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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
+9.03%
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
$41.8B
AUM Growth
+$537M
Cap. Flow
-$2.31B
Cap. Flow %
-5.54%
Top 10 Hldgs %
11.46%
Holding
3,281
New
498
Increased
1,317
Reduced
983
Closed
464

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$230M
2
JNJ icon
Johnson & Johnson
JNJ
+$205M
3
BAC icon
Bank of America
BAC
+$163M
4
COST icon
Costco
COST
+$162M
5
GSK icon
GSK
GSK
+$131M

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$396M
2
BMY icon
Bristol-Myers Squibb
BMY
+$219M
3
GE icon
GE Aerospace
GE
+$156M
4
DIS icon
Walt Disney
DIS
+$154M
5
AMZN icon
Amazon
AMZN
+$138M

Sector Composition

Rank Sector Weight
1 Technology 14.36%
2 Healthcare 13.06%
3 Consumer Discretionary 12.03%
4 Consumer Staples 11.17%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LPDX
2476
DELISTED
LIPOSCIENCE INC COM
LPDX
$337K ﹤0.01%
+79,400
New +$349K
HHS icon
2477
Harte-Hanks
HHS
$18.6M
$336K ﹤0.01%
4,299
-20,831
-83% -$1.7M
BSTG
2478
DELISTED
Biostage, Inc. Common Stock
BSTG
$336K ﹤0.01%
+70,750
New +$331K
SXCP
2479
DELISTED
SunCoke Energy Partners, L.P.
SXCP
$335K ﹤0.01%
+12,380
New +$325K
GAGA
2480
DELISTED
LE GAGA HOLDINGS LTD ADS
GAGA
$335K ﹤0.01%
103,600
+9,000
+10% +$31.6K
CXDO icon
2481
Crexendo
CXDO
$215M
$334K ﹤0.01%
109,100
-5,800
-5% -$18K
ALBO
2482
DELISTED
Albireo Pharma Inc
ALBO
$332K ﹤0.01%
+4,850
New +$355K
UONE icon
2483
Urban One Class A
UONE
$23.3M
$331K ﹤0.01%
8,700
+290
+3% +$9.29K
EMKR
2484
DELISTED
Emcore Corp
EMKR
$330K ﹤0.01%
+6,453
New +$325K
VIRC icon
2485
Virco
VIRC
$95.5M
$328K ﹤0.01%
143,000
-700
-0.5% -$1.47K
GSI
2486
DELISTED
GENERAL STL HLDGS INC COM NEW (NV)
GSI
$327K ﹤0.01%
70,586
-1,734
-2% -$8.47K
LGL icon
2487
LGL Group
LGL
$93.3M
$326K ﹤0.01%
159,650
+3,182
+2% +$6.64K
DXR icon
2488
Daxor
DXR
$59.5M
$324K ﹤0.01%
47,400
-300
-0.6% -$2.15K
PERF
2489
DELISTED
Perfumania Holdings, Inc.
PERF
$324K ﹤0.01%
51,039
-4,200
-8% -$20.5K
CCNE icon
2490
CNB Financial Corp
CCNE
$1.04B
$321K ﹤0.01%
+16,900
New +$324K
MCZ
2491
DELISTED
Mad Catz Interactive
MCZ
$321K ﹤0.01%
623,800
-188,900
-23% -$111K
TTWO icon
2492
Take-Two Interactive
TTWO
$45.4B
$319K ﹤0.01%
+18,350
New +$317K
CHOP
2493
DELISTED
CHINA GERUI ADVANCED MATERIALS GROUP LTD ORD SHS
CHOP
$317K ﹤0.01%
25,380
+6,170
+32% +$84.8K
HT
2494
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$316K ﹤0.01%
+14,200
New +$322K
RTC
2495
DELISTED
Baijiayun Group
RTC
$315K ﹤0.01%
14,065
-265
-2% -$6.3K
CMPR icon
2496
Cimpress
CMPR
$2.4B
$313K ﹤0.01%
+5,500
New +$305K
GMAN
2497
DELISTED
Gordmans Stores, Inc.
GMAN
$311K ﹤0.01%
40,500
-12,500
-24% -$118K
MDRX
2498
DELISTED
Veradigm Inc. Common Stock
MDRX
$309K ﹤0.01%
+19,965
New +$294K
MEA
2499
DELISTED
METALICO INC
MEA
$309K ﹤0.01%
149,500
+26,500
+22% +$45K
LCUT icon
2500
Lifetime Brands
LCUT
$219M
$308K ﹤0.01%
+19,600
New +$296K
98 99
100
101 102

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Jim Simons's Q4 2013 Portfolio in Review

As of Q4 2013, Jim Simons held 3,281 positions worth $41.8B, up 1.3% from $41.2B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $2.31B in Q4 2013, closing 464 positions and reducing 983 holdings. Its most notable exit was GE Aerospace, an estimated $156M position sold in full.

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

Against the trend, Jim Simons opened a new position in Pfizer worth $230M.

  • Jim Simons's largest Q4 2013 buy was Pfizer: 7,904,832 shares worth $230M.
  • Jim Simons added most to Johnson & Johnson in Q4 2013, an estimated $205M increase.
  • Jim Simons's biggest Q4 2013 reduction was IBM, cutting an estimated $396M.
  • Jim Simons fully exited GE Aerospace in Q4 2013, selling an estimated $156M.
  • Jim Simons's ten largest holdings make up 11% of its $41.8B portfolio in Q4 2013.
  • Jim Simons opened 498 new positions and closed 464 in Q4 2013.
  • Jim Simons's portfolio value rose 1.3% quarter-over-quarter to $41.8B.

Based on Renaissance Technologies's 13F filing for Q4 2013, filed 14 Feb 2014.