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 | |
|---|---|---|---|---|---|---|
|
DXM
1901
DELISTED
DEX MEDIA INC NEW COM STK (DE)
DXM
| $1.67M | ﹤0.01% |
186,397
+33,297
| +22% | +$286K |
|
1902
Assured Guaranty
AGO
$3.35B
| $1.67M | ﹤0.01% |
+64,300
| New | +$1.55M |
|
1903
PC Connection
CNXN
$2.04B
| $1.67M | ﹤0.01% |
68,042
+16,042
| +31% | +$370K |
|
|
GLDD
1904
DELISTED
Great Lakes Dredge & Dock
GLDD
| $1.67M | ﹤0.01% |
195,100
+50,700
| +35% | +$367K |
|
|
RAS
1905
DELISTED
RAIT Financial Trust
RAS
| $1.67M | ﹤0.01% |
217,699
+8,200
| +4% | +$60.4K |
|
|
MRGE
1906
DELISTED
MERGE HEALTHCARE INC COM STK (WI)
MRGE
| $1.67M | ﹤0.01% |
+467,755
| New | +$1.38M |
|
|
NATL
1907
DELISTED
National Interstate Corporation
NATL
| $1.66M | ﹤0.01% |
55,591
+13,391
| +32% | +$384K |
|
|
CHU
1908
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $1.66M | ﹤0.01% |
+123,200
| New | +$1.78M |
|
1909
Orrstown Financial Services
ORRF
$855M
| $1.65M | ﹤0.01% |
97,300
+8,868
| +10% | +$147K |
|
1910
Manchester United
MANU
$4.02B
| $1.65M | ﹤0.01% |
103,700
+35,600
| +52% | +$570K |
|
|
WMAR
1911
DELISTED
West Marine Inc
WMAR
| $1.65M | ﹤0.01% |
127,300
+6,300
| +5% | +$65.9K |
|
1912
Grupo Aeroportuario Centro Norte
OMAB
$5.19B
| $1.64M | ﹤0.01% |
45,000
+35,700
| +384% | +$1.32M |
|
1913
Deckers Outdoor
DECK
$12.7B
| $1.63M | ﹤0.01% |
107,400
-294,000
| -73% | -$4.48M |
|
|
SSI
1914
DELISTED
Stage Stores Inc
SSI
| $1.63M | ﹤0.01% |
78,675
-80,405
| -51% | -$1.45M |
|
|
EXK
1915
Endeavour Silver
EXK
$3.05B
| $1.63M | ﹤0.01% |
752,299
+436,199
| +138% | +$1.34M |
|
|
HI
1916
DELISTED
Hillenbrand
HI
| $1.62M | ﹤0.01% |
47,000
+35,800
| +320% | +$1.17M |
|
|
EGAS
1917
DELISTED
Gas Natural Inc.
EGAS
| $1.62M | ﹤0.01% |
146,860
-2,040
| -1% | -$23.1K |
|
|
FISV
1918
Fiserv Inc
FISV
$29.5B
| $1.6M | ﹤0.01% |
+45,208
| New | +$1.55M |
|
|
MGCD
1919
DELISTED
MGC Diagnostics Corporation
MGCD
| $1.6M | ﹤0.01% |
250,340
-13,389
| -5% | -$87.3K |
|
1920
Clear Channel Outdoor Holdings
CCO
$1.18B
| $1.6M | ﹤0.01% |
151,200
+90,200
| +148% | +$702K |
|
|
PGNX
1921
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $1.59M | ﹤0.01% |
+210,698
| New | +$1.26M |
|
|
TLP
1922
DELISTED
Transmontaigne
TLP
| $1.59M | ﹤0.01% |
50,532
-36,693
| -42% | -$1.34M |
|
|
MNI
1923
DELISTED
The McClatchy Company Class A Common Stock
MNI
| $1.59M | ﹤0.01% |
47,921
+5,186
| +12% | +$172K |
|
|
CTG
1924
DELISTED
Computer Task Group, Inc.
CTG
| $1.58M | ﹤0.01% |
166,100
+46,500
| +39% | +$440K |
|
|
BREW
1925
DELISTED
Craft Brew Alliance, Inc.
BREW
| $1.58M | ﹤0.01% |
118,300
+37,900
| +47% | +$551K |
|
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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.