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 | |
|---|---|---|---|---|---|---|
|
AMWD
626
DELISTED
American Woodmark
AMWD
| $15.8M | 0.04% |
391,501
+122,700
| +46% | +$4.83M |
|
|
VIVO
627
DELISTED
Meridian Bioscience Inc
VIVO
| $15.8M | 0.04% |
961,876
+167,300
| +21% | +$2.87M |
|
628
AT&T
T
$166B
| $15.8M | 0.04% |
622,015
-1,681,750
| -73% | -$43.6M |
|
|
HAR
629
DELISTED
Harman International Industries
HAR
| $15.8M | 0.04% |
147,600
-209,100
| -59% | -$21.5M |
|
|
EXAR
630
DELISTED
Exar Corporation
EXAR
| $15.7M | 0.04% |
1,540,192
-191,176
| -11% | -$1.77M |
|
|
PARAA
631
DELISTED
Paramount Global Class A
PARAA
| $15.7M | 0.04% |
279,400
+900
| +0.3% | +$48.3K |
|
|
DCT
632
DELISTED
DCT Industrial Trust Inc.
DCT
| $15.7M | 0.04% |
440,375
-128,025
| -23% | -$4.28M |
|
|
SWFT
633
DELISTED
Swift Transportation Company
SWFT
| $15.7M | 0.04% |
+547,500
| New | +$14M |
|
|
GGP
634
DELISTED
GGP Inc.
GGP
| $15.6M | 0.04% |
555,700
+367,700
| +196% | +$9.55M |
|
|
CA
635
DELISTED
CA, Inc.
CA
| $15.6M | 0.04% |
513,100
-1,691,600
| -77% | -$49.4M |
|
|
CYS
636
DELISTED
CYS Investments Inc.
CYS
| $15.6M | 0.04% |
1,785,798
-1,114,421
| -38% | -$9.97M |
|
|
CLCT
637
DELISTED
Collectors Universe
CLCT
| $15.5M | 0.04% |
742,819
+13,500
| +2% | +$302K |
|
638
Woodward
WWD
$21.4B
| $15.4M | 0.04% |
313,784
+142,800
| +84% | +$7.08M |
|
639
Graphic Packaging
GPK
$3.46B
| $15.4M | 0.04% |
1,130,018
-797,000
| -41% | -$9.87M |
|
|
HT
640
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $15.4M | 0.04% |
545,925
+465,650
| +580% | +$13.2M |
|
|
PLNR
641
DELISTED
PLANAR SYSTEMS INC
PLNR
| $15.3M | 0.04% |
1,833,479
+127,313
| +7% | +$735K |
|
642
Ryder
R
$10.1B
| $15.3M | 0.04% |
+164,800
| New | +$14.7M |
|
643
Toll Brothers
TOL
$13.9B
| $15.3M | 0.04% |
+446,000
| New | +$14.5M |
|
|
CCMP
644
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $15.3M | 0.04% |
322,909
+49,200
| +18% | +$2.25M |
|
645
Evertec
EVTC
$1.82B
| $15.2M | 0.04% |
686,600
+49,100
| +8% | +$1.08M |
|
646
Everest Group
EG
$13.9B
| $15.2M | 0.04% |
89,100
+72,100
| +424% | +$12.2M |
|
|
GMK
647
DELISTED
GRUMA SAB DE C V ADS(RP 4 B SHS
GMK
| $15.1M | 0.04% |
363,600
+11,400
| +3% | +$488K |
|
648
The GEO Group
GEO
$4.14B
| $15.1M | 0.04% |
561,741
-77,850
| -12% | -$2.03M |
|
|
AVNR
649
DELISTED
AVANIR PHARMACEUTICALS, INC CL A
AVNR
| $15M | 0.04% |
884,514
+826,500
| +1,425% | +$11.6M |
|
|
FLG
650
Flagstar Bank National Association
FLG
$5.9B
| $15M | 0.04% |
+311,642
| New | +$14.7M |
|
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.