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 | |
|---|---|---|---|---|---|---|
|
BPL
526
DELISTED
Buckeye Partners, L.P.
BPL
| $18.2M | 0.04% |
242,012
-88,722
| -27% | -$6.44M |
|
527
Coca-Cola Consolidated
COKE
$12.6B
| $18.1M | 0.04% |
2,133,350
+496,840
| +30% | +$3.81M |
|
|
ARIA
528
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $18.1M | 0.04% |
+2,248,846
| New | +$17.5M |
|
529
Chunghwa Telecom
CHT
$32.8B
| $18.1M | 0.04% |
590,783
+110,943
| +23% | +$3.35M |
|
|
CLGX
530
DELISTED
Corelogic, Inc.
CLGX
| $18.1M | 0.04% |
601,437
-222,449
| -27% | -$7.32M |
|
531
Kimco Realty
KIM
$16.2B
| $18M | 0.04% |
824,660
+65
| +0% | +$1.38K |
|
|
CEO
532
DELISTED
CNOOC Limited
CEO
| $18M | 0.04% |
118,300
+19,800
| +20% | +$3.2M |
|
533
Steven Madden
SHOO
$3.49B
| $17.9M | 0.04% |
744,903
+191,886
| +35% | +$4.45M |
|
|
WRI
534
DELISTED
Weingarten Realty Investors
WRI
| $17.8M | 0.04% |
594,583
+81,583
| +16% | +$2.41M |
|
|
BIN
535
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
| $17.8M | 0.04% |
701,286
+83,305
| +13% | +$2.01M |
|
536
Texas Roadhouse
TXRH
$14.1B
| $17.7M | 0.04% |
680,371
-195,001
| -22% | -$5.03M |
|
|
GRMN
537
Garmin
GRMN
$59.8B
| $17.7M | 0.04% |
+321,042
| New | +$15.9M |
|
538
Mercado Libre
MELI
$92.7B
| $17.7M | 0.04% |
186,500
+63,700
| +52% | +$6.21M |
|
|
BCPC
539
Balchem Corp
BCPC
$5.73B
| $17.7M | 0.04% |
338,737
+76,937
| +29% | +$4.13M |
|
540
Archer Daniels Midland
ADM
$38.4B
| $17.6M | 0.04% |
406,300
+173,194
| +74% | +$7.14M |
|
|
DNY
541
DELISTED
DONNELLEY R R & SONS CO
DNY
| $17.6M | 0.04% |
982,182
+686,531
| +232% | +$12.3M |
|
|
FBR
542
DELISTED
Fibria Celulose Sa
FBR
| $17.6M | 0.04% |
1,589,127
+1,009,599
| +174% | +$11M |
|
|
AWH
543
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $17.6M | 0.04% |
510,825
+219,525
| +75% | +$7.54M |
|
544
Air Products & Chemicals
APD
$67.7B
| $17.6M | 0.04% |
159,529
-2,189
| -1% | -$232K |
|
545
Haverty Furniture Companies
HVT
$441M
| $17.5M | 0.04% |
589,109
+160,309
| +37% | +$4.61M |
|
|
LXK
546
DELISTED
Lexmark Intl Inc
LXK
| $17.5M | 0.04% |
377,800
+346,900
| +1,123% | +$13.9M |
|
|
VRE
547
DELISTED
Veris Residential
VRE
| $17.4M | 0.04% |
836,585
+613,085
| +274% | +$12.9M |
|
|
ENOC
548
DELISTED
EnerNOC, Inc.
ENOC
| $17.4M | 0.04% |
778,948
+115,848
| +17% | +$2.46M |
|
|
TEN
549
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $17.3M | 0.04% |
+298,700
| New | +$17.3M |
|
550
Advance Auto Parts
AAP
$3.23B
| $17.3M | 0.04% |
+137,082
| New | +$16.6M |
|
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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.