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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
TEN
3176
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
– –
-99,300
Closed -$5.19M
SNP
3177
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
– –
-38,373
Closed -$3.35M
MTOR
3178
DELISTED
MERITOR, Inc.
MTOR
– –
-281,800
Closed -$3.06M
NTUS
3179
DELISTED
Natus Medical Inc
NTUS
– –
-269,045
Closed -$7.94M
DISCK
3180
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
– –
-124,750
Closed -$4.65M
KRA
3181
DELISTED
Kraton Corporation
KRA
– –
-18,816
Closed -$335K
GTS
3182
DELISTED
Triple-S Management Corporation
GTS
– –
-22,704
Closed -$430K
RDS.A
3183
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
– –
-546,242
Closed -$38.8M
RDS.B
3184
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
– –
-442,527
Closed -$35M
TLGT
3185
DELISTED
Teligent, Inc
TLGT
– –
-17,920
Closed -$1.67M
NNA
3186
DELISTED
Navios Maritime Acquisition Corporation
NNA
– –
-18,500
Closed -$752K
CATM
3187
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
– –
-91,400
Closed -$3.22M
LEAF
3188
DELISTED
Leaf Group Ltd.
LEAF
– –
-23,380
Closed -$207K
AT
3189
DELISTED
Atlantic Power Corporation
AT
– –
-80,683
Closed -$192K
BITA
3190
DELISTED
Bitauto Holdings Limited
BITA
– –
-226,600
Closed -$17.7M
BFYT
3191
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
– –
-35,300
Closed -$381K
SMRT
3192
DELISTED
Stein Mart Inc
SMRT
– –
-11,300
Closed -$131K
ENT
3193
DELISTED
Global Eagle Entertainment Inc.
ENT
– –
-4,928
Closed -$1.38M
BGG
3194
DELISTED
Briggs & Stratton Corp.
BGG
– –
-420,300
Closed -$7.57M
CHK
3195
DELISTED
Chesapeake Energy Corporation
CHK
– –
-11,569
Closed -$53.2M
STML
3196
DELISTED
Stemline Therapeutics, Inc.
STML
– –
-99,300
Closed -$1.24M
TUES
3197
DELISTED
Tuesday Morning Corp
TUES
– –
-143,700
Closed -$2.79M
I
3198
DELISTED
INTELSAT S. A.
I
– –
-41,100
Closed -$704K
RTN
3199
DELISTED
Raytheon Company
RTN
– –
-708,600
Closed -$72M
PIR
3200
DELISTED
Pier 1 Imports, Inc.
PIR
– –
-4,595
Closed -$1.09M
126 127
128
129 130

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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.