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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
+4.12%
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
$41.7B
AUM Growth
-$66M
Cap. Flow
-$1.04B
Cap. Flow %
-2.49%
Top 10 Hldgs %
12.75%
Holding
3,290
New
474
Increased
1,340
Reduced
961
Closed
495

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$437M
2
VZ icon
Verizon
VZ
+$215M
3
CMCSA icon
Comcast
CMCSA
+$137M
4
VOD icon
Vodafone
VOD
+$137M
5
KMI icon
Kinder Morgan
KMI
+$133M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$263M
2
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$246M
3
WMT icon
Walmart Inc
WMT
+$229M
4
PFE icon
Pfizer
PFE
+$221M
5
COST icon
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
SSP icon
2476
E.W. Scripps
SSP
$314M
$342K ﹤0.01%
+21,763
New +$360K
DGAS
2477
DELISTED
Delta Natural Gas Co Inc
DGAS
$342K ﹤0.01%
16,499
-2,601
-14% -$54K
CLMS
2478
DELISTED
Calamos Asset Management, Inc.
CLMS
$340K ﹤0.01%
26,300
-48,357
-65% -$579K
TAM
2479
DELISTED
TAMINCO CORP COM
TAM
$340K ﹤0.01%
16,190
-464
-3% -$9.88K
LAND
2480
Gladstone Land Corp
LAND
$353M
$338K ﹤0.01%
23,900
+13,500
+130% +$186K
BCOM
2481
DELISTED
B Communications Ltd
BCOM
$338K ﹤0.01%
20,500
+1,100
+6% +$16.3K
CVU icon
2482
CPI Aerostructures
CVU
$72.6M
$337K ﹤0.01%
25,900
-400
-2% -$5.63K
HAWK
2483
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
$337K ﹤0.01%
13,800
-25,000
-64% -$656K
CRTN
2484
DELISTED
Cartesian, Inc.
CRTN
$336K ﹤0.01%
78,580
+7,100
+10% +$24K
DDE
2485
DELISTED
Dover Downs Gaming & Entertain
DDE
$335K ﹤0.01%
220,500
-9,200
-4% -$14.3K
LRE
2486
DELISTED
LRR ENERGY LP
LRE
$335K ﹤0.01%
+19,537
New +$336K
GGG icon
2487
Graco
GGG
$13.4B
$334K ﹤0.01%
13,395
-222,105
-94% -$5.55M
AVL
2488
DELISTED
Avalon Rare Metals, Inc. Ordinary Shares (Canada)
AVL
$334K ﹤0.01%
527,000
+13,700
+3% +$8.1K
EWY icon
2489
iShares MSCI South Korea ETF
EWY
$27.6B
$332K ﹤0.01%
5,400
-4,000
-43% -$240K
UPI
2490
DELISTED
UROPLASTY INC-NEW
UPI
$331K ﹤0.01%
91,300
+13,200
+17% +$51.6K
MTSL
2491
DELISTED
MER TELEMANAGEMENT SOLUTNS LTD
MTSL
$331K ﹤0.01%
160,800
+9,700
+6% +$20K
SUTR
2492
DELISTED
Sutor Technology Group Limited Common Stock
SUTR
$329K ﹤0.01%
180,600
+44,200
+32% +$84K
KMDA icon
2493
Kamada
KMDA
$397M
$328K ﹤0.01%
22,600
+12,057
+114% +$193K
KOPN icon
2494
Kopin
KOPN
$898M
$328K ﹤0.01%
86,771
-120,129
-58% -$485K
THM
2495
International Tower Hill Mines
THM
$733M
$327K ﹤0.01%
433,700
-192,800
-31% -$133K
ANTH
2496
DELISTED
Anthera Pharmaceuticals, Inc.
ANTH
$326K ﹤0.01%
12,175
+3,837
+46% +$97.4K
AFH
2497
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
$325K ﹤0.01%
23,707
+6,407
+37% +$84K
CHOP
2498
DELISTED
CHINA GERUI ADVANCED MATERIALS GROUP LTD ORD SHS
CHOP
$325K ﹤0.01%
27,786
+2,406
+9% +$27.4K
NASB
2499
DELISTED
NASB FINL INC
NASB
$325K ﹤0.01%
12,900
-900
-7% -$23.8K
OIBR.C
2500
DELISTED
OI S.A. American Depositary Shares, each representing five shares of common stock
OIBR.C
$323K ﹤0.01%
448
-11
-2% -$9.47K
98 99
100
101 102

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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.