,400
+2% +$2.2K
FOE
2761
DELISTED
Ferro Corporation
FOE
$131K ﹤0.01%
10,100
-243,900
-96% -$3.2M
MEA
2762
DELISTED
METALICO INC
MEA
$131K ﹤0.01%
386,000
+144,500
+60% +$79.9K
HDSN
2763
Hudson Technologies
HDSN
$239M
$129K ﹤0.01%
+34,300
New +$127K
FBR
2764
DELISTED
Fibria Celulose Sa
FBR
$129K ﹤0.01%
10,600
-209,700
-95% -$2.42M
CBAN icon
2765
Colony Bankcorp
CBAN
$471M
$128K ﹤0.01%
16,200
+1,700
+12% +$12.1K
HSTO
2766
DELISTED
Histogen Inc. Common Stock
HSTO
$127K ﹤0.01%
+91
New +$131K
SRGA
2767
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$127K ﹤0.01%
817
+67
+9% +$9.65K
SQNM
2768
DELISTED
SEQUENOM INC NEW
SQNM
$127K ﹤0.01%
+34,240
New +$111K
BAA
2769
DELISTED
Banro Corporation Common Stock
BAA
$126K ﹤0.01%
92,480
+43,360
+88% +$65.3K
BBGI icon
2770
Beasley Broadcasting Group
BBGI
$44.7M
$125K ﹤0.01%
1,220
+30
+3% +$3.14K
SUTR
2771
DELISTED
Sutor Technology Group Limited Common Stock
SUTR
$125K ﹤0.01%
250,800
+35,900
+17% +$21K
GLDC
2772
DELISTED
GOLDEN ENTERPRISES
GLDC
$123K ﹤0.01%
34,900
+4,400
+14% +$18.2K
SMTX
2773
DELISTED
SMTC Corporation
SMTX
$122K ﹤0.01%
68,900
+15,400
+29% +$26.7K
CLS icon
2774
Celestica
CLS
$43.8B
$121K ﹤0.01%
+10,300
New +$111K
SDEV
2775
Stablecoin Development Corp
SDEV
$50.6M
$120K ﹤0.01%
1
– –
109 110
111
112 113

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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.