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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
ASTC icon
2601
Astrotech Corp
ASTC
$17.9M
$175K ﹤0.01%
1,526
+5
+0.3% +$545
DAC icon
2602
Danaos Corp
DAC
$2.56B
$175K ﹤0.01%
3,157
+750
+31% +$46.6K
QRM
2603
DELISTED
QUEST RARE MINERALS LTD COM SHS CANADA
QRM
$175K ﹤0.01%
208,300
-23,800
-10% -$15.3K
ATEC icon
2604
Alphatec Holdings
ATEC
$1.51B
$174K ﹤0.01%
7,358
+2,933
+66% +$74.3K
MEA
2605
DELISTED
METALICO INC
MEA
$172K ﹤0.01%
123,000
-38,800
-24% -$53.7K
GNOW
2606
DELISTED
AMERICAN CARESOURCE HLDGS INC COM STK NEW (DE)
GNOW
$172K ﹤0.01%
96,198
+700
+0.7% +$1.28K
SPRO
2607
DELISTED
SMARTPROS LTD COM STK
SPRO
$171K ﹤0.01%
80,100
-600
-0.7% -$1.05K
SMA
2608
DELISTED
SYMMETRY MEDICAL INC
SMA
$171K ﹤0.01%
20,900
-185,000
-90% -$1.57M
CVBF icon
2609
CVB Financial
CVBF
$4.08B
$170K ﹤0.01%
12,594
-262,600
-95% -$3.44M
STRM
2610
DELISTED
Streamline Health Solutions
STRM
$170K ﹤0.01%
1,493
-1,240
-45% -$136K
PATH
2611
DELISTED
NUPATHE INC COM STK
PATH
$170K ﹤0.01%
70,464
+53,447
+314% +$143K
SORL
2612
DELISTED
SORL Auto Parts, Inc.
SORL
$169K ﹤0.01%
45,400
-2,200
-5% -$6.92K
MUX icon
2613
McEwen Inc
MUX
$1.14B
$168K ﹤0.01%
7,012
-39,038
-85% -$885K
GZT
2614
DELISTED
Gazit-globe Ltd
GZT
$167K ﹤0.01%
12,500
+1,100
+10% +$14.5K
SOCB
2615
DELISTED
SOUTHCOAST FINANCIAL CORP
SOCB
$167K ﹤0.01%
29,055
+7,900
+37% +$43.4K
IFT
2616
DELISTED
IMPERIAL HLDGS INC COM STK (FL)
IFT
$166K ﹤0.01%
26,300
+12,100
+85% +$83K
VRNM
2617
DELISTED
VERENIUM CORP COM STK (US)
VRNM
$166K ﹤0.01%
41,900
+700
+2% +$1.81K
MATR
2618
DELISTED
Mattersight Corp.
MATR
$165K ﹤0.01%
43,600
+9,300
+27% +$32.3K
UBFO
2619
DELISTED
United Security Bancshares
UBFO
$161K ﹤0.01%
44,229
+2,206
+5% +$8.04K
ARTX
2620
DELISTED
Arotech Corporation
ARTX
$161K ﹤0.01%
92,200
-51,200
-36% -$87.6K
TSRE
2621
DELISTED
TRADE STREET RESIDENTIAL, INC. COMMON STOCK
TSRE
$161K ﹤0.01%
+28,234
New +$176K
SVRA icon
2622
Savara
SVRA
$1.08B
$160K ﹤0.01%
+5,221
New +$162K
BKEP
2623
DELISTED
Blueknight Energy Partners L.P.
BKEP
$159K ﹤0.01%
19,401
-1,599
-8% -$13.6K
CHCI icon
2624
Comstock Holding Companies
CHCI
$173M
$158K ﹤0.01%
12,485
-10,714
-46% -$174K
WGA
2625
DELISTED
AG&E Holdings Inc
WGA
$158K ﹤0.01%
91,976
-10,800
-11% -$19.5K
103 104
105
106 107

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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.