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 | |
|---|---|---|---|---|---|---|
476
Sunstone Hotel Investors
SHO
$2B
| $21.2M | 0.05% |
1,282,019
+1,185,800
| +1,232% | +$18.3M |
|
477
Vulcan Materials
VMC
$36.5B
| $21.2M | 0.05% |
+321,865
| New | +$20.3M |
|
478
Mercado Libre
MELI
$94.4B
| $21.1M | 0.05% |
+165,500
| New | +$20.9M |
|
|
WLB
479
DELISTED
Westmoreland Coal Company
WLB
| $21.1M | 0.05% |
635,500
-106,800
| -14% | -$3.73M |
|
480
Sally Beauty Holdings
SBH
$1.51B
| $21.1M | 0.05% |
686,100
+93,700
| +16% | +$2.78M |
|
481
Sprouts Farmers Market
SFM
$7.85B
| $21.1M | 0.05% |
620,400
+385,400
| +164% | +$11.8M |
|
|
Y
482
DELISTED
Alleghany Corp
Y
| $20.8M | 0.05% |
44,788
+19,200
| +75% | +$8.55M |
|
483
Graham Holdings Company
GHC
$4.95B
| $20.7M | 0.05% |
39,720
-7,448
| -16% | -$3.67M |
|
|
FLY
484
DELISTED
Fly Leasing Limited
FLY
| $20.7M | 0.05% |
1,573,964
-512,136
| -25% | -$6.57M |
|
485
Zimmer Biomet
ZBH
$18.4B
| $20.7M | 0.05% |
187,666
-211,562
| -53% | -$22.3M |
|
486
Deere & Co
DE
$168B
| $20.7M | 0.05% |
233,492
+130,292
| +126% | +$11.3M |
|
487
Covenant Logistics
CVLG
$867M
| $20.7M | 0.05% |
1,523,600
+541,200
| +55% | +$6.17M |
|
488
McCormick & Company Non-Voting
MKC
$14.2B
| $20.6M | 0.05% |
555,000
+519,000
| +1,442% | +$18.6M |
|
489
Haverty Furniture Companies
HVT
$438M
| $20.6M | 0.05% |
936,701
+202,501
| +28% | +$4.35M |
|
490
REX American Resources
REX
$1.44B
| $20.6M | 0.05% |
1,995,870
-860,130
| -30% | -$9.52M |
|
|
IDTI
491
DELISTED
Integrated Device Technology I
IDTI
| $20.6M | 0.05% |
1,051,653
-529,200
| -33% | -$9.11M |
|
|
RPAI
492
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $20.6M | 0.05% |
1,233,300
+914,400
| +287% | +$14.4M |
|
|
AHL
493
DELISTED
ASPEN Insurance Holding Limited
AHL
| $20.5M | 0.05% |
469,200
-57,300
| -11% | -$2.49M |
|
494
H&R Block
HRB
$6.74B
| $20.5M | 0.05% |
609,600
-1,444,900
| -70% | -$46.3M |
|
495
Sherwin-Williams
SHW
$87.7B
| $20.5M | 0.05% |
234,000
-105,600
| -31% | -$8.32M |
|
496
Pan American Silver
PAAS
$22.1B
| $20.5M | 0.05% |
2,227,247
+1,135,200
| +104% | +$11.3M |
|
|
TFCF
497
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $20.5M | 0.05% |
555,046
-1,770,015
| -76% | -$60.4M |
|
|
CLDT
498
Chatham Lodging
CLDT
$586M
| $20.4M | 0.05% |
705,918
-29,982
| -4% | -$788K |
|
499
News Corp Class A
NWSA
$15.4B
| $20.4M | 0.05% |
1,303,300
+355,600
| +38% | +$5.46M |
|
|
APU
500
DELISTED
AmeriGas Partners, L.P.
APU
| $20.4M | 0.05% |
426,600
-76,000
| -15% | -$3.51M |
|
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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.