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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
+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
AOI
2501
DELISTED
Alliance One International
AOI
$265K ﹤0.01%
9,090
-8,050
-47% -$272K
ATLO icon
2502
AMES National
ATLO
$281M
$264K ﹤0.01%
11,782
-1,177
-9% -$26.1K
PRK icon
2503
Park National Corp
PRK
$3.75B
$261K ﹤0.01%
3,305
-14,000
-81% -$1.09M
PWE
2504
DELISTED
Penn West Energy Petroleum Ltd
PWE
$260K ﹤0.01%
23,400
-114,700
-83% -$1.33M
CBU icon
2505
Community Bank
CBU
$3.46B
$259K ﹤0.01%
7,600
-3,000
-28% -$100K
EQC
2506
DELISTED
Equity Commonwealth
EQC
$258K ﹤0.01%
11,787
– –
LSTA icon
2507
Lisata Therapeutics
LSTA
$10.2M
$257K ﹤0.01%
+200
New +$222K
HTBK
2508
DELISTED
Heritage Commerce
HTBK
$256K ﹤0.01%
33,400
-7,100
-18% -$51.4K
ININ
2509
DELISTED
Interactive Intelligence Group, inc.
ININ
$254K ﹤0.01%
+4,000
New +$235K
ARX
2510
DELISTED
Aeroflex Holding Corp (DE)
ARX
$253K ﹤0.01%
35,900
+16,400
+84% +$124K
PULS
2511
DELISTED
PULSE ELECTRONICS CORP COM STK (PA)NEW
PULS
$253K ﹤0.01%
64,960
-6,700
-9% -$25.9K
CSGP icon
2512
CoStar Group
CSGP
$13.4B
$251K ﹤0.01%
14,940
-265,320
-95% -$4.07M
GIGA
2513
DELISTED
Giga-Tronics Inc
GIGA
$251K ﹤0.01%
205,600
-1,000
-0.5% -$1.33K
TTC icon
2514
Toro Company
TTC
$9.21B
$250K ﹤0.01%
+9,200
New +$234K
PULB
2515
DELISTED
PULASKI FINANCIAL CORP
PULB
$250K ﹤0.01%
24,200
-1,819
-7% -$18.6K
SOFO
2516
DELISTED
Sonic Foundry, Inc. Common Stock
SOFO
$243K ﹤0.01%
26,419
+2,700
+11% +$25.3K
MTSL
2517
DELISTED
MER TELEMANAGEMENT SOLUTNS LTD
MTSL
$243K ﹤0.01%
140,300
+3,300
+2% +$5.72K
UPI
2518
DELISTED
UROPLASTY INC-NEW
UPI
$242K ﹤0.01%
73,000
+25,700
+54% +$71.8K
THMO
2519
DELISTED
ThermoGenesis Holdings, Inc. Common Stock
THMO
$240K ﹤0.01%
25
+4
+19% +$43.9K
ERNA icon
2520
Eterna Therapeutics
ERNA
$5.02M
$239K ﹤0.01%
1
– –
CALD
2521
DELISTED
Callidus Software, Inc.
CALD
$239K ﹤0.01%
+26,100
New +$197K
AVA icon
2522
Avista
AVA
$3.24B
$238K ﹤0.01%
9,000
-22,500
-71% -$616K
CZNC icon
2523
Citizens & Northern Corp
CZNC
$466M
$237K ﹤0.01%
+11,900
New +$239K
MPU icon
2524
Mega Matrix
MPU
$13.7M
$236K ﹤0.01%
57,500
+3,000
+6% +$12.4K
SXI icon
2525
Standex International
SXI
$3.97B
$236K ﹤0.01%
+3,967
New +$229K
99 100
101
102 103

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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.