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 | 14.93% |
| 2 | Consumer Discretionary | 13.29% |
| 3 | Healthcare | 11.79% |
| 4 | Industrials | 11% |
| 5 | Consumer Staples | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CDI
2301
DELISTED
CDI Corp.
CDI
| $580K | ﹤0.01% |
33,815
+15,315
| +83% | +$272K |
|
|
PTRY
2302
DELISTED
PANTRY INC (THE)
PTRY
| $580K | ﹤0.01% |
37,800
-82,737
| -69% | -$1.25M |
|
|
FSBK
2303
DELISTED
First South Bancorp Inc/VA
FSBK
| $579K | ﹤0.01% |
66,600
+7,100
| +12% | +$59.1K |
|
|
VOXX
2304
DELISTED
VOXX International Corporation Class A
VOXX
| $578K | ﹤0.01% |
+42,267
| New | +$577K |
|
2305
Alpha Pro Tech
APT
$54.8M
| $577K | ﹤0.01% |
257,700
+30,600
| +13% | +$67.3K |
|
|
CORR
2306
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $577K | ﹤0.01% |
17,100
-7,958
| -32% | -$265K |
|
|
HEOP
2307
DELISTED
Heritage Oaks Bancorp
HEOP
| $576K | ﹤0.01% |
71,335
+6,950
| +11% | +$54.7K |
|
2308
Innospec
IOSP
$2.31B
| $575K | ﹤0.01% |
12,706
-48,394
| -79% | -$2.13M |
|
2309
S&T Bancorp
STBA
$1.82B
| $574K | ﹤0.01% |
+24,239
| New | +$570K |
|
2310
Pacific Biosciences
PACB
$357M
| $566K | ﹤0.01% |
+105,766
| New | +$669K |
|
|
LGCY
2311
DELISTED
Legacy Reserves Inc. Common Stock
LGCY
| $566K | ﹤0.01% |
+22,786
| New | +$611K |
|
2312
Broadwind
BWEN
$129M
| $565K | ﹤0.01% |
46,220
-116,000
| -72% | -$1.13M |
|
|
TEU
2313
DELISTED
BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS)
TEU
| $564K | ﹤0.01% |
234,176
-158,810
| -40% | -$440K |
|
2314
Pampa Energía
PAM
$4.26B
| $563K | ﹤0.01% |
96,500
-103,000
| -52% | -$493K |
|
|
GV
2315
DELISTED
Goldfield Corporation
GV
| $563K | ﹤0.01% |
252,600
-185,400
| -42% | -$400K |
|
|
RBS.PRF.CL
2316
DELISTED
Royal Bk Of Scotland Gp
RBS.PRF.CL
| $561K | ﹤0.01% |
22,100
-1,400
| -6% | -$35.4K |
|
|
AXU
2317
DELISTED
Alexco Resource Corp
AXU
| $558K | ﹤0.01% |
371,800
-228,400
| -38% | -$405K |
|
2318
AMCON Distributing
DIT
$66.4M
| $556K | ﹤0.01% |
9,750
+1,650
| +20% | +$95.3K |
|
|
CNSL
2319
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $556K | ﹤0.01% |
27,800
-5,700
| -17% | -$111K |
|
|
KCG
2320
DELISTED
KCG Holdings, Inc.
KCG
| $556K | ﹤0.01% |
46,600
-53,214
| -53% | -$628K |
|
|
CRRC
2321
DELISTED
COURIER CORP
CRRC
| $556K | ﹤0.01% |
36,100
-8,700
| -19% | -$142K |
|
|
RLH
2322
DELISTED
Red Lions Hotel Corporation
RLH
| $554K | ﹤0.01% |
95,000
-33,100
| -26% | -$194K |
|
2323
Altria Group
MO
$109B
| $550K | ﹤0.01% |
+14,700
| New | +$534K |
|
|
ZVO
2324
DELISTED
Zovio Inc. Common Stock
ZVO
| $549K | ﹤0.01% |
36,903
-95,800
| -72% | -$1.65M |
|
2325
Public Storage
PSA
$60.4B
| $548K | ﹤0.01% |
3,250
-232,884
| -99% | -$37.7M |
|
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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 15% of assets, up from 14% 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.