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 | |
|---|---|---|---|---|---|---|
626
REX American Resources
REX
$1.44B
| $15.2M | 0.04% |
1,599,600
+157,800
| +11% | +$1.21M |
|
627
Brookfield
BN
$110B
| $15.2M | 0.04% |
1,589,375
-214,422
| -12% | -$1.95M |
|
|
BIG
628
DELISTED
Big Lots, Inc.
BIG
| $15.2M | 0.04% |
+400,350
| New | +$12.3M |
|
629
Enviri
NVRI
$583M
| $15.1M | 0.04% |
+645,433
| New | +$15.8M |
|
|
UMPQ
630
DELISTED
Umpqua Holdings Corp
UMPQ
| $15.1M | 0.04% |
809,819
-596,400
| -42% | -$10.8M |
|
631
IDT Corp
IDT
$1.63B
| $15.1M | 0.04% |
1,282,783
-28,050
| -2% | -$341K |
|
632
Ashland
ASH
$3.42B
| $15M | 0.04% |
309,002
-128,567
| -29% | -$6.04M |
|
633
NextEra Energy
NEE
$179B
| $15M | 0.04% |
629,020
-148,580
| -19% | -$3.37M |
|
634
KKR & Co
KKR
$99.5B
| $15M | 0.04% |
657,891
+372,991
| +131% | +$9.03M |
|
|
EFII
635
DELISTED
Electronics for Imaging
EFII
| $15M | 0.04% |
346,759
-73,800
| -18% | -$3.11M |
|
|
ASCMA
636
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
| $15M | 0.04% |
198,700
-39,063
| -16% | -$2.97M |
|
637
Webster Financial
WBS
$12.8B
| $15M | 0.04% |
482,691
+6,560
| +1% | +$201K |
|
|
BEE
638
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $14.9M | 0.04% |
1,466,148
+477,148
| +48% | +$4.65M |
|
|
ESC
639
DELISTED
EMERITUS CORP
ESC
| $14.9M | 0.04% |
+474,191
| New | +$12.3M |
|
|
STRZA
640
DELISTED
Starz - Series A
STRZA
| $14.9M | 0.04% |
461,508
+197,708
| +75% | +$6.01M |
|
|
RNET
641
DELISTED
RigNet, Inc.
RNET
| $14.9M | 0.04% |
276,700
+42,500
| +18% | +$2.05M |
|
642
First American
FAF
$7.38B
| $14.9M | 0.04% |
560,045
+447,245
| +396% | +$11.9M |
|
643
TAL Education Group
TAL
$6.58B
| $14.9M | 0.04% |
3,958,530
+1,176,630
| +42% | +$4.65M |
|
644
AutoNation
AN
$6.9B
| $14.9M | 0.04% |
279,061
-574,639
| -67% | -$29.2M |
|
645
Petrobras
PBR
$114B
| $14.8M | 0.04% |
+1,124,603
| New | +$13.1M |
|
646
Infosys
INFY
$49.7B
| $14.8M | 0.04% |
2,178,400
+1,112,800
| +104% | +$8.08M |
|
647
Seaboard Corp
SEB
$4.02B
| $14.8M | 0.04% |
5,627
-171
| -3% | -$444K |
|
|
HES
648
DELISTED
Hess
HES
| $14.7M | 0.04% |
+177,863
| New | +$14.1M |
|
|
MTOR
649
DELISTED
MERITOR, Inc.
MTOR
| $14.7M | 0.04% |
1,203,200
+2,100
| +0.2% | +$23.6K |
|
|
ACCL
650
DELISTED
Accelrys Inc
ACCL
| $14.7M | 0.04% |
1,179,254
-2,000
| -0.2% | -$23.4K |
|
Similar funds
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.