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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
MCF
3326
DELISTED
Contango Oil & Gas Co.
MCF
– –
-147,844
Closed -$4.91M
CBB
3327
DELISTED
Cincinnati Bell Inc.
CBB
– –
-7,981
Closed -$134K
TAT
3328
DELISTED
TransAtlantic Petroleum LTD.
TAT
– –
-75,721
Closed -$681K
UN
3329
DELISTED
Unilever NV New York Registry Shares
UN
– –
-1,129,498
Closed -$45M
CELG
3330
DELISTED
Celgene Corp
CELG
– –
-30,400
Closed -$2.88M
OSIR
3331
DELISTED
Osiris Therapeutics, Inc. Common Stock
OSIR
– –
-92,207
Closed -$1.16M
SHPG
3332
DELISTED
Shire pic
SHPG
– –
-320,312
Closed -$83M
AFAM
3333
DELISTED
Almost Family Inc
AFAM
– –
-17,900
Closed -$486K
MEMP
3334
DELISTED
Memorial Production Partners LP Common Units
MEMP
– –
-277,475
Closed -$6.1M
LXK
3335
DELISTED
Lexmark Intl Inc
LXK
– –
-113,900
Closed -$4.84M
DLIA
3336
DELISTED
DELIA*S INC
DLIA
– –
-124,000
Closed -$33K
NKBS
3337
DELISTED
NEWTEK BUSINESS SERVICES, INC.
NKBS
– –
-194,800
Closed -$536K
PQUE
3338
DELISTED
PETROQUEST ENERGY INC (DE)
PQUE
– –
-195,900
Closed -$1.1M
QGENF
3339
DELISTED
QIAGEN NV
QGENF
– –
-217,000
Closed -$4.94M
CB
3340
DELISTED
CHUBB CORPORATION
CB
– –
-4,600
Closed -$419K
WES
3341
DELISTED
Western Gas Partners Lp
WES
– –
-18,735
Closed -$1.41M
VXX
3342
DELISTED
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
– –
-3,488
Closed -$1.74M
OPLK
3343
DELISTED
OPLINK COMMUNICATIONS INC
OPLK
– –
-13,500
Closed -$227K
ARMH
3344
DELISTED
ARM HOLDINGS PLC ADS
ARMH
– –
-363,300
Closed -$15.9M
ANAC
3345
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
– –
-109,358
Closed -$2.68M
BPHX
3346
DELISTED
BLUEPHOENIX SOLUTIONS, LTD ORDINARY SHARES
BPHX
– –
-13,600
Closed -$50K
AAN.A
3347
DELISTED
The Aaron's Company Inc Class A
AAN.A
– –
-283,224
Closed -$6.89M
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.