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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
BYI
3301
DELISTED
BALLY TECHNOLOGIES, INC.
BYI
– –
-102,290
Closed -$8.26M
LPDX
3302
DELISTED
LIPOSCIENCE INC COM
LPDX
– –
-190,000
Closed -$984K
QRE
3303
DELISTED
QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE)
QRE
– –
-86,330
Closed -$1.68M
VVTV
3304
DELISTED
VALUEVISION MEDIA INC
VVTV
– –
-439,956
Closed -$2.26M
BOLT
3305
DELISTED
BOLT TECHNOLOGY CORPORATION
BOLT
– –
-171,700
Closed -$3.77M
EDMC
3306
DELISTED
EDUCATION MGMT CORP NEW COM STK (PA)
EDMC
– –
-339,300
Closed -$370K
BAGL
3307
DELISTED
EINSTEIN NOAH RESTAURANT GROUP, INC CMN STK (DELAWARE)
BAGL
– –
-449,500
Closed -$9.06M
FUBC
3308
DELISTED
1st United Bancorp (Florida)
FUBC
– –
-138,970
Closed -$1.18M
TWTC
3309
DELISTED
TW TELECOM INC CL A COM
TWTC
– –
-9,134,236
Closed -$380M
XRSC
3310
DELISTED
XRS CORP COM STK (MN)
XRSC
– –
-30,200
Closed -$168K
ORBT
3311
DELISTED
ORBIT INTERNATIONAL CORP
ORBT
– –
-38,900
Closed -$111K
THRD
3312
DELISTED
TF FINANCIAL CORP COM STK (PA)
THRD
– –
-21,839
Closed -$908K
BNNY
3313
DELISTED
ANNIES INC COMMON STOCK (DE)
BNNY
– –
-76,700
Closed -$3.52M
ENVE
3314
DELISTED
ENVENTIS CORP COM STK
ENVE
– –
-135,800
Closed -$2.47M
END
3315
DELISTED
ENDEAVOUR INTERNATIONAL CORP NEW (NV)
END
– –
-131,729
Closed -$39K
GPRC
3316
DELISTED
GUANWEI RECYCLING CORP XOM STK (NV)
GPRC
– –
-23,700
Closed -$15K
NOVB
3317
DELISTED
NORTH VALLEY BANCORP-COM
NOVB
– –
-132,441
Closed -$2.86M
MDCI
3318
DELISTED
MEDICAL ACTION INDS INC
MDCI
– –
-139,200
Closed -$1.92M
SOQ
3319
DELISTED
SONDE RESOURCES CORP COM NEW (CAD)
SOQ
– –
-45,300
Closed -$6K
PULS
3320
DELISTED
PULSE ELECTRONICS CORP COM STK (PA)NEW
PULS
– –
-90,360
Closed -$122K
BTM
3321
DELISTED
OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA)
BTM
– –
-7,909,565
Closed -$5.54M
PGH
3322
DELISTED
Pengrowth Energy Corporation
PGH
– –
-200,986
Closed -$1.05M
FWLT
3323
DELISTED
FOSTER WHEELER AG (SWITZERLAND)
FWLT
– –
-209,636
Closed -$6.63M
MOVE
3324
DELISTED
MOVE INC COM STK NEW (DE)
MOVE
– –
-329,075
Closed -$6.9M
BDSI
3325
DELISTED
BioDelivery Sciences International, Inc.
BDSI
– –
-230,800
Closed -$3.94M
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.