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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
GOL
2776
DELISTED
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
$120K ﹤0.01%
10,450
-299,000
-97% -$3.07M
FMNB icon
2777
Farmers National Banc Corp
FMNB
$970M
$119K ﹤0.01%
+14,200
New +$115K
UNAM
2778
DELISTED
Unico American Corp
UNAM
$119K ﹤0.01%
+10,400
New +$123K
CHGG icon
2779
Chegg
CHGG
$89.3M
$117K ﹤0.01%
+16,902
New +$109K
FSYS
2780
DELISTED
FUEL SYSTEMS SOLUTIONS INC COM STK
FSYS
$117K ﹤0.01%
+10,700
New +$103K
QCCO
2781
DELISTED
QC HLDGS INC
QCCO
$117K ﹤0.01%
71,200
+2,600
+4% +$4.6K
LUB
2782
DELISTED
Luby's Inc.
LUB
$116K ﹤0.01%
+25,400
New +$124K
FLL icon
2783
Full House Resorts
FLL
$84.3M
$115K ﹤0.01%
82,466
+11,581
+16% +$15.4K
TSRI
2784
DELISTED
TSR Inc. New
TSRI
$115K ﹤0.01%
33,450
+1,400
+4% +$4.69K
CERE
2785
DELISTED
CERES, INC. COMMON STOCK NEW
CERE
$114K ﹤0.01%
59,199
+29,861
+102% +$70.6K
DXF
2786
Eason Technology Ltd
DXF
$1.72M
$113K ﹤0.01%
14
+10
+250% +$293K
GENE
2787
DELISTED
Genetic Technologies Ltd.
GENE
$113K ﹤0.01%
2,940
+1,852
+170% +$74.2K
RLOG
2788
DELISTED
Rand Logistics, Inc.
RLOG
$113K ﹤0.01%
+28,700
New +$138K
DLHC icon
2789
DLH Holdings
DLHC
$68.7M
$112K ﹤0.01%
55,475
+10,000
+22% +$24.5K
TRNS icon
2790
Transcat
TRNS
$888M
$112K ﹤0.01%
11,000
-3,966
-27% -$38.9K
NSPH
2791
DELISTED
NANOSPHERE INC. COM NEW
NSPH
$112K ﹤0.01%
14,223
+7,915
+125% +$73.9K
PLAG icon
2792
Planet Green Holdings
PLAG
$16.1M
$108K ﹤0.01%
456
-7
-2% -$1.84K
IRD
2793
Opus Genetics
IRD
$309M
$108K ﹤0.01%
+323
New +$112K
EROC
2794
DELISTED
EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR
EROC
$108K ﹤0.01%
+49,121
New +$143K
LIME
2795
DELISTED
LIME ENERGY CO.NEW COMMON STOCK
LIME
$107K ﹤0.01%
36,558
-400
-1% -$1.14K
SVLC
2796
DELISTED
SILVERCREST MINES INC ORD SHS (CDA)
SVLC
$106K ﹤0.01%
83,100
-93,500
-53% -$127K
NL icon
2797
NLI Holdings
NL
$319M
$104K ﹤0.01%
+12,100
New +$93.4K
PW
2798
Power REIT
PW
$2.93M
$104K ﹤0.01%
1,250
+60
+5% +$5.73K
AXR icon
2799
AMREP Corp
AXR
$118M
$103K ﹤0.01%
26,880
+3,400
+14% +$13.6K
MLP icon
2800
Maui Land & Pineapple Co
MLP
$310M
$103K ﹤0.01%
17,000
-900
-5% -$5.15K
110 111
112
113 114

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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.