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 | |
|---|---|---|---|---|---|---|
751
Calix
CALX
$2.51B
| $12.2M | 0.03% |
1,451,718
+722,900
| +99% | +$6.06M |
|
|
TIS
752
DELISTED
Orchids Paper Products, Inc.
TIS
| $12.2M | 0.03% |
399,900
+78,600
| +24% | +$2.53M |
|
753
Artisan Partners
APAM
$2.97B
| $12.2M | 0.03% |
190,200
+79,900
| +72% | +$5.14M |
|
|
PWE
754
DELISTED
Penn West Energy Petroleum Ltd
PWE
| $12.2M | 0.03% |
+1,457,303
| New | +$11.8M |
|
755
Celanese
CE
$4.75B
| $12.2M | 0.03% |
219,399
+199,599
| +1,008% | +$10.6M |
|
756
iShares MSCI Brazil ETF
EWZ
$8.57B
| $12.2M | 0.03% |
+270,200
| New | +$11.1M |
|
757
Northrop Grumman
NOC
$82B
| $12.2M | 0.03% |
98,500
-340,200
| -78% | -$40.3M |
|
758
Enerpac Tool Group
EPAC
$1.91B
| $12.1M | 0.03% |
355,400
-314,300
| -47% | -$10.9M |
|
|
HITK
759
DELISTED
HI-TECH PHARMACAL INC
HITK
| $12.1M | 0.03% |
280,072
+159,072
| +131% | +$6.89M |
|
760
Caesarstone
CSTE
$104M
| $12.1M | 0.03% |
222,839
+51,199
| +30% | +$2.7M |
|
761
Mesa Laboratories
MLAB
$631M
| $12.1M | 0.03% |
134,143
+7,955
| +6% | +$676K |
|
762
Regency Centers
REG
$13.9B
| $12.1M | 0.03% |
237,060
+177,360
| +297% | +$8.72M |
|
|
DDC
763
DELISTED
Dominion Diamond Corporation
DDC
| $12.1M | 0.03% |
900,098
+269,485
| +43% | +$3.81M |
|
764
Willis Towers Watson
WTW
$31.6B
| $12.1M | 0.03% |
103,285
+97,885
| +1,813% | +$11.1M |
|
765
Warner Bros
WBD
$69.3B
| $12M | 0.03% |
+284,254
| New | +$12M |
|
766
Pacira BioSciences
PCRX
$945M
| $12M | 0.03% |
171,500
+100,000
| +140% | +$6.8M |
|
|
KND
767
DELISTED
Kindred Healthcare
KND
| $12M | 0.03% |
511,811
+216,900
| +74% | +$4.49M |
|
|
EXAM
768
DELISTED
EXAMWORKS GROUP INC COM STK (DE)
EXAM
| $11.9M | 0.03% |
341,292
+197,192
| +137% | +$6.39M |
|
|
RST
769
DELISTED
ROSETTA STONE INC
RST
| $11.9M | 0.03% |
1,064,700
+127,306
| +14% | +$1.47M |
|
|
AWAY
770
DELISTED
HOMEAWAY INC COM
AWAY
| $11.9M | 0.03% |
316,662
+208,145
| +192% | +$8.78M |
|
|
VALE.P
771
DELISTED
Vale S A
VALE.P
| $11.9M | 0.03% |
954,600
-2,050,800
| -68% | -$25.1M |
|
|
TA
772
DELISTED
TravelCenters of America LLC
TA
| $11.8M | 0.03% |
290,135
-10,565
| -4% | -$461K |
|
|
EFOR
773
Everforth Inc
EFOR
$1.34B
| $11.8M | 0.03% |
305,894
+154,600
| +102% | +$5.18M |
|
774
PVH
PVH
$3.76B
| $11.7M | 0.03% |
93,995
+53,325
| +131% | +$6.57M |
|
775
UFP Technologies
UFPT
$2.5B
| $11.7M | 0.03% |
480,611
+18,837
| +4% | +$479K |
|
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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.