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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
EGP icon
1201
EastGroup Properties
EGP
$10.9B
$5.64M 0.01%
+89,100
New +$5.81M
WLFC icon
1202
Willis Lease Finance
WLFC
$1.21B
$5.63M 0.01%
771,918
+33,687
+5% +$240K
BSTC
1203
DELISTED
BioSpecifics Technologies Corp.
BSTC
$5.6M 0.01%
145,101
+36,101
+33% +$1.38M
MPLX icon
1204
MPLX
MPLX
$60.8B
$5.6M 0.01%
76,200
+38,100
+100% +$2.43M
PVTB
1205
DELISTED
PrivateBancorp Inc
PVTB
$5.6M 0.01%
167,647
+133,900
+397% +$4.19M
POT
1206
DELISTED
Potash Corp Of Saskatchewan
POT
$5.59M 0.01%
158,100
-94,100
-37% -$3.2M
BHC icon
1207
Bausch Health
BHC
$2.32B
$5.58M 0.01%
+38,989
New +$5.24M
DHC
1208
Diversified Healthcare Trust
DHC
$2.02B
$5.58M 0.01%
254,571
+113,916
+81% +$2.5M
NXGN
1209
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
$5.57M 0.01%
357,176
-58,400
-14% -$854K
PEI
1210
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$5.55M 0.01%
15,787
+14,267
+939% +$4.68M
EGBN icon
1211
Eagle Bancorp
EGBN
$877M
$5.55M 0.01%
156,351
-17,644
-10% -$608K
CMCSK
1212
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
$5.5M 0.01%
+95,639
New +$5.5M
CSG
1213
DELISTED
CHAMBERS STR PPTYS COM
CSG
$5.5M 0.01%
681,800
+646,900
+1,854% +$5.17M
PNR icon
1214
Pentair
PNR
$10.5B
$5.45M 0.01%
+122,193
New +$5.36M
SIMO icon
1215
Silicon Motion
SIMO
$8.18B
$5.43M 0.01%
229,679
-76,900
-25% -$1.85M
BELFB
1216
Bel Fuse Inc Class B
BELFB
$4.25B
$5.43M 0.01%
198,600
-6,400
-3% -$167K
WTW icon
1217
Willis Towers Watson
WTW
$31.6B
$5.43M 0.01%
45,715
+30,577
+202% +$3.42M
BNCL
1218
DELISTED
Beneficial Bancorp, Inc.
BNCL
$5.42M 0.01%
486,143
+173,771
+56% +$2.05M
NBHC icon
1219
National Bank Holdings
NBHC
$1.92B
$5.42M 0.01%
278,965
+263,865
+1,747% +$5.08M
ZIXI
1220
DELISTED
Zix Corporation
ZIXI
$5.4M 0.01%
1,500,592
+123,092
+9% +$420K
UAA icon
1221
Under Armour
UAA
$2.26B
$5.4M 0.01%
+159,000
New +$5.36M
MNDO icon
1222
Mind CTI
MNDO
$20.6M
$5.39M 0.01%
1,372,489
-224,311
-14% -$759K
HOV icon
1223
Hovnanian Enterprises
HOV
$793M
$5.39M 0.01%
+52,229
New +$5.11M
DSGX icon
1224
Descartes Systems
DSGX
$6.65B
$5.38M 0.01%
363,200
-22,700
-6% -$328K
PCL
1225
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$5.38M 0.01%
125,800
-74,100
-37% -$3.04M
47 48
49
50 51

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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.