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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
WH
2551
DELISTED
WSP HOLDINGS LTD ADR NEW
WH
$267K ﹤0.01%
98,140
+600
+0.6% +$1.35K
WSTC
2552
DELISTED
West Corporation
WSTC
$262K ﹤0.01%
+10,943
New +$268K
LTRX icon
2553
Lantronix
LTRX
$272M
$261K ﹤0.01%
125,608
+30,142
+32% +$68.7K
OCC icon
2554
Optical Cable Corp
OCC
$147M
$261K ﹤0.01%
67,800
+1,000
+1% +$3.78K
NWY
2555
DELISTED
New York & Co Inc
NWY
$260K ﹤0.01%
59,200
-4,100
-6% -$18.4K
BFYT
2556
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
$259K ﹤0.01%
25,089
+12,085
+93% +$136K
IFT
2557
DELISTED
IMPERIAL HLDGS INC COM STK (FL)
IFT
$258K ﹤0.01%
44,825
+25,425
+131% +$151K
DKL icon
2558
Delek Logistics
DKL
$2.78B
$257K ﹤0.01%
7,725
-5,275
-41% -$176K
SMIT
2559
DELISTED
Schmitt Industries Inc
SMIT
$255K ﹤0.01%
86,300
+300
+0.3% +$797
EGAN icon
2560
eGain
EGAN
$206M
$253K ﹤0.01%
35,800
-196,400
-85% -$1.78M
WSCI
2561
DELISTED
WSI Industries Inc
WSCI
$253K ﹤0.01%
34,300
+4,200
+14% +$27.7K
STZ.B
2562
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
$252K ﹤0.01%
+3,000
New +$241K
ABCD
2563
DELISTED
Cambium Learning Group, Inc.
ABCD
$252K ﹤0.01%
118,200
+38,100
+48% +$75.9K
APTS
2564
DELISTED
Preferred Apartment Communities, Inc.
APTS
$251K ﹤0.01%
31,200
+13,000
+71% +$106K
FOLD
2565
DELISTED
Amicus Therapeutics
FOLD
$250K ﹤0.01%
121,000
-278,401
-70% -$696K
GRBK icon
2566
Green Brick Partners
GRBK
$3.04B
$244K ﹤0.01%
+51,241
New +$84.5K
SRI icon
2567
Stoneridge
SRI
$201M
$244K ﹤0.01%
21,700
-49,700
-70% -$559K
KEQU icon
2568
Kewaunee Scientific
KEQU
$105M
$243K ﹤0.01%
14,900
+4,500
+43% +$73.5K
REMY
2569
DELISTED
REMY INTL INC NEW COMMON
REMY
$240K ﹤0.01%
+10,169
New +$220K
SENEA icon
2570
Seneca Foods Class A
SENEA
$1.31B
$239K ﹤0.01%
7,607
+307
+4% +$9.27K
VSB
2571
DELISTED
VANTAGESOUTH BANCHARES, INC
VSB
$239K ﹤0.01%
+34,000
New +$203K
IMO icon
2572
Imperial Oil
IMO
$64B
$238K ﹤0.01%
+5,100
New +$222K
PULB
2573
DELISTED
PULASKI FINANCIAL CORP
PULB
$237K ﹤0.01%
22,460
-2,240
-9% -$23.7K
NAVG
2574
DELISTED
Navigators Group Inc
NAVG
$237K ﹤0.01%
7,724
-37,168
-83% -$1.13M
UBFO
2575
DELISTED
United Security Bancshares
UBFO
$236K ﹤0.01%
48,575
+2,619
+6% +$11.9K
101 102
103
104 105

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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.