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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
DRRX
2926
DELISTED
DURECT Corp
DRRX
$14K ﹤0.01%
1,780
-940
-35% -$9.17K
VLTC
2927
DELISTED
Voltari Corporation
VLTC
$12K ﹤0.01%
+18,500
New +$22.6K
SINT icon
2928
SiNtx Technologies
SINT
$10.9M
– –
0
– –
OPTT icon
2929
Ocean Power Technologies
OPTT
$55.4M
$9K ﹤0.01%
+68
New +$13K
CSCI
2930
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$9K ﹤0.01%
+2
New +$16.8K
FPP.WS
2931
DELISTED
FieldPoint Petroleum Corporation Common Stock Purchase Warrants
FPP.WS
$8K ﹤0.01%
34,003
-7,500
-18% -$3.28K
CYHHZ
2932
DELISTED
Community Health Systems, Inc. Series A Contingent Value Rights
CYHHZ
$7K ﹤0.01%
282,279
– –
GMO
2933
DELISTED
General Moly, Inc.
GMO
$6K ﹤0.01%
+11,400
New +$6.42K
AGIG
2934
Abundia Global Impact Group
AGIG
$38.5M
$5K ﹤0.01%
258
-314
-55% -$8.56K
GSV
2935
DELISTED
Gold Standard Ventures Corp.
GSV
$5K ﹤0.01%
+10,472
New +$5.46K
COCO
2936
DELISTED
CORINTHIAN COLLEGES INC
COCO
$1K ﹤0.01%
13,300
-22,600
-63% -$2.6K
AAP icon
2937
Advance Auto Parts
AAP
$3.46B
– –
-219,950
Closed -$28.7M
ADP icon
2938
Automatic Data Processing
ADP
$110B
– –
-497,515
Closed -$36.3M
AES icon
2939
AES
AES
$10.5B
– –
-708,700
Closed -$10M
AFL icon
2940
Aflac
AFL
$60.7B
– –
-1,418,400
Closed -$41.3M
AGIO icon
2941
Agios Pharmaceuticals
AGIO
$2B
– –
-15,900
Closed -$975K
ALTO icon
2942
Alto Ingredients
ALTO
$326M
– –
-83,782
Closed -$1.17M
ALV icon
2943
Autoliv
ALV
$8.89B
– –
-60,794
Closed -$4.03M
AMZN icon
2944
Amazon
AMZN
$2.86T
– –
-675,100
Closed -$10.9M
ANGI icon
2945
Angi Inc
ANGI
$196M
– –
-34,668
Closed -$2.21M
APA icon
2946
APA Corp
APA
$14B
– –
-500,254
Closed -$47M
APOG icon
2947
Apogee Enterprises
APOG
$888M
– –
-8,552
Closed -$340K
AROC icon
2948
Archrock
AROC
$5.85B
– –
-757,590
Closed -$33.6M
ASTE icon
2949
Astec Industries
ASTE
$975M
– –
-7,397
Closed -$270K
AXP icon
2950
American Express
AXP
$232B
– –
-368,700
Closed -$32.3M
116 117
118
119 120

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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.