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 | |
|---|---|---|---|---|---|---|
|
VVC
201
DELISTED
Vectren Corporation
VVC
| $45M | 0.11% |
974,000
+260,100
| +36% | +$11.4M |
|
202
Essex Property Trust
ESS
$18.2B
| $44.8M | 0.11% |
217,000
+166,500
| +330% | +$33M |
|
203
Analog Devices
ADI
$188B
| $44.6M | 0.11% |
804,100
-1,453,800
| -64% | -$74.2M |
|
204
ICU Medical
ICUI
$4.55B
| $44.6M | 0.11% |
544,741
-13,159
| -2% | -$1.01M |
|
|
RAI
205
DELISTED
Reynolds American Inc
RAI
| $44.5M | 0.11% |
1,384,604
-438,200
| -24% | -$13.9M |
|
|
CVD
206
DELISTED
COVANCE INC.
CVD
| $44.4M | 0.11% |
427,900
+307,400
| +255% | +$28.8M |
|
|
BIN
207
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
| $44.1M | 0.11% |
1,466,410
+223,549
| +18% | +$6.39M |
|
208
Jack in the Box
JACK
$341M
| $44.1M | 0.11% |
551,000
-19,900
| -3% | -$1.45M |
|
209
OGE Energy
OGE
$9.57B
| $44M | 0.11% |
1,241,300
+806,600
| +186% | +$29.1M |
|
210
Seagate
STX
$186B
| $43.9M | 0.11% |
+660,593
| New | +$41M |
|
211
Coca-Cola Europacific Partners
CCEP
$47.1B
| $43.5M | 0.11% |
983,200
+200,900
| +26% | +$8.66M |
|
|
CHS
212
DELISTED
Chicos FAS, Inc.
CHS
| $43.4M | 0.1% |
2,680,300
+37,400
| +1% | +$573K |
|
213
Tapestry
TPR
$32.4B
| $43.4M | 0.1% |
1,156,600
+1,133,200
| +4,843% | +$40M |
|
214
Healthpeak Properties
DOC
$14.1B
| $43.3M | 0.1% |
1,079,334
+950,099
| +735% | +$37.7M |
|
215
Ecolab
ECL
$79.8B
| $43M | 0.1% |
411,022
+222,500
| +118% | +$24.3M |
|
216
Edgewell Personal Care
EPC
$1.32B
| $42.8M | 0.1% |
+448,812
| New | +$41.3M |
|
217
Zebra Technologies
ZBRA
$18.1B
| $42.8M | 0.1% |
552,400
-263,736
| -32% | -$19M |
|
|
HNT
218
DELISTED
HEALTH NET INC
HNT
| $42.6M | 0.1% |
796,200
+115,400
| +17% | +$5.68M |
|
219
Telephone and Data Systems
TDS
$3.84B
| $42.5M | 0.1% |
1,681,551
+296,159
| +21% | +$7.29M |
|
220
Lennox International
LII
$14.9B
| $42.4M | 0.1% |
445,800
+103,700
| +30% | +$9.21M |
|
221
Estee Lauder
EL
$31.8B
| $42.2M | 0.1% |
553,200
-552,700
| -50% | -$40.8M |
|
222
CMS Energy
CMS
$21.8B
| $42M | 0.1% |
1,210,000
+959,700
| +383% | +$31.4M |
|
223
Ashland
ASH
$3.42B
| $42M | 0.1% |
717,393
+382,228
| +114% | +$20.6M |
|
224
Carnival Corporation Ltd
CCL
$38B
| $42M | 0.1% |
927,200
+333,800
| +56% | +$13.6M |
|
225
J&J Snack Foods
JJSF
$1.68B
| $41.8M | 0.1% |
384,400
+19,700
| +5% | +$2.02M |
|
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.