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 | |
|---|---|---|---|---|---|---|
3026
Harmonic Inc
HLIT
$1.29B
| – | – |
-22,400
| Closed | -$142K |
|
3027
Home BancShares
HOMB
$6.2B
| – | – |
-147,084
| Closed | -$2.16M |
|
3028
Hope Bancorp
HOPE
$1.83B
| – | – |
-45,838
| Closed | -$669K |
|
3029
Henry Schein
HSIC
$10B
| – | – |
-133,125
| Closed | -$6.08M |
|
3030
Heartland Express
HTLD
$946M
| – | – |
-158,633
| Closed | -$3.8M |
|
3031
Huntsman Corp
HUN
$1.79B
| – | – |
-1,089,221
| Closed | -$28.3M |
|
3032
Hexcel
HXL
$7.71B
| – | – |
-19,300
| Closed | -$766K |
|
3033
ICICI Bank
IBN
$107B
| – | – |
-2,203,850
| Closed | -$19.7M |
|
3034
Intercontinental Exchange
ICE
$84.9B
| – | – |
-2,318,490
| Closed | -$90.4M |
|
3035
IDEX
IEX
$17.7B
| – | – |
-88,725
| Closed | -$6.42M |
|
3036
Innospec
IOSP
$2.3B
| – | – |
-13,400
| Closed | -$481K |
|
3037
Itaú Unibanco
ITUB
$82.4B
| – | – |
-6,902,875
| Closed | -$38.4M |
|
3038
KBR
KBR
$4.75B
| – | – |
-926,900
| Closed | -$17.5M |
|
3039
Korea Electric Power
KEP
$15.1B
| – | – |
-259,600
| Closed | -$5.83M |
|
3040
Kinder Morgan
KMI
$70.7B
| – | – |
-3,170,466
| Closed | -$122M |
|
3041
KNOT Offshore Partners
KNOP
$363M
| – | – |
-59,900
| Closed | -$1.5M |
|
3042
Kroger
KR
$34.4B
| – | – |
-263,200
| Closed | -$6.84M |
|
3043
Loews
L
$23.3B
| – | – |
-444,600
| Closed | -$18.5M |
|
3044
Liberty Global Class C
LBTYK
$3.44B
| – | – |
-512,010
| Closed | -$17M |
|
3045
Cheniere Energy
LNG
$55.5B
| – | – |
-234,000
| Closed | -$18.7M |
|
3046
LPL Financial
LPLA
$29.4B
| – | – |
-27,600
| Closed | -$1.27M |
|
3047
lululemon athletica
LULU
$13.8B
| – | – |
-1,001,100
| Closed | -$42.1M |
|
3048
Mattel
MAT
$4.27B
| – | – |
-486,100
| Closed | -$14.9M |
|
3049
Microchip Technology
MCHP
$43.6B
| – | – |
-1,246,194
| Closed | -$29.4M |
|
3050
McKesson
MCK
$104B
| – | – |
-161,100
| Closed | -$31.4M |
|
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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.