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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 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
NSSC icon
2351
Napco Security Technologies
NSSC
$1.39B
$630K ﹤0.01%
268,000
+14,260
+6% +$31.7K
MZOR
2352
DELISTED
Mazor Robotics Ltd.
MZOR
$628K ﹤0.01%
+50,600
New +$598K
USAC icon
2353
USA Compression Partners
USAC
$3.84B
$627K ﹤0.01%
37,800
-10,305
-21% -$214K
PBPB
2354
DELISTED
Potbelly
PBPB
$626K ﹤0.01%
+48,670
New +$615K
PPO
2355
DELISTED
POLYPORE INTERNATIONAL, INC
PPO
$626K ﹤0.01%
+13,300
New +$604K
LCNB icon
2356
LCNB Corp
LCNB
$281M
$624K ﹤0.01%
41,400
+2,700
+7% +$39.8K
TIME
2357
DELISTED
Time Inc.
TIME
$623K ﹤0.01%
+25,300
New +$572K
JNP
2358
DELISTED
Juniper Pharmaceuticals, Inc. Common Stock
JNP
$622K ﹤0.01%
111,006
+12,056
+12% +$70.2K
MFRM
2359
DELISTED
MATTRESS FIRM HLDG CORP COM STK (DE)
MFRM
$622K ﹤0.01%
+10,703
New +$666K
FLNA
2360
Filana Therapeutics
FLNA
$45.1M
$618K ﹤0.01%
43,484
-6,528
-13% -$113K
VICR icon
2361
Vicor
VICR
$10.4B
$617K ﹤0.01%
51,000
-41,900
-45% -$496K
TNAV
2362
DELISTED
Telenav Inc.
TNAV
$617K ﹤0.01%
92,500
-109,600
-54% -$715K
RLH
2363
DELISTED
Red Lions Hotel Corporation
RLH
$614K ﹤0.01%
96,900
+18,200
+23% +$106K
SSNI
2364
DELISTED
Silver Spring Networks, Inc.
SSNI
$614K ﹤0.01%
+72,878
New +$601K
NBTB icon
2365
NBT Bancorp
NBTB
$2.78B
$612K ﹤0.01%
+23,300
New +$575K
ALLE icon
2366
Allegion
ALLE
$14.2B
$610K ﹤0.01%
+11,000
New +$571K
NRC icon
2367
NRC Health Common Stock
NRC
$471M
$609K ﹤0.01%
43,503
-1,797
-4% -$26.4K
MGRC icon
2368
McGrath RentCorp
MGRC
$2.94B
$606K ﹤0.01%
+16,895
New +$601K
NJ
2369
DELISTED
NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK
NJ
$603K ﹤0.01%
37,200
+27,000
+265% +$439K
EXC icon
2370
Exelon
EXC
$46.6B
$602K ﹤0.01%
+22,746
New +$584K
NCI
2371
DELISTED
Navigant Consulting, Inc.
NCI
$601K ﹤0.01%
39,118
-9,682
-20% -$140K
LKFN icon
2372
Lakeland Financial Corp
LKFN
$1.55B
$600K ﹤0.01%
+20,700
New +$556K
SCSC icon
2373
Scansource
SCSC
$1.06B
$599K ﹤0.01%
14,910
-41,986
-74% -$1.58M
ARGO
2374
DELISTED
Argo Group International Holdings, Ltd.
ARGO
$599K ﹤0.01%
+15,028
New +$587K
ATHM icon
2375
Autohome
ATHM
$2.65B
$596K ﹤0.01%
+16,400
New +$696K
93 94
95
96 97

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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, 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.