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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
JASO
3226
DELISTED
JA Solar Holdings, Co., Ltd
JASO
– –
-1,050,400
Closed -$9.72M
TEP
3227
DELISTED
Tallgrass Energy Partners, LP
TEP
– –
-88,398
Closed -$4M
ANTH
3228
DELISTED
Anthera Pharmaceuticals, Inc.
ANTH
– –
-3,338
Closed -$51K
FINL
3229
DELISTED
Finish Line
FINL
– –
-343,432
Closed -$8.6M
BGC
3230
DELISTED
General Cable Corporation
BGC
– –
-470,300
Closed -$7.09M
WG
3231
DELISTED
Willbros Group
WG
– –
-162,900
Closed -$1.36M
LVNTA
3232
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
– –
-134,700
Closed -$5.11M
DEL
3233
DELISTED
Deltic Timber
DEL
– –
-3,807
Closed -$237K
ACTA
3234
DELISTED
Actua Corp
ACTA
– –
-105,119
Closed -$1.68M
HSNI
3235
DELISTED
HSN, Inc.
HSNI
– –
-72,000
Closed -$4.42M
FIG
3236
DELISTED
Fortress Investment Group Llc
FIG
– –
-604,300
Closed -$4.16M
ABCO
3237
DELISTED
Advisory Board Co
ABCO
– –
-157,040
Closed -$7.32M
WSTC
3238
DELISTED
West Corporation
WSTC
– –
-31,300
Closed -$922K
ENOC
3239
DELISTED
EnerNOC, Inc.
ENOC
– –
-121,500
Closed -$2.06M
BHI
3240
DELISTED
Baker Hughes
BHI
– –
-678,940
Closed -$44.2M
PWE
3241
DELISTED
Penn West Energy Petroleum Ltd
PWE
– –
-263,103
Closed -$1.78M
LUX
3242
DELISTED
Luxottica Group
LUX
– –
-82,397
Closed -$4.29M
BEAV
3243
DELISTED
B/E Aerospace Inc
BEAV
– –
-225,802
Closed -$13.7M
ROSG
3244
DELISTED
Rosetta Genomics Ltd.
ROSG
– –
-1,533
Closed -$65K
SE
3245
DELISTED
Spectra Energy Corp Wi
SE
– –
-606,800
Closed -$23.8M
ISIL
3246
DELISTED
Intersil Corp
ISIL
– –
-78,638
Closed -$1.12M
AEGR
3247
DELISTED
Aegerion Pharmaceuticals
AEGR
– –
-89,000
Closed -$2.97M
CETC
3248
DELISTED
Hongli Clean Energy Technologies Corp. Common Stock
CETC
– –
-34,796
Closed -$1.32M
PTX
3249
DELISTED
Pernix Therapeutics Holdings, Inc.
PTX
– –
-10,084
Closed -$774K
RDEN
3250
DELISTED
ELIZABETH ARDEN INC
RDEN
– –
-188,470
Closed -$3.15M
128 129
130
131 132

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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.