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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
+4.12%
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
$41.7B
AUM Growth
-$66M
Cap. Flow
-$1.04B
Cap. Flow %
-2.49%
Top 10 Hldgs %
12.75%
Holding
3,290
New
474
Increased
1,340
Reduced
961
Closed
495

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$437M
2
VZ icon
Verizon
VZ
+$215M
3
CMCSA icon
Comcast
CMCSA
+$137M
4
VOD icon
Vodafone
VOD
+$137M
5
KMI icon
Kinder Morgan
KMI
+$133M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$263M
2
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$246M
3
WMT icon
Walmart Inc
WMT
+$229M
4
PFE icon
Pfizer
PFE
+$221M
5
COST icon
Costco
COST
+$184M

Sector Composition

Rank Sector Weight
1 Technology 14.93%
2 Consumer Discretionary 13.29%
3 Healthcare 11.79%
4 Industrials 11%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SWX icon
2526
Southwest Gas
SWX
$6.67B
$296K ﹤0.01%
5,542
-46,758
-89% -$2.51M
LJPC
2527
DELISTED
La Jolla Pharmaceutical Company
LJPC
$296K ﹤0.01%
+27,400
New +$269K
BELFA icon
2528
Bel Fuse Inc Class A
BELFA
$3.4B
$292K ﹤0.01%
15,100
-200
-1% -$3.77K
OFG icon
2529
OFG Bancorp
OFG
$2.26B
$291K ﹤0.01%
16,900
-50,200
-75% -$801K
EXPR
2530
DELISTED
Express, Inc.
EXPR
$291K ﹤0.01%
+918
New +$322K
VCEL icon
2531
Vericel Corp
VCEL
$2.28B
$284K ﹤0.01%
+64,743
New +$244K
RP
2532
DELISTED
RealPage, Inc.
RP
$283K ﹤0.01%
+15,584
New +$313K
PERY
2533
DELISTED
Perry Ellis International Inc
PERY
$283K ﹤0.01%
20,633
-25,137
-55% -$376K
BEBE
2534
DELISTED
Bebe Stores Inc
BEBE
$283K ﹤0.01%
4,620
+720
+18% +$41.5K
BAXS
2535
DELISTED
BAXANO SURGICAL INC COM STK (DE)
BAXS
$282K ﹤0.01%
260,683
-129,117
-33% -$162K
PGI
2536
DELISTED
PREMIERE GLOBAL SERVICES, INC.
PGI
$280K ﹤0.01%
+23,238
New +$264K
CCIH
2537
DELISTED
Chinacache International Holdings Ltd
CCIH
$279K ﹤0.01%
13,600
-72,300
-84% -$1.34M
NWPX icon
2538
NWPX Infrastructure Inc
NWPX
$1.11B
$278K ﹤0.01%
7,701
-6,230
-45% -$222K
OBAS
2539
DELISTED
Optibase Ltd
OBAS
$278K ﹤0.01%
47,942
+200
+0.4% +$1.17K
PRTK
2540
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
$274K ﹤0.01%
7,417
+1,159
+19% +$45.8K
IHG icon
2541
InterContinental Hotels
IHG
$23.5B
$273K ﹤0.01%
5,888
-10,344
-64% -$481K
HKTV
2542
DELISTED
HONG KONG TELEVISION NETWORK LTD
HKTV
$273K ﹤0.01%
46,300
-15,700
-25% -$113K
CHSP
2543
DELISTED
Chesapeake Lodging Trust
CHSP
$272K ﹤0.01%
+10,589
New +$268K
LEDS icon
2544
SemiLEDS
LEDS
$17.6M
$271K ﹤0.01%
23,140
-23,910
-51% -$306K
ATV
2545
DELISTED
Acorn International
ATV
$271K ﹤0.01%
25,230
-15
-0.1% -$161
SORL
2546
DELISTED
SORL Auto Parts, Inc.
SORL
$271K ﹤0.01%
72,678
+8,578
+13% +$38.5K
AIFC
2547
AI Financial Corp
AIFC
$58.9M
$269K ﹤0.01%
17,760
+1,100
+7% +$17K
NCI
2548
DELISTED
Navigant Consulting, Inc.
NCI
$269K ﹤0.01%
+14,400
New +$260K
CPAC
2549
Cementos Pacasmayo
CPAC
$1.03B
$267K ﹤0.01%
24,400
+14,960
+158% +$183K
GIGA
2550
DELISTED
Giga-Tronics Inc
GIGA
$267K ﹤0.01%
202,200
-2,800
-1% -$3.61K
100 101
102
103 104

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Jim Simons's Q1 2014 Portfolio in Review

As of Q1 2014, Jim Simons held 3,290 positions worth $41.7B, down 0.16% from $41.8B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Jim Simons's Q1 2014 filing shows 474 new, 1,340 increased, 961 reduced and 495 closed positions. Its largest new stake was Apple: 22,998,136 shares worth $441M. The largest sale was Johnson & Johnson, an estimated $263M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Jim Simons's largest Q1 2014 buy was Apple: 22,998,136 shares worth $441M.
  • Jim Simons added most to Verizon in Q1 2014, an estimated $215M increase.
  • Jim Simons's biggest Q1 2014 reduction was Johnson & Johnson, cutting an estimated $263M.
  • Jim Simons fully exited LIFE TECHNOLOGIES CORP COM STK (DE) in Q1 2014, selling an estimated $246M.
  • Jim Simons's ten largest holdings make up 13% of its $41.7B portfolio in Q1 2014.
  • Jim Simons opened 474 new positions and closed 495 in Q1 2014.
  • Jim Simons's portfolio value fell 0.16% quarter-over-quarter to $41.7B.

Based on Renaissance Technologies's 13F filing for Q1 2014, filed 14 May 2014.