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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
HAST
2501
DELISTED
HASTINGS ENTERTAINMENT INC
HAST
$303K ﹤0.01%
155,500
-800
-0.5% -$1.73K
CBNJ
2502
DELISTED
CAPE BANCORP, INC COM
CBNJ
$302K ﹤0.01%
29,700
+7,700
+35% +$74.3K
LLEN
2503
DELISTED
L & L ENERGY INC COM STK (NV)
LLEN
$299K ﹤0.01%
+177,852
New +$264K
BELFA icon
2504
Bel Fuse Inc Class A
BELFA
$3.4B
$297K ﹤0.01%
15,300
-300
-2% -$5.88K
EMAN
2505
DELISTED
eMagin Corporation
EMAN
$297K ﹤0.01%
105,100
+2,800
+3% +$7.7K
ALO
2506
DELISTED
Alio Gold Inc
ALO
$297K ﹤0.01%
+26,650
New +$344K
LTS
2507
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
$296K ﹤0.01%
94,700
-17,300
-15% -$43.6K
OPY icon
2508
Oppenheimer Holdings
OPY
$1.23B
$295K ﹤0.01%
11,900
-15,300
-56% -$322K
AEY
2509
DELISTED
ADDvantage Technologies Group
AEY
$295K ﹤0.01%
10,960
+90
+0.8% +$2.31K
DVCR
2510
DELISTED
Diversicare Healthcare Services Inc
DVCR
$294K ﹤0.01%
63,400
-400
-0.6% -$1.99K
AEHR icon
2511
Aehr Test Systems
AEHR
$4.02B
$293K ﹤0.01%
94,700
+35,700
+61% +$95.6K
NDLS icon
2512
Noodles & Co
NDLS
$98M
$291K ﹤0.01%
+1,013
New +$337K
CBAT icon
2513
CBAK Energy Technology Ltd
CBAT
$69.8M
$290K ﹤0.01%
130,407
+65,467
+101% +$144K
SOFO
2514
DELISTED
Sonic Foundry, Inc. Common Stock
SOFO
$289K ﹤0.01%
29,719
+3,300
+12% +$32K
LAS
2515
DELISTED
LENTUO INTL INC ADS REPSTG 2 ORD SHS (CYM)
LAS
$287K ﹤0.01%
104,400
+4,600
+5% +$14.8K
MTEM
2516
DELISTED
Molecular Templates, Inc.
MTEM
$285K ﹤0.01%
370
-1,266
-77% -$955K
DRCO
2517
DELISTED
DYNAMICS RESEARCH CORP
DRCO
$284K ﹤0.01%
+24,700
New +$190K
JMI
2518
DELISTED
JAVELIN MTG INVESTMENT CORP COM
JMI
$283K ﹤0.01%
+20,297
New +$248K
AVL
2519
DELISTED
Avalon Rare Metals, Inc. Ordinary Shares (Canada)
AVL
$282K ﹤0.01%
+513,300
New +$366K
GEVO icon
2520
Gevo
GEVO
$391M
$280K ﹤0.01%
+33
New +$316K
DAC icon
2521
Danaos Corp
DAC
$2.55B
$279K ﹤0.01%
4,064
+907
+29% +$54.6K
GHM icon
2522
Graham Corp
GHM
$1.33B
$279K ﹤0.01%
7,700
-15,100
-66% -$556K
MRIN
2523
DELISTED
Marin Software
MRIN
$279K ﹤0.01%
+648
New +$287K
PULB
2524
DELISTED
PULASKI FINANCIAL CORP
PULB
$278K ﹤0.01%
24,700
+500
+2% +$5.42K
NWY
2525
DELISTED
New York & Co Inc
NWY
$277K ﹤0.01%
+63,300
New +$317K
99 100
101
102 103

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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.