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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
IKGH
2801
DELISTED
Iao Kun Group Holding Company Limited
IKGH
$103K ﹤0.01%
79,006
-4,094
-5% -$7.34K
EMKR
2802
DELISTED
Emcore Corp
EMKR
$103K ﹤0.01%
+1,949
New +$103K
MPU icon
2803
Mega Matrix
MPU
$13.7M
$102K ﹤0.01%
58,500
+1,500
+3% +$2.95K
NEPT
2804
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
$102K ﹤0.01%
38
+8
+27% +$20K
TIPT icon
2805
Tiptree Inc
TIPT
$677M
$100K ﹤0.01%
12,300
-4,300
-26% -$33.1K
ULBI icon
2806
Ultralife
ULBI
$124M
$99K ﹤0.01%
31,600
+5,800
+22% +$17.8K
SNMP
2807
DELISTED
Evolve Transition Infrastructure LP
SNMP
$99K ﹤0.01%
235
-213
-48% -$146K
AMCO
2808
DELISTED
ARMCO METALS HOLDINGS INC COM STK NEW (NV)
AMCO
$99K ﹤0.01%
43,640
+3,590
+9% +$5.46K
BSIN
2809
Big Sky Industrial
BSIN
$71.4M
$98K ﹤0.01%
1,108
+260
+31% +$32.8K
BNSO
2810
DELISTED
Bonso Electronic International
BNSO
$98K ﹤0.01%
71,800
-700
-1% -$1.05K
STLY
2811
DELISTED
Stanley Furniture Co Inc
STLY
$95K ﹤0.01%
34,800
+9,025
+35% +$25.4K
ICCC icon
2812
ImmuCell
ICCC
$98.6M
$93K ﹤0.01%
19,200
+1,400
+8% +$6.67K
LITB
2813
LightInTheBox
LITB
$53.8M
$93K ﹤0.01%
+2,467
New +$96.6K
CLWT icon
2814
Euro Tech Holdings
CLWT
$12.2M
$92K ﹤0.01%
134,524
-18,750
-12% -$16.5K
SHYF
2815
DELISTED
The Shyft Group
SHYF
$92K ﹤0.01%
17,500
+5,400
+45% +$27.8K
SPWH icon
2816
Sportsman's Warehouse
SPWH
$46.8M
$92K ﹤0.01%
+12,561
New +$90.3K
PLPM
2817
DELISTED
Planet Payment, Inc
PLPM
$91K ﹤0.01%
+43,911
New +$75.3K
PKD
2818
DELISTED
Parker Drilling Company
PKD
$89K ﹤0.01%
1,933
-14,320
-88% -$832K
TORM
2819
DELISTED
TOR Minerals International Inc
TORM
$87K ﹤0.01%
11,700
+1,000
+9% +$8K
PRMW
2820
DELISTED
Primo Water Corporation
PRMW
$87K ﹤0.01%
+20,139
New +$84.7K
THM
2821
International Tower Hill Mines
THM
$696M
$86K ﹤0.01%
191,300
-98,100
-34% -$39.6K
CHOP
2822
DELISTED
CHINA GERUI ADVANCED MATERIALS GROUP LTD ORD SHS
CHOP
$86K ﹤0.01%
45,310
+8,370
+23% +$19.1K
HBP
2823
DELISTED
Huttig Building Products, Inc.
HBP
$85K ﹤0.01%
25,400
-2,100
-8% -$7K
ICLD
2824
DELISTED
INTERCLOUD SYSTEMS, INC. COMMON STOCK
ICLD
$85K ﹤0.01%
+29,100
New +$99.8K
KINS icon
2825
Kingstone Companies
KINS
$282M
$84K ﹤0.01%
+10,301
New +$84K
111 112
113
114 115

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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.