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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
LCNB icon
2601
LCNB Corp
LCNB
$285M
$209K ﹤0.01%
+11,692
New +$216K
BDMS
2602
DELISTED
BIRNER DENTAL MGMT SVCS INC
BDMS
$209K ﹤0.01%
12,000
– –
DMND
2603
DELISTED
DIAMOND FOODS, INC.
DMND
$209K ﹤0.01%
+8,100
New +$194K
ENG
2604
DELISTED
ENGlobal Corp
ENG
$207K ﹤0.01%
18,450
+587
+3% +$6.28K
BEBE
2605
DELISTED
Bebe Stores Inc
BEBE
$207K ﹤0.01%
3,900
-3,480
-47% -$196K
MPU icon
2606
Mega Matrix
MPU
$13.7M
$206K ﹤0.01%
60,000
+2,500
+4% +$9.27K
EXA
2607
DELISTED
EXA Corporation
EXA
$206K ﹤0.01%
+15,500
New +$225K
DLA
2608
DELISTED
Delta Apparel Inc.
DLA
$205K ﹤0.01%
+12,100
New +$209K
ANTH
2609
DELISTED
Anthera Pharmaceuticals, Inc.
ANTH
$205K ﹤0.01%
8,338
+2,332
+39% +$60.1K
MOG.B icon
2610
Moog Inc Class B
MOG.B
$204K ﹤0.01%
+3,000
New +$191K
PRZM
2611
DELISTED
Prism Technologies Group, Inc
PRZM
$203K ﹤0.01%
65,200
+500
+0.8% +$1.58K
BRD
2612
DELISTED
BRIGUS GOLD CORP COM STK
BRD
$203K ﹤0.01%
259,700
+224,800
+644% +$148K
ELTK icon
2613
Eltek
ELTK
$57.1M
$202K ﹤0.01%
16,840
+800
+5% +$6.9K
RNO
2614
DELISTED
RHINO RESOURCE PARTNERS LP COM UNIT REPSTG LTD (DE)
RNO
$201K ﹤0.01%
+17,700
New +$212K
ERB
2615
DELISTED
ERBA DIAGNOSTICS
ERB
$200K ﹤0.01%
73,200
-14,300
-16% -$27.2K
IIP
2616
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
$200K ﹤0.01%
26,600
-66,220
-71% -$498K
SPRO
2617
DELISTED
SMARTPROS LTD COM STK
SPRO
$199K ﹤0.01%
80,100
– –
HYGS
2618
DELISTED
Hydrogenics Corp
HYGS
$199K ﹤0.01%
10,410
-47,937
-82% -$681K
FUR
2619
DELISTED
WINTHROP REALTY TRUST SHS BENE INT (NEW)
FUR
$198K ﹤0.01%
+17,918
New +$203K
UBFO
2620
DELISTED
United Security Bancshares
UBFO
$197K ﹤0.01%
45,956
+1,727
+4% +$7.19K
CRTN
2621
DELISTED
Cartesian, Inc.
CRTN
$197K ﹤0.01%
71,480
+1,300
+2% +$3.78K
REDF
2622
DELISTED
REDIFF.COM INDIA LTD ADS
REDF
$197K ﹤0.01%
84,800
-4,100
-5% -$9.55K
EXL
2623
DELISTED
EXCEL TRUST , INC COM STK
EXL
$196K ﹤0.01%
+17,200
New +$203K
CTLP
2624
DELISTED
Cantaloupe
CTLP
$195K ﹤0.01%
107,715
+35,900
+50% +$62.2K
CETV
2625
DELISTED
Central European Media Enterprises Ltd
CETV
$195K ﹤0.01%
50,879
-279,300
-85% -$1.05M
103 104
105
106 107

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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.