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 | |
|---|---|---|---|---|---|---|
|
JIVE
1051
DELISTED
Jive Software, Inc.
JIVE
| $7.4M | 0.02% |
1,227,600
+806,600
| +192% | +$4.82M |
|
|
QADA
1052
DELISTED
QAD Inc.
QADA
| $7.39M | 0.02% |
326,677
+11,500
| +4% | +$234K |
|
1053
Cousins Properties
CUZ
$4.85B
| $7.39M | 0.02% |
+229,136
| New | +$7.82M |
|
1054
WEC Energy
WEC
$35.6B
| $7.38M | 0.02% |
140,000
-110,700
| -44% | -$5.43M |
|
|
KZ
1055
DELISTED
KongZhong Corporation
KZ
| $7.33M | 0.02% |
1,354,512
-169,687
| -11% | -$1.04M |
|
|
WPZ
1056
DELISTED
Williams Partners L.P.
WPZ
| $7.32M | 0.02% |
+143,341
| New | +$8.11M |
|
|
FNFG
1057
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $7.31M | 0.02% |
+866,717
| New | +$6.97M |
|
1058
Invesco Mortgage Capital
IVR
$802M
| $7.3M | 0.02% |
47,250
-91,310
| -66% | -$14.7M |
|
1059
Kemper
KMPR
$1.56B
| $7.3M | 0.02% |
202,200
+4,700
| +2% | +$166K |
|
1060
EPR Properties
EPR
$4.7B
| $7.28M | 0.02% |
126,400
+96,000
| +316% | +$5.33M |
|
1061
The Ensign Group
ENSG
$10.6B
| $7.27M | 0.02% |
350,204
+85,733
| +32% | +$1.57M |
|
1062
AngloGold Ashanti
AU
$49.5B
| $7.26M | 0.02% |
834,000
+402,600
| +93% | +$3.8M |
|
|
CARB
1063
DELISTED
Carbonite Inc
CARB
| $7.23M | 0.02% |
506,400
+91,600
| +22% | +$1.08M |
|
|
BIG
1064
DELISTED
Big Lots, Inc.
BIG
| $7.18M | 0.02% |
179,400
-359,500
| -67% | -$16M |
|
1065
Calumet Specialty Products
CLMT
$4.15B
| $7.18M | 0.02% |
320,294
+162,594
| +103% | +$4.23M |
|
1066
Assurant
AIZ
$13.9B
| $7.17M | 0.02% |
104,800
+87,500
| +506% | +$5.82M |
|
1067
TTEC Holdings
TTEC
$77.4M
| $7.16M | 0.02% |
302,522
-16,000
| -5% | -$383K |
|
|
XLNX
1068
DELISTED
Xilinx Inc
XLNX
| $7.11M | 0.02% |
164,205
-423,495
| -72% | -$18.3M |
|
1069
Churchill Downs
CHDN
$6.17B
| $7.11M | 0.02% |
447,450
+268,800
| +150% | +$4.37M |
|
1070
Aegon
AEG
$13.9B
| $7.09M | 0.02% |
1,358,553
+242,577
| +22% | +$1.31M |
|
|
NUTR
1071
DELISTED
Nutraceutical International Co
NUTR
| $7.08M | 0.02% |
328,400
+16,500
| +5% | +$358K |
|
|
BSMX
1072
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $7.08M | 0.02% |
+683,100
| New | +$8M |
|
|
OAKS
1073
DELISTED
Five Oaks Investment Corp.
OAKS
| $7.08M | 0.02% |
655,317
+65,498
| +11% | +$719K |
|
1074
AngioDynamics
ANGO
$651M
| $7.06M | 0.02% |
371,546
+218,386
| +143% | +$3.7M |
|
1075
Marriott International
MAR
$92.5B
| $7.02M | 0.02% |
+89,998
| New | +$6.64M |
|
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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.