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
+8.26%
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
$41.2B
AUM Growth
+$3.08B
Cap. Flow
+$811M
Cap. Flow %
1.97%
Top 10 Hldgs %
10.96%
Holding
3,196
New
439
Increased
1,284
Reduced
1,031
Closed
412

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$328M
2
JNJ icon
Johnson & Johnson
JNJ
+$229M
3
GE icon
GE Aerospace
GE
+$156M
4
TGT icon
Target
TGT
+$155M
5
DIS icon
Walt Disney
DIS
+$153M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$283M
2
LLY icon
Eli Lilly
LLY
+$211M
3
MSFT icon
Microsoft
MSFT
+$199M
4
BMY icon
Bristol-Myers Squibb
BMY
+$184M
5
C icon
Citigroup
C
+$177M

Sector Composition

Rank Sector Weight
1 Technology 14.03%
2 Healthcare 12.1%
3 Consumer Discretionary 11.99%
4 Consumer Staples 11.92%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROG icon
2476
Rogers Corp
ROG
$2.46B
$291K ﹤0.01%
+4,900
New +$268K
GERN icon
2477
Geron
GERN
$982M
$290K ﹤0.01%
91,602
-1,069,068
-92% -$1.75M
BMRC icon
2478
Bank of Marin Bancorp
BMRC
$462M
$287K ﹤0.01%
13,800
+1,000
+8% +$20.9K
SUTR
2479
DELISTED
Sutor Technology Group Limited Common Stock
SUTR
$287K ﹤0.01%
170,100
+46,700
+38% +$82.5K
SHLO
2480
DELISTED
Shiloh Industries Inc
SHLO
$286K ﹤0.01%
+21,800
New +$267K
AVHI
2481
DELISTED
A V Homes, Inc.
AVHI
$286K ﹤0.01%
16,356
-14,244
-47% -$235K
PRSS
2482
DELISTED
CafePress Inc.
PRSS
$284K ﹤0.01%
46,503
-16,004
-26% -$101K
ADEP
2483
DELISTED
Adept Technology Inc
ADEP
$284K ﹤0.01%
+39,426
New +$170K
CCBG icon
2484
Capital City Bank Group
CCBG
$898M
$282K ﹤0.01%
23,900
-7,700
-24% -$93.5K
NWLIA
2485
DELISTED
NATL WESTN LIFE INS CO CL A
NWLIA
$282K ﹤0.01%
+1,400
New +$282K
THM
2486
International Tower Hill Mines
THM
$696M
$281K ﹤0.01%
897,300
+340,200
+61% +$188K
XCO
2487
DELISTED
Exco Resources
XCO
$281K ﹤0.01%
+2,805
New +$322K
PWOD
2488
DELISTED
Penns Woods Bancorp
PWOD
$279K ﹤0.01%
8,400
-1,443
-15% -$44.3K
BONA
2489
DELISTED
BONA FILM GROUP LTD SPONSORED ADS
BONA
$276K ﹤0.01%
52,500
+16,300
+45% +$74.8K
HI
2490
DELISTED
Hillenbrand
HI
$274K ﹤0.01%
+10,000
New +$253K
OCC icon
2491
Optical Cable Corp
OCC
$147M
$273K ﹤0.01%
66,900
+500
+0.8% +$2.13K
OPTT icon
2492
Ocean Power Technologies
OPTT
$55.4M
$273K ﹤0.01%
823
+59
+8% +$19.7K
CNBKA
2493
DELISTED
Century Bancorp Inc/Mass
CNBKA
$273K ﹤0.01%
8,200
+900
+12% +$30.8K
HMNF
2494
DELISTED
HMN Financial Inc
HMNF
$272K ﹤0.01%
34,400
+2,300
+7% +$17K
BELFA icon
2495
Bel Fuse Inc Class A
BELFA
$3.4B
$270K ﹤0.01%
15,600
-200
-1% -$3.25K
AMNB
2496
DELISTED
American National Bankshares Inc
AMNB
$267K ﹤0.01%
+11,500
New +$268K
GEF.B icon
2497
Greif Class B
GEF.B
$4.22B
$266K ﹤0.01%
+5,000
New +$279K
AEY
2498
DELISTED
ADDvantage Technologies Group
AEY
$266K ﹤0.01%
10,870
+490
+5% +$12K
PERF
2499
DELISTED
Perfumania Holdings, Inc.
PERF
$266K ﹤0.01%
55,239
-13,600
-20% -$69K
FRTX
2500
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
$265K ﹤0.01%
+67
New +$503K
98 99
100
101 102

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 Q3 2013 Portfolio in Review

As of Q3 2013, Jim Simons held 3,196 positions worth $41.2B, up 8.1% from $38.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q3 2013 filing shows 439 new, 1,284 increased, 1,031 reduced and 412 closed positions. Its largest new stake was GE Aerospace: 1,361,721 shares worth $156M. The largest sale was Apple, an estimated $283M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q3 2013 buy was GE Aerospace: 1,361,721 shares worth $156M.
  • Jim Simons added most to IBM in Q3 2013, an estimated $328M increase.
  • Jim Simons's biggest Q3 2013 reduction was Eli Lilly, cutting an estimated $211M.
  • Jim Simons fully exited Apple in Q3 2013, selling an estimated $283M.
  • Jim Simons's ten largest holdings make up 11% of its $41.2B portfolio in Q3 2013.
  • Jim Simons opened 439 new positions and closed 412 in Q3 2013.
  • Jim Simons's portfolio value rose 8.1% quarter-over-quarter to $41.2B.

Based on Renaissance Technologies's 13F filing for Q3 2013, filed 13 Nov 2013.