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 |
Apple
AAPL
|
+$437M |
| 2 |
Verizon
VZ
|
+$215M |
| 3 |
Comcast
CMCSA
|
+$137M |
| 4 |
Vodafone
VOD
|
+$137M |
| 5 |
Kinder Morgan
KMI
|
+$133M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$263M |
| 2 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
+$246M |
| 3 |
Walmart Inc
WMT
|
+$229M |
| 4 |
Pfizer
PFE
|
+$221M |
| 5 |
Costco
COST
|
+$184M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.6% |
| 2 | Consumer Discretionary | 13.64% |
| 3 | Healthcare | 12.3% |
| 4 | Industrials | 11.07% |
| 5 | Consumer Staples | 9.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Astec Industries
ASTE
$994M
| $792K | ﹤0.01% |
+18,045
| New | +$712K |
|
|
PSMI
2177
DELISTED
PEREGRINE SEMICONDUCTOR CORP COM STK (DE)
PSMI
| $791K | ﹤0.01% |
+130,787
| New | +$854K |
|
2178
Hurco Companies Inc
HURC
$144M
| $787K | ﹤0.01% |
29,482
+2,123
| +8% | +$54K |
|
2179
CBAK Energy Technology Ltd
CBAT
$65.5M
| $784K | ﹤0.01% |
261,326
+130,919
| +100% | +$345K |
|
2180
Bright Horizons
BFAM
$3.76B
| $782K | ﹤0.01% |
+19,991
| New | +$763K |
|
2181
Federal Agricultural Mortgage
AGM
$2.58B
| $781K | ﹤0.01% |
23,500
-5,800
| -20% | -$183K |
|
|
BCA
2182
DELISTED
CORPBANCA SPONSORED ADR REPSTG (1-1,500)COM STK
BCA
| $781K | ﹤0.01% |
+44,258
| New | +$792K |
|
|
ONVI
2183
DELISTED
Onvia, Inc.
ONVI
| $778K | ﹤0.01% |
145,600
+7,000
| +5% | +$36K |
|
2184
Fortress Biotech
FBIO
$91.4M
| $777K | ﹤0.01% |
26,161
+23,823
| +1,019% | +$929K |
|
|
DVR
2185
DELISTED
CAL DIVE INTERNATIONAL INC COM
DVR
| $775K | ﹤0.01% |
455,845
-162,585
| -26% | -$288K |
|
|
MOFG
2186
DELISTED
MidWestOne Financial Group
MOFG
| $770K | ﹤0.01% |
30,500
+2,800
| +10% | +$71.1K |
|
|
VSR
2187
DELISTED
Versar, Inc.
VSR
| $770K | ﹤0.01% |
192,500
-5,200
| -3% | -$22.4K |
|
2188
Flexsteel Industries
FLXS
$301M
| $767K | ﹤0.01% |
20,400
-12,000
| -37% | -$400K |
|
|
TAOM
2189
DELISTED
TAOMEE HLDGS LTD SPON ADR (CYM)
TAOM
| $764K | ﹤0.01% |
128,900
+20,000
| +18% | +$132K |
|
2190
Tennant Co
TNC
$1.15B
| $761K | ﹤0.01% |
11,600
+300
| +3% | +$19.2K |
|
|
PENX
2191
DELISTED
PENFORD CORP
PENX
| $757K | ﹤0.01% |
52,700
-1,600
| -3% | -$21.2K |
|
|
FWDI
2192
Forward Industries Inc
FWDI
$305M
| $751K | ﹤0.01% |
38,330
+1,160
| +3% | +$19.6K |
|
|
TEF
2193
DELISTED
Telefonica
TEF
| $751K | ﹤0.01% |
64,838
| – | – |
|
|
JCTC
2194
Jewett-Cameron Trading
JCTC
$10.3M
| $748K | ﹤0.01% |
152,000
+6,600
| +5% | +$32.9K |
|
2195
NRC Health Common Stock
NRC
$471M
| $746K | ﹤0.01% |
44,990
-15,410
| -26% | -$258K |
|
2196
German American Bancorp
GABC
$1.91B
| $745K | ﹤0.01% |
38,700
-6,555
| -14% | -$123K |
|
2197
RCI Hospitality Holdings
RICK
$214M
| $742K | ﹤0.01% |
65,800
-86,900
| -57% | -$979K |
|
|
FTD
2198
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $741K | ﹤0.01% |
23,300
-294,260
| -93% | -$9.32M |
|
|
MRH
2199
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
| $738K | ﹤0.01% |
24,791
-50,309
| -67% | -$1.42M |
|
|
JKS
2200
JinkoSolar
JKS
$860M
| $735K | ﹤0.01% |
26,300
-208,100
| -89% | -$6.6M |
|
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Jim Simons's Q1 2014 Portfolio in Review
As of Q1 2014, Jim Simons held 3,290 positions worth $41.7B, down 0.16% from $41.8B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Jim Simons's Q1 2014 filing shows 474 new, 1,340 increased, 961 reduced and 495 closed positions. Its largest new stake was Apple: 22,998,136 shares worth $441M. The largest sale was Johnson & Johnson, an estimated $263M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Consumer Discretionary and Healthcare.
- Jim Simons's largest Q1 2014 buy was Apple: 22,998,136 shares worth $441M.
- Jim Simons added most to Verizon in Q1 2014, an estimated $215M increase.
- Jim Simons's biggest Q1 2014 reduction was Johnson & Johnson, cutting an estimated $263M.
- Jim Simons fully exited LIFE TECHNOLOGIES CORP COM STK (DE) in Q1 2014, selling an estimated $246M.
- Jim Simons's ten largest holdings make up 13% of its $41.7B portfolio in Q1 2014.
- Jim Simons opened 474 new positions and closed 495 in Q1 2014.
- Jim Simons's portfolio value fell 0.16% quarter-over-quarter to $41.7B.
Based on Renaissance Technologies's 13F filing for Q1 2014, filed 14 May 2014.