Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PepsiCo
PEP
|
+$228M |
| 2 |
General Dynamics
GD
|
+$195M |
| 3 |
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 |
McDonald's
MCD
|
+$284M |
| 3 |
Meta Platforms (Facebook)
META
|
+$181M |
| 4 |
ExxonMobil
XOM
|
+$153M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
AHT
326
Ashford Hospitality Trust
AHT
$20.3M
| $28.9M | 0.07% |
2,790
+258
| +10% | +$2.6M |
|
327
BorgWarner
BWA
$14.2B
| $28.9M | 0.07% |
597,082
+38,170
| +7% | +$1.86M |
|
|
SWI
328
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
| $28.8M | 0.07% |
578,600
+143,700
| +33% | +$6.84M |
|
|
BERY
329
DELISTED
Berry Global Group, Inc.
BERY
| $28.7M | 0.07% |
991,099
+629,660
| +174% | +$15.8M |
|
|
GXP
330
DELISTED
Great Plains Energy Incorporated
GXP
| $28.7M | 0.07% |
1,009,815
+732,300
| +264% | +$19.3M |
|
331
Radian Group
RDN
$4.86B
| $28.7M | 0.07% |
+1,715,800
| New | +$27.7M |
|
332
RenaissanceRe
RNR
$13.2B
| $28.5M | 0.07% |
+293,100
| New | +$29.1M |
|
|
MBT
333
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $28.5M | 0.07% |
3,966,700
+3,345,300
| +538% | +$40.2M |
|
|
CEL
334
DELISTED
Cellcom Israel, Ltd.
CEL
| $28.4M | 0.07% |
3,284,200
+102,500
| +3% | +$1M |
|
|
GG
335
DELISTED
Goldcorp Inc
GG
| $28.3M | 0.07% |
1,527,051
+1,020,400
| +201% | +$20.9M |
|
|
SRC
336
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $28.3M | 0.07% |
529,915
+262,739
| +98% | +$13.7M |
|
|
ALXN
337
DELISTED
Alexion Pharmaceuticals
ALXN
| $28.2M | 0.07% |
152,552
-53,600
| -26% | -$9.93M |
|
|
PRE
338
DELISTED
PARTNERRE LTD
PRE
| $28.2M | 0.07% |
247,200
+178,000
| +257% | +$20.3M |
|
339
Delta Air Lines
DAL
$59.5B
| $28.2M | 0.07% |
573,200
-1,157,400
| -67% | -$48.7M |
|
340
HCA Healthcare
HCA
$89.1B
| $28.1M | 0.07% |
+382,900
| New | +$26.9M |
|
341
Kohl's
KSS
$2.1B
| $28.1M | 0.07% |
459,900
+268,000
| +140% | +$15.5M |
|
|
SNI
342
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $28.1M | 0.07% |
372,700
-333,400
| -47% | -$25.5M |
|
|
OVTI
343
DELISTED
OMNIVISION TECHNOLOGIES INC
OVTI
| $28M | 0.07% |
1,077,340
+408,800
| +61% | +$10.8M |
|
344
American Airlines Group
AAL
$10.1B
| $28M | 0.07% |
522,232
-224,658
| -30% | -$9.68M |
|
345
Zoetis
ZTS
$31.1B
| $28M | 0.07% |
+650,500
| New | +$26.4M |
|
346
KeyCorp
KEY
$24.3B
| $28M | 0.07% |
2,011,263
+1,099,700
| +121% | +$14.6M |
|
|
GRT
347
DELISTED
GLIMCHER REALTY TRUST
GRT
| $27.9M | 0.07% |
2,031,000
+1,826,100
| +891% | +$25M |
|
348
Intuit
INTU
$92B
| $27.9M | 0.07% |
302,444
-309,404
| -51% | -$27.5M |
|
349
Dover
DOV
$28.1B
| $27.9M | 0.07% |
+481,087
| New | +$29.8M |
|
350
J.M. Smucker
SJM
$12.5B
| $27.8M | 0.07% |
275,703
-189,000
| -41% | -$19.1M |
|
Similar funds
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.