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 | |
|---|---|---|---|---|---|---|
51
IBM
IBM
$225B
| $108M | 0.26% |
704,167
+657,306
| +1,403% | +$105M |
|
52
Johnson Controls International
JCI
$93.7B
| $108M | 0.26% |
2,128,695
+687,791
| +48% | +$33.6M |
|
53
National Grid
NGG
$80.7B
| $107M | 0.26% |
1,565,684
+107,940
| +7% | +$7.5M |
|
54
Telus
TU
$15.2B
| $106M | 0.26% |
5,892,400
+93,400
| +2% | +$1.68M |
|
55
Starbucks
SBUX
$122B
| $105M | 0.25% |
2,549,692
+1,172,308
| +85% | +$45.8M |
|
|
PPL
56
PPL Corp
PPL
$26.5B
| $104M | 0.25% |
3,087,288
+2,134,314
| +224% | +$69.7M |
|
|
BT
57
DELISTED
BT Group plc (ADR)
BT
| $104M | 0.25% |
3,354,800
-106,000
| -3% | -$3.24M |
|
|
LSI
58
DELISTED
Life Storage, Inc.
LSI
| $102M | 0.25% |
1,762,050
+174,300
| +11% | +$9.7M |
|
|
MIC
59
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $102M | 0.25% |
1,439,300
+303,500
| +27% | +$20.7M |
|
60
Sempra
SRE
$55.9B
| $102M | 0.25% |
1,824,800
+1,291,000
| +242% | +$70.3M |
|
61
AutoZone
AZO
$49.7B
| $98.7M | 0.24% |
159,400
+22,500
| +16% | +$12.7M |
|
62
Visa
V
$677B
| $98.3M | 0.24% |
1,499,200
+724,000
| +93% | +$43.6M |
|
63
Applied Materials
AMAT
$417B
| $97.6M | 0.24% |
3,917,348
-1,077,850
| -22% | -$24.3M |
|
64
Cinemark Holdings
CNK
$4.25B
| $97.1M | 0.23% |
2,730,000
+128,000
| +5% | +$4.44M |
|
65
Pilgrim's Pride
PPC
$6.4B
| $96.3M | 0.23% |
2,936,713
+1,228,713
| +72% | +$38.9M |
|
|
ECHO
66
EchoStar
ECHO
$25.6B
| $94.1M | 0.23% |
2,211,550
+111,183
| +5% | +$4.42M |
|
|
COL
67
DELISTED
Rockwell Collins
COL
| $93.2M | 0.22% |
+1,102,700
| New | +$90.5M |
|
|
FDO
68
DELISTED
FAMILY DOLLAR STORES
FDO
| $92.7M | 0.22% |
1,170,500
+337,400
| +40% | +$26.5M |
|
69
Dominion Energy
D
$59.9B
| $92.6M | 0.22% |
1,203,700
-179,700
| -13% | -$13M |
|
|
TYC
70
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $92M | 0.22% |
2,002,516
+1,146,382
| +134% | +$51M |
|
|
PDLI
71
DELISTED
PDL BioPharma, Inc.
PDLI
| $90.8M | 0.22% |
11,771,000
-1,974,892
| -14% | -$15.6M |
|
72
Gilead Sciences
GILD
$168B
| $88.7M | 0.21% |
+941,400
| New | +$97.4M |
|
|
NTT
73
DELISTED
Nippon Telegraph & Telephone
NTT
| $87M | 0.21% |
3,398,700
+600,900
| +21% | +$16.9M |
|
|
POM
74
DELISTED
PEPCO HOLDINGS, INC.
POM
| $86.7M | 0.21% |
3,221,200
+2,571,300
| +396% | +$69.7M |
|
|
SIAL
75
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $86.7M | 0.21% |
631,332
+211,232
| +50% | +$28.7M |
|
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.