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 | |
|---|---|---|---|---|---|---|
1226
Alamo Group
ALG
$2.01B
| $5.36M | 0.01% |
110,600
+31,600
| +40% | +$1.41M |
|
1227
Central Garden & Pet Co Class A
CENTA
$2.43B
| $5.35M | 0.01% |
699,795
+207,920
| +42% | +$1.38M |
|
1228
Plexus
PLXS
$7.25B
| $5.34M | 0.01% |
129,493
+54,003
| +72% | +$2.11M |
|
|
CSH
1229
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
| $5.34M | 0.01% |
235,900
+129,226
| +121% | +$2.82M |
|
|
BAS
1230
DELISTED
Basis Energy Services, Inc.
BAS
| $5.34M | 0.01% |
1,335
+1,170
| +709% | +$7.39M |
|
1231
Utah Medical Products
UTMD
$230M
| $5.33M | 0.01% |
88,700
+1,000
| +1% | +$55.4K |
|
1232
Littelfuse
LFUS
$11.7B
| $5.32M | 0.01% |
+54,992
| New | +$5.11M |
|
1233
Mitsubishi UFJ Financial
MUFG
$257B
| $5.31M | 0.01% |
960,800
-556,407
| -37% | -$3.1M |
|
1234
Boise Cascade
BCC
$2.94B
| $5.28M | 0.01% |
+142,200
| New | +$4.9M |
|
|
HR
1235
DELISTED
Healthcare Realty Trust Incorporated
HR
| $5.28M | 0.01% |
+193,100
| New | +$5.03M |
|
|
HUB.A
1236
DELISTED
HUBBELL INC CL-A
HUB.A
| $5.27M | 0.01% |
47,400
| – | – |
|
1237
Viavi Solutions
VIAV
$10.6B
| $5.24M | 0.01% |
+671,711
| New | +$5.01M |
|
|
HMSY
1238
DELISTED
HMS Holdings Corp.
HMSY
| $5.24M | 0.01% |
247,812
-248,600
| -50% | -$5.2M |
|
|
RNWK
1239
DELISTED
RealNetworks Inc
RNWK
| $5.24M | 0.01% |
744,209
+221,831
| +42% | +$1.51M |
|
1240
Hilton Worldwide
HLT
$72.6B
| $5.24M | 0.01% |
+66,900
| New | +$5.01M |
|
|
SDLP
1241
DELISTED
SEADRILL PARTNERS LLC
SDLP
| $5.23M | 0.01% |
32,250
+22,470
| +230% | +$5.04M |
|
|
CCF
1242
DELISTED
Chase Corporation
CCF
| $5.22M | 0.01% |
145,171
+5,271
| +4% | +$182K |
|
|
AWH
1243
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $5.22M | 0.01% |
137,700
+19,900
| +17% | +$746K |
|
1244
First Horizon
FHN
$12.3B
| $5.2M | 0.01% |
+382,581
| New | +$4.85M |
|
1245
OceanFirst Financial
OCFC
$1.85B
| $5.19M | 0.01% |
302,944
+12,405
| +4% | +$204K |
|
|
KG
1246
Kestrel Group
KG
$66.3M
| $5.18M | 0.01% |
20,262
+8,797
| +77% | +$2.18M |
|
|
PRCP
1247
DELISTED
Perceptron Inc
PRCP
| $5.18M | 0.01% |
520,911
+8,911
| +2% | +$88.5K |
|
1248
Clearfield
CLFD
$395M
| $5.18M | 0.01% |
420,901
+6,232
| +2% | +$80.8K |
|
1249
Arq
ARQ
$100M
| $5.18M | 0.01% |
227,100
-5,900
| -3% | -$121K |
|
|
BFS
1250
Saul Centers
BFS
$850M
| $5.16M | 0.01% |
90,300
+23,900
| +36% | +$1.28M |
|
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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.