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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+7.13%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$41.4B
AUM Growth
+$4.9B
Cap. Flow
+$3.19B
Cap. Flow %
7.7%
Top 10 Hldgs %
11.09%
Holding
3,351
New
590
Increased
1,468
Reduced
854
Closed
412

Top Buys

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$228M
2
GD icon
General Dynamics
GD
+$195M
3
AAPL icon
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
MCD icon
McDonald's
MCD
+$284M
3
META icon
Meta Platforms (Facebook)
META
+$181M
4
XOM icon
ExxonMobil
XOM
+$153M
5
TJX icon
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
XLY icon
2326
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$671K ﹤0.01%
+18,600
New +$638K
GSOL
2327
DELISTED
Global Sources Ltd
GSOL
$671K ﹤0.01%
105,521
-36,100
-25% -$241K
ITI
2328
DELISTED
Iteris, Inc.
ITI
$666K ﹤0.01%
388,200
+3,900
+1% +$6.88K
AUTO
2329
DELISTED
AutoWeb, Inc. Common Stock
AUTO
$665K ﹤0.01%
61,041
-91,839
-60% -$932K
RHE
2330
DELISTED
Regional Health Properties, Inc.
RHE
$662K ﹤0.01%
13,758
+164
+1% +$8.25K
AOI
2331
DELISTED
Alliance One International
AOI
$659K ﹤0.01%
41,710
+16,810
+68% +$313K
CMD
2332
DELISTED
Cantel Medical Corporation
CMD
$653K ﹤0.01%
15,100
-18,550
-55% -$758K
ASX icon
2333
ASE Group
ASX
$103B
$652K ﹤0.01%
106,300
+89,900
+548% +$549K
UBP
2334
DELISTED
Urstadt Biddle Properties Inc.
UBP
$651K ﹤0.01%
35,300
+800
+2% +$14.6K
XLP icon
2335
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$650K ﹤0.01%
+13,400
New +$634K
SREV
2336
DELISTED
ServiceSource International, Inc.
SREV
$650K ﹤0.01%
138,946
+14,950
+12% +$57.8K
WRES
2337
DELISTED
WARREN RESOURCES INC
WRES
$650K ﹤0.01%
403,700
-1,785,491
-82% -$5.06M
FSBK
2338
DELISTED
First South Bancorp Inc/VA
FSBK
$646K ﹤0.01%
81,200
+5,600
+7% +$45.2K
TLYS icon
2339
Tilly's
TLYS
$121M
$645K ﹤0.01%
+66,600
New +$514K
JOBS
2340
DELISTED
51job Inc
JOBS
$645K ﹤0.01%
18,000
+2,600
+17% +$86.7K
VRML
2341
DELISTED
Vermillion, Inc.
VRML
$645K ﹤0.01%
324,300
+11,700
+4% +$18.2K
CSS
2342
DELISTED
CSS Industries, Inc.
CSS
$644K ﹤0.01%
23,297
+4,297
+23% +$122K
MICR
2343
DELISTED
Micron Solutions, Inc.
MICR
$642K ﹤0.01%
83,400
+9,100
+12% +$62.5K
EDN
2344
Edenor
EDN
$994M
$641K ﹤0.01%
68,400
-4,800
-7% -$55K
OZK icon
2345
Bank OZK
OZK
$5.69B
$641K ﹤0.01%
16,900
-31,300
-65% -$1.09M
TLRA
2346
DELISTED
Telaria, Inc.
TLRA
$639K ﹤0.01%
222,660
-41,637
-16% -$105K
CWEI
2347
DELISTED
Clayton Williams Energy, Inc.
CWEI
$638K ﹤0.01%
10,002
+5,402
+117% +$394K
SKYW icon
2348
Skywest
SKYW
$4.16B
$637K ﹤0.01%
+47,992
New +$517K
GKNT
2349
DELISTED
GEEKNET INC COM NEW
GKNT
$636K ﹤0.01%
76,814
+32,354
+73% +$288K
LXRX icon
2350
Lexicon Pharmaceuticals
LXRX
$1.04B
$633K ﹤0.01%
+99,416
New +$801K
92 93
94
95 96

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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.