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 | |
|---|---|---|---|---|---|---|
|
OMCC
1301
DELISTED
Old Market Capital Corp
OMCC
| $4.63M | 0.01% |
294,029
+9,700
| +3% | +$153K |
|
|
RLOC
1302
DELISTED
REACHLOCAL INC COM STK (DE)
RLOC
| $4.62M | 0.01% |
468,800
+50,000
| +12% | +$581K |
|
1303
Acadia Healthcare
ACHC
$2.87B
| $4.61M | 0.01% |
+102,082
| New | +$5.04M |
|
|
SPLS
1304
DELISTED
Staples Inc
SPLS
| $4.6M | 0.01% |
405,908
+61,071
| +18% | +$798K |
|
|
TBNK
1305
DELISTED
Territorial Bancorp Inc.
TBNK
| $4.59M | 0.01% |
212,400
+17,200
| +9% | +$385K |
|
|
LION
1306
DELISTED
Fidelity Southern Corporation
LION
| $4.58M | 0.01% |
327,822
-2,909
| -0.9% | -$42K |
|
|
FFIC
1307
DELISTED
Flushing Financial
FFIC
| $4.57M | 0.01% |
217,100
+32,100
| +17% | +$657K |
|
|
EEQ
1308
DELISTED
Enbridge Energy Management Llc
EEQ
| $4.56M | 0.01% |
249,649
-3,265
| -1% | -$58.6K |
|
|
GSIG
1309
DELISTED
GSI GROUP INC COM STK (CDA)
GSIG
| $4.56M | 0.01% |
349,300
+77,700
| +29% | +$912K |
|
|
PLXT
1310
DELISTED
PLX TECHNOLOGY INC
PLXT
| $4.55M | 0.01% |
752,489
+120,289
| +19% | +$741K |
|
|
BPZ
1311
DELISTED
BPZ RESOURCES INC COM STK
BPZ
| $4.55M | 0.01% |
1,430,104
+917,424
| +179% | +$2.13M |
|
1312
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
| $4.55M | 0.01% |
86,900
+64,300
| +285% | +$3.3M |
|
1313
Liberty Global Class A
LBTYA
$3.53B
| $4.54M | 0.01% |
132,386
-2,227,288
| -94% | -$78.3M |
|
1314
OceanFirst Financial
OCFC
$1.88B
| $4.54M | 0.01% |
256,517
+16,487
| +7% | +$291K |
|
|
CMO
1315
DELISTED
Capstead Mortgage Corp.
CMO
| $4.53M | 0.01% |
+357,943
| New | +$4.52M |
|
|
CBPO
1316
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $4.53M | 0.01% |
130,375
+11,975
| +10% | +$381K |
|
|
LOJN
1317
DELISTED
LO JACK CORP
LOJN
| $4.53M | 0.01% |
794,847
+47,247
| +6% | +$235K |
|
1318
Monster Beverage
MNST
$91.9B
| $4.52M | 0.01% |
+780,432
| New | +$4.56M |
|
|
CLD
1319
DELISTED
Cloud Peak Energy Inc
CLD
| $4.51M | 0.01% |
213,400
+175,600
| +465% | +$3.3M |
|
|
CHFN
1320
DELISTED
Charter Financial Corp
CHFN
| $4.49M | 0.01% |
415,762
+9,903
| +2% | +$106K |
|
1321
Matsons
MATX
$6.47B
| $4.49M | 0.01% |
181,794
+93,340
| +106% | +$2.3M |
|
1322
Perdoceo Education
PRDO
$1.98B
| $4.47M | 0.01% |
599,296
-92,566
| -13% | -$596K |
|
1323
Unitil
UTL
$997M
| $4.47M | 0.01% |
136,000
+21,600
| +19% | +$670K |
|
|
USCR
1324
DELISTED
U S Concrete, Inc.
USCR
| $4.46M | 0.01% |
189,800
+91,200
| +92% | +$2.12M |
|
|
DRII
1325
DELISTED
DIAMOND RESORTS INTL, INC
DRII
| $4.45M | 0.01% |
262,693
+204,893
| +354% | +$3.69M |
|
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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.