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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
NNVC icon
2876
NanoViricides
NNVC
$34.7M
$50K ﹤0.01%
+924
New +$61.2K
VSCP
2877
DELISTED
VIRTUALSCOPICS INC COM NEW
VSCP
$50K ﹤0.01%
15,890
+1,600
+11% +$6.31K
CBAT icon
2878
CBAK Energy Technology Ltd
CBAT
$65.5M
$49K ﹤0.01%
26,640
-21,400
-45% -$59.4K
BSDM
2879
DELISTED
BSD MEDICAL CORP (DEL)
BSDM
$47K ﹤0.01%
133,400
+51,300
+62% +$22K
ZNB
2880
Zeta Network Group
ZNB
$2.27M
– –
0
– –
MBOT icon
2881
Microbot Medical
MBOT
$113M
$45K ﹤0.01%
30
-7
-19% -$12.7K
BLRX
2882
BioLineRX
BLRX
$11.8M
$44K ﹤0.01%
45
-169
-79% -$147K
AHPI
2883
DELISTED
Allied Healthcare Products
AHPI
$44K ﹤0.01%
+12,000
New +$43.1K
LOAN
2884
Manhattan Bridge Capital
LOAN
$47.2M
$43K ﹤0.01%
+10,650
New +$32.6K
GROW icon
2885
US Global Investors
GROW
$38.8M
$42K ﹤0.01%
+13,600
New +$41.1K
CPHI icon
2886
China Pharma Holdings
CPHI
$44.2M
$41K ﹤0.01%
273
-36
-12% -$5.29K
ACUR
2887
DELISTED
Acura Pharmaceuticals
ACUR
$41K ﹤0.01%
18,300
+9,320
+104% +$25.8K
DGSE
2888
DELISTED
DGSE Companies, Inc.
DGSE
$40K ﹤0.01%
32,800
+5,300
+19% +$6.48K
KONE
2889
DELISTED
Kingtone Wirelessinfo Solution Holding Ltd
KONE
$40K ﹤0.01%
16,180
-600
-4% -$1.69K
GNVC
2890
DELISTED
GenVec, Inc.
GNVC
$40K ﹤0.01%
+1,921
New +$37.1K
ENFY
2891
DELISTED
Enlightify Inc
ENFY
$39K ﹤0.01%
2,117
-12,363
-85% -$294K
SSKN
2892
DELISTED
Strata Skin Sciences
SSKN
$38K ﹤0.01%
+641
New +$52.6K
BGMS
2893
Bio Green Med Solution Inc
BGMS
$5.11M
– –
0
– –
KOSS icon
2894
Koss Corp
KOSS
$34.7M
$37K ﹤0.01%
21,100
+5,700
+37% +$9.78K
FNJN
2895
DELISTED
Finjan Holdings, Inc.
FNJN
$37K ﹤0.01%
+13,800
New +$34.6K
TBRA
2896
DELISTED
Tobira Therapeutics, Inc. Common Stock
TBRA
$36K ﹤0.01%
+4,391
New +$37.8K
VSCI
2897
DELISTED
VISION SCIENCES INC (DEL)
VSCI
$36K ﹤0.01%
50,700
+2,600
+5% +$2.62K
DRWI
2898
DELISTED
DragonWave Inc
DRWI
$34K ﹤0.01%
+1,420
New +$37.6K
VGZ icon
2899
Vista Gold
VGZ
$328M
$33K ﹤0.01%
116,839
-47,232
-29% -$15.3K
SIFY
2900
Sify Technologies
SIFY
$1.15B
$32K ﹤0.01%
+4,033
New +$39.7K
114 115
116
117 118

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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.