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 | |
|---|---|---|---|---|---|---|
3126
TriMas Corp
TRS
$1.43B
| – | – |
-170,931
| Closed | -$3.31M |
|
3127
Tesla
TSLA
$1.31T
| – | – |
-3,505,500
| Closed | -$56.7M |
|
3128
United Fire Group
UFCS
$1.39B
| – | – |
-18,683
| Closed | -$519K |
|
3129
Ulta Beauty
ULTA
$23.3B
| – | – |
-27,100
| Closed | -$3.2M |
|
3130
United Natural Foods
UNFI
$2.86B
| – | – |
-284,550
| Closed | -$17.5M |
|
3131
United Parcel Service
UPS
$88.8B
| – | – |
-383,100
| Closed | -$37.7M |
|
3132
Universal Corp
UVV
$1.15B
| – | – |
-6,200
| Closed | -$275K |
|
3133
VF Corp
VFC
$5.81B
| – | – |
-11,894
| Closed | -$740K |
|
3134
Valero Energy
VLO
$93.3B
| – | – |
-117,188
| Closed | -$5.42M |
|
3135
Vodafone
VOD
$36.7B
| – | – |
-1,665,156
| Closed | -$54.8M |
|
|
VRNT
3136
DELISTED
Verint Systems
VRNT
| – | – |
-881,524
| Closed | -$25M |
|
3137
Viatris
VTRS
$18.7B
| – | – |
-465,200
| Closed | -$21.2M |
|
3138
Warner Bros
WBD
$67.9B
| – | – |
-104,650
| Closed | -$3.96M |
|
3139
Werner Enterprises
WERN
$2.18B
| – | – |
-99,163
| Closed | -$2.5M |
|
3140
Wells Fargo
WFC
$264B
| – | – |
-15,211
| Closed | -$789K |
|
3141
World Kinect Corp
WKC
$1.88B
| – | – |
-170,300
| Closed | -$6.8M |
|
3142
Walmart Inc
WMT
$901B
| – | – |
-3,381,000
| Closed | -$86.2M |
|
3143
Wolfspeed
WOLF
$1.57B
| – | – |
-322,642
| Closed | -$13.2M |
|
3144
Watsco Inc
WSO
$13.2B
| – | – |
-52,700
| Closed | -$4.54M |
|
3145
W&T Offshore
WTI
$575M
| – | – |
-383,400
| Closed | -$4.22M |
|
|
X
3146
DELISTED
US Steel
X
| – | – |
-2,109,000
| Closed | -$82.6M |
|
3147
Dentsply Sirona
XRAY
$2.31B
| – | – |
-425,158
| Closed | -$19.4M |
|
3148
Zurn Elkay Water Solutions
ZWS
$8.6B
| – | – |
-369,721
| Closed | -$5.07M |
|
|
VRN
3149
DELISTED
Veren
VRN
| – | – |
-41,964
| Closed | -$1.4M |
|
|
SMC
3150
Summit Midstream
SMC
$479M
| – | – |
-1,635
| Closed | -$1.25M |
|
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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.