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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
SPWR
1126
DELISTED
SunPower Corporation Common Stock
SPWR
$6.48M 0.02%
+383,327
New +$7.11M
CMPR icon
1127
Cimpress
CMPR
$2.4B
$6.48M 0.02%
86,600
+43,300
+100% +$2.81M
FCE.A
1128
DELISTED
Forest City Realty Trust, Inc.
FCE.A
$6.48M 0.02%
304,200
+218,500
+255% +$4.54M
LGCY
1129
DELISTED
Legacy Reserves Inc. Common Stock
LGCY
$6.46M 0.02%
+565,100
New +$10.8M
NATH icon
1130
Nathan's Famous
NATH
$397M
$6.45M 0.02%
80,600
+1,700
+2% +$124K
MSCC
1131
DELISTED
Microsemi Corp
MSCC
$6.44M 0.02%
+226,798
New +$5.96M
PRSU
1132
Pursuit Attractions and Hospitality Inc
PRSU
$1.27B
$6.43M 0.02%
241,025
+189,125
+364% +$4.52M
REG icon
1133
Regency Centers
REG
$13.9B
$6.42M 0.02%
+100,700
New +$6.08M
TBNK
1134
DELISTED
Territorial Bancorp Inc.
TBNK
$6.41M 0.02%
297,339
+28,839
+11% +$610K
DCO icon
1135
Ducommun
DCO
$3.04B
$6.4M 0.02%
253,200
-600
-0.2% -$15.5K
ATRI
1136
DELISTED
Atrion Corp
ATRI
$6.39M 0.02%
18,800
+300
+2% +$97.5K
SAPE
1137
DELISTED
SAPIENT CORP
SAPE
$6.39M 0.02%
256,847
-301,900
-54% -$6.37M
ACCO icon
1138
Acco Brands
ACCO
$399M
$6.38M 0.02%
+708,248
New +$5.84M
CIB icon
1139
Grupo Cibest SA
CIB
$22.6B
$6.38M 0.02%
133,200
+112,300
+537% +$5.98M
GIB icon
1140
CGI
GIB
$15.3B
$6.38M 0.02%
167,200
+145,800
+681% +$5.17M
PFC
1141
DELISTED
Premier Financial Corp. Common Stock
PFC
$6.37M 0.02%
373,850
+23,050
+7% +$349K
TBI
1142
Trueblue
TBI
$302M
$6.37M 0.02%
286,100
+194,200
+211% +$4.61M
CKSW
1143
DELISTED
CLICKSOFTWARE TECH LTD
CKSW
$6.36M 0.02%
886,029
-36,971
-4% -$272K
IMKTA icon
1144
Ingles Markets
IMKTA
$1.66B
$6.36M 0.02%
171,500
+4,100
+2% +$115K
TEN
1145
Tsakos Energy Navigation Ltd
TEN
$1.18B
$6.33M 0.02%
181,500
-6,760
-4% -$224K
INN
1146
Summit Hotel Properties
INN
$655M
$6.33M 0.02%
508,479
+273,879
+117% +$3.18M
UIL
1147
DELISTED
UIL HOLDINGS
UIL
$6.32M 0.02%
145,033
-9,200
-6% -$374K
LSTR icon
1148
Landstar System
LSTR
$6.31B
$6.31M 0.02%
+87,040
New +$6.47M
SEE
1149
DELISTED
Sealed Air
SEE
$6.3M 0.02%
+148,600
New +$5.59M
BCPC
1150
Balchem Corp
BCPC
$5.73B
$6.29M 0.02%
94,400
-150,200
-61% -$9.37M
44 45
46
47 48

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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.