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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
NAK
2601
Northern Dynasty Minerals
NAK
$930M
$215K ﹤0.01%
219,100
+137,800
+169% +$171K
EXA
2602
DELISTED
EXA Corporation
EXA
$212K ﹤0.01%
16,000
+500
+3% +$7.09K
CRAI icon
2603
CRA International
CRAI
$1.07B
$210K ﹤0.01%
+9,572
New +$202K
MPU icon
2604
Mega Matrix
MPU
$13.7M
$210K ﹤0.01%
59,000
-1,000
-2% -$3.43K
DRWI
2605
DELISTED
DragonWave Inc
DRWI
$209K ﹤0.01%
5,983
-1,849
-24% -$69.1K
ELSE
2606
DELISTED
Electro-Sensors
ELSE
$208K ﹤0.01%
52,400
+4,600
+10% +$18.5K
BMRC icon
2607
Bank of Marin Bancorp
BMRC
$462M
$207K ﹤0.01%
+9,202
New +$203K
VPG icon
2608
Vishay Precision Group
VPG
$908M
$207K ﹤0.01%
11,900
-2,400
-17% -$38.4K
COA
2609
DELISTED
COASTAL CONTACTS INC COMMON SHARES (CANADA)
COA
$207K ﹤0.01%
+18,500
New +$171K
ERF
2610
DELISTED
Enerplus Corporation
ERF
$205K ﹤0.01%
10,298
-168,333
-94% -$3.15M
TCF
2611
DELISTED
TCF Financial Corporation Common Stock
TCF
$204K ﹤0.01%
6,300
-1,200
-16% -$36.6K
PAAS icon
2612
Pan American Silver
PAAS
$19.9B
$202K ﹤0.01%
15,730
-649,317
-98% -$8.69M
BDL icon
2613
Flanigan's Enterprises
BDL
$89.2M
$201K ﹤0.01%
13,700
+1,900
+16% +$28.1K
SNCR
2614
DELISTED
Synchronoss Technologies
SNCR
$201K ﹤0.01%
+650
New +$187K
ATL
2615
DELISTED
ATLATSA RES CORP RESOURCES CORP (F)
ATL
$199K ﹤0.01%
414,800
+91,100
+28% +$47.8K
IEC
2616
DELISTED
IEC Electronics Corp.
IEC
$198K ﹤0.01%
44,200
-6,100
-12% -$25.8K
RVM
2617
DELISTED
REVETT MINING COMPANY COMMON SHARES (DELAWARE)
RVM
$198K ﹤0.01%
250,851
-60,500
-19% -$48K
REXX
2618
DELISTED
Rex Energy Corporation
REXX
$198K ﹤0.01%
+1,060
New +$193K
CIVB icon
2619
Civista Bancshares
CIVB
$595M
$197K ﹤0.01%
21,382
+4,682
+28% +$37.7K
EBF icon
2620
Ennis
EBF
$559M
$197K ﹤0.01%
11,895
-18,705
-61% -$295K
FTFT icon
2621
Future FinTech Group
FTFT
$1.52M
$197K ﹤0.01%
17
– –
HALL
2622
DELISTED
Hallmark Financial Services, Inc.
HALL
$197K ﹤0.01%
2,368
-312
-12% -$27.3K
GFF icon
2623
Griffon
GFF
$4.8B
$196K ﹤0.01%
16,400
-47,900
-74% -$613K
TSRE
2624
DELISTED
TRADE STREET RESIDENTIAL, INC. COMMON STOCK
TSRE
$194K ﹤0.01%
25,539
+139
+0.5% +$1.02K
STRR
2625
Star Equity Holdings
STRR
$37.5M
$193K ﹤0.01%
5,100
+1,900
+59% +$72.6K
103 104
105
106 107

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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.