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 | |
|---|---|---|---|---|---|---|
|
ENTR
1951
DELISTED
ENTROPIC COMMUNICATIONS INC COM STK (DE)
ENTR
| $1.45M | ﹤0.01% |
572,850
+31,350
| +6% | +$76.2K |
|
1952
Shinhan Financial Group
SHG
$34.6B
| $1.45M | ﹤0.01% |
+35,800
| New | +$1.59M |
|
|
AINC
1953
DELISTED
Ashford Inc.
AINC
| $1.44M | ﹤0.01% |
+15,363
| New | +$1.44M |
|
1954
Zumiez
ZUMZ
$318M
| $1.44M | ﹤0.01% |
37,300
+27,400
| +277% | +$936K |
|
1955
Camtek
CAMT
$8.13B
| $1.44M | ﹤0.01% |
478,000
-67,300
| -12% | -$218K |
|
|
PBT
1956
Permian Basin Royalty Trust
PBT
$1.56B
| $1.44M | ﹤0.01% |
+150,301
| New | +$1.71M |
|
1957
Matthews International
MATW
$725M
| $1.43M | ﹤0.01% |
+29,400
| New | +$1.34M |
|
1958
Grupo SIMEC
SIM
$4.68B
| $1.43M | ﹤0.01% |
144,700
+12,300
| +9% | +$140K |
|
|
MOFG
1959
DELISTED
MidWestOne Financial Group
MOFG
| $1.43M | ﹤0.01% |
49,600
+300
| +0.6% | +$7.95K |
|
|
WAIR
1960
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
| $1.43M | ﹤0.01% |
101,944
-65,156
| -39% | -$1.03M |
|
|
CBF
1961
DELISTED
Capital Bank Financial Corp. Class A Common Stock
CBF
| $1.42M | ﹤0.01% |
53,100
+39,900
| +302% | +$1.01M |
|
|
AVHI
1962
DELISTED
A V Homes, Inc.
AVHI
| $1.42M | ﹤0.01% |
97,605
+44,805
| +85% | +$652K |
|
|
PMBC
1963
DELISTED
Pacific Mercantile Bancorp
PMBC
| $1.42M | ﹤0.01% |
201,700
+17,500
| +10% | +$121K |
|
|
AAT
1964
American Assets Trust
AAT
$1.39B
| $1.41M | ﹤0.01% |
+35,400
| New | +$1.34M |
|
1965
eHealth
EHTH
$39.7M
| $1.41M | ﹤0.01% |
56,400
-40,500
| -42% | -$984K |
|
|
TEG
1966
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
| $1.4M | ﹤0.01% |
18,000
-91,397
| -84% | -$6.61M |
|
1967
Veru
VERU
$46.7M
| $1.4M | ﹤0.01% |
35,680
+4,218
| +13% | +$174K |
|
1968
Adecoagro
AGRO
$1.34B
| $1.4M | ﹤0.01% |
174,500
+16,000
| +10% | +$139K |
|
|
BV
1969
DELISTED
Bazaarvoice, Inc.
BV
| $1.4M | ﹤0.01% |
173,920
-1,533
| -0.9% | -$11.4K |
|
1970
Geron
GERN
$1.01B
| $1.4M | ﹤0.01% |
+429,880
| New | +$1.19M |
|
|
COHR
1971
DELISTED
Coherent Inc
COHR
| $1.4M | ﹤0.01% |
+22,990
| New | +$1.36M |
|
|
HEES
1972
DELISTED
H&E Equipment Services
HEES
| $1.39M | ﹤0.01% |
49,600
+32,100
| +183% | +$1.09M |
|
1973
UTStarcom
UTSI
$23M
| $1.39M | ﹤0.01% |
122,699
+4,501
| +4% | +$48.1K |
|
|
CTIC
1974
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
| $1.39M | ﹤0.01% |
58,792
-42,295
| -42% | -$978K |
|
|
IGLD
1975
DELISTED
Internet Gold-Golden Lines Ltd
IGLD
| $1.39M | ﹤0.01% |
2,052
-71
| -3% | -$61.6K |
|
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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.