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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
ACHN
3201
DELISTED
Achillion Pharmaceuticals
ACHN
– –
-897,300
Closed -$8.96M
CRZO
3202
DELISTED
Carrizo Oil & Gas Inc
CRZO
– –
-43,252
Closed -$2.33M
SEMG
3203
DELISTED
SEMGROUP CORPORATION
SEMG
– –
-82,100
Closed -$6.84M
BPL
3204
DELISTED
Buckeye Partners, L.P.
BPL
– –
-31,134
Closed -$2.48M
EGI
3205
DELISTED
Entre Resources Ltd. Common Shares
EGI
– –
-34,100
Closed -$9K
TOWR
3206
DELISTED
Tower International, Inc.
TOWR
– –
-208,200
Closed -$5.25M
APC
3207
DELISTED
Anadarko Petroleum
APC
– –
-338,500
Closed -$34.3M
ARRY
3208
DELISTED
Array Biopharma Inc
ARRY
– –
-14,852
Closed -$53K
ANDX
3209
DELISTED
Andeavor Logistics LP
ANDX
– –
-58,668
Closed -$4.15M
LXFT
3210
DELISTED
Luxoft Holding, Inc.
LXFT
– –
-10,700
Closed -$398K
FTD
3211
DELISTED
FTD Companies, Inc. Common Stock
FTD
– –
-14,222
Closed -$485K
BMS
3212
DELISTED
Bemis
BMS
– –
-54,400
Closed -$2.07M
BRS
3213
DELISTED
Bristow Group, Inc.
BRS
– –
-121,100
Closed -$8.14M
CLD
3214
DELISTED
Cloud Peak Energy Inc
CLD
– –
-108,400
Closed -$1.37M
TFCFA
3215
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
– –
-3,633,401
Closed -$125M
NFX
3216
DELISTED
Newfield Exploration
NFX
– –
-208,700
Closed -$7.74M
ESND
3217
DELISTED
Essendant Inc.
ESND
– –
-7,222
Closed -$271K
ARII
3218
DELISTED
American Railcar Industries, Inc.
ARII
– –
-15,900
Closed -$1.18M
AFSI
3219
DELISTED
AmTrust Financial Services, Inc.
AFSI
– –
-74,012
Closed -$1.47M
EGN
3220
DELISTED
Energen
EGN
– –
-236,800
Closed -$17.1M
JONE
3221
DELISTED
Jones Energy, Inc.
JONE
– –
-1,082
Closed -$374K
WEB
3222
DELISTED
Web.com Group, Inc.
WEB
– –
-410,600
Closed -$8.2M
XCRA
3223
DELISTED
Xcerra Corporation
XCRA
– –
-22,902
Closed -$224K
HGT
3224
DELISTED
Hugoton Royalty Trust
HGT
– –
-58,711
Closed -$527K
FNGN
3225
DELISTED
Financial Engines, Inc.
FNGN
– –
-338,100
Closed -$11.6M
127 128
129
130 131

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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.