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 | |
|---|---|---|---|---|---|---|
1351
KT
KT
$9.08B
| $4.35M | 0.01% |
308,200
+232,697
| +308% | +$3.46M |
|
|
AMTG
1352
DELISTED
APOLLO RESIDENTIAL MTG INC COM STK
AMTG
| $4.34M | 0.01% |
275,500
-30,400
| -10% | -$492K |
|
1353
NNN REIT
NNN
$8.87B
| $4.34M | 0.01% |
110,300
+53,300
| +94% | +$2.02M |
|
|
EV
1354
DELISTED
Eaton Vance Corp.
EV
| $4.34M | 0.01% |
+106,100
| New | +$4.17M |
|
|
ZNH
1355
DELISTED
China Southern Airlines Company Limited
ZNH
| $4.34M | 0.01% |
181,500
+38,600
| +27% | +$779K |
|
1356
HealthStream
HSTM
$833M
| $4.34M | 0.01% |
147,100
+42,800
| +41% | +$1.21M |
|
|
HCC
1357
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
| $4.32M | 0.01% |
+80,800
| New | +$4.18M |
|
1358
Village Super Market
VLGEA
$636M
| $4.3M | 0.01% |
157,215
+15,315
| +11% | +$386K |
|
1359
Orthofix Medical
OFIX
$418M
| $4.29M | 0.01% |
142,887
+92,104
| +181% | +$2.7M |
|
|
RDUS
1360
DELISTED
Radius Recycling
RDUS
| $4.28M | 0.01% |
189,796
+139,996
| +281% | +$3.22M |
|
|
MTGE
1361
DELISTED
MTGE Investment Corp. Common Stock
MTGE
| $4.28M | 0.01% |
227,300
-60,000
| -21% | -$1.18M |
|
1362
WaFd
WAFD
$2.8B
| $4.26M | 0.01% |
192,368
+48,190
| +33% | +$1.03M |
|
1363
Rogers Corp
ROG
$2.5B
| $4.26M | 0.01% |
52,300
+39,500
| +309% | +$2.63M |
|
|
HNH
1364
DELISTED
Handy & Harman Holdings Ltd.
HNH
| $4.26M | 0.01% |
92,500
+23,900
| +35% | +$868K |
|
|
SRT
1365
DELISTED
Startek Inc.
SRT
| $4.24M | 0.01% |
435,200
+10,900
| +3% | +$90.3K |
|
|
ZAGG
1366
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
| $4.24M | 0.01% |
624,700
+219,600
| +54% | +$1.28M |
|
1367
NewMarket
NEU
$8.62B
| $4.24M | 0.01% |
+10,500
| New | +$4.05M |
|
|
SCX
1368
DELISTED
The L.S. Starrett Company
SCX
| $4.24M | 0.01% |
212,500
+8,900
| +4% | +$134K |
|
|
FOLD
1369
DELISTED
Amicus Therapeutics
FOLD
| $4.23M | 0.01% |
508,700
+378,300
| +290% | +$2.6M |
|
1370
Ryman Hospitality Properties
RHP
$7.86B
| $4.23M | 0.01% |
80,241
-224,402
| -74% | -$11.2M |
|
1371
Kimco Realty
KIM
$16.3B
| $4.23M | 0.01% |
+168,095
| New | +$4.11M |
|
1372
Penske Automotive Group
PAG
$14.3B
| $4.22M | 0.01% |
+86,100
| New | +$3.93M |
|
1373
TechnipFMC
FTI
$29.8B
| $4.22M | 0.01% |
121,094
-701,300
| -85% | -$26.6M |
|
1374
Diamondback Energy
FANG
$55.8B
| $4.21M | 0.01% |
70,500
-296,800
| -81% | -$18.9M |
|
|
UBA
1375
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $4.21M | 0.01% |
192,500
+88,600
| +85% | +$1.93M |
|
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.