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 | |
|---|---|---|---|---|---|---|
|
ACC
776
DELISTED
American Campus Communities, Inc.
ACC
| $11.7M | 0.03% |
313,428
-377,400
| -55% | -$13.4M |
|
777
Markel Group
MKL
$22.8B
| $11.7M | 0.03% |
19,581
-35,000
| -64% | -$19.9M |
|
778
First Merchants
FRME
$2.72B
| $11.7M | 0.03% |
538,835
-49,594
| -8% | -$1.05M |
|
779
Power Integrations
POWI
$3.57B
| $11.6M | 0.03% |
352,200
+92,600
| +36% | +$2.81M |
|
|
VIVO
780
DELISTED
Meridian Bioscience Inc
VIVO
| $11.6M | 0.03% |
531,076
+293,581
| +124% | +$6.73M |
|
|
SPA
781
DELISTED
Sparton
SPA
| $11.6M | 0.03% |
394,535
-29,200
| -7% | -$886K |
|
|
SRDX
782
DELISTED
Surmodics
SRDX
| $11.5M | 0.03% |
510,395
+55,257
| +12% | +$1.35M |
|
|
TBI
783
Trueblue
TBI
$302M
| $11.5M | 0.03% |
393,900
+32,100
| +9% | +$861K |
|
|
GAS
784
DELISTED
AGL Resources Inc
GAS
| $11.5M | 0.03% |
+235,311
| New | +$11.1M |
|
785
Radian Group
RDN
$4.87B
| $11.5M | 0.03% |
766,400
-48,200
| -6% | -$735K |
|
|
CNW
786
DELISTED
CON-WAY INC.
CNW
| $11.5M | 0.03% |
280,100
+152,400
| +119% | +$6M |
|
787
Park-Ohio Holdings
PKOH
$716M
| $11.5M | 0.03% |
204,800
+11,500
| +6% | +$586K |
|
|
FCE.A
788
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $11.5M | 0.03% |
601,562
-132,838
| -18% | -$2.51M |
|
789
OGE Energy
OGE
$9.69B
| $11.4M | 0.03% |
310,388
-134,112
| -30% | -$4.69M |
|
|
TWX
790
DELISTED
Time Warner Inc
TWX
| $11.4M | 0.03% |
+182,039
| New | +$11.4M |
|
791
National Beverage
FIZZ
$2.9B
| $11.3M | 0.03% |
1,161,400
+4,600
| +0.4% | +$47.9K |
|
792
Interactive Brokers
IBKR
$41.5B
| $11.3M | 0.03% |
2,088,124
-451,076
| -18% | -$2.5M |
|
|
AHT
793
Ashford Hospitality Trust
AHT
$19.8M
| $11.3M | 0.03% |
1,074
+519
| +94% | +$4.78M |
|
|
ULTI
794
DELISTED
Ultimate Software Group Inc
ULTI
| $11.3M | 0.03% |
82,228
-33,125
| -29% | -$5.2M |
|
|
BLOX
795
DELISTED
Infoblox Inc
BLOX
| $11.3M | 0.03% |
+561,279
| New | +$15.5M |
|
|
WPZ
796
DELISTED
Williams Partners L.P.
WPZ
| $11.2M | 0.03% |
+207,151
| New | +$11M |
|
|
AUY
797
DELISTED
Yamana Gold, Inc.
AUY
| $11.2M | 0.03% |
1,278,075
-1,082,500
| -46% | -$10.5M |
|
798
Trex
TREX
$5.05B
| $11.2M | 0.03% |
1,225,616
+460,016
| +60% | +$4.12M |
|
|
AMSG
799
DELISTED
Amsurg Corp
AMSG
| $11.2M | 0.03% |
237,969
+87,469
| +58% | +$3.85M |
|
|
EMES
800
DELISTED
Emerge Energy Services LP
EMES
| $11.2M | 0.03% |
179,990
+149,958
| +499% | +$7.14M |
|
Similar funds
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.