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 | |
|---|---|---|---|---|---|---|
401
Harley-Davidson
HOG
$2.69B
| $24.9M | 0.06% |
377,193
+122,493
| +48% | +$7.91M |
|
|
SLH
402
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
| $24.6M | 0.06% |
481,400
+232,400
| +93% | +$12.2M |
|
|
DDC
403
DELISTED
Dominion Diamond Corporation
DDC
| $24.6M | 0.06% |
1,371,498
+506,500
| +59% | +$7.85M |
|
|
MR
404
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
| $24.5M | 0.06% |
927,300
+653,200
| +238% | +$19.1M |
|
405
InterDigital
IDCC
$8.96B
| $24.4M | 0.06% |
462,093
+8,900
| +2% | +$429K |
|
406
Hanover Insurance
THG
$7.81B
| $24.4M | 0.06% |
342,000
+153,100
| +81% | +$10.4M |
|
|
DISH
407
DELISTED
DISH Network Corp.
DISH
| $24.4M | 0.06% |
334,479
-346,100
| -51% | -$23.3M |
|
|
STMP
408
DELISTED
Stamps.com, Inc.
STMP
| $24.3M | 0.06% |
506,900
-80,946
| -14% | -$3.38M |
|
409
Macy's
M
$6.25B
| $24.3M | 0.06% |
+369,764
| New | +$22.4M |
|
410
Tanger
SKT
$4.45B
| $24.2M | 0.06% |
656,000
+379,100
| +137% | +$13.5M |
|
|
CODE
411
DELISTED
SPANSION INC, CLASS A COMMON STOCK
CODE
| $24.2M | 0.06% |
707,500
-20,400
| -3% | -$484K |
|
412
Portland General Electric
POR
$5.74B
| $24.1M | 0.06% |
636,300
+349,200
| +122% | +$12.6M |
|
413
Axos Financial
AX
$5.68B
| $24.1M | 0.06% |
1,236,800
-947,200
| -43% | -$17.8M |
|
|
WFM
414
DELISTED
Whole Foods Market Inc
WFM
| $24.1M | 0.06% |
477,048
-218,000
| -31% | -$9.6M |
|
415
United Therapeutics
UTHR
$22.3B
| $24M | 0.06% |
185,238
+182,860
| +7,690% | +$23.6M |
|
416
Essential Utilities
WTRG
$11.4B
| $23.9M | 0.06% |
896,617
+397,800
| +80% | +$10.2M |
|
|
IL
417
DELISTED
IntraLinks Holdings Inc.
IL
| $23.9M | 0.06% |
2,011,768
+196,168
| +11% | +$1.9M |
|
418
Comcast
CMCSA
$89.9B
| $23.9M | 0.06% |
824,198
+501,200
| +155% | +$13.7M |
|
|
KYO
419
DELISTED
Kyocera Adr
KYO
| $23.8M | 0.06% |
520,300
+29,200
| +6% | +$1.34M |
|
420
Factset
FDS
$9.91B
| $23.8M | 0.06% |
169,200
+8,100
| +5% | +$1.08M |
|
421
Camden Property Trust
CPT
$10.9B
| $23.7M | 0.06% |
321,400
+301,900
| +1,548% | +$22.4M |
|
422
British American Tobacco
BTI
$121B
| $23.7M | 0.06% |
439,000
+241,600
| +122% | +$13.6M |
|
|
FCH
423
DELISTED
Felcor Lodging Trust
FCH
| $23.6M | 0.06% |
2,184,500
+487,084
| +29% | +$5M |
|
|
WBA
424
DELISTED
Walgreens Boots Alliance
WBA
| $23.6M | 0.06% |
309,300
-392,900
| -56% | -$26.3M |
|
425
Bread Financial
BFH
$4.41B
| $23.5M | 0.06% |
103,142
+5,909
| +6% | +$1.29M |
|
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.