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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
REDF
2576
DELISTED
REDIFF.COM INDIA LTD ADS
REDF
$201K ﹤0.01%
88,900
-10,400
-10% -$25.5K
VITC
2577
DELISTED
VITACOST COM INC COM STK (DE)
VITC
$201K ﹤0.01%
+23,700
New +$206K
POZN
2578
DELISTED
POZEN INC
POZN
$200K ﹤0.01%
34,886
-233,558
-87% -$1.29M
GCAP
2579
DELISTED
Gain Capital Holdings, Inc.
GCAP
$198K ﹤0.01%
+15,736
New +$124K
TEU
2580
DELISTED
BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS)
TEU
$198K ﹤0.01%
48,592
+20,992
+76% +$84.8K
LPHI
2581
DELISTED
LIFE PARTNERS HLDGS INC
LPHI
$198K ﹤0.01%
90,194
-15,700
-15% -$38.8K
NUWE icon
2582
Nuwellis
NUWE
$474K
– –
0
– –
BCOV
2583
DELISTED
Brightcove, Inc.
BCOV
$196K ﹤0.01%
17,400
-129,400
-88% -$1.3M
AEHL icon
2584
Antelope Enterprise Holdings
AEHL
$5.37M
– –
0
– –
ANTH
2585
DELISTED
Anthera Pharmaceuticals, Inc.
ANTH
$193K ﹤0.01%
6,006
+1,263
+27% +$39.2K
CTG
2586
DELISTED
Computer Task Group, Inc.
CTG
$192K ﹤0.01%
11,900
-8,100
-41% -$159K
WBCO
2587
DELISTED
WASHINGTON BANKING CO
WBCO
$191K ﹤0.01%
+13,600
New +$196K
KTCC icon
2588
Key Tronic
KTCC
$42.8M
$190K ﹤0.01%
+18,500
New +$200K
WNC icon
2589
Wabash National
WNC
$509M
$189K ﹤0.01%
+16,200
New +$175K
ACGN
2590
DELISTED
Aceragen Inc
ACGN
$189K ﹤0.01%
800
+188
+31% +$37.6K
VIFL
2591
DELISTED
FOOD TECHNOLOGY SERVICE, INC
VIFL
$189K ﹤0.01%
36,200
+600
+2% +$3.33K
HIL
2592
DELISTED
Hill International, Inc. Common Stock
HIL
$187K ﹤0.01%
+56,800
New +$167K
PRMW
2593
DELISTED
Primo Water Corporation
PRMW
$187K ﹤0.01%
+78,400
New +$175K
YVR
2594
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
$185K ﹤0.01%
1,885
-230
-11% -$22.1K
XXIA
2595
DELISTED
Ixia
XXIA
$185K ﹤0.01%
+11,800
New +$182K
ESBF
2596
DELISTED
E S B FINL CORP
ESBF
$183K ﹤0.01%
14,368
-3,064
-18% -$38.9K
ELSE
2597
DELISTED
Electro-Sensors
ELSE
$182K ﹤0.01%
44,800
+600
+1% +$2.55K
ECT
2598
DELISTED
ECA Marcellus Trust 1 Interest
ECT
$182K ﹤0.01%
+19,513
New +$191K
VISN
2599
DELISTED
VisionChina Media, Inc.
VISN
$177K ﹤0.01%
82,755
+12,400
+18% +$25.2K
BRN icon
2600
Barnwell Industries
BRN
$13.9M
$176K ﹤0.01%
51,000
+800
+2% +$2.7K
102 103
104
105 106

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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.