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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
GAP
3151
The Gap Inc
GAP
$7.55B
– –
-1,310,300
Closed -$54.6M
INVX
3152
Innovex International
INVX
$2.11B
– –
-213,300
Closed -$19.1M
JOYY
3153
JOYY Inc
JOYY
$3.7B
– –
-147,000
Closed -$11M
IVAC
3154
DELISTED
Intevac Inc
IVAC
– –
-10,500
Closed -$70K
ROIC
3155
DELISTED
Retail Opportunity Investments Corp.
ROIC
– –
-109,400
Closed -$1.61M
MRO
3156
DELISTED
Marathon Oil Corporation
MRO
– –
-268,646
Closed -$10.1M
PRFT
3157
DELISTED
Perficient Inc
PRFT
– –
-138,593
Closed -$2.08M
ASXC
3158
DELISTED
Asensus Surgical, Inc.
ASXC
– –
-3,515
Closed -$199K
WIRE
3159
DELISTED
Encore Wire Corp
WIRE
– –
-36,799
Closed -$1.36M
ERF
3160
DELISTED
Enerplus Corporation
ERF
– –
-99,546
Closed -$1.89M
CMLS
3161
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
– –
-9,463
Closed -$305K
GGE
3162
DELISTED
Green Giant Inc. Common Stock
GGE
– –
-9,650
Closed -$98K
CCLP
3163
DELISTED
CSI Compressco LP
CCLP
– –
-107,000
Closed -$2.58M
CPE
3164
DELISTED
Callon Petroleum Company
CPE
– –
-1,080
Closed -$95K
SPLK
3165
DELISTED
Splunk Inc
SPLK
– –
-75,200
Closed -$4.16M
TGH
3166
DELISTED
Textainer Group Holdings limited
TGH
– –
-23,200
Closed -$722K
AAIC
3167
DELISTED
Arlington Asset Investment Corp.
AAIC
– –
-134,369
Closed -$3.41M
MMP
3168
DELISTED
Magellan Midstream Partners, L.P.
MMP
– –
-32,916
Closed -$2.77M
RUTH
3169
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
– –
-40,000
Closed -$442K
MGI
3170
DELISTED
MoneyGram International, Inc. New
MGI
– –
-38,087
Closed -$478K
ABB
3171
DELISTED
ABB Ltd
ABB
– –
-149,700
Closed -$3.35M
AIMC
3172
DELISTED
Altra Industrial Motion Corp
AIMC
– –
-6,911
Closed -$202K
DS
3173
DELISTED
Drive Shack Inc.
DS
– –
-609,253
Closed -$2.77M
AATC
3174
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
– –
-124,400
Closed -$440K
CLVS
3175
DELISTED
Clovis Oncology, Inc.
CLVS
– –
-22,000
Closed -$998K
125 126
127
128 129

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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.