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 | |
|---|---|---|---|---|---|---|
2401
Cumberland Pharmaceuticals
CPIX
$119M
| $430K | ﹤0.01% |
95,597
-37,803
| -28% | -$180K |
|
|
HTBK
2402
DELISTED
Heritage Commerce
HTBK
| $429K | ﹤0.01% |
53,216
+19,716
| +59% | +$160K |
|
|
HMNF
2403
DELISTED
HMN Financial Inc
HMNF
| $429K | ﹤0.01% |
43,600
+6,300
| +17% | +$71.8K |
|
|
SIR
2404
DELISTED
SELECT INCOME REIT
SIR
| $427K | ﹤0.01% |
+32,078
| New | +$400K |
|
2405
LG Display
LPL
$3.37B
| $426K | ﹤0.01% |
34,100
-116,100
| -77% | -$1.38M |
|
|
AXAS
2406
DELISTED
Abraxas Petroleum Corp
AXAS
| $426K | ﹤0.01% |
+5,379
| New | +$362K |
|
|
BKEP
2407
DELISTED
Blueknight Energy Partners L.P.
BKEP
| $424K | ﹤0.01% |
47,658
+18,623
| +64% | +$167K |
|
|
GVP
2408
DELISTED
GSE Systems, Inc.
GVP
| $421K | ﹤0.01% |
24,200
+1,010
| +4% | +$17.6K |
|
|
SYNC
2409
DELISTED
Synacor, Inc.
SYNC
| $421K | ﹤0.01% |
170,300
-57,000
| -25% | -$146K |
|
2410
TechTarget
TTGT
$265M
| $417K | ﹤0.01% |
57,800
+1,100
| +2% | +$7.6K |
|
|
GLPW
2411
DELISTED
GLOBAL POWER EQUIPMENT GROUP INC COMMON NEW
GLPW
| $415K | ﹤0.01% |
20,865
-27,905
| -57% | -$518K |
|
|
HAST
2412
DELISTED
HASTINGS ENTERTAINMENT INC
HAST
| $414K | ﹤0.01% |
138,800
-16,700
| -11% | -$34.5K |
|
|
LAS
2413
DELISTED
LENTUO INTL INC ADS REPSTG 2 ORD SHS (CYM)
LAS
| $413K | ﹤0.01% |
121,000
+16,600
| +16% | +$61.7K |
|
2414
China Yuchai International
CYD
$1.76B
| $412K | ﹤0.01% |
19,436
-42,178
| -68% | -$913K |
|
2415
HealthStream
HSTM
$829M
| $411K | ﹤0.01% |
15,409
-13,891
| -47% | -$413K |
|
|
AEY
2416
DELISTED
ADDvantage Technologies Group
AEY
| $411K | ﹤0.01% |
12,380
+1,420
| +13% | +$43.3K |
|
|
MEA
2417
DELISTED
METALICO INC
MEA
| $409K | ﹤0.01% |
251,200
+101,700
| +68% | +$206K |
|
2418
Orion Group Holdings
ORN
$402M
| $407K | ﹤0.01% |
+32,400
| New | +$370K |
|
|
VITC
2419
DELISTED
VITACOST COM INC COM STK (DE)
VITC
| $406K | ﹤0.01% |
57,260
-7,840
| -12% | -$49K |
|
|
PWOD
2420
DELISTED
Penns Woods Bancorp
PWOD
| $405K | ﹤0.01% |
12,450
-1,200
| -9% | -$38K |
|
|
AMNB
2421
DELISTED
American National Bankshares Inc
AMNB
| $405K | ﹤0.01% |
17,209
+6,709
| +64% | +$157K |
|
|
PRMW
2422
DELISTED
Primo Water Corporation
PRMW
| $404K | ﹤0.01% |
103,737
-30,311
| -23% | -$95.5K |
|
|
IXYS
2423
DELISTED
IXYS Corp
IXYS
| $402K | ﹤0.01% |
+35,417
| New | +$433K |
|
|
EXAC
2424
DELISTED
Exactech Inc
EXAC
| $401K | ﹤0.01% |
17,800
-5,200
| -23% | -$121K |
|
2425
Codexis
CDXS
$175M
| $400K | ﹤0.01% |
196,292
-50,651
| -21% | -$92.5K |
|
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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.