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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
SENEA icon
2576
Seneca Foods Class A
SENEA
$1.28B
$233K ﹤0.01%
7,300
+300
+4% +$9.11K
NURO
2577
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$231K ﹤0.01%
31
-3
-9% -$16.9K
SGU icon
2578
Star Group
SGU
$417M
$230K ﹤0.01%
+43,812
New +$236K
BKYF
2579
DELISTED
BK KY FINL CORP
BKYF
$230K ﹤0.01%
+6,240
New +$196K
REE
2580
DELISTED
RARE ELEMENT RES LTD
REE
$228K ﹤0.01%
146,800
+21,200
+17% +$37.4K
RVM
2581
DELISTED
REVETT MINING COMPANY COMMON SHARES (DELAWARE)
RVM
$227K ﹤0.01%
311,351
-51,300
-14% -$38.1K
EYPT icon
2582
EyePoint Inc
EYPT
$1.17B
$226K ﹤0.01%
5,700
-18,480
-76% -$600K
TRQ.RT
2583
DELISTED
TURQUOISE HILL RES LTD RTS EXP 01/07/2014 (DE)
TRQ.RT
$226K ﹤0.01%
+235,041
New +$206K
HPJ
2584
DELISTED
Highpower International Inc
HPJ
$226K ﹤0.01%
88,400
+44,200
+100% +$106K
SMIT
2585
DELISTED
Schmitt Industries Inc
SMIT
$220K ﹤0.01%
86,000
+500
+0.6% +$1.29K
PRSS
2586
DELISTED
CafePress Inc.
PRSS
$220K ﹤0.01%
34,739
-11,764
-25% -$71.9K
AUD
2587
DELISTED
Audacy, Inc.
AUD
$217K ﹤0.01%
20,600
+4,800
+30% +$45.4K
BZC
2588
DELISTED
BREEZE-EASTERN CORPORATION COM
BZC
$216K ﹤0.01%
23,400
+1,700
+8% +$16K
IEC
2589
DELISTED
IEC Electronics Corp.
IEC
$214K ﹤0.01%
50,300
-8,300
-14% -$35K
VPG icon
2590
Vishay Precision Group
VPG
$934M
$213K ﹤0.01%
14,300
-22,200
-61% -$340K
UPI
2591
DELISTED
UROPLASTY INC-NEW
UPI
$213K ﹤0.01%
78,100
+5,100
+7% +$15.5K
AEHL icon
2592
Antelope Enterprise Holdings
AEHL
$5.37M
– –
0
– –
TSC
2593
DELISTED
TriState Capital Holdings, Inc.
TSC
$212K ﹤0.01%
+17,900
New +$220K
GWPH
2594
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
$212K ﹤0.01%
+5,100
New +$161K
OVRL
2595
DELISTED
OVERLAND STORAGE INC
OVRL
$212K ﹤0.01%
43,793
+2,120
+5% +$10.3K
NC icon
2596
NACCO Industries
NC
$317M
$211K ﹤0.01%
+14,882
New +$201K
NSH
2597
DELISTED
NuStar GP Holdings LLC
NSH
$211K ﹤0.01%
7,507
-185,193
-96% -$4.89M
SKUL
2598
DELISTED
SKULLCANDY INC
SKUL
$211K ﹤0.01%
29,218
-78,282
-73% -$477K
ADNC
2599
DELISTED
AUDIENCE INC COM STK (DE)
ADNC
$211K ﹤0.01%
18,111
-37,489
-67% -$413K
HIL
2600
DELISTED
Hill International, Inc. Common Stock
HIL
$210K ﹤0.01%
53,209
-3,591
-6% -$12.9K
102 103
104
105 106

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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.