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 | |
|---|---|---|---|---|---|---|
|
TISA
2276
DELISTED
TOP Image Systems Ltd
TISA
| $607K | ﹤0.01% |
136,600
-51,200
| -27% | -$260K |
|
2277
Capital City Bank Group
CCBG
$896M
| $606K | ﹤0.01% |
45,607
+9,408
| +26% | +$123K |
|
2278
Lincoln Educational Services
LINC
$945M
| $606K | ﹤0.01% |
160,849
+80,449
| +100% | +$357K |
|
|
PDO
2279
DELISTED
PYRAMID OIL CO
PDO
| $606K | ﹤0.01% |
97,500
+9,100
| +10% | +$55.5K |
|
|
QRE
2280
DELISTED
QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE)
QRE
| $605K | ﹤0.01% |
+33,835
| New | +$599K |
|
|
AZUR
2281
DELISTED
AZURE MIDSTREAM PARTNERS LP COM UNT LTD PARTNER INT
AZUR
| $603K | ﹤0.01% |
34,263
-14,812
| -30% | -$260K |
|
2282
Cass Information Systems
CASS
$750M
| $602K | ﹤0.01% |
15,404
+6,428
| +72% | +$273K |
|
|
MCBC
2283
DELISTED
Macatawa Bank Corp
MCBC
| $602K | ﹤0.01% |
119,472
-12,628
| -10% | -$66.1K |
|
|
WCIC
2284
DELISTED
WCI Communities, Inc.
WCIC
| $601K | ﹤0.01% |
30,397
+16,710
| +122% | +$320K |
|
2285
Gaia
GAIA
$33.3M
| $598K | ﹤0.01% |
82,500
-4,100
| -5% | -$27.1K |
|
|
BNCN
2286
DELISTED
BNC Bancorp
BNCN
| $596K | ﹤0.01% |
34,411
+20,266
| +143% | +$350K |
|
2287
STAAR Surgical
STAA
$1.26B
| $594K | ﹤0.01% |
31,600
-500
| -2% | -$8.05K |
|
|
NBBC
2288
DELISTED
NEWBRIDGE BANCORP CLASS A COM STK (NC)
NBBC
| $593K | ﹤0.01% |
83,048
+11,547
| +16% | +$81.8K |
|
|
NW.PRC.CL
2289
DELISTED
Natwest Bank Ads Series C
NW.PRC.CL
| $591K | ﹤0.01% |
23,093
+3,593
| +18% | +$91.4K |
|
|
CNCO
2290
DELISTED
Cencosud S.A.
CNCO
| $590K | ﹤0.01% |
+60,300
| New | +$547K |
|
2291
8x8 Inc
EGHT
$290M
| $589K | ﹤0.01% |
54,500
-45,200
| -45% | -$476K |
|
|
UBP
2292
DELISTED
Urstadt Biddle Properties Inc.
UBP
| $589K | ﹤0.01% |
33,200
-1,300
| -4% | -$21.5K |
|
|
HSKA
2293
DELISTED
Heska Corp
HSKA
| $589K | ﹤0.01% |
55,880
-14,500
| -21% | -$133K |
|
2294
Data I/O
DAIO
$30.8M
| $588K | ﹤0.01% |
245,100
+7,500
| +3% | +$20.7K |
|
|
DRL
2295
DELISTED
DORAL FINANCIAL CORPORATION (NEW)
DRL
| $588K | ﹤0.01% |
67,769
+40,499
| +149% | +$509K |
|
2296
NewMarket
NEU
$8.72B
| $586K | ﹤0.01% |
+1,500
| New | +$532K |
|
|
MSLI
2297
DELISTED
Merus Labs International Inc.
MSLI
| $585K | ﹤0.01% |
385,300
+44,100
| +13% | +$62.9K |
|
|
CBR
2298
DELISTED
CIBER Inc.
CBR
| $583K | ﹤0.01% |
127,219
+16,219
| +15% | +$70.3K |
|
2299
Shore Bancshares
SHBI
$801M
| $581K | ﹤0.01% |
61,136
+10,436
| +21% | +$98.5K |
|
2300
Univest Financial
UVSP
$1.18B
| $581K | ﹤0.01% |
28,326
-23,913
| -46% | -$465K |
|
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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.