Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PepsiCo
PEP
|
+$228M |
| 2 |
General Dynamics
GD
|
+$195M |
| 3 |
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 |
McDonald's
MCD
|
+$284M |
| 3 |
Meta Platforms (Facebook)
META
|
+$181M |
| 4 |
ExxonMobil
XOM
|
+$153M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
IQVIA
IQV
$40.1B
| $33.8M | 0.08% |
574,300
+336,900
| +142% | +$19.2M |
|
|
NTRI
277
DELISTED
NutriSystem, Inc.
NTRI
| $33.7M | 0.08% |
1,725,700
+561,300
| +48% | +$9.98M |
|
278
TC Energy
TRP
$66.3B
| $33.6M | 0.08% |
684,803
+106,200
| +18% | +$5.15M |
|
279
Tyler Technologies
TYL
$13.2B
| $33.2M | 0.08% |
303,700
-115,600
| -28% | -$12.2M |
|
|
RVBD
280
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
| $33.2M | 0.08% |
1,627,153
+1,252,653
| +334% | +$24.1M |
|
|
CALD
281
DELISTED
Callidus Software, Inc.
CALD
| $33.1M | 0.08% |
2,028,800
+137,500
| +7% | +$2.02M |
|
282
Franco-Nevada
FNV
$46.4B
| $33.1M | 0.08% |
673,300
+118,800
| +21% | +$6.03M |
|
|
CLR
283
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $33.1M | 0.08% |
+863,100
| New | +$42.5M |
|
284
Arthur J. Gallagher & Co
AJG
$65B
| $33M | 0.08% |
700,000
+583,200
| +499% | +$27.4M |
|
285
Canadian Imperial Bank of Commerce
CM
$109B
| $32.8M | 0.08% |
770,510
-38,861
| -5% | -$1.72M |
|
286
Merck
MRK
$322B
| $32.7M | 0.08% |
603,254
-222,186
| -27% | -$12.4M |
|
287
Madison Square Garden
MSGS
$9.47B
| $32.7M | 0.08% |
608,328
+24,956
| +4% | +$1.26M |
|
288
Voya Financial
VOYA
$8.9B
| $32.5M | 0.08% |
766,900
+744,900
| +3,386% | +$29.8M |
|
289
Rayonier
RYN
$6.45B
| $32.4M | 0.08% |
1,279,686
-279,801
| -18% | -$7.5M |
|
290
Coty
COTY
$2.48B
| $32.4M | 0.08% |
1,568,300
+1,374,200
| +708% | +$25.3M |
|
|
PF
291
DELISTED
Pinnacle Foods, Inc.
PF
| $32.3M | 0.08% |
913,600
+340,600
| +59% | +$11.5M |
|
292
Tractor Supply
TSCO
$18.4B
| $32.1M | 0.08% |
+2,036,000
| New | +$29.2M |
|
293
MSC Industrial Direct
MSM
$6.7B
| $31.9M | 0.08% |
+392,800
| New | +$32M |
|
294
Regions Financial
RF
$26.9B
| $31.8M | 0.08% |
3,008,424
+938,903
| +45% | +$9.38M |
|
|
ETP
295
DELISTED
Energy Transfer Partners, L.P.
ETP
| $31.6M | 0.08% |
757,500
+554,000
| +272% | +$25.5M |
|
296
Tyson Foods
TSN
$19.9B
| $31.5M | 0.08% |
+785,300
| New | +$31.9M |
|
297
Agnico Eagle Mines
AEM
$92B
| $31.5M | 0.08% |
1,264,058
+316,731
| +33% | +$8.25M |
|
298
DaVita
DVA
$11.4B
| $31.4M | 0.08% |
414,200
+144,600
| +54% | +$10.9M |
|
|
LTXB
299
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $31.3M | 0.08% |
1,312,179
+32,900
| +3% | +$815K |
|
300
Pinnacle West Capital
PNW
$12.1B
| $31.2M | 0.08% |
457,300
+214,900
| +89% | +$13.4M |
|
Similar funds
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.