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 | |
|---|---|---|---|---|---|---|
801
Elevance Health
ELV
$86.6B
| $11.4M | 0.03% |
+90,773
| New | +$11.2M |
|
|
JAH
802
DELISTED
JARDEN CORPORATION
JAH
| $11.4M | 0.03% |
238,036
+207,400
| +677% | +$9.02M |
|
803
Quaker Houghton
KWR
$2.91B
| $11.4M | 0.03% |
123,700
-29,001
| -19% | -$2.34M |
|
804
Mesa Laboratories
MLAB
$631M
| $11.4M | 0.03% |
147,224
-20,576
| -12% | -$1.51M |
|
|
DGI
805
DELISTED
DigitalGlobe Inc.
DGI
| $11.4M | 0.03% |
367,475
+28,400
| +8% | +$799K |
|
806
Nordson
NDSN
$17.3B
| $11.4M | 0.03% |
145,614
+100,300
| +221% | +$7.62M |
|
807
UDR
UDR
$12B
| $11.3M | 0.03% |
368,000
+334,700
| +1,005% | +$10M |
|
|
CSCD
808
DELISTED
CASCADE MICROTECH, INC.
CSCD
| $11.3M | 0.03% |
773,700
+23,200
| +3% | +$286K |
|
|
ASCMA
809
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
| $11.3M | 0.03% |
213,423
+42,923
| +25% | +$2.47M |
|
|
SVM
810
Silvercorp Metals
SVM
$2.68B
| $11.3M | 0.03% |
8,685,280
+1,299,680
| +18% | +$1.81M |
|
811
Cadence Design Systems
CDNS
$89B
| $11.3M | 0.03% |
+593,900
| New | +$10.7M |
|
|
SAFM
812
DELISTED
Sanderson Farms Inc
SAFM
| $11.3M | 0.03% |
+134,017
| New | +$11.5M |
|
|
AET
813
DELISTED
Aetna Inc
AET
| $11.2M | 0.03% |
+126,490
| New | +$10.6M |
|
814
Banco Santander Chile
BSAC
$16B
| $11.2M | 0.03% |
568,527
+228,300
| +67% | +$4.87M |
|
815
Chemed
CHE
$7.07B
| $11.2M | 0.03% |
105,800
+16,000
| +18% | +$1.69M |
|
816
Spire
SR
$4.89B
| $11.2M | 0.03% |
210,000
-143,000
| -41% | -$7.19M |
|
|
ROSE
817
DELISTED
ROSETTA RESOURCES INC
ROSE
| $11.1M | 0.03% |
+498,222
| New | +$16.2M |
|
818
National Fuel Gas
NFG
$7.77B
| $11.1M | 0.03% |
+159,200
| New | +$11M |
|
|
BKS
819
DELISTED
Barnes & Noble
BKS
| $11M | 0.03% |
726,071
-621,540
| -46% | -$8.82M |
|
|
HILL
820
DELISTED
DOT HILL SYSTEMS CORP
HILL
| $11M | 0.03% |
2,498,400
-5,500
| -0.2% | -$23.1K |
|
821
Prosperity Bancshares
PB
$8.95B
| $11M | 0.03% |
+199,388
| New | +$11.3M |
|
822
COPT Defense Properties
CDP
$4.19B
| $11M | 0.03% |
+388,300
| New | +$10.7M |
|
823
Melco Resorts & Entertainment
MLCO
$2.14B
| $11M | 0.03% |
433,100
-1,119,000
| -72% | -$28M |
|
824
Harmony Gold Mining
HMY
$12.4B
| $11M | 0.03% |
5,816,500
+2,370,402
| +69% | +$4.34M |
|
|
NP
825
DELISTED
Neenah, Inc. Common Stock
NP
| $11M | 0.03% |
182,250
+10,750
| +6% | +$613K |
|
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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.