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 | |
|---|---|---|---|---|---|---|
101
Waste Management
WM
$90.7B
| $71.1M | 0.17% |
1,689,865
+939,265
| +125% | +$39.4M |
|
|
RAI
102
DELISTED
Reynolds American Inc
RAI
| $69.3M | 0.17% |
2,594,080
+277,080
| +12% | +$6.98M |
|
|
BCR
103
DELISTED
CR Bard Inc.
BCR
| $68.6M | 0.16% |
463,600
-200,700
| -30% | -$27.8M |
|
104
Viatris
VTRS
$18.7B
| $68.4M | 0.16% |
+1,401,474
| New | +$68.1M |
|
105
Clorox
CLX
$13.1B
| $67.9M | 0.16% |
771,200
-342,200
| -31% | -$30M |
|
106
Cummins
CMI
$87.1B
| $67.7M | 0.16% |
+454,289
| New | +$63.1M |
|
|
LSI
107
DELISTED
LSI CORPORATION
LSI
| $66.2M | 0.16% |
5,984,003
+4,750,000
| +385% | +$52.5M |
|
108
Duke Energy
DUK
$96.1B
| $65.3M | 0.16% |
+917,387
| New | +$63.9M |
|
|
CPLA
109
DELISTED
Capella Education Company
CPLA
| $65.2M | 0.16% |
1,031,885
+43,560
| +4% | +$2.82M |
|
|
GGP
110
DELISTED
GGP Inc.
GGP
| $65.1M | 0.16% |
+2,958,786
| New | +$62.8M |
|
|
FRX
111
DELISTED
FOREST LABORATORIES INC
FRX
| $65M | 0.16% |
+704,874
| New | +$56.9M |
|
|
PARA
112
DELISTED
Paramount Global Class B
PARA
| $64.9M | 0.16% |
+1,050,888
| New | +$66.3M |
|
113
KLA
KLAC
$262B
| $64.6M | 0.15% |
9,343,000
-4,332,000
| -32% | -$28M |
|
114
Cheesecake Factory
CAKE
$5.63B
| $63.3M | 0.15% |
1,329,183
+305,793
| +30% | +$14.3M |
|
115
O'Reilly Automotive
ORLY
$74.9B
| $63.1M | 0.15% |
6,373,815
+3,417,315
| +116% | +$32.6M |
|
|
BRCD
116
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $62.9M | 0.15% |
5,928,797
+1,628,697
| +38% | +$15.7M |
|
|
MIC
117
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $62.7M | 0.15% |
1,094,900
-134,000
| -11% | -$7.33M |
|
118
West Pharmaceutical
WST
$24.7B
| $62.5M | 0.15% |
1,419,800
+499,800
| +54% | +$23.5M |
|
119
Toyota
TM
$225B
| $62.5M | 0.15% |
553,869
+36,669
| +7% | +$4.23M |
|
|
WOOF
120
DELISTED
VCA Inc.
WOOF
| $61.9M | 0.15% |
1,920,800
-111,900
| -6% | -$3.61M |
|
121
Axos Financial
AX
$5.68B
| $61.4M | 0.15% |
2,862,400
-115,600
| -4% | -$2.48M |
|
122
Illinois Tool Works
ITW
$83.5B
| $61M | 0.15% |
+749,643
| New | +$60.6M |
|
123
Tyler Technologies
TYL
$13.2B
| $61M | 0.15% |
728,490
+40,590
| +6% | +$3.92M |
|
124
Plains All American Pipeline
PAA
$16.3B
| $60.3M | 0.14% |
1,094,180
-424,820
| -28% | -$22.3M |
|
125
PepsiCo
PEP
$189B
| $60.3M | 0.14% |
722,082
-1,086,380
| -60% | -$88.2M |
|
Similar funds
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.