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 | |
|---|---|---|---|---|---|---|
576
Bristol-Myers Squibb
BMY
$130B
| $17.6M | 0.04% |
298,500
+27,600
| +10% | +$1.56M |
|
577
Lazard
LAZ
$4.24B
| $17.6M | 0.04% |
351,739
-136,361
| -28% | -$6.76M |
|
578
Core Laboratories
CLB
$571M
| $17.6M | 0.04% |
146,000
+57,000
| +64% | +$7.49M |
|
579
T. Rowe Price
TROW
$23.8B
| $17.5M | 0.04% |
204,200
-117,700
| -37% | -$9.59M |
|
580
LXP Industrial Trust
LXP
$3.58B
| $17.5M | 0.04% |
319,236
+58,620
| +22% | +$3.16M |
|
|
EGOV
581
DELISTED
NIC Inc
EGOV
| $17.5M | 0.04% |
972,560
+7,800
| +0.8% | +$139K |
|
582
JB Hunt Transport Services
JBHT
$25.9B
| $17.5M | 0.04% |
207,644
+75,800
| +57% | +$6.03M |
|
|
FTR
583
DELISTED
Frontier Communications Corp.
FTR
| $17.4M | 0.04% |
174,073
+103,106
| +145% | +$10.1M |
|
|
SDRL
584
DELISTED
Seadrill Limited Common Stock
SDRL
| $17.4M | 0.04% |
+5,440
| New | +$27.3M |
|
585
Global Payments
GPN
$23.4B
| $17.4M | 0.04% |
430,200
+248,800
| +137% | +$9.96M |
|
|
ATCO
586
DELISTED
Atlas Corp.
ATCO
| $17.3M | 0.04% |
960,178
+189,978
| +25% | +$3.72M |
|
587
Sony
SONY
$138B
| $17.3M | 0.04% |
4,218,000
+1,743,500
| +70% | +$6.87M |
|
588
Amkor Technology
AMKR
$13.8B
| $17.3M | 0.04% |
2,430,386
-260,114
| -10% | -$1.8M |
|
|
APOL
589
DELISTED
Apollo Education Group Inc Class A
APOL
| $17.3M | 0.04% |
505,825
+168,431
| +50% | +$4.96M |
|
590
Packaging Corp of America
PKG
$22.8B
| $17.2M | 0.04% |
220,800
-219,900
| -50% | -$15.8M |
|
591
United Airlines
UAL
$40.6B
| $17.2M | 0.04% |
257,363
-639,500
| -71% | -$35.4M |
|
592
Wheaton Precious Metals
WPM
$61.3B
| $17.2M | 0.04% |
845,542
-599,558
| -41% | -$11.9M |
|
593
Tenet Healthcare
THC
$21.5B
| $17.2M | 0.04% |
339,175
+270,700
| +395% | +$14.1M |
|
|
NVMI
594
Nova
NVMI
$12.9B
| $17.1M | 0.04% |
1,645,163
+59,563
| +4% | +$612K |
|
|
WIBC
595
DELISTED
WILSHIRE BANCORP INC
WIBC
| $17M | 0.04% |
1,680,400
+136,200
| +9% | +$1.32M |
|
596
Patterson-UTI
PTEN
$4.2B
| $17M | 0.04% |
+1,023,638
| New | +$21.6M |
|
|
CHL
597
DELISTED
China Mobile Limited
CHL
| $16.9M | 0.04% |
288,100
+267,900
| +1,326% | +$16M |
|
598
Zions Bancorporation
ZION
$10.5B
| $16.9M | 0.04% |
+593,095
| New | +$16.7M |
|
599
Marvell Technology
MRVL
$195B
| $16.9M | 0.04% |
1,164,844
+500,690
| +75% | +$6.8M |
|
600
Post Holdings
POST
$3.65B
| $16.8M | 0.04% |
613,798
+266,484
| +77% | +$6.58M |
|
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.