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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
GNOW
2626
DELISTED
AMERICAN CARESOURCE HLDGS INC COM STK NEW (DE)
GNOW
$193K ﹤0.01%
97,298
+900
+0.9% +$1.78K
RLGT icon
2627
Radiant Logistics
RLGT
$406M
$191K ﹤0.01%
61,800
+42,400
+219% +$123K
MBRG
2628
DELISTED
Middleburg Financial Corp
MBRG
$188K ﹤0.01%
10,695
-3,505
-25% -$63.9K
ITP icon
2629
IT Tech Packaging
ITP
$2.88M
$187K ﹤0.01%
7,770
+640
+9% +$16.2K
SPRO
2630
DELISTED
SMARTPROS LTD COM STK
SPRO
$186K ﹤0.01%
80,900
+800
+1% +$1.83K
BBGI icon
2631
Beasley Broadcasting Group
BBGI
$44.7M
$185K ﹤0.01%
1,015
+150
+17% +$27.3K
LPHI
2632
DELISTED
LIFE PARTNERS HLDGS INC
LPHI
$185K ﹤0.01%
64,594
-19,500
-23% -$49.8K
GZT
2633
DELISTED
Gazit-globe Ltd
GZT
$184K ﹤0.01%
14,100
+1,200
+9% +$15.5K
CHTP
2634
DELISTED
CHELSEA THERAPEUTICS INT'L LTD
CHTP
$184K ﹤0.01%
33,306
-683,188
-95% -$3.43M
REDF
2635
DELISTED
REDIFF.COM INDIA LTD ADS
REDF
$182K ﹤0.01%
83,600
-1,200
-1% -$2.63K
ASC icon
2636
Ardmore Shipping
ASC
$707M
$181K ﹤0.01%
+13,584
New +$189K
ELTK icon
2637
Eltek
ELTK
$57.1M
$179K ﹤0.01%
16,040
-800
-5% -$9.66K
FUR
2638
DELISTED
WINTHROP REALTY TRUST SHS BENE INT (NEW)
FUR
$179K ﹤0.01%
15,455
-2,463
-14% -$28.1K
EDS
2639
DELISTED
EXCEED COMPANY LTD ORD SHS
EDS
$177K ﹤0.01%
101,236
+44,936
+80% +$77K
ASMB icon
2640
Assembly Biosciences
ASMB
$594M
$174K ﹤0.01%
2,272
+460
+25% +$71.7K
OVRL
2641
DELISTED
OVERLAND STORAGE INC
OVRL
$173K ﹤0.01%
43,053
-740
-2% -$3.61K
DFBG
2642
DELISTED
Differential Brands Group Inc
DFBG
$172K ﹤0.01%
4,785
-7,145
-60% -$268K
AXTI icon
2643
AXT Inc
AXTI
$5.07B
$171K ﹤0.01%
77,700
+21,291
+38% +$50.4K
LCTX icon
2644
Lineage Cell Therapeutics
LCTX
$268M
$170K ﹤0.01%
+64,057
New +$189K
JRCC
2645
DELISTED
JAMES RIVER COAL NEW
JRCC
$170K ﹤0.01%
227,000
+211,700
+1,384% +$196K
CLWT icon
2646
Euro Tech Holdings
CLWT
$12.2M
$169K ﹤0.01%
137,899
+16,875
+14% +$22K
GAI
2647
DELISTED
GLOBAL-TECH ADVANCED INNOVATIONS INC
GAI
$167K ﹤0.01%
29,400
– –
BXC icon
2648
BlueLinx
BXC
$705M
$162K ﹤0.01%
12,463
+6,861
+122% +$107K
GRO
2649
DELISTED
Agria Corp
GRO
$162K ﹤0.01%
116,500
+50,200
+76% +$76.9K
LOV
2650
DELISTED
Spark Networks SE American Depositary Shares
LOV
$161K ﹤0.01%
+30,800
New +$175K
104 105
106
107 108

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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.