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 | |
|---|---|---|---|---|---|---|
1726
MiMedx Group
MDXG
$612M
| $2.29M | 0.01% |
198,172
-52,828
| -21% | -$522K |
|
1727
Associated Banc-Corp
ASB
$6.07B
| $2.28M | 0.01% |
+122,279
| New | +$2.23M |
|
|
NXTM
1728
DELISTED
NxStage Medical Inc.
NXTM
| $2.28M | 0.01% |
126,990
+59,390
| +88% | +$956K |
|
1729
Artesian Resources
ARTNA
$369M
| $2.27M | 0.01% |
100,661
+7,061
| +8% | +$153K |
|
|
BNCN
1730
DELISTED
BNC Bancorp
BNCN
| $2.27M | 0.01% |
131,940
+19,940
| +18% | +$336K |
|
|
TRLA
1731
DELISTED
TRULIA INC (DEL)
TRLA
| $2.27M | 0.01% |
49,300
-137,600
| -74% | -$6.46M |
|
|
LNBB
1732
DELISTED
L N B BANCORP INC
LNBB
| $2.27M | 0.01% |
125,800
+24,400
| +24% | +$381K |
|
1733
Genie Energy
GNE
$386M
| $2.26M | 0.01% |
366,397
+12,900
| +4% | +$87.1K |
|
1734
CBIZ
CBZ
$2.96B
| $2.26M | 0.01% |
263,926
-134,400
| -34% | -$1.16M |
|
|
KMG
1735
DELISTED
KMG Chemicals Inc
KMG
| $2.25M | 0.01% |
112,600
+59,100
| +110% | +$1.07M |
|
|
STKL
1736
DELISTED
SunOpta
STKL
| $2.23M | 0.01% |
188,600
+99,670
| +112% | +$1.25M |
|
1737
Texas Roadhouse
TXRH
$13.6B
| $2.23M | 0.01% |
66,200
-257,400
| -80% | -$7.9M |
|
|
SWN
1738
DELISTED
Southwestern Energy Company
SWN
| $2.23M | 0.01% |
81,870
-2,198,830
| -96% | -$70.6M |
|
1739
Bank of Marin Bancorp
BMRC
$462M
| $2.23M | 0.01% |
84,800
+38,728
| +84% | +$962K |
|
1740
Acadia Realty Trust
AKR
$2.86B
| $2.23M | 0.01% |
+69,500
| New | +$2.15M |
|
|
CXO
1741
DELISTED
CONCHO RESOURCES INC.
CXO
| $2.21M | 0.01% |
+22,200
| New | +$2.33M |
|
|
PERY
1742
DELISTED
Perry Ellis International Inc
PERY
| $2.21M | 0.01% |
+85,400
| New | +$1.96M |
|
|
RC
1743
Ready Capital
RC
$294M
| $2.21M | 0.01% |
128,200
-40,234
| -24% | -$716K |
|
|
ACOR
1744
DELISTED
Acorda Therapeutics
ACOR
| $2.21M | 0.01% |
451
-365
| -45% | -$1.57M |
|
|
IPCC
1745
DELISTED
Infinity Property & Casualty C
IPCC
| $2.21M | 0.01% |
28,600
+11,258
| +65% | +$805K |
|
|
SCNB
1746
DELISTED
Suffolk Bancorp
SCNB
| $2.21M | 0.01% |
97,200
+7,600
| +8% | +$163K |
|
1747
Alcoa
AA
$13.1B
| $2.21M | 0.01% |
58,136
-1,011,413
| -95% | -$39.2M |
|
1748
Peoples Bancorp
PEBO
$1.49B
| $2.2M | 0.01% |
84,961
-13,546
| -14% | -$337K |
|
|
ELP
1749
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
| $2.19M | 0.01% |
+416,750
| New | +$2.24M |
|
1750
ORIX
IX
$43.9B
| $2.19M | 0.01% |
175,000
-109,500
| -38% | -$1.43M |
|
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.