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 | |
|---|---|---|---|---|---|---|
1001
SPX Corp
SPXC
$10.9B
| $7.87M | 0.02% |
+317,871
| New | +$8.15M |
|
|
VRN
1002
DELISTED
Veren
VRN
| $7.86M | 0.02% |
+235,358
| New | +$7.6M |
|
1003
Universal Technical Institute
UTI
$1.41B
| $7.85M | 0.02% |
605,938
+57,638
| +11% | +$758K |
|
1004
TTEC Holdings
TTEC
$77.4M
| $7.82M | 0.02% |
319,176
+117,954
| +59% | +$2.73M |
|
1005
Waterstone Financial
WSBF
$378M
| $7.8M | 0.02% |
750,799
+429,868
| +134% | +$4.5M |
|
1006
Arthur J. Gallagher & Co
AJG
$65.5B
| $7.78M | 0.02% |
163,401
-372,399
| -70% | -$17.4M |
|
1007
Honda
HMC
$40.6B
| $7.75M | 0.02% |
219,263
+56,863
| +35% | +$2.12M |
|
1008
Brown-Forman Class A
BF.A
$13B
| $7.72M | 0.02% |
217,125
-14,695
| -6% | -$476K |
|
1009
Crown Castle
CCI
$31.5B
| $7.71M | 0.02% |
104,557
-730,546
| -87% | -$53.6M |
|
|
LIN
1010
DELISTED
LIN MEDIA LLC CLASS A COM
LIN
| $7.71M | 0.02% |
290,800
-153,100
| -34% | -$3.62M |
|
|
NUTR
1011
DELISTED
Nutraceutical International Co
NUTR
| $7.67M | 0.02% |
295,178
+29,978
| +11% | +$778K |
|
|
ATHL
1012
DELISTED
ATHLON ENERGY INC COM
ATHL
| $7.65M | 0.02% |
215,801
+77,301
| +56% | +$2.54M |
|
1013
BP
BP
$111B
| $7.65M | 0.02% |
+194,383
| New | +$7.67M |
|
|
IRBT
1014
DELISTED
iRobot
IRBT
| $7.64M | 0.02% |
186,073
+97,373
| +110% | +$3.9M |
|
1015
EnerSys
ENS
$6.81B
| $7.61M | 0.02% |
+109,821
| New | +$7.71M |
|
|
FARM
1016
DELISTED
Farmer Brothers
FARM
| $7.61M | 0.02% |
386,200
+21,100
| +6% | +$453K |
|
1017
Jazz Pharmaceuticals
JAZZ
$16.2B
| $7.6M | 0.02% |
+54,793
| New | +$8.25M |
|
1018
Medifast
MED
$130M
| $7.58M | 0.02% |
260,684
-79,716
| -23% | -$2.14M |
|
1019
United Parks & Resorts
PRKS
$2.01B
| $7.58M | 0.02% |
250,598
+17,198
| +7% | +$554K |
|
|
DMND
1020
DELISTED
DIAMOND FOODS, INC.
DMND
| $7.58M | 0.02% |
216,897
+208,797
| +2,578% | +$5.91M |
|
|
FLG
1021
Flagstar Bank National Association
FLG
$5.9B
| $7.5M | 0.02% |
155,662
+137,554
| +760% | +$6.69M |
|
|
ESND
1022
DELISTED
Essendant Inc.
ESND
| $7.5M | 0.02% |
182,722
+121,900
| +200% | +$5.18M |
|
|
DENN
1023
DELISTED
Denny's
DENN
| $7.5M | 0.02% |
1,165,600
+235,000
| +25% | +$1.58M |
|
|
XOXO
1024
DELISTED
Xo Group Inc
XOXO
| $7.48M | 0.02% |
737,700
+89,400
| +14% | +$1.1M |
|
|
INFA
1025
DELISTED
INFORMATICA CORP
INFA
| $7.46M | 0.02% |
197,537
+65,899
| +50% | +$2.66M |
|
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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.