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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
ESI
3251
DELISTED
ITT EDUCATIONAL SERVICES INC
ESI
– –
-823,700
Closed -$3.53M
FMD
3252
DELISTED
FIRST MARBLEHEAD CORP COM STK NEW (DE)
FMD
– –
-45,410
Closed -$129K
FMER
3253
DELISTED
FIRSTMERIT CORP
FMER
– –
-51,041
Closed -$898K
QLGC
3254
DELISTED
QLOGIC CORP
QLGC
– –
-510,808
Closed -$4.68M
NKA
3255
DELISTED
NISKA GAS STORAGE PARTNERS LLC UNIT LTD LIABILITY CO INTS
NKA
– –
-128,500
Closed -$1.6M
RITT
3256
DELISTED
RIT TECHNOLOGIES LTD COM STK (IL)
RITT
– –
-10,300
Closed -$15K
NTI
3257
DELISTED
NORTHERN TIER ENERGY LP CLASS A
NTI
– –
-86,600
Closed -$2.02M
AZUR
3258
DELISTED
AZURE MIDSTREAM PARTNERS LP COM UNT LTD PARTNER INT
AZUR
– –
-73,326
Closed -$1.56M
ARG
3259
DELISTED
Airgas Inc
ARG
– –
-91,500
Closed -$10.1M
UNIS
3260
DELISTED
Unilife Corporation
UNIS
– –
-27,794
Closed -$638K
TFM
3261
DELISTED
THE FRESH MARKET, INC COM STK
TFM
– –
-66,000
Closed -$2.31M
GMCR
3262
DELISTED
KEURIG GREEN MTN INC
GMCR
– –
-170,874
Closed -$22.2M
CCG
3263
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
– –
-36,200
Closed -$232K
GRH
3264
DELISTED
GREENHUNTER RESOURCES INC. COM
GRH
– –
-188,400
Closed -$290K
LGL.WS
3265
DELISTED
LGL GROUP INC WT EXP 08/06/2018
LGL.WS
– –
-250,300
Closed -$8K
RENT
3266
DELISTED
RENTRAK CORP
RENT
– –
-8,598
Closed -$524K
GDP
3267
DELISTED
GOODRICH PETROLEUM CORP(NEW)
GDP
– –
-133,300
Closed -$1.98M
RBY
3268
DELISTED
RUBICON MENERALS CORP (F)
RBY
– –
-286,000
Closed -$392K
WAVX
3269
DELISTED
WAVE SYS CORP CL A NEW COM STK (DE)
WAVX
– –
-1,210
Closed -$13K
AVL
3270
DELISTED
Avalon Rare Metals, Inc. Ordinary Shares (Canada)
AVL
– –
-140,400
Closed -$45K
AXX
3271
DELISTED
Alderon Iron Ore Corp
AXX
– –
-23,000
Closed -$17K
THOR
3272
DELISTED
THORATEC CORPORATION
THOR
– –
-132,939
Closed -$3.55M
NLSN
3273
DELISTED
Nielsen Holdings plc
NLSN
– –
-147,300
Closed -$6.53M
PLL
3274
DELISTED
PALL CORP
PLL
– –
-433,200
Closed -$36.3M
NOR
3275
DELISTED
NORANDA ALUM HLDG CORP COM NEW
NOR
– –
-30,929
Closed -$979K
129 130
131
132 133

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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.