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 | |
|---|---|---|---|---|---|---|
1426
Banner Corp
BANR
$2.5B
| $3.82M | 0.01% |
88,800
+57,500
| +184% | +$2.38M |
|
1427
Global Ship Lease
GSL
$1.53B
| $3.81M | 0.01% |
105,882
-956
| -0.9% | -$29K |
|
|
EDGW
1428
DELISTED
Edgewater Technology Inc
EDGW
| $3.8M | 0.01% |
506,600
+9,200
| +2% | +$66.5K |
|
1429
WesBanco
WSBC
$4.1B
| $3.79M | 0.01% |
108,955
-19,145
| -15% | -$639K |
|
|
BSQR
1430
DELISTED
BSQUARE Corporation
BSQR
| $3.79M | 0.01% |
832,635
+127,760
| +18% | +$519K |
|
|
SPNS
1431
DELISTED
Sapiens International
SPNS
| $3.78M | 0.01% |
513,100
-40,300
| -7% | -$301K |
|
1432
MBIA
MBI
$255M
| $3.77M | 0.01% |
395,520
+275,896
| +231% | +$2.66M |
|
|
PEOP
1433
DELISTED
PEOPLES FED BANCSHARES INC COM STK (MD)
PEOP
| $3.77M | 0.01% |
167,400
+14,200
| +9% | +$303K |
|
1434
Alpha Pro Tech
APT
$55.6M
| $3.77M | 0.01% |
1,467,290
+1,158,190
| +375% | +$4.11M |
|
|
JBTM
1435
JBT Marel
JBTM
$6.03B
| $3.77M | 0.01% |
114,700
-124,100
| -52% | -$3.8M |
|
|
AFOP
1436
DELISTED
Alliance Fiber Optic Prod Inc
AFOP
| $3.76M | 0.01% |
259,100
+220,500
| +571% | +$2.87M |
|
1437
Haemonetics
HAE
$4.14B
| $3.76M | 0.01% |
100,400
+63,700
| +174% | +$2.33M |
|
1438
Trex
TREX
$5.11B
| $3.75M | 0.01% |
352,596
-22,204
| -6% | -$221K |
|
1439
RLJ Lodging Trust
RLJ
$1.68B
| $3.75M | 0.01% |
111,900
+23,400
| +26% | +$744K |
|
1440
Dollar Tree
DLTR
$24.9B
| $3.75M | 0.01% |
53,300
+9,300
| +21% | +$586K |
|
1441
Alkermes
ALKS
$8.36B
| $3.75M | 0.01% |
63,986
-91,800
| -59% | -$4.68M |
|
1442
Carlyle Group
CG
$17.6B
| $3.75M | 0.01% |
136,200
-72,100
| -35% | -$2.05M |
|
1443
United States Lime & Minerals
USLM
$3.42B
| $3.75M | 0.01% |
257,000
+46,735
| +22% | +$636K |
|
1444
CTS Corp
CTS
$1.81B
| $3.74M | 0.01% |
210,000
-109,300
| -34% | -$1.91M |
|
1445
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
| $3.74M | 0.01% |
172,467
-175,086
| -50% | -$3.67M |
|
1446
Dick's Sporting Goods
DKS
$18B
| $3.73M | 0.01% |
75,100
-236,200
| -76% | -$11.1M |
|
1447
UMB Financial
UMBF
$11.5B
| $3.73M | 0.01% |
65,500
+25,400
| +63% | +$1.43M |
|
|
PPBI
1448
DELISTED
Pacific Premier Bancorp
PPBI
| $3.72M | 0.01% |
214,802
-12,898
| -6% | -$204K |
|
1449
ANI Pharmaceuticals
ANIP
$1.72B
| $3.72M | 0.01% |
66,002
+37,600
| +132% | +$1.66M |
|
|
ENH
1450
DELISTED
Endurance Specialty Holdings Ltd
ENH
| $3.72M | 0.01% |
62,100
-125,900
| -67% | -$7.24M |
|
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.