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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
AMCF
2851
DELISTED
ANDATEE CHINA MARINE FUEL SVCS CORP COM STK (DE)
AMCF
$67K ﹤0.01%
43,800
+2,979
+7% +$5.61K
ZX
2852
DELISTED
China Zenix Auto Internatl Ltd
ZX
$67K ﹤0.01%
46,700
+6,500
+16% +$9.2K
TCCO
2853
DELISTED
Technical Communications Corporation
TCCO
$64K ﹤0.01%
13,600
-1,900
-12% -$8.23K
HELI
2854
DELISTED
CHC GROUP LTD SHS NEW (CYM)
HELI
$64K ﹤0.01%
+667
New +$97.7K
AIM
2855
AIM ImmunoTech
AIM
$7.17M
$64K ﹤0.01%
5
+4
+400% +$59.7K
LODE icon
2856
Comstock
LODE
$261M
$63K ﹤0.01%
+330
New +$87.7K
SSY
2857
DELISTED
SunLink Health Systems
SSY
$59K ﹤0.01%
43,300
+8,800
+26% +$13.2K
SFXE
2858
DELISTED
SFX ENTERTAINMENT, INC COM
SFXE
$59K ﹤0.01%
+13,000
New +$59.3K
LPHI
2859
DELISTED
LIFE PARTNERS HLDGS INC
LPHI
$59K ﹤0.01%
88,894
+11,400
+15% +$16K
ARL icon
2860
American Realty Investors
ARL
$246M
$57K ﹤0.01%
10,400
– –
APEN
2861
DELISTED
Apollo Endosurgery, Inc.
APEN
$57K ﹤0.01%
264
+85
+47% +$19K
YUME
2862
DELISTED
YuMe, Inc.
YUME
$56K ﹤0.01%
+11,200
New +$56.3K
WGA
2863
DELISTED
AG&E Holdings Inc
WGA
$55K ﹤0.01%
77,076
+2,100
+3% +$1.95K
SEEL
2864
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
– –
0
– –
PMFG
2865
DELISTED
PMFG INC COM STK (DE)
PMFG
$54K ﹤0.01%
+10,400
New +$59.4K
EDUC icon
2866
Educational Development Corp
EDUC
$11.8M
$53K ﹤0.01%
+22,062
New +$48.9K
SIEB icon
2867
Siebert Financial
SIEB
$78.1M
$53K ﹤0.01%
24,100
+700
+3% +$1.59K
LINC icon
2868
Lincoln Educational Services
LINC
$955M
$52K ﹤0.01%
+18,500
New +$55K
SHIP icon
2869
Seanergy Maritime Holdings
SHIP
$360M
$52K ﹤0.01%
5
– –
STXS icon
2870
Stereotaxis
STXS
$137M
$52K ﹤0.01%
+44,250
New +$61.8K
API
2871
DELISTED
Advanced Photonix Inc
API
$52K ﹤0.01%
176,100
-1,200
-0.7% -$513
ACFC
2872
DELISTED
Atlantic Coast Financial Corporation
ACFC
$51K ﹤0.01%
+12,900
New +$52K
SKBI
2873
DELISTED
SKYSTAR BIO-PHARMACEUTICAL CO COM PAR $.001 (NV)
SKBI
$51K ﹤0.01%
12,059
-2,541
-17% -$11K
CTC
2874
DELISTED
IFM INVESTMENTS LTD ADS RPSTG 15 CL A ORD SHS (CAYMAN ISL)
CTC
$51K ﹤0.01%
66,164
-72,800
-52% -$89.7K
INFU icon
2875
InfuSystem Holdings
INFU
$249M
$50K ﹤0.01%
+15,800
New +$50.2K
113 114
115
116 117

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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.