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 | |
|---|---|---|---|---|---|---|
751
ITT
ITT
$19.4B
| $12.5M | 0.03% |
309,600
+297,200
| +2,397% | +$12.4M |
|
|
GTLS
752
DELISTED
Chart Industries
GTLS
| $12.5M | 0.03% |
366,090
+293,590
| +405% | +$12.3M |
|
753
ArcBest
ARCB
$3.14B
| $12.5M | 0.03% |
269,635
+220,100
| +444% | +$8.93M |
|
|
AVIV
754
DELISTED
AVIV REIT INC COM STK (MD)
AVIV
| $12.4M | 0.03% |
360,903
+316,203
| +707% | +$10.1M |
|
755
Tenaris
TS
$26.8B
| $12.4M | 0.03% |
+410,900
| New | +$14.7M |
|
|
DNKN
756
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $12.4M | 0.03% |
290,700
+271,600
| +1,422% | +$12.4M |
|
|
APEX
757
DELISTED
Apex Global Brands Inc. Common Stock
APEX
| $12.4M | 0.03% |
21,345
+825
| +4% | +$442K |
|
|
CHSP
758
DELISTED
Chesapeake Lodging Trust
CHSP
| $12.4M | 0.03% |
332,700
+46,200
| +16% | +$1.54M |
|
|
KONA
759
DELISTED
Kona Grill, Inc.
KONA
| $12.4M | 0.03% |
535,159
+63,600
| +13% | +$1.37M |
|
760
Brunswick
BC
$5.21B
| $12.3M | 0.03% |
+240,800
| New | +$11.3M |
|
761
Culp Inc
CULP
$43.8M
| $12.3M | 0.03% |
569,027
+3,527
| +0.6% | +$68K |
|
762
Renasant Corp
RNST
$3.96B
| $12.3M | 0.03% |
425,464
+79,286
| +23% | +$2.27M |
|
763
Eagle Materials
EXP
$6.47B
| $12.3M | 0.03% |
+161,800
| New | +$13.7M |
|
764
Wendy's
WEN
$1.65B
| $12.3M | 0.03% |
1,358,282
+243,500
| +22% | +$2.06M |
|
765
First American
FAF
$7.38B
| $12.2M | 0.03% |
360,700
+249,500
| +224% | +$7.65M |
|
766
SITE Centers
SITC
$156M
| $12.2M | 0.03% |
+516,580
| New | +$11.9M |
|
767
Strategy Inc
MSTR
$37.3B
| $12.2M | 0.03% |
752,000
-61,000
| -8% | -$964K |
|
768
MDU Resources
MDU
$4.32B
| $12.2M | 0.03% |
1,363,464
-289,550
| -18% | -$2.79M |
|
|
PTNR
769
DELISTED
Partner Communications
PTNR
| $12.2M | 0.03% |
2,403,900
+24,600
| +1% | +$154K |
|
770
UFP Technologies
UFPT
$2.5B
| $12.2M | 0.03% |
494,438
-12,562
| -2% | -$278K |
|
|
CNSL
771
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $12.2M | 0.03% |
436,655
+275,755
| +171% | +$7.35M |
|
|
BEE
772
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $12.1M | 0.03% |
+914,900
| New | +$11.5M |
|
773
Artisan Partners
APAM
$2.97B
| $12.1M | 0.03% |
239,500
+31,200
| +15% | +$1.56M |
|
774
Sibanye-Stillwater
SBSW
$7.58B
| $12M | 0.03% |
1,684,656
+87,940
| +6% | +$635K |
|
775
Boston Properties
BXP
$10.8B
| $12M | 0.03% |
93,300
-64,100
| -41% | -$8.12M |
|
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.