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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
PDFS icon
3076
PDF Solutions
PDFS
$2.15B
– –
-93,700
Closed -$1.18M
PHX
3077
DELISTED
PHX Minerals
PHX
– –
-42,150
Closed -$1.26M
PLG
3078
Platinum Group Metals
PLG
$200M
– –
-1,113
Closed -$99K
POWL icon
3079
Powell Industries
POWL
$7.69B
– –
-62,400
Closed -$850K
PPG icon
3080
PPG Industries
PPG
$25.4B
– –
-715,400
Closed -$70.4M
PRSO icon
3081
Peraso
PRSO
$10.2M
– –
-6
Closed -$116K
PRTA icon
3082
Prothena Corp
PRTA
$473M
– –
-17,300
Closed -$383K
CNSY
3083
Cerenome, Inc. Common Stock
CNSY
$26.6M
– –
0
– -$321K
PSX icon
3084
Phillips 66
PSX
$89.5B
– –
-139,209
Closed -$11.3M
PVH icon
3085
PVH
PVH
$3.76B
– –
-44,970
Closed -$5.45M
PXLW icon
3086
Pixelworks
PXLW
$39.1M
– –
-4,017
Closed -$311K
QCOM icon
3087
Qualcomm
QCOM
$170B
– –
-427,500
Closed -$32M
RAIL icon
3088
FreightCar America
RAIL
$249M
– –
-24,200
Closed -$806K
RBC icon
3089
RBC Bearings
RBC
$17.6B
– –
-7,700
Closed -$437K
REGN icon
3090
Regeneron Pharmaceuticals
REGN
$81.7B
– –
-26,562
Closed -$9.58M
RGR icon
3091
Sturm, Ruger & Co
RGR
$603M
– –
-254,100
Closed -$12.4M
RLI icon
3092
RLI Corp
RLI
$5.77B
– –
-26,000
Closed -$563K
RM icon
3093
Regional Management Corp
RM
$289M
– –
-17,500
Closed -$314K
ROST icon
3094
Ross Stores
ROST
$79.9B
– –
-1,344,128
Closed -$50.8M
RPM icon
3095
RPM International
RPM
$14.6B
– –
-67,700
Closed -$3.1M
RRC icon
3096
Range Resources
RRC
$9.41B
– –
-247,250
Closed -$16.8M
RTX icon
3097
RTX Corp
RTX
$297B
– –
-780,199
Closed -$51.9M
SA
3098
Seabridge Gold
SA
$3.53B
– –
-19,200
Closed -$155K
SAP icon
3099
SAP
SAP
$235B
– –
-254,110
Closed -$18.3M
SBLK icon
3100
Star Bulk Carriers
SBLK
$3.11B
– –
-21,477
Closed -$1.18M
122 123
124
125 126

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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.