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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
+4.17%
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
$42.9B
AUM Growth
+$1.2B
Cap. Flow
-$23.9M
Cap. Flow %
-0.06%
Top 10 Hldgs %
13.77%
Holding
3,246
New
450
Increased
1,273
Reduced
1,008
Closed
492

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$276M
2
IBM icon
IBM
IBM
+$272M
3
PG icon
Procter & Gamble
PG
+$161M
4
CL icon
Colgate-Palmolive
CL
+$151M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$146M

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$405M
2
CELG
Celgene Corp
CELG
+$207M
3
BKNG icon
Booking.com
BKNG
+$123M
4
LLY icon
Eli Lilly
LLY
+$114M
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$109M

Sector Composition

Rank Sector Weight
1 Technology 15.92%
2 Healthcare 13.46%
3 Consumer Discretionary 11.99%
4 Industrials 10.52%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCCO
2601
DELISTED
QC HLDGS INC
QCCO
$167K ﹤0.01%
62,700
+1,999
+3% +$4.69K
BRN icon
2602
Barnwell Industries
BRN
$13.9M
$166K ﹤0.01%
52,800
+400
+0.8% +$1.26K
GKNT
2603
DELISTED
GEEKNET INC COM NEW
GKNT
$165K ﹤0.01%
+13,200
New +$180K
SMMF
2604
DELISTED
Summit Financial Group, Inc.
SMMF
$162K ﹤0.01%
15,200
+1,600
+12% +$17K
UCP
2605
DELISTED
UCP, Inc.
UCP
$160K ﹤0.01%
+11,723
New +$164K
CLWT icon
2606
Euro Tech Holdings
CLWT
$12.2M
$158K ﹤0.01%
143,149
+5,250
+4% +$6.05K
FTFT icon
2607
Future FinTech Group
FTFT
$1.52M
$156K ﹤0.01%
18
+1
+6% +$9.63K
OVRL
2608
DELISTED
OVERLAND STORAGE INC
OVRL
$156K ﹤0.01%
32,251
-10,802
-25% -$40.1K
PULS
2609
DELISTED
PULSE ELECTRONICS CORP COM STK (PA)NEW
PULS
$156K ﹤0.01%
62,260
+3,800
+7% +$11.7K
LAND
2610
Gladstone Land Corp
LAND
$358M
$155K ﹤0.01%
11,900
-12,000
-50% -$146K
BNSO
2611
DELISTED
Bonso Electronic International
BNSO
$152K ﹤0.01%
73,800
– –
VIRX
2612
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$149K ﹤0.01%
109
-2
-2% -$2.32K
AACG
2613
ATA Creativity
AACG
$48M
$144K ﹤0.01%
30,900
-2,500
-7% -$11.2K
EDS
2614
DELISTED
EXCEED COMPANY LTD ORD SHS
EDS
$143K ﹤0.01%
82,000
-19,236
-19% -$32K
LUB
2615
DELISTED
Luby's Inc.
LUB
$142K ﹤0.01%
+24,200
New +$130K
CNCO
2616
DELISTED
Cencosud S.A.
CNCO
$142K ﹤0.01%
14,300
-46,000
-76% -$467K
WIT icon
2617
Wipro
WIT
$19.4B
$141K ﹤0.01%
+63,269
New +$142K
GUID
2618
DELISTED
Guidance Software, Inc.
GUID
$140K ﹤0.01%
+15,400
New +$146K
NYMX
2619
DELISTED
Nymox Pharmaceutical Corp
NYMX
$139K ﹤0.01%
28,000
+1,494
+6% +$7.69K
GLDD
2620
DELISTED
Great Lakes Dredge & Dock
GLDD
$138K ﹤0.01%
+17,300
New +$141K
LOV
2621
DELISTED
Spark Networks SE American Depositary Shares
LOV
$138K ﹤0.01%
24,400
-6,400
-21% -$31.2K
EVI icon
2622
EVI Industries
EVI
$209M
$136K ﹤0.01%
54,200
+17,900
+49% +$50.2K
PULB
2623
DELISTED
PULASKI FINANCIAL CORP
PULB
$136K ﹤0.01%
11,900
-10,560
-47% -$114K
GRO
2624
DELISTED
Agria Corp
GRO
$136K ﹤0.01%
107,600
-8,900
-8% -$12.2K
FUSB icon
2625
First US Bancshares
FUSB
$90.7M
$135K ﹤0.01%
15,900
+500
+3% +$4.04K
103 104
105
106 107

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Jim Simons's Q2 2014 Portfolio in Review

As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
  • Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
  • Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
  • Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
  • Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
  • Jim Simons opened 450 new positions and closed 492 in Q2 2014.
  • Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.

Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.