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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
HTBK
2526
DELISTED
Heritage Commerce
HTBK
$276K ﹤0.01%
33,500
+100
+0.3% +$778
CASC
2527
DELISTED
Cascadian Therapeutics, Inc.
CASC
$276K ﹤0.01%
26,117
-91,777
-78% -$1.03M
AMNB
2528
DELISTED
American National Bankshares Inc
AMNB
$276K ﹤0.01%
10,500
-1,000
-9% -$23.8K
HOLL
2529
DELISTED
HOLLYWOOD MEDIA CORP
HOLL
$274K ﹤0.01%
195,904
-5,800
-3% -$9.4K
MATR
2530
DELISTED
Mattersight Corp.
MATR
$270K ﹤0.01%
56,400
+12,800
+29% +$57.9K
DRWI
2531
DELISTED
DragonWave Inc
DRWI
$270K ﹤0.01%
7,832
+1,268
+19% +$45K
XLV icon
2532
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$266K ﹤0.01%
4,800
-23,200
-83% -$1.24M
WH
2533
DELISTED
WSP HOLDINGS LTD ADR NEW
WH
$266K ﹤0.01%
97,540
-5,800
-6% -$14.3K
CRT
2534
Cross Timbers Royalty Trust
CRT
$60.6M
$265K ﹤0.01%
9,000
-4,500
-33% -$133K
NYMX
2535
DELISTED
Nymox Pharmaceutical Corp
NYMX
$263K ﹤0.01%
43,300
+7,800
+22% +$53.2K
OBAS
2536
DELISTED
Optibase Ltd
OBAS
$263K ﹤0.01%
47,742
+400
+0.8% +$2.45K
BSF
2537
DELISTED
Bear State Financial, Inc.
BSF
$262K ﹤0.01%
33,453
+7,333
+28% +$59.7K
PPLI
2538
People Inc
PPLI
$3.02B
$261K ﹤0.01%
21,263
-423,572
-95% -$4.37M
WCIC
2539
DELISTED
WCI Communities, Inc.
WCIC
$261K ﹤0.01%
+13,687
New +$250K
ATV
2540
DELISTED
Acorn International
ATV
$261K ﹤0.01%
25,245
-390
-2% -$4.75K
HDY
2541
DELISTED
HYPERDYNAMICS CORP (NEW)
HDY
$261K ﹤0.01%
64,080
-42,300
-40% -$148K
CHUY
2542
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
$259K ﹤0.01%
+7,200
New +$259K
BPY
2543
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$258K ﹤0.01%
+12,900
New +$252K
THM
2544
International Tower Hill Mines
THM
$733M
$257K ﹤0.01%
626,500
-270,800
-30% -$106K
MBRG
2545
DELISTED
Middleburg Financial Corp
MBRG
$256K ﹤0.01%
+14,200
New +$275K
AFH
2546
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
$255K ﹤0.01%
+17,300
New +$209K
SORL
2547
DELISTED
SORL Auto Parts, Inc.
SORL
$255K ﹤0.01%
64,100
+18,700
+41% +$77.9K
VIFL
2548
DELISTED
FOOD TECHNOLOGY SERVICE, INC
VIFL
$255K ﹤0.01%
35,900
-300
-0.8% -$1.82K
HCR
2549
DELISTED
Hi-Crush Inc. Common Stock
HCR
$254K ﹤0.01%
+6,700
New +$211K
OINK
2550
DELISTED
TIANLI AGRITECH INC COM SH (VGB)
OINK
$254K ﹤0.01%
116,700
+37,500
+47% +$68.6K
100 101
102
103 104

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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.