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 | |
|---|---|---|---|---|---|---|
|
ORBK
501
DELISTED
Orbotech Ltd
ORBK
| $20.4M | 0.05% |
1,379,000
+183,900
| +15% | +$2.75M |
|
|
DRIV
502
DELISTED
DIGITAL RIVER INC.
DRIV
| $20.3M | 0.05% |
821,466
-159,300
| -16% | -$3.48M |
|
503
IDT Corp
IDT
$1.61B
| $20.3M | 0.05% |
1,415,607
-24,340
| -2% | -$293K |
|
504
Highwoods Properties
HIW
$3.45B
| $20.3M | 0.05% |
+458,100
| New | +$19.4M |
|
505
U-Haul Holding Co
UHAL
$14.4B
| $20.3M | 0.05% |
713,000
-66,000
| -8% | -$1.79M |
|
506
Jacobs Solutions
J
$17B
| $20.2M | 0.05% |
+546,938
| New | +$20.9M |
|
|
HRC
507
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $20.2M | 0.05% |
443,000
+435,600
| +5,886% | +$19.3M |
|
|
SWIR
508
DELISTED
Sierra Wireless
SWIR
| $20.2M | 0.05% |
425,884
+105,500
| +33% | +$3.63M |
|
|
STR
509
DELISTED
QUESTAR CORP
STR
| $20.2M | 0.05% |
797,300
+236,800
| +42% | +$5.65M |
|
510
Argan
AGX
$8.17B
| $20.1M | 0.05% |
598,300
+33,200
| +6% | +$1.09M |
|
511
CubeSmart
CUBE
$9.34B
| $20.1M | 0.05% |
910,800
+512,900
| +129% | +$10.6M |
|
512
Pultegroup
PHM
$24.6B
| $20.1M | 0.05% |
+935,967
| New | +$18.7M |
|
|
513
ExxonMobil
XOM
$657B
| $20.1M | 0.05% |
217,191
-1,641,600
| -88% | -$153M |
|
|
EQC
514
DELISTED
Equity Commonwealth
EQC
| $20.1M | 0.05% |
781,375
+53,300
| +7% | +$1.36M |
|
515
Honeywell
HON
$74.2B
| $19.9M | 0.05% |
+222,023
| New | +$19.1M |
|
516
XPO
XPO
$24.5B
| $19.9M | 0.05% |
1,409,034
+705,500
| +100% | +$9.31M |
|
517
Sonida Senior Living
SNDA
$1.9B
| $19.9M | 0.05% |
53,292
-9,661
| -15% | -$3.41M |
|
518
Sysco
SYY
$40.6B
| $19.9M | 0.05% |
500,500
-1,308,900
| -72% | -$50.7M |
|
|
DEG
519
DELISTED
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
| $19.8M | 0.05% |
1,092,059
+119,959
| +12% | +$2.09M |
|
520
Franklin Resources
BEN
$17B
| $19.8M | 0.05% |
357,300
+299,300
| +516% | +$16.5M |
|
521
Capital One
COF
$136B
| $19.7M | 0.05% |
239,199
+61,900
| +35% | +$5.04M |
|
|
VRE
522
DELISTED
Veris Residential
VRE
| $19.7M | 0.05% |
1,033,000
+991,700
| +2,401% | +$19M |
|
|
CNL
523
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $19.6M | 0.05% |
359,600
+137,200
| +62% | +$7.24M |
|
524
Pinnacle Financial Partners Inc
PNFP
$16.1B
| $19.6M | 0.05% |
495,379
-3,805
| -0.8% | -$143K |
|
|
TA
525
DELISTED
TravelCenters of America LLC
TA
| $19.5M | 0.05% |
309,320
-2,400
| -0.8% | -$118K |
|
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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.