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 | |
|---|---|---|---|---|---|---|
|
NUAN
301
DELISTED
Nuance Communications, Inc.
NUAN
| $31.1M | 0.08% |
2,517,271
+1,136,982
| +82% | +$14.6M |
|
302
Toronto Dominion Bank
TD
$201B
| $31.1M | 0.08% |
650,400
-1,146,780
| -64% | -$55.3M |
|
|
WFT
303
DELISTED
Weatherford International plc
WFT
| $31M | 0.07% |
2,705,830
+1,946,000
| +256% | +$29.2M |
|
304
Robert Half
RHI
$4.31B
| $30.9M | 0.07% |
529,600
+498,900
| +1,625% | +$27.1M |
|
|
IPG
305
DELISTED
Interpublic Group of Companies
IPG
| $30.9M | 0.07% |
1,487,900
-1,462,200
| -50% | -$28.1M |
|
|
TRW
306
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $30.9M | 0.07% |
+300,100
| New | +$30.6M |
|
307
Kulicke & Soffa
KLIC
$4.76B
| $30.9M | 0.07% |
2,134,328
+541,828
| +34% | +$7.5M |
|
308
Spectrum Brands
SPB
$2.02B
| $30.6M | 0.07% |
320,300
+141,600
| +79% | +$12.9M |
|
|
ARUN
309
DELISTED
ARUBA NETWORKS, INC.
ARUN
| $30.6M | 0.07% |
1,684,800
+518,800
| +44% | +$10.3M |
|
310
Cognizant
CTSH
$26.4B
| $30.6M | 0.07% |
+581,352
| New | +$29M |
|
311
Open Text
OTEX
$5.81B
| $30.3M | 0.07% |
1,041,216
-167,400
| -14% | -$4.75M |
|
312
PTC
PTC
$16.3B
| $30.3M | 0.07% |
825,955
+599,755
| +265% | +$22.2M |
|
313
Spok Holdings
SPOK
$239M
| $30.2M | 0.07% |
1,739,600
+3,500
| +0.2% | +$54.6K |
|
|
CIT
314
DELISTED
CIT Group Inc.
CIT
| $29.9M | 0.07% |
625,000
+412,100
| +194% | +$19.6M |
|
|
SYNT
315
DELISTED
Syntel Inc
SYNT
| $29.5M | 0.07% |
655,500
+6,710
| +1% | +$294K |
|
316
A.O. Smith
AOS
$8.65B
| $29.5M | 0.07% |
1,045,000
-61,200
| -6% | -$1.6M |
|
|
CQB
317
DELISTED
CHIQUITA BRANDS INTL (NEW)
CQB
| $29.5M | 0.07% |
2,038,089
+383,108
| +23% | +$5.45M |
|
|
DYN
318
DELISTED
Dynegy, Inc.
DYN
| $29.4M | 0.07% |
969,900
+315,600
| +48% | +$9.74M |
|
319
Rollins
ROL
$17.8B
| $29.3M | 0.07% |
2,985,356
+203,850
| +7% | +$1.9M |
|
|
PPLI
320
People Inc
PPLI
$2.97B
| $29.3M | 0.07% |
2,692,661
+1,585,179
| +143% | +$17.9M |
|
|
ESRX
321
DELISTED
Express Scripts Holding Company
ESRX
| $29.2M | 0.07% |
345,239
-145,338
| -30% | -$11.4M |
|
|
PAY
322
DELISTED
Verifone Systems Inc
PAY
| $29.2M | 0.07% |
784,119
+313,400
| +67% | +$11M |
|
323
Campbell Soup
CPB
$6.78B
| $29M | 0.07% |
659,200
+369,400
| +127% | +$16.1M |
|
324
Atmos Energy
ATO
$28.6B
| $29M | 0.07% |
519,800
+345,400
| +198% | +$18.2M |
|
|
ICON
325
DELISTED
Iconix Brand Group, Inc.
ICON
| $28.9M | 0.07% |
85,568
+43,260
| +102% | +$16.4M |
|
Similar funds
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.