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 | |
|---|---|---|---|---|---|---|
|
FFKT
1526
DELISTED
Farmers Capital Bank Corp
FFKT
| $3.18M | 0.01% |
141,539
-861
| -0.6% | -$17.8K |
|
|
TOWR
1527
DELISTED
Tower International, Inc.
TOWR
| $3.17M | 0.01% |
+116,446
| New | +$2.85M |
|
1528
Fulton Financial
FULT
$4.69B
| $3.16M | 0.01% |
+251,266
| New | +$3.16M |
|
1529
Enbridge
ENB
$112B
| $3.15M | 0.01% |
69,169
+17,569
| +34% | +$758K |
|
1530
Insight Enterprises
NSIT
$4.56B
| $3.15M | 0.01% |
125,373
-43,600
| -26% | -$1M |
|
|
WFT
1531
DELISTED
Weatherford International plc
WFT
| $3.14M | 0.01% |
181,133
+79,603
| +78% | +$1.22M |
|
|
SPNC
1532
DELISTED
Spectranetics Corp
SPNC
| $3.14M | 0.01% |
103,528
+33,306
| +47% | +$912K |
|
|
PCBK
1533
DELISTED
Pacific Continental Corp
PCBK
| $3.13M | 0.01% |
227,429
+47,277
| +26% | +$683K |
|
|
MAG
1534
DELISTED
MAGNETEK INC COM STK NEW
MAG
| $3.12M | 0.01% |
164,390
+7,200
| +5% | +$168K |
|
1535
AMN Healthcare
AMN
$1.32B
| $3.11M | 0.01% |
226,400
-96,800
| -30% | -$1.39M |
|
|
BVH
1536
DELISTED
Bluegreen Vacations Holding Corporation
BVH
| $3.08M | 0.01% |
31,719
+7,904
| +33% | +$682K |
|
|
PES
1537
DELISTED
Pioneer Energy Services Corp.
PES
| $3.08M | 0.01% |
+238,078
| New | +$2.38M |
|
|
PZN
1538
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $3.08M | 0.01% |
261,833
+116,333
| +80% | +$1.32M |
|
1539
NorthWestern Energy
NWE
$4.39B
| $3.08M | 0.01% |
64,847
+44,921
| +225% | +$2.03M |
|
|
PHLT
1540
DELISTED
Performant Healthcare Inc
PHLT
| $3.07M | 0.01% |
338,795
+166,595
| +97% | +$1.45M |
|
|
HSII
1541
DELISTED
Heidrick & Struggles
HSII
| $3.06M | 0.01% |
152,502
+25,102
| +20% | +$465K |
|
|
RNWK
1542
DELISTED
RealNetworks Inc
RNWK
| $3.06M | 0.01% |
403,323
+4,600
| +1% | +$34.7K |
|
|
PSXP
1543
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| $3.06M | 0.01% |
62,900
-22,846
| -27% | -$972K |
|
|
PAY
1544
DELISTED
Verifone Systems Inc
PAY
| $3.04M | 0.01% |
89,973
-371,646
| -81% | -$11M |
|
|
EFC
1545
Ellington Financial
EFC
$1.76B
| $3.04M | 0.01% |
127,651
+15,177
| +13% | +$363K |
|
1546
Dine Brands
DIN
$442M
| $3.04M | 0.01% |
38,891
+18,091
| +87% | +$1.46M |
|
|
OLP
1547
One Liberty Properties
OLP
$534M
| $3.03M | 0.01% |
142,200
-12,500
| -8% | -$268K |
|
1548
Prothena Corp
PRTA
$466M
| $3.03M | 0.01% |
79,112
+14,512
| +22% | +$468K |
|
|
SWIR
1549
DELISTED
Sierra Wireless
SWIR
| $3.02M | 0.01% |
138,384
-315,800
| -70% | -$6.91M |
|
|
LDR
1550
DELISTED
Landauer Inc
LDR
| $3M | 0.01% |
66,110
-29,962
| -31% | -$1.47M |
|
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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.