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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
PRSS
2376
DELISTED
CafePress Inc.
PRSS
$595K ﹤0.01%
253,300
+103,318
+69% +$271K
ULTR
2377
DELISTED
ULTRAPETROL (BAHAMAS) LTD COM STK
ULTR
$595K ﹤0.01%
278,100
-17,600
-6% -$46.5K
SYNC
2378
DELISTED
Synacor, Inc.
SYNC
$593K ﹤0.01%
296,526
+48,426
+20% +$82.2K
LRE
2379
DELISTED
LRR ENERGY LP
LRE
$593K ﹤0.01%
+83,945
New +$1.06M
PKT
2380
DELISTED
PROCERA NETWORKS INC NEW COM STK (DE)
PKT
$576K ﹤0.01%
+80,056
New +$572K
DSWL icon
2381
Deswell Industries
DSWL
$50.7M
$572K ﹤0.01%
318,000
-11,100
-3% -$23.2K
NEO icon
2382
NeoGenomics
NEO
$2.11B
$570K ﹤0.01%
136,700
-65,800
-32% -$302K
IIIN icon
2383
Insteel Industries
IIIN
$635M
$569K ﹤0.01%
+24,140
New +$538K
TAHO
2384
DELISTED
Tahoe Resources Inc
TAHO
$569K ﹤0.01%
41,000
-37,900
-48% -$639K
BOXC
2385
DELISTED
Brookfield Can Office Properties
BOXC
$569K ﹤0.01%
24,500
-600
-2% -$14.3K
CAPL icon
2386
CrossAmerica Partners
CAPL
$889M
$568K ﹤0.01%
14,100
-57,800
-80% -$2M
AVEO
2387
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
$568K ﹤0.01%
67,580
+8,410
+14% +$76.9K
CIR
2388
DELISTED
CIRCOR International, Inc
CIR
$567K ﹤0.01%
9,400
-5,100
-35% -$335K
MTEM
2389
DELISTED
Molecular Templates, Inc.
MTEM
$565K ﹤0.01%
1,076
+829
+336% +$415K
DTRM
2390
DELISTED
Determine, Inc. Common Stock
DTRM
$562K ﹤0.01%
108,514
+300
+0.3% +$1.7K
TR icon
2391
Tootsie Roll Industries
TR
$3.02B
$561K ﹤0.01%
26,103
-27,374
-51% -$560K
FCRE
2392
DELISTED
FC Global Realty Incorporated Common Stock
FCRE
$557K ﹤0.01%
72,840
+63,860
+711% +$959K
BSFT
2393
DELISTED
BroadSoft, Inc.
BSFT
$556K ﹤0.01%
+19,150
New +$484K
PSV
2394
DELISTED
Hermitage Offshore Services Ltd.
PSV
$550K ﹤0.01%
+4,478
New +$632K
NBG
2395
DELISTED
NATIONAL BANK OF GREECE SA ADR REPSTG 1 SHARE (NEW)
NBG
$548K ﹤0.01%
306,100
-69,866
-19% -$164K
FRM
2396
DELISTED
FURMANITE CORPORATION COM
FRM
$547K ﹤0.01%
70,011
-211,889
-75% -$1.49M
ALE
2397
DELISTED
Allete
ALE
$546K ﹤0.01%
9,899
-150,800
-94% -$7.72M
SMSI icon
2398
Smith Micro Software
SMSI
$17M
$546K ﹤0.01%
3,518
+23
+0.7% +$3.38K
BBNK
2399
DELISTED
BRIDGE CAPITAL HOLDINGS
BBNK
$544K ﹤0.01%
+24,300
New +$563K
LMNR icon
2400
Limoneira
LMNR
$251M
$543K ﹤0.01%
+21,718
New +$541K
94 95
96
97 98

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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.