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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+7.13%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$41.4B
AUM Growth
+$4.9B
Cap. Flow
+$3.19B
Cap. Flow %
7.7%
Top 10 Hldgs %
11.09%
Holding
3,351
New
590
Increased
1,468
Reduced
854
Closed
412

Top Buys

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$228M
2
GD icon
General Dynamics
GD
+$195M
3
AAPL icon
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
MCD icon
McDonald's
MCD
+$284M
3
META icon
Meta Platforms (Facebook)
META
+$181M
4
XOM icon
ExxonMobil
XOM
+$153M
5
TJX icon
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
AENZ
2101
DELISTED
Aenza S.A.A.
AENZ
$1.06M ﹤0.01%
28,067
+6,634
+31% +$258K
CSPI icon
2102
CSP Inc
CSPI
$84.2M
$1.06M ﹤0.01%
289,200
+17,800
+7% +$68.8K
CFN
2103
DELISTED
CAREFUSION CORPORATION
CFN
$1.06M ﹤0.01%
17,800
-376,700
-95% -$21.6M
DMLP icon
2104
Dorchester Minerals
DMLP
$1.35B
$1.05M ﹤0.01%
41,200
+21,700
+111% +$574K
SMED
2105
DELISTED
Sharps Compliance Corp
SMED
$1.05M ﹤0.01%
247,000
+72,600
+42% +$323K
SFUN
2106
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
$1.05M ﹤0.01%
+2,836
New +$1.25M
GPIC
2107
DELISTED
Gaming Partners International Corporation
GPIC
$1.05M ﹤0.01%
121,700
+4,500
+4% +$37.2K
FET icon
2108
Forum Energy Technologies
FET
$932M
$1.04M ﹤0.01%
2,520
-2,115
-46% -$1.04M
EXAC
2109
DELISTED
Exactech Inc
EXAC
$1.04M ﹤0.01%
44,200
+18,600
+73% +$411K
TAOP icon
2110
Taoping
TAOP
$8.83M
$1.04M ﹤0.01%
148
-3
-2% -$20.9K
PWR icon
2111
Quanta Services
PWR
$102B
$1.02M ﹤0.01%
+35,999
New +$1.13M
VSR
2112
DELISTED
Versar, Inc.
VSR
$1.02M ﹤0.01%
323,200
+124,300
+62% +$404K
SXCP
2113
DELISTED
SunCoke Energy Partners, L.P.
SXCP
$1.02M ﹤0.01%
37,584
-34,659
-48% -$915K
TIVO
2114
DELISTED
Tivo Inc
TIVO
$1.01M ﹤0.01%
44,871
-277,433
-86% -$5.84M
FRBK
2115
DELISTED
Republic First Bancorp Inc
FRBK
$1.01M ﹤0.01%
269,403
-13,709
-5% -$53.2K
NPD
2116
DELISTED
CHINA NEPSTAR CHAIN DRUGSTORE LTD. COM
NPD
$1.01M ﹤0.01%
639,422
+51,222
+9% +$87.1K
FBRC
2117
DELISTED
FBR & Co. Common Stock
FBRC
$1.01M ﹤0.01%
41,051
-23,824
-37% -$603K
JCP
2118
DELISTED
J.C. Penney Company, Inc.
JCP
$1.01M ﹤0.01%
155,600
-4,000
-3% -$29.4K
CORR
2119
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
$1M ﹤0.01%
30,978
-19,772
-39% -$685K
MWW
2120
DELISTED
Monster Worldwide Inc
MWW
$1M ﹤0.01%
216,448
-473,300
-69% -$2.08M
TGB
2121
Trekor Metals
TGB
$3.2B
$999K ﹤0.01%
970,100
+40,600
+4% +$53.1K
TRST
2122
Trustco Bank Corp NY
TRST
$963M
$998K ﹤0.01%
27,480
+10,980
+67% +$382K
SPAN
2123
DELISTED
Span-America Medical Systems I
SPAN
$998K ﹤0.01%
58,600
+500
+0.9% +$9.25K
MRH
2124
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
$996K ﹤0.01%
+27,800
New +$928K
CUBI icon
2125
Customers Bancorp
CUBI
$2.8B
$995K ﹤0.01%
51,120
-25,100
-33% -$465K
83 84
85
86 87

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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.