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 |
Apple
AAPL
|
+$437M |
| 2 |
Verizon
VZ
|
+$215M |
| 3 |
Comcast
CMCSA
|
+$137M |
| 4 |
Vodafone
VOD
|
+$137M |
| 5 |
Kinder Morgan
KMI
|
+$133M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$263M |
| 2 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
+$246M |
| 3 |
Walmart Inc
WMT
|
+$229M |
| 4 |
Pfizer
PFE
|
+$221M |
| 5 |
Costco
COST
|
+$184M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.93% |
| 2 | Consumer Discretionary | 13.29% |
| 3 | Healthcare | 11.79% |
| 4 | Industrials | 11% |
| 5 | Consumer Staples | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Church & Dwight Co
CHD
$24.4B
| $28.1M | 0.07% |
814,200
-407,400
| -33% | -$13.5M |
|
|
DNKN
352
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $28.1M | 0.07% |
559,300
+200,100
| +56% | +$9.87M |
|
353
Republic Services
RSG
$65.9B
| $28.1M | 0.07% |
821,261
+488,100
| +147% | +$16.2M |
|
|
AIV
354
Aimco
AIV
$376M
| $27.8M | 0.07% |
6,917,700
+1,923,536
| +39% | +$7.38M |
|
|
NS
355
DELISTED
NuStar Energy L.P.
NS
| $27.7M | 0.07% |
504,135
+335,499
| +199% | +$17.2M |
|
|
IPXL
356
DELISTED
Impax Laboratories, Inc.
IPXL
| $27.6M | 0.07% |
1,046,000
-362,300
| -26% | -$9.05M |
|
|
357
Walmart Inc
WMT
$901B
| $27.6M | 0.07% |
1,083,582
-9,107,418
| -89% | -$229M |
|
|
SNV
358
DELISTED
Synovus
SNV
| $27.6M | 0.07% |
1,162,871
+208,057
| +22% | +$5.06M |
|
|
FLY
359
DELISTED
Fly Leasing Limited
FLY
| $27.6M | 0.07% |
1,838,100
+262,000
| +17% | +$4.04M |
|
360
Equinor
EQNR
$97.2B
| $27.5M | 0.07% |
974,900
-1,464,598
| -60% | -$37.8M |
|
361
Carter's
CRI
$1.46B
| $27.4M | 0.07% |
353,200
+271,400
| +332% | +$19.5M |
|
|
CRZO
362
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $27.4M | 0.07% |
+512,852
| New | +$23.5M |
|
|
GWR
363
DELISTED
Genesee & Wyoming Inc.
GWR
| $27.4M | 0.07% |
281,650
-106,700
| -27% | -$10.1M |
|
364
Mueller Water Products
MWA
$4.09B
| $27.4M | 0.07% |
2,881,285
-643,978
| -18% | -$5.91M |
|
365
Morningstar
MORN
$7.33B
| $27.3M | 0.07% |
345,800
+2,363
| +0.7% | +$188K |
|
|
PCH
366
DELISTED
PotlatchDeltic
PCH
| $27.3M | 0.07% |
705,861
+76,308
| +12% | +$3.03M |
|
367
Kulicke & Soffa
KLIC
$4.76B
| $27.3M | 0.07% |
2,161,228
-516,400
| -19% | -$6.13M |
|
|
AIRM
368
DELISTED
Air Methods Corp
AIRM
| $27.1M | 0.06% |
506,754
+193,954
| +62% | +$10.4M |
|
369
United Therapeutics
UTHR
$22.1B
| $27.1M | 0.06% |
287,940
+63,662
| +28% | +$6.51M |
|
370
FirstEnergy
FE
$27.1B
| $27M | 0.06% |
+794,708
| New | +$25.1M |
|
|
XLNX
371
DELISTED
Xilinx Inc
XLNX
| $27M | 0.06% |
498,100
-635,105
| -56% | -$31.6M |
|
372
Cincinnati Financial
CINF
$26.6B
| $26.8M | 0.06% |
551,400
+241,300
| +78% | +$11.6M |
|
373
Unisys
UIS
$205M
| $26.8M | 0.06% |
878,690
+268,700
| +44% | +$8.66M |
|
374
Fluor
FLR
$7.08B
| $26.5M | 0.06% |
+340,800
| New | +$26.6M |
|
375
Ryman Hospitality Properties
RHP
$7.7B
| $26.5M | 0.06% |
+622,857
| New | +$26.4M |
|
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Jim Simons's Q1 2014 Portfolio in Review
As of Q1 2014, Jim Simons held 3,290 positions worth $41.7B, down 0.16% from $41.8B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Jim Simons's Q1 2014 filing shows 474 new, 1,340 increased, 961 reduced and 495 closed positions. Its largest new stake was Apple: 22,998,136 shares worth $441M. The largest sale was Johnson & Johnson, an estimated $263M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Healthcare.
- Jim Simons's largest Q1 2014 buy was Apple: 22,998,136 shares worth $441M.
- Jim Simons added most to Verizon in Q1 2014, an estimated $215M increase.
- Jim Simons's biggest Q1 2014 reduction was Johnson & Johnson, cutting an estimated $263M.
- Jim Simons fully exited LIFE TECHNOLOGIES CORP COM STK (DE) in Q1 2014, selling an estimated $246M.
- Jim Simons's ten largest holdings make up 13% of its $41.7B portfolio in Q1 2014.
- Jim Simons opened 474 new positions and closed 495 in Q1 2014.
- Jim Simons's portfolio value fell 0.16% quarter-over-quarter to $41.7B.
Based on Renaissance Technologies's 13F filing for Q1 2014, filed 14 May 2014.