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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
TOF
2626
DELISTED
TOFUTTI BRANDS INC
TOF
$135K ﹤0.01%
29,000
+700
+2% +$3.01K
GYRE icon
2627
Gyre Therapeutics
GYRE
$693M
$134K ﹤0.01%
+38
New +$124K
GFED
2628
DELISTED
Guaranty Federal Bancshares In
GFED
$134K ﹤0.01%
+10,700
New +$135K
HBP
2629
DELISTED
Huttig Building Products, Inc.
HBP
$133K ﹤0.01%
28,100
+6,800
+32% +$30.4K
SHYF
2630
DELISTED
The Shyft Group
SHYF
$130K ﹤0.01%
+28,548
New +$146K
INVT
2631
DELISTED
Inventergy Global, Inc.
INVT
$130K ﹤0.01%
4,642
-1,885
-29% -$123K
AXR icon
2632
AMREP Corp
AXR
$118M
$129K ﹤0.01%
+21,080
New +$117K
QBAK
2633
DELISTED
Qualstar Corp
QBAK
$128K ﹤0.01%
16,167
+450
+3% +$3.81K
PLAG icon
2634
Planet Green Holdings
PLAG
$16.1M
$126K ﹤0.01%
439
+37
+9% +$10.2K
KGJI
2635
DELISTED
Kingold Jewelry Inc.
KGJI
$123K ﹤0.01%
16,567
+8,617
+108% +$65.6K
AVL
2636
DELISTED
Avalon Rare Metals, Inc. Ordinary Shares (Canada)
AVL
$122K ﹤0.01%
267,700
-259,300
-49% -$138K
CTC
2637
DELISTED
IFM INVESTMENTS LTD ADS RPSTG 15 CL A ORD SHS (CAYMAN ISL)
CTC
$122K ﹤0.01%
94,564
+14,400
+18% +$17.6K
BTUI
2638
DELISTED
BTU INTERNATIONAL INC
BTUI
$119K ﹤0.01%
36,400
+1,200
+3% +$3.53K
FSM icon
2639
Fortuna Silver Mines
FSM
$3.1B
$118K ﹤0.01%
+21,400
New +$90.7K
AAME icon
2640
Atlantic American Corp
AAME
$29M
$117K ﹤0.01%
30,300
+4,300
+17% +$15.6K
SRGA
2641
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$116K ﹤0.01%
887
-2,070
-70% -$263K
FLL icon
2642
Full House Resorts
FLL
$84.3M
$115K ﹤0.01%
81,426
+50,139
+160% +$86.5K
MOBI
2643
DELISTED
Sky-mobi Limited ADS
MOBI
$115K ﹤0.01%
13,900
+2,800
+25% +$19.9K
PLUR icon
2644
Pluri
PLUR
$17.9M
$114K ﹤0.01%
+456
New +$126K
AMCO
2645
DELISTED
ARMCO METALS HOLDINGS INC COM STK NEW (NV)
AMCO
$114K ﹤0.01%
42,070
+1,550
+4% +$4.47K
STRL icon
2646
Sterling Infrastructure
STRL
$16.9B
$113K ﹤0.01%
12,000
-61,482
-84% -$523K
NEPT
2647
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
$113K ﹤0.01%
29
+15
+107% +$51.2K
PRGN
2648
DELISTED
PARAGON SHIPPING INC CL A NEW (MHL)
PRGN
$113K ﹤0.01%
505
-1,390
-73% -$306K
CTP
2649
DELISTED
CTPARTNERS EXECUTIVE SEARCH INC (DE)
CTP
$113K ﹤0.01%
+12,100
New +$117K
PRXI
2650
DELISTED
PREMIER EXHIBITIONS INC COM STK NEW (FL)
PRXI
$112K ﹤0.01%
13,780
+3,400
+33% +$29.8K
104 105
106
107 108

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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.