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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+7.13%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$41.4B
AUM Growth
+$4.9B
Cap. Flow
+$3.19B
Cap. Flow %
7.7%
Top 10 Hldgs %
11.09%
Holding
3,351
New
590
Increased
1,468
Reduced
854
Closed
412

Top Buys

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$228M
2
GD icon
General Dynamics
GD
+$195M
3
AAPL icon
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
MCD icon
McDonald's
MCD
+$284M
3
META icon
Meta Platforms (Facebook)
META
+$181M
4
XOM icon
ExxonMobil
XOM
+$153M
5
TJX icon
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
ANCX
1851
DELISTED
Access National Corp
ANCX
$1.84M ﹤0.01%
108,700
+14,915
+16% +$254K
ORA icon
1852
Ormat Technologies
ORA
$6.98B
$1.83M ﹤0.01%
67,357
+100
+0.1% +$2.74K
PACD
1853
DELISTED
Pacific Drilling S A
PACD
$1.83M ﹤0.01%
+39,454
New +$2.53M
NM
1854
DELISTED
Navios Maritime Holdings Inc.
NM
$1.83M ﹤0.01%
44,450
+31,560
+245% +$1.58M
LPL icon
1855
LG Display
LPL
$3.37B
$1.82M ﹤0.01%
+120,200
New +$1.85M
ASNA
1856
DELISTED
Ascena Retail Group, Inc.
ASNA
$1.82M ﹤0.01%
7,241
-13,770
-66% -$3.41M
VIAS
1857
DELISTED
VIASYSTEMS GROUP INC COM STK (DE)
VIAS
$1.82M ﹤0.01%
111,758
+3,100
+3% +$48.5K
WTBA icon
1858
West Bancorporation
WTBA
$511M
$1.82M ﹤0.01%
106,800
+36
+0% +$573
IRIX icon
1859
IRIDEX
IRIX
$14.3M
$1.81M ﹤0.01%
210,700
+8,200
+4% +$65K
CTWS
1860
DELISTED
Connecticut Water Service Inc
CTWS
$1.81M ﹤0.01%
49,841
+22,341
+81% +$785K
IIP
1861
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
$1.81M ﹤0.01%
227,219
+207,819
+1,071% +$1.65M
IO
1862
DELISTED
ION Geophysical Corporation
IO
$1.8M ﹤0.01%
43,720
+20,742
+90% +$816K
TCF
1863
DELISTED
TCF Financial Corporation Common Stock
TCF
$1.8M ﹤0.01%
58,800
-51,754
-47% -$1.49M
ESSA
1864
DELISTED
ESSA Bancorp
ESSA
$1.79M ﹤0.01%
149,498
+21,098
+16% +$242K
TAX
1865
DELISTED
Liberty Tax, Inc. Class A
TAX
$1.79M ﹤0.01%
50,200
+13,046
+35% +$474K
FWM
1866
DELISTED
FAIRWAY GROUP HLDGS CORP CL A COM STK (DE)
FWM
$1.79M ﹤0.01%
567,400
+289,310
+104% +$861K
RNDY
1867
DELISTED
ROUNDYS INC COM STK
RNDY
$1.79M ﹤0.01%
369,100
+296,200
+406% +$1.09M
CTRL
1868
DELISTED
Control4 Corporation
CTRL
$1.78M ﹤0.01%
+115,916
New +$1.67M
CALY
1869
Callaway Golf Company
CALY
$2.95B
$1.78M ﹤0.01%
230,900
-66,800
-22% -$496K
HNI icon
1870
HNI Corp
HNI
$3.56B
$1.78M ﹤0.01%
+34,800
New +$1.57M
SMT
1871
DELISTED
SMART TECHNOLOGIES INC COM NEW
SMT
$1.77M ﹤0.01%
150,050
+2,580
+2% +$35.2K
APAGF
1872
DELISTED
APCO OIL AND GAS INTERNATIONAL INC
APAGF
$1.77M ﹤0.01%
126,100
+12,300
+11% +$173K
ACHC icon
1873
Acadia Healthcare
ACHC
$2.82B
$1.76M ﹤0.01%
+28,800
New +$1.68M
SHOS
1874
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
$1.76M ﹤0.01%
133,872
+71,172
+114% +$984K
MERU
1875
DELISTED
MERU NETWORKS INC COM STK (DE)
MERU
$1.76M ﹤0.01%
468,200
+88,200
+23% +$333K
73 74
75
76 77

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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.