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 | |
|---|---|---|---|---|---|---|
1326
Air Products & Chemicals
APD
$68B
| $4.53M | 0.01% |
33,943
-207,228
| -86% | -$26.2M |
|
1327
Southwest Gas
SWX
$6.71B
| $4.52M | 0.01% |
73,200
-106,000
| -59% | -$6.01M |
|
|
MSFG
1328
DELISTED
MainSource Financial Group Inc
MSFG
| $4.52M | 0.01% |
216,210
+19,900
| +10% | +$362K |
|
1329
Rocky Mountain Chocolate Factory
RMCF
$12.6M
| $4.51M | 0.01% |
343,934
+30,449
| +10% | +$380K |
|
|
SCU
1330
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
| $4.49M | 0.01% |
38,480
-38,150
| -50% | -$4.32M |
|
1331
Red Robin
RRGB
$192M
| $4.48M | 0.01% |
58,166
-104,900
| -64% | -$6.66M |
|
|
EPAY
1332
DELISTED
Bottomline Technologies Inc
EPAY
| $4.47M | 0.01% |
176,942
-86,100
| -33% | -$2.22M |
|
|
EVER
1333
DELISTED
Everbank Financial Corp
EVER
| $4.47M | 0.01% |
234,700
+38,900
| +20% | +$724K |
|
1334
Ethan Allen Interiors
ETD
$581M
| $4.47M | 0.01% |
144,400
+20,800
| +17% | +$581K |
|
1335
WPP
WPP
$5.79B
| $4.47M | 0.01% |
42,929
-1,063
| -2% | -$106K |
|
1336
TransAlta
TAC
$3.94B
| $4.46M | 0.01% |
492,939
-13,402
| -3% | -$129K |
|
1337
Infosys
INFY
$49.7B
| $4.46M | 0.01% |
567,600
-4,400
| -0.8% | -$35.6K |
|
|
WSTL
1338
DELISTED
Westell Technologies Inc
WSTL
| $4.45M | 0.01% |
740,972
-5,021
| -0.7% | -$28.9K |
|
|
ENLC
1339
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $4.41M | 0.01% |
124,032
-133,000
| -52% | -$4.78M |
|
|
PES
1340
DELISTED
Pioneer Energy Services Corp.
PES
| $4.4M | 0.01% |
794,398
+256,400
| +48% | +$2.08M |
|
1341
Marriott Vacations Worldwide
VAC
$4.14B
| $4.4M | 0.01% |
59,000
+51,000
| +638% | +$3.55M |
|
|
STRR
1342
DELISTED
Star Equity Holdings
STRR
| $4.39M | 0.01% |
20,143
+1,510
| +8% | +$297K |
|
|
ISH
1343
DELISTED
INTL SHIPHOLDING CORP
ISH
| $4.39M | 0.01% |
294,600
-9,700
| -3% | -$166K |
|
|
FFKT
1344
DELISTED
Farmers Capital Bank Corp
FFKT
| $4.37M | 0.01% |
187,500
+11,661
| +7% | +$267K |
|
1345
Costamare
CMRE
$1.75B
| $4.37M | 0.01% |
247,903
+117,303
| +90% | +$2.3M |
|
|
RSO
1346
DELISTED
Resource Capital Corp.
RSO
| $4.36M | 0.01% |
216,325
-80,074
| -27% | -$1.64M |
|
1347
Masco
MAS
$15B
| $4.36M | 0.01% |
+196,874
| New | +$4.07M |
|
1348
Royal Gold
RGLD
$19.3B
| $4.36M | 0.01% |
69,509
-414,200
| -86% | -$27.2M |
|
|
XRM
1349
DELISTED
Xerium Technologies Inc (new)
XRM
| $4.35M | 0.01% |
275,900
+5,900
| +2% | +$85.7K |
|
|
BMTC
1350
DELISTED
Bryn Mawr Bank Corp
BMTC
| $4.35M | 0.01% |
139,070
+13,090
| +10% | +$391K |
|
Similar funds
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.