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 | |
|---|---|---|---|---|---|---|
2001
Manitowoc
MTW
$727M
| $1.3M | ﹤0.01% |
+65,134
| New | +$1.18M |
|
2002
Supernus Pharmaceuticals
SUPN
$2.78B
| $1.3M | ﹤0.01% |
157,049
+120,349
| +328% | +$1.01M |
|
|
HTO
2003
H2O America
HTO
$2.62B
| $1.29M | ﹤0.01% |
40,200
+28,600
| +247% | +$860K |
|
2004
Delek Logistics
DKL
$3.19B
| $1.29M | ﹤0.01% |
36,247
+3,372
| +10% | +$126K |
|
2005
Orion Group Holdings
ORN
$402M
| $1.28M | ﹤0.01% |
115,600
-14,200
| -11% | -$148K |
|
2006
CarParts.com
PRTS
$48.7M
| $1.28M | ﹤0.01% |
54,570
+4,030
| +8% | +$108K |
|
|
FGH
2007
DELISTED
FG Group Holdings Inc.
FGH
| $1.27M | ﹤0.01% |
306,710
+9,010
| +3% | +$36.9K |
|
|
ELON
2008
DELISTED
Echelon Corp
ELON
| $1.27M | ﹤0.01% |
74,640
+6,380
| +9% | +$119K |
|
2009
Sypris Solutions
SYPR
$46.8M
| $1.26M | ﹤0.01% |
475,700
+12,100
| +3% | +$35.3K |
|
2010
AXT Inc
AXTI
$5.07B
| $1.26M | ﹤0.01% |
450,872
+244,672
| +119% | +$603K |
|
2011
ClearOne Inc
CLRO
$15.2M
| $1.26M | ﹤0.01% |
8,607
-338
| -4% | -$46.8K |
|
2012
Chicago Rivet & Machine Co
CVR
$9.76M
| $1.26M | ﹤0.01% |
41,000
+2,500
| +6% | +$76.8K |
|
|
DRD
2013
DRDGold
DRD
$2.06B
| $1.26M | ﹤0.01% |
819,080
+132,610
| +19% | +$317K |
|
|
NSH
2014
DELISTED
NuStar GP Holdings LLC
NSH
| $1.26M | ﹤0.01% |
36,608
-3,382
| -8% | -$125K |
|
2015
LivePerson
LPSN
$35.9M
| $1.26M | ﹤0.01% |
5,953
-14,374
| -71% | -$2.95M |
|
|
MBTF
2016
DELISTED
MBT Financial Corporation
MBTF
| $1.26M | ﹤0.01% |
252,047
+34,113
| +16% | +$167K |
|
|
GBNK
2017
DELISTED
Guaranty Bancorp
GBNK
| $1.26M | ﹤0.01% |
87,123
+30,308
| +53% | +$448K |
|
2018
Brixmor Property Group
BRX
$9.12B
| $1.26M | ﹤0.01% |
+50,600
| New | +$1.21M |
|
2019
Universal Insurance Holdings
UVE
$1.18B
| $1.25M | ﹤0.01% |
+61,300
| New | +$1.07M |
|
2020
Foster
FSTR
$405M
| $1.25M | ﹤0.01% |
+25,800
| New | +$1.26M |
|
2021
CNO Financial Group
CNO
$5.02B
| $1.25M | ﹤0.01% |
+72,500
| New | +$1.25M |
|
|
FPO
2022
DELISTED
First Potomac Realty Trust
FPO
| $1.25M | ﹤0.01% |
100,900
+60,300
| +149% | +$735K |
|
2023
MYR Group
MYRG
$5.18B
| $1.24M | ﹤0.01% |
45,400
+9,900
| +28% | +$255K |
|
|
MBVT
2024
DELISTED
Merchants Bancshares Inc
MBVT
| $1.24M | ﹤0.01% |
40,600
+8,744
| +27% | +$256K |
|
2025
C.H. Robinson
CHRW
$17.1B
| $1.24M | ﹤0.01% |
+16,600
| New | +$1.18M |
|
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.