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 | |
|---|---|---|---|---|---|---|
426
Realty Income
O
$59.1B
| $23.5M | 0.06% |
508,466
+425,596
| +514% | +$18.9M |
|
427
Colliers International
CIGI
$5.18B
| $23.5M | 0.06% |
788,709
+7,525
| +1% | +$232K |
|
428
Flowserve
FLS
$10.2B
| $23.4M | 0.06% |
391,800
+233,500
| +148% | +$14.9M |
|
|
PSB
429
DELISTED
PS Business Parks, Inc.
PSB
| $23.4M | 0.06% |
294,400
+45,800
| +18% | +$3.69M |
|
430
Annaly Capital Management
NLY
$17.5B
| $23.4M | 0.06% |
541,200
-7,325
| -1% | -$331K |
|
431
Pediatrix Medical
MD
$2.13B
| $23.4M | 0.06% |
353,300
-46,500
| -12% | -$2.84M |
|
432
Thomson Reuters
TRI
$44.3B
| $23.3M | 0.06% |
497,716
+229,039
| +85% | +$10.1M |
|
433
Chunghwa Telecom
CHT
$32.8B
| $23.3M | 0.06% |
791,348
+149,564
| +23% | +$4.47M |
|
434
Equity Lifestyle Properties
ELS
$12.4B
| $23.2M | 0.06% |
901,000
+558,800
| +163% | +$13.4M |
|
435
L3Harris
LHX
$52.9B
| $23.2M | 0.06% |
323,100
-105,500
| -25% | -$7.3M |
|
|
HA
436
DELISTED
Hawaiian Holdings, Inc.
HA
| $23.1M | 0.06% |
887,500
-27,898
| -3% | -$526K |
|
|
PDM
437
Piedmont Realty Trust
PDM
$1.18B
| $23.1M | 0.06% |
1,225,700
+1,098,800
| +866% | +$20.7M |
|
438
OneSpan
OSPN
$599M
| $23.1M | 0.06% |
817,370
+281,000
| +52% | +$6.96M |
|
|
TE
439
DELISTED
TECO ENERGY INC
TE
| $23M | 0.06% |
1,124,335
+956,235
| +569% | +$18.5M |
|
440
PetMed Express
PETS
$42.7M
| $23M | 0.06% |
1,600,615
+11,400
| +0.7% | +$154K |
|
|
VAR
441
DELISTED
Varian Medical Systems, Inc.
VAR
| $22.9M | 0.06% |
+301,631
| New | +$22.4M |
|
442
Stratasys
SSYS
$773M
| $22.9M | 0.06% |
+275,032
| New | +$28.1M |
|
443
MGIC Investment
MTG
$6.3B
| $22.7M | 0.05% |
+2,435,500
| New | +$21.4M |
|
444
Enovis
ENOV
$1.39B
| $22.6M | 0.05% |
254,362
+169,013
| +198% | +$15.3M |
|
445
Lumen
LUMN
$6.52B
| $22.5M | 0.05% |
+569,568
| New | +$22.8M |
|
446
WSFS Financial
WSFS
$4.16B
| $22.4M | 0.05% |
875,571
+82,119
| +10% | +$2.07M |
|
447
Parker-Hannifin
PH
$135B
| $22.4M | 0.05% |
173,850
-135,100
| -44% | -$16.6M |
|
|
SNDK
448
DELISTED
SANDISK CORP
SNDK
| $22.3M | 0.05% |
+227,799
| New | +$21.8M |
|
|
CIM
449
Chimera Investment
CIM
$994M
| $22.3M | 0.05% |
467,894
+379,547
| +430% | +$18.3M |
|
|
MW
450
DELISTED
THE MENS WAREHOUSE INC
MW
| $22.3M | 0.05% |
+504,650
| New | +$22.8M |
|
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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.