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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+7.13%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$41.4B
AUM Growth
+$4.9B
Cap. Flow
+$3.19B
Cap. Flow %
7.7%
Top 10 Hldgs %
11.09%
Holding
3,351
New
590
Increased
1,468
Reduced
854
Closed
412

Top Buys

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$228M
2
GD icon
General Dynamics
GD
+$195M
3
AAPL icon
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
MCD icon
McDonald's
MCD
+$284M
3
META icon
Meta Platforms (Facebook)
META
+$181M
4
XOM icon
ExxonMobil
XOM
+$153M
5
TJX icon
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
BLUE
776
DELISTED
bluebird bio
BLUE
$12M 0.03%
10,105
+5,867
+138% +$3.92M
CMP icon
777
Compass Minerals
CMP
$1.12B
$12M 0.03%
138,100
-102,800
-43% -$8.82M
THO icon
778
Thor Industries
THO
$4.11B
$12M 0.03%
214,600
+25,100
+13% +$1.35M
CINF icon
779
Cincinnati Financial
CINF
$26.5B
$12M 0.03%
231,200
+113,700
+97% +$5.69M
ARI
780
Apollo Commercial Real Estate
ARI
$885M
$12M 0.03%
732,300
+71,104
+11% +$1.17M
HUBG icon
781
HUB Group
HUBG
$2.46B
$12M 0.03%
628,872
+358,400
+133% +$6.66M
UBNK
782
DELISTED
United Financial Bancorp, Inc.
UBNK
$12M 0.03%
833,112
+91,200
+12% +$1.26M
NTAP icon
783
NetApp
NTAP
$39.6B
$12M 0.03%
288,500
-317,100
-52% -$13.2M
TCX icon
784
Tucows
TCX
$140M
$11.9M 0.03%
615,135
+52,811
+9% +$876K
PFSW
785
DELISTED
PFSweb, Inc.
PFSW
$11.9M 0.03%
937,438
+80,299
+9% +$885K
IPHS
786
DELISTED
Innophos Holdings, Inc.
IPHS
$11.7M 0.03%
200,600
+164,000
+448% +$9.2M
SCG
787
DELISTED
Scana
SCG
$11.7M 0.03%
194,100
-96,400
-33% -$5.34M
DCP
788
DELISTED
DCP Midstream, LP
DCP
$11.7M 0.03%
257,510
+218,200
+555% +$10.9M
TCF
789
DELISTED
TCF Financial Corporation
TCF
$11.7M 0.03%
735,200
+601,500
+450% +$9.25M
MNK
790
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$11.6M 0.03%
117,502
-242,000
-67% -$22.3M
STLA icon
791
Stellantis
STLA
$20.2B
$11.6M 0.03%
+1,535,511
New +$11.4M
UNT
792
DELISTED
UNIT Corporation
UNT
$11.6M 0.03%
341,014
+288,114
+545% +$12.5M
HME
793
DELISTED
HOME PROPERTIES, INC
HME
$11.6M 0.03%
177,100
+140,600
+385% +$8.95M
VYX icon
794
NCR Voyix
VYX
$1.12B
$11.6M 0.03%
+649,718
New +$11.4M
ESL
795
DELISTED
Esterline Technologies
ESL
$11.6M 0.03%
105,700
+52,400
+98% +$5.89M
RAX
796
DELISTED
Rackspace Hosting Inc
RAX
$11.6M 0.03%
+246,900
New +$10.2M
CSBK
797
DELISTED
Clifton Bancorp Inc.
CSBK
$11.5M 0.03%
849,633
+165,784
+24% +$2.14M
HLIO icon
798
Helios Technologies
HLIO
$2.67B
$11.5M 0.03%
293,179
+10,004
+4% +$391K
WMGI
799
DELISTED
Wright Medical Group Inc
WMGI
$11.5M 0.03%
+429,463
New +$12.6M
FRP
800
DELISTED
Fairpoint Communications, Inc.
FRP
$11.4M 0.03%
803,299
+30,099
+4% +$443K
30 31
32
33 34

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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.