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 | |
|---|---|---|---|---|---|---|
|
RTEC
1976
DELISTED
Rudolph Technologies Inc
RTEC
| $1.38M | ﹤0.01% |
135,072
+101,072
| +297% | +$929K |
|
|
NPTN
1977
DELISTED
NEOPHOTONICS CORP
NPTN
| $1.38M | ﹤0.01% |
408,400
+203,960
| +100% | +$653K |
|
1978
First Community Bankshares
FCBC
$927M
| $1.37M | ﹤0.01% |
83,400
+1,108
| +1% | +$17.5K |
|
1979
Newell Brands
NWL
$2.62B
| $1.37M | ﹤0.01% |
+35,900
| New | +$1.27M |
|
|
QLTY
1980
DELISTED
QUALITY DISTR INC FLA
QLTY
| $1.36M | ﹤0.01% |
128,200
-105,000
| -45% | -$1.19M |
|
1981
Hawkins
HWKN
$2.7B
| $1.36M | ﹤0.01% |
62,800
+11,200
| +22% | +$218K |
|
1982
Asure Software
ASUR
$241M
| $1.36M | ﹤0.01% |
240,776
+2,900
| +1% | +$15K |
|
|
CCM
1983
Concord Medical Services
CCM
$20.8M
| $1.35M | ﹤0.01% |
21,100
+880
| +4% | +$61K |
|
1984
Merit Medical Systems
MMSI
$5.45B
| $1.35M | ﹤0.01% |
+77,811
| New | +$1.15M |
|
1985
Insight Enterprises
NSIT
$4.54B
| $1.35M | ﹤0.01% |
52,073
-59,900
| -53% | -$1.43M |
|
|
COWN
1986
DELISTED
Cowen Inc. Class A Common Stock
COWN
| $1.34M | ﹤0.01% |
70,078
-91,366
| -57% | -$1.52M |
|
|
EOCC
1987
DELISTED
Enel Generacion Chile S.A.
EOCC
| $1.34M | ﹤0.01% |
43,206
+28,611
| +196% | +$886K |
|
|
SNT
1988
Senstar Technologies
SNT
$43.3M
| $1.34M | ﹤0.01% |
229,900
+56,900
| +33% | +$272K |
|
1989
City Holding Co
CHCO
$2.07B
| $1.33M | ﹤0.01% |
28,700
+10,273
| +56% | +$455K |
|
1990
LifeVantage
LFVN
$82.1M
| $1.33M | ﹤0.01% |
146,565
+7,219
| +5% | +$66.2K |
|
|
NCTY
1991
The9 Ltd
NCTY
$61.1M
| $1.33M | ﹤0.01% |
2,867
-142
| -5% | -$86K |
|
1992
Cheniere Energy
CQP
$33.3B
| $1.33M | ﹤0.01% |
41,600
-43,400
| -51% | -$1.33M |
|
|
PHLT
1993
DELISTED
Performant Healthcare Inc
PHLT
| $1.33M | ﹤0.01% |
199,800
-60,700
| -23% | -$444K |
|
1994
Safe Bulkers
SB
$760M
| $1.33M | ﹤0.01% |
+339,310
| New | +$1.7M |
|
1995
State Street Health Care Select Sector SPDR ETF
XLV
$44B
| $1.32M | ﹤0.01% |
+19,300
| New | +$1.29M |
|
1996
Liquidity Services
LQDT
$1.35B
| $1.32M | ﹤0.01% |
161,440
+122,440
| +314% | +$1.33M |
|
1997
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
| $1.32M | ﹤0.01% |
55,800
-10,800
| -16% | -$244K |
|
|
FRS
1998
DELISTED
FRISCH'S RESTAURANTS INC
FRS
| $1.32M | ﹤0.01% |
50,100
+2,600
| +5% | +$69.9K |
|
1999
Franklin Covey
FC
$234M
| $1.31M | ﹤0.01% |
67,729
+7,229
| +12% | +$139K |
|
|
MOCO
2000
DELISTED
Mocon Inc
MOCO
| $1.3M | ﹤0.01% |
72,920
+5,820
| +9% | +$94.1K |
|
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.