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 | |
|---|---|---|---|---|---|---|
1701
Logitech
LOGI
$15B
| $2.27M | 0.01% |
+152,742
| New | +$2.34M |
|
|
SXCP
1702
DELISTED
SunCoke Energy Partners, L.P.
SXCP
| $2.27M | 0.01% |
77,612
+65,232
| +527% | +$1.91M |
|
1703
Arrow Financial
AROW
$723M
| $2.26M | 0.01% |
112,733
-23
| -0% | -$452 |
|
1704
Crawford & Co Class A
CRD.A
$632M
| $2.26M | 0.01% |
241,500
+21,400
| +10% | +$170K |
|
|
NSR
1705
DELISTED
Neustar Inc
NSR
| $2.26M | 0.01% |
69,400
-632,000
| -90% | -$24.4M |
|
|
EARN
1706
Ellington Residential Mortgage REIT
EARN
$167M
| $2.25M | 0.01% |
133,235
+37,835
| +40% | +$625K |
|
|
GPT
1707
DELISTED
Gramercy Property Trust
GPT
| $2.25M | 0.01% |
145,470
+3,310
| +2% | +$56.4K |
|
|
VVTV
1708
DELISTED
VALUEVISION MEDIA INC
VVTV
| $2.25M | 0.01% |
462,875
+133,619
| +41% | +$787K |
|
|
WCG
1709
DELISTED
Wellcare Health Plans, Inc.
WCG
| $2.24M | 0.01% |
35,320
-8,880
| -20% | -$576K |
|
|
HBOS
1710
DELISTED
HERITAGE FINANCIAL GROUP
HBOS
| $2.23M | 0.01% |
113,702
+9,102
| +9% | +$173K |
|
1711
Gold Fields
GFI
$35.4B
| $2.23M | 0.01% |
605,100
-2,482,900
| -80% | -$9.15M |
|
|
VTSS
1712
DELISTED
VITESSE SEMICONDUCTOR CORPORATION COMMON STOCK
VTSS
| $2.23M | 0.01% |
531,100
+202,900
| +62% | +$752K |
|
1713
Reading International Class A
RDI
$33.2M
| $2.22M | 0.01% |
302,300
+46,800
| +18% | +$348K |
|
|
DYN
1714
DELISTED
Dynegy, Inc.
DYN
| $2.22M | 0.01% |
88,861
+6,961
| +8% | +$154K |
|
|
HMIN
1715
DELISTED
HOMEINNS HOTEL GROUP SPONSORED ADR
HMIN
| $2.21M | 0.01% |
68,500
+53,200
| +348% | +$1.93M |
|
1716
BorgWarner
BWA
$13.8B
| $2.21M | 0.01% |
+40,839
| New | +$2.08M |
|
|
FLNA
1717
Filana Therapeutics
FLNA
$45.7M
| $2.21M | 0.01% |
57,355
-22,014
| -28% | -$777K |
|
|
PER
1718
DELISTED
SANDRIDGE PERMIAN TRUST
PER
| $2.2M | 0.01% |
183,135
-121,765
| -40% | -$1.54M |
|
|
BONT
1719
DELISTED
Bon-Ton Stores Inc/The
BONT
| $2.2M | 0.01% |
200,097
+122,204
| +157% | +$1.38M |
|
|
PLNR
1720
DELISTED
PLANAR SYSTEMS INC
PLNR
| $2.19M | 0.01% |
1,075,049
+4,249
| +0.4% | +$9.99K |
|
1721
Costamare
CMRE
$1.74B
| $2.19M | 0.01% |
101,800
-86,800
| -46% | -$1.71M |
|
1722
POSCO
PKX
$17.1B
| $2.19M | 0.01% |
+31,500
| New | +$2.16M |
|
1723
Immersion
IMMR
$248M
| $2.18M | 0.01% |
206,684
-17,229
| -8% | -$193K |
|
1724
Alico
ALCO
$304M
| $2.17M | 0.01% |
57,590
-2,406
| -4% | -$91.8K |
|
|
NCTY
1725
The9 Ltd
NCTY
$64.9M
| $2.17M | 0.01% |
2,895
+16
| +0.6% | +$12.1K |
|
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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.