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 | |
|---|---|---|---|---|---|---|
|
EGL
726
DELISTED
Engility Holdings, Inc.
EGL
| $13M | 0.03% |
303,800
+51,600
| +20% | +$2.06M |
|
|
IQNT
727
DELISTED
Inteliquent, Inc.
IQNT
| $13M | 0.03% |
660,781
+327,299
| +98% | +$5.34M |
|
728
NiSource
NI
$20.1B
| $13M | 0.03% |
777,498
+755,611
| +3,452% | +$12.3M |
|
729
St. Joe Company
JOE
$3.87B
| $13M | 0.03% |
704,300
+371,900
| +112% | +$7.01M |
|
730
Columbia Sportswear
COLM
$2.88B
| $12.9M | 0.03% |
290,102
+175,800
| +154% | +$7.15M |
|
|
AE
731
DELISTED
Adams Resources & Energy Inc
AE
| $12.9M | 0.03% |
258,300
+9,200
| +4% | +$410K |
|
732
Baxter International
BAX
$13.9B
| $12.9M | 0.03% |
324,016
-872,082
| -73% | -$34M |
|
|
SRDX
733
DELISTED
Surmodics
SRDX
| $12.9M | 0.03% |
582,738
+80,800
| +16% | +$1.71M |
|
734
Oil-Dri
ODC
$1.28B
| $12.9M | 0.03% |
789,250
+3,600
| +0.5% | +$52K |
|
735
MarketAxess Holdings
MKTX
$5.72B
| $12.9M | 0.03% |
179,500
-185,610
| -51% | -$12.2M |
|
736
ManpowerGroup
MAN
$2.61B
| $12.9M | 0.03% |
+188,752
| New | +$12.5M |
|
737
Las Vegas Sands
LVS
$29.6B
| $12.8M | 0.03% |
220,900
-362,300
| -62% | -$21.8M |
|
|
BTU
738
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $12.8M | 0.03% |
+110,376
| New | +$16.5M |
|
739
Corpay
CPAY
$26.9B
| $12.8M | 0.03% |
86,000
+52,500
| +157% | +$7.57M |
|
740
Chesapeake Utilities
CPK
$3.25B
| $12.8M | 0.03% |
257,350
+6,500
| +3% | +$299K |
|
|
AD
741
Array Digital Infrastructure
AD
$3.04B
| $12.8M | 0.03% |
320,100
+46,000
| +17% | +$1.69M |
|
|
WNR
742
DELISTED
Western Refining Inc
WNR
| $12.7M | 0.03% |
336,500
-431,800
| -56% | -$17.9M |
|
|
AIQ
743
DELISTED
Alliance Healthcare Services
AIQ
| $12.7M | 0.03% |
603,260
+11,000
| +2% | +$246K |
|
|
QVCGA
744
DELISTED
QVC Group Inc Series A
QVCGA
| $12.7M | 0.03% |
8,859
-14,737
| -62% | -$19.4M |
|
745
Centene
CNC
$33.1B
| $12.6M | 0.03% |
487,200
+368,000
| +309% | +$8.59M |
|
746
Smith & Nephew
SNN
$12.5B
| $12.6M | 0.03% |
343,850
-85,650
| -20% | -$2.88M |
|
|
CVRR
747
DELISTED
CVR Refining, LP
CVRR
| $12.6M | 0.03% |
748,786
+247,586
| +49% | +$5.42M |
|
|
MITL
748
DELISTED
Mitel Networks Corporation
MITL
| $12.6M | 0.03% |
1,175,451
-32,776
| -3% | -$313K |
|
749
Future Fuel
FF
$257M
| $12.6M | 0.03% |
964,200
-150,800
| -14% | -$1.85M |
|
|
OSG
750
Octave Specialty Group
OSG
$210M
| $12.5M | 0.03% |
511,500
-76,900
| -13% | -$1.79M |
|
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.