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 | |
|---|---|---|---|---|---|---|
|
KW
2076
DELISTED
Kennedy-Wilson Holdings
KW
| $1.13M | ﹤0.01% |
44,771
-43,911
| -50% | -$1.13M |
|
|
KNL
2077
DELISTED
Knoll, Inc.
KNL
| $1.13M | ﹤0.01% |
+53,500
| New | +$1.02M |
|
2078
Interparfums
IPAR
$3.78B
| $1.13M | ﹤0.01% |
41,013
+32,500
| +382% | +$886K |
|
|
RRMS
2079
DELISTED
ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE)
RRMS
| $1.12M | ﹤0.01% |
+24,736
| New | +$1.28M |
|
|
HTBK
2080
DELISTED
Heritage Commerce
HTBK
| $1.12M | ﹤0.01% |
126,700
+32,100
| +34% | +$274K |
|
|
NMRX
2081
DELISTED
Numerex Corp
NMRX
| $1.12M | ﹤0.01% |
101,026
-6,774
| -6% | -$77.7K |
|
|
PSTB
2082
DELISTED
Park Sterling Corp.
PSTB
| $1.11M | ﹤0.01% |
151,223
+63,800
| +73% | +$456K |
|
|
LTRE
2083
DELISTED
LEARNING TREE INTL INC
LTRE
| $1.11M | ﹤0.01% |
632,700
-400
| -0.1% | -$892 |
|
2084
Enviri
NVRI
$583M
| $1.1M | ﹤0.01% |
58,500
-31,900
| -35% | -$621K |
|
|
REN
2085
DELISTED
Resolute Energy Corporaton
REN
| $1.1M | ﹤0.01% |
+167,243
| New | +$2.39M |
|
|
MANT
2086
DELISTED
Mantech International Corp
MANT
| $1.1M | ﹤0.01% |
36,500
+21,600
| +145% | +$625K |
|
|
BRKL
2087
DELISTED
Brookline Bancorp
BRKL
| $1.1M | ﹤0.01% |
109,800
+57,760
| +111% | +$546K |
|
|
SALM
2088
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
| $1.1M | ﹤0.01% |
140,400
+1,400
| +1% | +$10.7K |
|
|
KTEC
2089
DELISTED
Key Technology Inc
KTEC
| $1.1M | ﹤0.01% |
83,000
+2,800
| +3% | +$36.3K |
|
2090
Brookfield Renewable
BEP
$10.3B
| $1.09M | ﹤0.01% |
66,287
-311,312
| -82% | -$5.08M |
|
2091
Eldorado Gold
EGO
$10.4B
| $1.09M | ﹤0.01% |
+35,660
| New | +$1.16M |
|
|
MNRK
2092
DELISTED
MONARCH FINANCIAL HOLDINGS INC COM STK
MNRK
| $1.09M | ﹤0.01% |
86,900
+6,952
| +9% | +$81.6K |
|
2093
Tompkins Financial
TMP
$1.44B
| $1.08M | ﹤0.01% |
19,600
-17,389
| -47% | -$859K |
|
2094
Pacific Biosciences
PACB
$357M
| $1.08M | ﹤0.01% |
+137,972
| New | +$883K |
|
|
MCBC
2095
DELISTED
Macatawa Bank Corp
MCBC
| $1.08M | ﹤0.01% |
198,889
+65,707
| +49% | +$339K |
|
2096
Coherent
COHR
$64B
| $1.08M | ﹤0.01% |
78,910
-157,100
| -67% | -$2.04M |
|
|
IIN
2097
DELISTED
IntriCon Corporation
IIN
| $1.07M | ﹤0.01% |
156,400
+15,300
| +11% | +$94.1K |
|
|
PSG
2098
DELISTED
Performance Sports Group Ltd.
PSG
| $1.07M | ﹤0.01% |
+59,000
| New | +$1.01M |
|
|
ZEP
2099
DELISTED
ZEP INC COM STK (DE)
ZEP
| $1.07M | ﹤0.01% |
70,800
-25,230
| -26% | -$373K |
|
|
CAW
2100
DELISTED
CCA Industries, Inc.
CAW
| $1.07M | ﹤0.01% |
317,300
+3,900
| +1% | +$13.3K |
|
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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.