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 | |
|---|---|---|---|---|---|---|
1651
AerCap
AER
$23.5B
| $2.66M | 0.01% |
68,509
-218,791
| -76% | -$9.03M |
|
1652
Integer Holdings
ITGR
$4.25B
| $2.66M | 0.01% |
59,128
-58,361
| -50% | -$2.55M |
|
1653
Great Elm Group
GEG
$67.4M
| $2.65M | 0.01% |
220,987
+67,249
| +44% | +$1.15M |
|
|
PGI
1654
DELISTED
PREMIERE GLOBAL SERVICES, INC.
PGI
| $2.65M | 0.01% |
249,723
+155,894
| +166% | +$1.7M |
|
|
HEP
1655
DELISTED
Holly Energy Partners, L.P.
HEP
| $2.65M | 0.01% |
+88,475
| New | +$2.91M |
|
1656
Wabash National
WNC
$509M
| $2.64M | 0.01% |
213,900
+143,400
| +203% | +$1.63M |
|
1657
Green Brick Partners
GRBK
$3.04B
| $2.64M | 0.01% |
322,282
-91,799
| -22% | -$660K |
|
|
MASI
1658
DELISTED
Masimo
MASI
| $2.64M | 0.01% |
100,100
-236,100
| -70% | -$5.83M |
|
|
JMI
1659
DELISTED
JAVELIN MTG INVESTMENT CORP COM
JMI
| $2.64M | 0.01% |
254,157
+233,957
| +1,158% | +$2.86M |
|
|
OKSB
1660
DELISTED
Southwest Bancorp Inc/OK
OKSB
| $2.63M | 0.01% |
151,198
+47,865
| +46% | +$816K |
|
|
SUNE
1661
SUNation Energy
SUNE
$10.4M
| – | – |
0
| – | – |
|
1662
CRA International
CRAI
$1.07B
| $2.61M | 0.01% |
86,131
+20,870
| +32% | +$614K |
|
|
RHT
1663
DELISTED
Red Hat Inc
RHT
| $2.58M | 0.01% |
+37,380
| New | +$2.26M |
|
1664
Piper Sandler
PIPR
$5.54B
| $2.58M | 0.01% |
177,600
+123,200
| +226% | +$1.69M |
|
|
DWSN
1665
DELISTED
DAWSON GEOPHYSICAL CO
DWSN
| $2.57M | 0.01% |
210,300
+133,800
| +175% | +$1.99M |
|
1666
First Business Financial Services
FBIZ
$601M
| $2.57M | 0.01% |
107,200
+26,600
| +33% | +$601K |
|
1667
Brady Corp
BRC
$4.43B
| $2.56M | 0.01% |
93,700
+52,400
| +127% | +$1.27M |
|
|
FENG
1668
Phoenix New Media
FENG
$18.4M
| $2.56M | 0.01% |
51,367
+11,250
| +28% | +$610K |
|
1669
UNIFI
UFI
$120M
| $2.55M | 0.01% |
85,800
-58,733
| -41% | -$1.63M |
|
1670
La-Z-Boy
LZB
$1.67B
| $2.54M | 0.01% |
94,600
-377,193
| -80% | -$8.91M |
|
|
CRR
1671
DELISTED
Carbo Ceramics Inc.
CRR
| $2.54M | 0.01% |
+63,400
| New | +$2.96M |
|
|
PACW
1672
DELISTED
PacWest Bancorp
PACW
| $2.54M | 0.01% |
+55,800
| New | +$2.45M |
|
1673
Marchex
MCHX
$80.6M
| $2.52M | 0.01% |
550,001
-120,462
| -18% | -$475K |
|
1674
Espey Mfg & Electronics Corp
ESP
$193M
| $2.52M | 0.01% |
105,700
+3,000
| +3% | +$63.7K |
|
|
TRK
1675
DELISTED
Speedway Motorsports, Inc.
TRK
| $2.51M | 0.01% |
114,917
+79,817
| +227% | +$1.57M |
|
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.