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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
-1.77%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$36.5B
AUM Growth
-$6.37B
Cap. Flow
-$5.32B
Cap. Flow %
-14.57%
Top 10 Hldgs %
13.42%
Holding
3,213
New
460
Increased
1,222
Reduced
1,053
Closed
459

Top Buys

Rank Stock Value
1
VIAB
Viacom Inc. Class B
VIAB
+$109M
2
ORCL icon
Oracle
ORCL
+$107M
3
COP icon
ConocoPhillips
COP
+$105M
4
BAC icon
Bank of America
BAC
+$100M
5
CL icon
Colgate-Palmolive
CL
+$93.5M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$518M
2
INTC icon
Intel
INTC
+$486M
3
IBM icon
IBM
IBM
+$306M
4
PFE icon
Pfizer
PFE
+$286M
5
UPS icon
United Parcel Service
UPS
+$209M

Sector Composition

Rank Sector Weight
1 Technology 13.53%
2 Healthcare 12.29%
3 Consumer Staples 10.94%
4 Consumer Discretionary 10.57%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPU icon
2626
Mega Matrix
MPU
$14.4M
$128K ﹤0.01%
57,000
-2,000
-3% -$5.45K
QCCO
2627
DELISTED
QC HLDGS INC
QCCO
$127K ﹤0.01%
68,600
+5,900
+9% +$13.9K
MCZ
2628
DELISTED
Mad Catz Interactive
MCZ
$126K ﹤0.01%
319,800
+30,300
+10% +$17.6K
GRO
2629
DELISTED
Agria Corp
GRO
$126K ﹤0.01%
113,500
+5,900
+5% +$7.59K
RVM
2630
DELISTED
REVETT MINING COMPANY COMMON SHARES (DELAWARE)
RVM
$124K ﹤0.01%
111,500
+19,600
+21% +$22.3K
PULS
2631
DELISTED
PULSE ELECTRONICS CORP COM STK (PA)NEW
PULS
$122K ﹤0.01%
90,360
+28,100
+45% +$64.5K
AXIA.PR
2632
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$121K ﹤0.01%
+36,622
New +$142K
PW
2633
Power REIT
PW
$2.92M
$121K ﹤0.01%
1,190
+110
+10% +$10.2K
TOPS icon
2634
TOP Ships
TOPS
$4.33M
– –
0
– –
TGTX icon
2635
TG Therapeutics
TGTX
$7.58B
$119K ﹤0.01%
+11,199
New +$104K
QBAK
2636
DELISTED
Qualstar Corp
QBAK
$119K ﹤0.01%
16,533
+366
+2% +$2.75K
LIME
2637
DELISTED
LIME ENERGY CO.NEW COMMON STOCK
LIME
$119K ﹤0.01%
36,958
+14,600
+65% +$44.9K
CHOP
2638
DELISTED
CHINA GERUI ADVANCED MATERIALS GROUP LTD ORD SHS
CHOP
$118K ﹤0.01%
36,940
-4,320
-10% -$23.5K
PRSO icon
2639
Peraso
PRSO
$10.4M
$116K ﹤0.01%
6
-14
-70% -$332K
GPUS
2640
Hyperscale Data Inc
GPUS
$52.5M
– –
0
– –
REPX icon
2641
Riley Exploration Permian
REPX
$796M
$114K ﹤0.01%
2,016
+228
+13% +$12.3K
SOHO
2642
DELISTED
Sotherly Hotels
SOHO
$113K ﹤0.01%
+14,500
New +$114K
SDEV
2643
Stablecoin Development Corp
SDEV
$50.4M
$111K ﹤0.01%
+1
New +$136K
REDF
2644
DELISTED
REDIFF.COM INDIA LTD ADS
REDF
$111K ﹤0.01%
48,600
-50,300
-51% -$125K
ORBT
2645
DELISTED
ORBIT INTERNATIONAL CORP
ORBT
$111K ﹤0.01%
38,900
+4,700
+14% +$13.5K
AXR icon
2646
AMREP Corp
AXR
$118M
$109K ﹤0.01%
23,480
+2,400
+11% +$14K
SHIP icon
2647
Seanergy Maritime Holdings
SHIP
$348M
$109K ﹤0.01%
5
– –
SRGA
2648
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$108K ﹤0.01%
750
-137
-15% -$19.9K
ALBO
2649
DELISTED
Albireo Pharma Inc
ALBO
$106K ﹤0.01%
2,110
-5,412
-72% -$311K
LEDS icon
2650
SemiLEDS
LEDS
$19.9M
$105K ﹤0.01%
22,940
+4,970
+28% +$39.6K
104 105
106
107 108

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Jim Simons's Q3 2014 Portfolio in Review

As of Q3 2014, Jim Simons held 3,213 positions worth $36.5B, down 15% from $42.9B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Jim Simons withdrew a net $5.32B in Q3 2014, closing 459 positions and reducing 1,053 holdings. Its most notable exit was Apple, an estimated $518M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 16% a quarter earlier, followed by Healthcare and Consumer Staples.

Against the trend, Jim Simons opened a new position in Viacom Inc. Class B worth $102M.

  • Jim Simons's largest Q3 2014 buy was Viacom Inc. Class B: 1,327,500 shares worth $102M.
  • Jim Simons added most to ConocoPhillips in Q3 2014, an estimated $105M increase.
  • Jim Simons's biggest Q3 2014 reduction was Intel, cutting an estimated $486M.
  • Jim Simons fully exited Apple in Q3 2014, selling an estimated $518M.
  • Jim Simons's ten largest holdings make up 13% of its $36.5B portfolio in Q3 2014.
  • Jim Simons opened 460 new positions and closed 459 in Q3 2014.
  • Jim Simons's portfolio value fell 15% quarter-over-quarter to $36.5B.

Based on Renaissance Technologies's 13F filing for Q3 2014, filed 12 Nov 2014.