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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
+4.17%
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
$42.9B
AUM Growth
+$1.2B
Cap. Flow
-$23.9M
Cap. Flow %
-0.06%
Top 10 Hldgs %
13.77%
Holding
3,246
New
450
Increased
1,273
Reduced
1,008
Closed
492

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$276M
2
IBM icon
IBM
IBM
+$272M
3
PG icon
Procter & Gamble
PG
+$161M
4
CL icon
Colgate-Palmolive
CL
+$151M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$146M

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$405M
2
CELG
Celgene Corp
CELG
+$207M
3
BKNG icon
Booking.com
BKNG
+$123M
4
LLY icon
Eli Lilly
LLY
+$114M
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$109M

Sector Composition

Rank Sector Weight
1 Technology 15.92%
2 Healthcare 13.46%
3 Consumer Discretionary 11.99%
4 Industrials 10.52%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCRH icon
2476
QCR Holdings
QCRH
$1.75B
$306K ﹤0.01%
17,768
-332
-2% -$5.7K
BSF
2477
DELISTED
Bear State Financial, Inc.
BSF
$306K ﹤0.01%
38,342
+1,666
+5% +$12.9K
CDXS icon
2478
Codexis
CDXS
$175M
$305K ﹤0.01%
209,000
+12,708
+6% +$20.1K
CECO icon
2479
Ceco Environmental
CECO
$4.5B
$305K ﹤0.01%
19,593
-40,161
-67% -$615K
BBRG
2480
DELISTED
Bravo Brio Restaurant Group Inc.
BBRG
$305K ﹤0.01%
19,535
-49,270
-72% -$761K
CHOP
2481
DELISTED
CHINA GERUI ADVANCED MATERIALS GROUP LTD ORD SHS
CHOP
$305K ﹤0.01%
41,260
+13,474
+48% +$113K
ATV
2482
DELISTED
Acorn International
ATV
$303K ﹤0.01%
25,380
+150
+0.6% +$1.77K
BZC
2483
DELISTED
BREEZE-EASTERN CORPORATION COM
BZC
$301K ﹤0.01%
23,600
+900
+4% +$9.71K
REDF
2484
DELISTED
REDIFF.COM INDIA LTD ADS
REDF
$300K ﹤0.01%
98,900
+15,300
+18% +$37.8K
OPLK
2485
DELISTED
OPLINK COMMUNICATIONS INC
OPLK
$300K ﹤0.01%
17,700
-10,300
-37% -$171K
SUTR
2486
DELISTED
Sutor Technology Group Limited Common Stock
SUTR
$298K ﹤0.01%
298,208
+117,608
+65% +$161K
CBU icon
2487
Community Bank
CBU
$3.46B
$297K ﹤0.01%
+8,200
New +$303K
GV
2488
DELISTED
Goldfield Corporation
GV
$295K ﹤0.01%
171,800
-80,800
-32% -$157K
NCI
2489
DELISTED
Navigant Consulting, Inc.
NCI
$293K ﹤0.01%
16,800
+2,400
+17% +$41.6K
HEOP
2490
DELISTED
Heritage Oaks Bancorp
HEOP
$293K ﹤0.01%
38,403
-32,932
-46% -$250K
BSRR icon
2491
Sierra Bancorp
BSRR
$532M
$291K ﹤0.01%
18,400
-5,856
-24% -$91.9K
MGPI icon
2492
MGP Ingredients
MGPI
$389M
$291K ﹤0.01%
+36,600
New +$243K
RBS.PRF.CL
2493
DELISTED
Royal Bk Of Scotland Gp
RBS.PRF.CL
$290K ﹤0.01%
11,200
-10,900
-49% -$280K
TG icon
2494
Tredegar Corp
TG
$278M
$288K ﹤0.01%
+12,300
New +$271K
OBAS
2495
DELISTED
Optibase Ltd
OBAS
$288K ﹤0.01%
48,342
+400
+0.8% +$2.33K
ULH icon
2496
Universal Logistics Holdings
ULH
$518M
$284K ﹤0.01%
11,200
-20,389
-65% -$516K
SVLC
2497
DELISTED
SILVERCREST MINES INC ORD SHS (CDA)
SVLC
$284K ﹤0.01%
133,200
+66,600
+100% +$120K
CBAT icon
2498
CBAK Energy Technology Ltd
CBAT
$65.5M
$282K ﹤0.01%
120,140
-141,186
-54% -$357K
HCCI
2499
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
$282K ﹤0.01%
+14,341
New +$241K
STZ.B
2500
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
$282K ﹤0.01%
3,200
+200
+7% +$16.4K
98 99
100
101 102

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Jim Simons's Q2 2014 Portfolio in Review

As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
  • Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
  • Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
  • Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
  • Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
  • Jim Simons opened 450 new positions and closed 492 in Q2 2014.
  • Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.

Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.