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 | |
|---|---|---|---|---|---|---|
851
Bruker
BRKR
$9.03B
| $10.3M | 0.02% |
450,210
-83,800
| -16% | -$1.83M |
|
|
HW
852
DELISTED
Headwaters Inc
HW
| $10.3M | 0.02% |
776,514
-609,100
| -44% | -$7.28M |
|
853
LCI Industries
LCII
$2.6B
| $10.3M | 0.02% |
189,217
+97,617
| +107% | +$4.91M |
|
854
AGCO
AGCO
$7.11B
| $10.2M | 0.02% |
+185,800
| New | +$9.94M |
|
855
Arq
ARQ
$100M
| $10.2M | 0.02% |
416,400
-3,400
| -0.8% | -$87.8K |
|
856
Commercial Metals
CMC
$8B
| $10.2M | 0.02% |
539,500
-186,700
| -26% | -$3.63M |
|
857
Northwest Bancshares
NWBI
$2.3B
| $10.2M | 0.02% |
696,454
+76,200
| +12% | +$1.1M |
|
|
ALR
858
DELISTED
Alere Inc
ALR
| $10.1M | 0.02% |
294,324
-498,000
| -63% | -$18.2M |
|
859
PG&E
PCG
$38.3B
| $10.1M | 0.02% |
233,831
-289,069
| -55% | -$12.3M |
|
|
PTP
860
DELISTED
PLATINUM UNDERWRITERS HLDGS LTD
PTP
| $10.1M | 0.02% |
168,000
+4,000
| +2% | +$233K |
|
861
Textron
TXT
$15.3B
| $10.1M | 0.02% |
+256,805
| New | +$9.6M |
|
862
Clearfield
CLFD
$395M
| $10M | 0.02% |
435,199
+49,365
| +13% | +$1.1M |
|
863
KBR
KBR
$4.8B
| $10M | 0.02% |
375,502
-457,398
| -55% | -$13.8M |
|
864
Albany International
AIN
$1.81B
| $10M | 0.02% |
281,688
-21,512
| -7% | -$767K |
|
|
RAD
865
DELISTED
Rite Aid Corporation
RAD
| $9.99M | 0.02% |
+79,650
| New | +$9.71M |
|
|
PMT
866
PennyMac Mortgage Investment
PMT
$827M
| $9.98M | 0.02% |
+417,800
| New | +$9.87M |
|
867
Methode Electronics
MEI
$602M
| $9.98M | 0.02% |
325,500
-97,680
| -23% | -$3.23M |
|
868
Sabesp
SBS
$17.9B
| $9.95M | 0.02% |
+5,542,230
| New | +$10.1M |
|
869
Gran Tierra Energy
GTE
$331M
| $9.95M | 0.02% |
132,940
+76,700
| +136% | +$5.58M |
|
|
FRP
870
DELISTED
Fairpoint Communications, Inc.
FRP
| $9.94M | 0.02% |
730,948
+435,282
| +147% | +$5.7M |
|
871
First Horizon
FHN
$12.3B
| $9.94M | 0.02% |
805,482
-884,700
| -52% | -$10.5M |
|
872
Carlyle Group
CG
$17.2B
| $9.93M | 0.02% |
+282,649
| New | +$9.92M |
|
|
WLB
873
DELISTED
Westmoreland Coal Company
WLB
| $9.93M | 0.02% |
333,299
+173,915
| +109% | +$3.93M |
|
|
SUSQ
874
DELISTED
SUSQUEHANNA BANCSHARES INC
SUSQ
| $9.93M | 0.02% |
872,916
-665,500
| -43% | -$7.56M |
|
875
DaVita
DVA
$11.6B
| $9.92M | 0.02% |
144,128
-152,472
| -51% | -$10.1M |
|
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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.