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 | 14.39% |
| 2 | Healthcare | 13.34% |
| 3 | Consumer Staples | 13.13% |
| 4 | Industrials | 11.56% |
| 5 | Financials | 9.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Lifetime Brands
LCUT
$219M
| $819K | ﹤0.01% |
47,600
-2,500
| -5% | -$39.9K |
|
2227
Telkom Indonesia
TLK
$14.5B
| $819K | ﹤0.01% |
+36,200
| New | +$821K |
|
2228
Wolverine World Wide
WWW
$1.63B
| $819K | ﹤0.01% |
+27,800
| New | +$770K |
|
|
RENX
2229
DELISTED
RELX N.V.
RENX
| $819K | ﹤0.01% |
52,884
-3,275
| -6% | -$49.2K |
|
|
ENIA
2230
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $814K | ﹤0.01% |
+94,183
| New | +$808K |
|
|
HMHC
2231
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $814K | ﹤0.01% |
+39,300
| New | +$784K |
|
2232
Fresenius Medical Care
FMS
$12.6B
| $813K | ﹤0.01% |
21,900
-61,800
| -74% | -$2.23M |
|
2233
Black Hills Corp
BKH
$5.64B
| $812K | ﹤0.01% |
15,300
-54,100
| -78% | -$2.85M |
|
|
ATE
2234
DELISTED
Advantest Corp
ATE
| $812K | ﹤0.01% |
65,600
+3,500
| +6% | +$42.1K |
|
2235
Orion Energy Systems
OESX
$78.9M
| $810K | ﹤0.01% |
14,730
-6,510
| -31% | -$328K |
|
2236
Northrim BanCorp
NRIM
$599M
| $808K | ﹤0.01% |
123,204
+16,404
| +15% | +$114K |
|
2237
Park National Corp
PRK
$3.72B
| $805K | ﹤0.01% |
9,100
-6,905
| -43% | -$570K |
|
2238
Euroseas
ESEA
$525M
| $804K | ﹤0.01% |
16,246
+905
| +6% | +$55.8K |
|
2239
World Acceptance Corp
WRLD
$875M
| $802K | ﹤0.01% |
10,100
-4,425
| -30% | -$326K |
|
|
ONVI
2240
DELISTED
Onvia, Inc.
ONVI
| $802K | ﹤0.01% |
159,800
+1,900
| +1% | +$8.43K |
|
|
ARNA
2241
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $800K | ﹤0.01% |
23,050
-54,266
| -70% | -$2.2M |
|
2242
Agree Realty
ADC
$9.25B
| $799K | ﹤0.01% |
25,700
-10,952
| -30% | -$330K |
|
2243
Codexis
CDXS
$175M
| $799K | ﹤0.01% |
316,900
+35,100
| +12% | +$83.7K |
|
|
JCTC
2244
Jewett-Cameron Trading
JCTC
$10.3M
| $799K | ﹤0.01% |
157,800
+2,000
| +1% | +$10.2K |
|
|
ARPI
2245
DELISTED
AMERICAN RESIDENTIAL PPTYS INC COM
ARPI
| $799K | ﹤0.01% |
45,500
+18,800
| +70% | +$339K |
|
|
DCOM
2246
DELISTED
Dime Community Bancshares
DCOM
| $797K | ﹤0.01% |
48,972
-18,901
| -28% | -$288K |
|
2247
Suncor Energy
SU
$76.5B
| $796K | ﹤0.01% |
25,040
-1,152,126
| -98% | -$38.1M |
|
|
GSS
2248
DELISTED
Golden Star Resources Ltd.
GSS
| $795K | ﹤0.01% |
756,880
+151,800
| +25% | +$224K |
|
|
HCT
2249
DELISTED
AMRICAN RLTY CAP HEALTHCARE TRUST INC. COMMON STOCK
HCT
| $795K | ﹤0.01% |
+66,800
| New | +$758K |
|
2250
BGC Group
BGC
$5.2B
| $793K | ﹤0.01% |
134,700
-458,607
| -77% | -$2.46M |
|
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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, down from 14% a quarter earlier, followed by Healthcare and Consumer Staples.
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.