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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
BXC icon
2826
BlueLinx
BXC
$705M
$82K ﹤0.01%
7,050
+4,540
+181% +$53.8K
PAL
2827
DELISTED
NORTH AMERICAN PALLADIUM LTD
PAL
$82K ﹤0.01%
611,800
+567,800
+1,290% +$85.6K
OCRX
2828
DELISTED
Ocera Therapeutics, Inc.
OCRX
$80K ﹤0.01%
12,549
-25,600
-67% -$150K
CACH
2829
DELISTED
CACHE INC (DE)
CACH
$80K ﹤0.01%
400,600
+318,240
+386% +$141K
KWK
2830
DELISTED
QUICKSILVER RESOURCES INC
KWK
$80K ﹤0.01%
+403,663
New +$187K
RVM
2831
DELISTED
REVETT MINING COMPANY COMMON SHARES (DELAWARE)
RVM
$79K ﹤0.01%
106,600
-4,900
-4% -$4.25K
BSI
2832
DELISTED
Alon Blue Square Israel Ltd
BSI
$78K ﹤0.01%
3,020
+110
+4% +$2.89K
IMUC
2833
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$76K ﹤0.01%
+2,608
New +$75.1K
ONE
2834
DELISTED
HIGHER ONE HOLDINGS, INC COM STK
ONE
$76K ﹤0.01%
18,043
-128,382
-88% -$417K
ATEN icon
2835
A10 Networks
ATEN
$1.96B
$75K ﹤0.01%
+17,145
New +$76.7K
GAU
2836
Galiano Gold
GAU
$547M
$75K ﹤0.01%
48,900
+10,600
+28% +$18.3K
SNFCA icon
2837
Security National Financial
SNFCA
$241M
$75K ﹤0.01%
+23,967
New +$65.8K
WVVI icon
2838
Willamette Valley Vineyards
WVVI
$12M
$75K ﹤0.01%
13,000
+1,800
+16% +$10.1K
OSGB
2839
DELISTED
OVERSEAS SHIPHOLDING GROUP, INC. COM CL B
OSGB
$74K ﹤0.01%
+14,850
New +$73.4K
XBKS
2840
DELISTED
Xenith Bankshares, Inc. Common Stock
XBKS
$73K ﹤0.01%
4,350
-1,837
-30% -$30.2K
ATL
2841
DELISTED
ATLATSA RES CORP RESOURCES CORP (F)
ATL
$72K ﹤0.01%
395,000
-1,600
-0.4% -$331
ADNC
2842
DELISTED
AUDIENCE INC COM STK (DE)
ADNC
$72K ﹤0.01%
16,400
+4,900
+43% +$23.6K
ELTK icon
2843
Eltek
ELTK
$57.1M
$71K ﹤0.01%
12,100
-460
-4% -$3.39K
PRPH
2844
DELISTED
ProPhase Labs
PRPH
$70K ﹤0.01%
4,770
+400
+9% +$5.53K
CGRN
2845
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$70K ﹤0.01%
+476
New +$82.4K
DXLG icon
2846
Destination XL Group
DXLG
$33.2M
$69K ﹤0.01%
+12,700
New +$64.1K
REPX icon
2847
Riley Exploration Permian
REPX
$786M
$69K ﹤0.01%
2,222
+206
+10% +$9.97K
RVSB icon
2848
Riverview Bancorp
RVSB
$107M
$69K ﹤0.01%
15,401
+3,897
+34% +$16.2K
VYNT
2849
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$69K ﹤0.01%
+69
New +$69.1K
OSN
2850
DELISTED
Ossen Innovation Co., Ltd.
OSN
$68K ﹤0.01%
27,567
-433
-2% -$1.17K
112 113
114
115 116

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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.