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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
INFA
3276
DELISTED
INFORMATICA CORP
INFA
– –
-292,038
Closed -$10M
PWRD
3277
DELISTED
PERFECT WORLD CO LTD SPONSORED ADR REPSTG CL B (CAYMAN ISL)
PWRD
– –
-20,700
Closed -$408K
IGTE
3278
DELISTED
IGATE CORPORATION
IGTE
– –
-43,349
Closed -$1.59M
MCP
3279
DELISTED
MOLYCORP INC COM STK
MCP
– –
-1,757,374
Closed -$2.09M
GEVA
3280
DELISTED
SYNAGEVA BIOPHARMA CORP COM STK (DE)
GEVA
– –
-26,200
Closed -$1.8M
XLS
3281
DELISTED
EXELIS INC COM STK
XLS
– –
-86,400
Closed -$1.43M
ZA
3282
DELISTED
ZUOAN FASHION LTD SPON ADR REPSTG 16 ORD SHS
ZA
– –
-10,450
Closed -$47K
HLSS
3283
DELISTED
HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS)
HLSS
– –
-688,200
Closed -$14.6M
WHX
3284
DELISTED
WHITING USA TRUST I UNITS OF BENE INT
WHX
– –
-14,996
Closed -$40K
ORB
3285
DELISTED
ORBITAL SCIENCES CORP
ORB
– –
-27,600
Closed -$767K
ROC
3286
DELISTED
ROCKWOOD HLDGS INC
ROC
– –
-117,030
Closed -$8.95M
MGAM
3287
DELISTED
MULTIMEDIA GAMES HOLDING COMPANY INC COM STK (TX)
MGAM
– –
-1,291,400
Closed -$46.5M
OABC
3288
DELISTED
OMNIAMERICAN BANCORP INC COM STK (TX)
OABC
– –
-355,695
Closed -$9.24M
FST
3289
DELISTED
FOREST OIL CORPORATION
FST
– –
-732,874
Closed -$857K
PSMI
3290
DELISTED
PEREGRINE SEMICONDUCTOR CORP COM STK (DE)
PSMI
– –
-81,496
Closed -$1.01M
THI
3291
DELISTED
TIM HORTONS INC COM, CANADA
THI
– –
-658,000
Closed -$51.8M
CNVR
3292
DELISTED
CONVERSANT INC COM STK (DE)
CNVR
– –
-67,395
Closed -$2.31M
KOG
3293
DELISTED
KODIAK OIL & GAS CORP
KOG
– –
-23,600
Closed -$320K
TAM
3294
DELISTED
TAMINCO CORP COM
TAM
– –
-51,800
Closed -$1.35M
SMA
3295
DELISTED
SYMMETRY MEDICAL INC
SMA
– –
-800,300
Closed -$8.07M
FRF
3296
DELISTED
FORTEGRA FINL CORP COM STK (DE)
FRF
– –
-35,700
Closed -$353K
GAGA
3297
DELISTED
LE GAGA HOLDINGS LTD ADS
GAGA
– –
-70,700
Closed -$280K
KMP
3298
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
– –
-1,336,779
Closed -$125M
KMR
3299
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
– –
-299,393
Closed -$27.8M
BAXS
3300
DELISTED
BAXANO SURGICAL INC COM STK (DE)
BAXS
– –
-973,899
Closed -$178K
130 131
132
133 134

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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.