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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
ARGO
2526
DELISTED
Argo Group International Holdings, Ltd.
ARGO
$236K ﹤0.01%
7,669
+279
+4% +$8.7K
HSNI
2527
DELISTED
HSN, Inc.
HSNI
$236K ﹤0.01%
4,400
-30,600
-87% -$1.75M
NYMX
2528
DELISTED
Nymox Pharmaceutical Corp
NYMX
$235K ﹤0.01%
+35,500
New +$232K
SYBT icon
2529
Stock Yards Bancorp
SYBT
$2.64B
$232K ﹤0.01%
12,300
-3,900
-24% -$70.5K
IMI
2530
DELISTED
Intermolecular, Inc.
IMI
$232K ﹤0.01%
+42,100
New +$265K
NTUS
2531
DELISTED
Natus Medical Inc
NTUS
$231K ﹤0.01%
+16,274
New +$218K
ENVI
2532
DELISTED
ENVIVIO INC COM STK (DE)
ENVI
$231K ﹤0.01%
73,500
+48,600
+195% +$130K
UONE icon
2533
Urban One Class A
UONE
$23.5M
$229K ﹤0.01%
8,410
+60
+0.7% +$1.41K
BCOM
2534
DELISTED
B Communications Ltd
BCOM
$228K ﹤0.01%
+12,100
New +$159K
NETC
2535
DELISTED
NET SERVICOS DE COMUNICACAO S A NEW
NETC
$228K ﹤0.01%
18,500
+1,100
+6% +$14.2K
DSGR icon
2536
Distribution Solutions Group
DSGR
$1.61B
$226K ﹤0.01%
43,800
-14,200
-24% -$85.8K
FTFT icon
2537
Future FinTech Group
FTFT
$1.52M
$225K ﹤0.01%
18
– –
ITIC
2538
Investors Title Co
ITIC
$534M
$225K ﹤0.01%
+3,000
New +$221K
AIFC
2539
AI Financial Corp
AIFC
$58.9M
$225K ﹤0.01%
15,280
+4,420
+41% +$60.4K
BWP
2540
DELISTED
Boardwalk Pipeline Partners
BWP
$225K ﹤0.01%
+7,400
New +$227K
BDMS
2541
DELISTED
BIRNER DENTAL MGMT SVCS INC
BDMS
$225K ﹤0.01%
12,000
+100
+0.8% +$1.82K
HAUP
2542
DELISTED
HAUPPAUGE DIGITAL INC
HAUP
$225K ﹤0.01%
576,200
+6,100
+1% +$3.55K
FES
2543
DELISTED
Forbes Energy Services Ltd
FES
$224K ﹤0.01%
48,079
+22,265
+86% +$102K
FTEK icon
2544
Fuel Tech
FTEK
$45.3M
$222K ﹤0.01%
50,874
-61,443
-55% -$244K
EFSC icon
2545
Enterprise Financial Services Corp
EFSC
$2.4B
$220K ﹤0.01%
+13,000
New +$226K
IVAC
2546
DELISTED
Intevac Inc
IVAC
$220K ﹤0.01%
37,585
-42,200
-53% -$261K
BSF
2547
DELISTED
Bear State Financial, Inc.
BSF
$220K ﹤0.01%
26,120
+6,444
+33% +$55.6K
POWR
2548
DELISTED
POWERSECURE INTL INC COM STK (DE)
POWR
$218K ﹤0.01%
13,600
-39,900
-75% -$628K
FSGI
2549
DELISTED
FIRST SECURITY GROUP, INC.
FSGI
$218K ﹤0.01%
+104,657
New +$240K
SEED icon
2550
Origin Agritech
SEED
$12.7M
$216K ﹤0.01%
15,620
-3,880
-20% -$56.4K
100 101
102
103 104

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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.