We are live on ! Find out more
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
RTK
2426
DELISTED
Rentech, Inc.
RTK
$503K ﹤0.01%
+39,894
New +$565K
LAND
2427
Gladstone Land Corp
LAND
$353M
$500K ﹤0.01%
46,700
+29,200
+167% +$317K
NC icon
2428
NACCO Industries
NC
$317M
$499K ﹤0.01%
36,767
+15,582
+74% +$200K
RBS.PRF.CL
2429
DELISTED
Royal Bk Of Scotland Gp
RBS.PRF.CL
$499K ﹤0.01%
19,400
+1,149
+6% +$29.8K
ISSC icon
2430
Innovative Solutions & Support
ISSC
$360M
$498K ﹤0.01%
156,600
+18,100
+13% +$53.8K
SGYP
2431
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
$494K ﹤0.01%
+162,095
New +$479K
LF
2432
DELISTED
LEAPFROG ENTERPRISES INC.
LF
$494K ﹤0.01%
104,663
-184,437
-64% -$978K
SLM icon
2433
SLM Corp
SLM
$5.26B
$493K ﹤0.01%
+48,421
New +$463K
VIEW
2434
DELISTED
VIEWTRAN GROUP INC, ORD SHS
VIEW
$492K ﹤0.01%
356,300
+2,900
+0.8% +$4.49K
HVB
2435
DELISTED
HUDSON VY HLDG CORP
HVB
$491K ﹤0.01%
+18,087
New +$428K
CNTF
2436
DELISTED
China TechFaith Wireless Communication Technology Ltd
CNTF
$490K ﹤0.01%
87,580
-12,760
-13% -$80.6K
FFBC icon
2437
First Financial Bancorp
FFBC
$3.6B
$489K ﹤0.01%
+26,300
New +$455K
CALL
2438
DELISTED
magicJack VocalTec Ltd
CALL
$486K ﹤0.01%
59,900
+11,100
+23% +$95.7K
ARLP icon
2439
Alliance Resource Partners
ARLP
$3.23B
$482K ﹤0.01%
11,190
-78,800
-88% -$3.5M
FSGI
2440
DELISTED
FIRST SECURITY GROUP, INC.
FSGI
$482K ﹤0.01%
213,100
-28,518
-12% -$58.2K
KEQU icon
2441
Kewaunee Scientific
KEQU
$104M
$481K ﹤0.01%
27,000
+2,600
+11% +$45.8K
NG icon
2442
NovaGold Resources
NG
$3.45B
$481K ﹤0.01%
+163,390
New +$461K
AVID
2443
DELISTED
Avid Technology Inc
AVID
$480K ﹤0.01%
+33,768
New +$478K
CDI
2444
DELISTED
CDI Corp.
CDI
$480K ﹤0.01%
+27,076
New +$453K
GEF.B icon
2445
Greif Class B
GEF.B
$4.24B
$478K ﹤0.01%
9,700
+1,000
+11% +$49.3K
FCF icon
2446
First Commonwealth Financial
FCF
$2.18B
$476K ﹤0.01%
+51,600
New +$464K
ALO
2447
DELISTED
Alio Gold Inc
ALO
$476K ﹤0.01%
49,930
+10,870
+28% +$116K
CTLP
2448
DELISTED
Cantaloupe
CTLP
$475K ﹤0.01%
295,015
-31,900
-10% -$52.1K
MBRG
2449
DELISTED
Middleburg Financial Corp
MBRG
$475K ﹤0.01%
26,400
+3,700
+16% +$66.5K
MMYT icon
2450
MakeMyTrip
MMYT
$5.67B
$473K ﹤0.01%
18,200
-31,400
-63% -$859K
96 97
98
99 100

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.