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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
ESSX
2901
DELISTED
ESSEX RENTAL CORP. COMMON STOCK
ESSX
$32K ﹤0.01%
+23,900
New +$33.5K
CASM
2902
DELISTED
CAS Medical Systems, Inc.
CASM
$31K ﹤0.01%
18,700
+3,500
+23% +$6.19K
CTHR
2903
DELISTED
Charles & Colvard Ltd
CTHR
$30K ﹤0.01%
+1,620
New +$33.1K
ECTE
2904
DELISTED
ECHO THERAPEUTICS, INC. NEW COMMON STOCK (DE)
ECTE
$30K ﹤0.01%
22,400
+12,300
+122% +$10.7K
REDF
2905
DELISTED
REDIFF.COM INDIA LTD ADS
REDF
$29K ﹤0.01%
14,800
-33,800
-70% -$70.4K
BAMM
2906
DELISTED
BOOKS-A-MILLION INC
BAMM
$28K ﹤0.01%
+16,200
New +$26.6K
MILL
2907
DELISTED
MILLER ENERGY RESOURCES, INC COM STK
MILL
$28K ﹤0.01%
22,758
-131,069
-85% -$364K
QRM
2908
DELISTED
QUEST RARE MINERALS LTD COM SHS CANADA
QRM
$28K ﹤0.01%
254,000
+68,100
+37% +$9.17K
KGJI
2909
DELISTED
Kingold Jewelry Inc.
KGJI
$28K ﹤0.01%
5,333
-3,550
-40% -$23.4K
VISL
2910
DELISTED
Vislink Technologies, Inc. Common Stock
VISL
– –
0
– –
KUTV
2911
DELISTED
KU6 MEDIA CO, LTD AMERICAN DEPOSITORY SHARES
KUTV
$25K ﹤0.01%
25,314
-48,000
-65% -$54.4K
HERO
2912
DELISTED
HERCULES OFFSHORE INC COM STK
HERO
$24K ﹤0.01%
+23,600
New +$34.5K
QKLS
2913
DELISTED
QKL STORES INC COM ST NEW
QKLS
$24K ﹤0.01%
12,053
+400
+3% +$927
AEHL icon
2914
Antelope Enterprise Holdings
AEHL
$5.37M
– –
0
– –
TOPS icon
2915
TOP Ships
TOPS
$4.83M
– –
0
– –
XXII
2916
22nd Century Group
XXII
$1.42M
– –
0
– –
CASI
2917
DELISTED
CASI Pharmaceuticals
CASI
$19K ﹤0.01%
+1,430
New +$22.4K
PCO
2918
DELISTED
Pendrell Corporation - Class A
PCO
$18K ﹤0.01%
13
-6
-32% -$8.41K
LIQD
2919
DELISTED
LIQUID HLDGS GROUP INC COM STK (DE)
LIQD
$18K ﹤0.01%
+57,200
New +$52.6K
MTL.PR
2920
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$18K ﹤0.01%
194,800
+16,500
+9% +$1.68K
RNVA
2921
DELISTED
Rennova Health, Inc.
RNVA
$17K ﹤0.01%
6
+3
+100% +$9.81K
PSTR
2922
DELISTED
POSTROCK ENERGY CORP COM STK (DE) NEW
PSTR
$16K ﹤0.01%
4,320
+2,200
+104% +$15K
PVCT
2923
DELISTED
PROVECTUS BIOPHARMACEUTICALS, INC. (DE)
PVCT
$15K ﹤0.01%
+19,200
New +$17.6K
REE
2924
DELISTED
RARE ELEMENT RES LTD
REE
$15K ﹤0.01%
+40,049
New +$21.1K
TIGR
2925
DELISTED
TIGERLOGIC CORPORATION COM STK (DE)
TIGR
$15K ﹤0.01%
35,100
+4,700
+15% +$2.76K
115 116
117
118 119

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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.