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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
ONE
2551
DELISTED
HIGHER ONE HOLDINGS, INC COM STK
ONE
$254K ﹤0.01%
25,995
+8,964
+53% +$81.1K
RCON icon
2552
Recon Technology
RCON
$2.5M
$253K ﹤0.01%
+914
New +$332K
PRTK
2553
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
$252K ﹤0.01%
6,258
-2,759
-31% -$117K
SUTR
2554
DELISTED
Sutor Technology Group Limited Common Stock
SUTR
$250K ﹤0.01%
136,400
-33,700
-20% -$63.1K
MPLX icon
2555
MPLX
MPLX
$60.8B
$249K ﹤0.01%
+5,587
New +$212K
SXE
2556
DELISTED
Southcross Energy Partners, L.P.
SXE
$249K ﹤0.01%
+13,796
New +$260K
HNRG icon
2557
Hallador Energy
HNRG
$743M
$247K ﹤0.01%
30,600
-12,000
-28% -$89.2K
XLY icon
2558
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$247K ﹤0.01%
7,400
-20,600
-74% -$655K
BKEP
2559
DELISTED
Blueknight Energy Partners L.P.
BKEP
$247K ﹤0.01%
29,035
+9,634
+50% +$83.8K
OCC icon
2560
Optical Cable Corp
OCC
$149M
$245K ﹤0.01%
66,800
-100
-0.1% -$386
FSGI
2561
DELISTED
FIRST SECURITY GROUP, INC.
FSGI
$244K ﹤0.01%
106,300
+1,643
+2% +$3.46K
CCO icon
2562
Clear Channel Outdoor Holdings
CCO
$1.23B
$243K ﹤0.01%
24,000
+6,100
+34% +$56.5K
KG
2563
Kestrel Group
KG
$66.3M
$243K ﹤0.01%
+1,110
New +$260K
FAC
2564
DELISTED
First Acceptance Corp.
FAC
$243K ﹤0.01%
107,200
+17,900
+20% +$31.6K
ECT
2565
DELISTED
ECA Marcellus Trust 1 Interest
ECT
$242K ﹤0.01%
31,492
+11,979
+61% +$103K
BNCN
2566
DELISTED
BNC Bancorp
BNCN
$242K ﹤0.01%
+14,145
New +$199K
AHRT
2567
AH Realty Trust
AHRT
$501M
$241K ﹤0.01%
+25,968
New +$257K
CATO icon
2568
Cato Corp
CATO
$65.7M
$240K ﹤0.01%
7,561
-9,839
-57% -$303K
AIFC
2569
AI Financial Corp
AIFC
$58.6M
$239K ﹤0.01%
16,660
+1,380
+9% +$21.6K
ZLCS
2570
DELISTED
ZALICUS INC COM NEW
ZLCS
$239K ﹤0.01%
+215,541
New +$606K
HALL
2571
DELISTED
Hallmark Financial Services, Inc.
HALL
$238K ﹤0.01%
+2,680
New +$238K
LHCG
2572
DELISTED
LHC Group LLC
LHCG
$238K ﹤0.01%
9,888
+1,188
+14% +$26.8K
TCF
2573
DELISTED
TCF Financial Corporation Common Stock
TCF
$238K ﹤0.01%
7,500
-22,100
-75% -$661K
SYBT icon
2574
Stock Yards Bancorp
SYBT
$2.64B
$236K ﹤0.01%
11,100
-1,200
-10% -$24.5K
ORC
2575
Orchid Island Capital
ORC
$1.32B
$233K ﹤0.01%
+3,580
New +$217K
101 102
103
104 105

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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.