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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
+8.26%
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
$41.2B
AUM Growth
+$3.08B
Cap. Flow
+$811M
Cap. Flow %
1.97%
Top 10 Hldgs %
10.96%
Holding
3,196
New
439
Increased
1,284
Reduced
1,031
Closed
412

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$328M
2
JNJ icon
Johnson & Johnson
JNJ
+$229M
3
GE icon
GE Aerospace
GE
+$156M
4
TGT icon
Target
TGT
+$155M
5
DIS icon
Walt Disney
DIS
+$153M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$283M
2
LLY icon
Eli Lilly
LLY
+$211M
3
MSFT icon
Microsoft
MSFT
+$199M
4
BMY icon
Bristol-Myers Squibb
BMY
+$184M
5
C icon
Citigroup
C
+$177M

Sector Composition

Rank Sector Weight
1 Technology 14.03%
2 Healthcare 12.1%
3 Consumer Discretionary 11.99%
4 Consumer Staples 11.92%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FUSB icon
2651
First US Bancshares
FUSB
$90.7M
$135K ﹤0.01%
15,200
+1,100
+8% +$9.68K
QBAK
2652
DELISTED
Qualstar Corp
QBAK
$133K ﹤0.01%
16,217
+17
+0.1% +$146
AMCO
2653
DELISTED
ARMCO METALS HOLDINGS INC COM STK NEW (NV)
AMCO
$133K ﹤0.01%
35,090
+1,590
+5% +$5.14K
ONE
2654
DELISTED
HIGHER ONE HOLDINGS, INC COM STK
ONE
$131K ﹤0.01%
17,031
-51,400
-75% -$470K
IGOI
2655
DELISTED
IGO, INC NEW
IGOI
$130K ﹤0.01%
43,239
-71,193
-62% -$233K
IFO
2656
DELISTED
INFOSONICS CORPORATION
IFO
$128K ﹤0.01%
260,414
-6,200
-2% -$3.05K
PRPH
2657
DELISTED
ProPhase Labs
PRPH
$127K ﹤0.01%
6,680
– –
CTC
2658
DELISTED
IFM INVESTMENTS LTD ADS RPSTG 15 CL A ORD SHS (CAYMAN ISL)
CTC
$127K ﹤0.01%
70,564
+1,300
+2% +$3.08K
ERB
2659
DELISTED
ERBA DIAGNOSTICS
ERB
$126K ﹤0.01%
87,500
+1,600
+2% +$1.56K
STRR
2660
Star Equity Holdings
STRR
$37.5M
$122K ﹤0.01%
3,750
-2,317
-38% -$62.9K
VRS
2661
DELISTED
VERSO CORP COM STK (DE)
VRS
$122K ﹤0.01%
160,200
-10,000
-6% -$8.87K
VCEL icon
2662
Vericel Corp
VCEL
$2.28B
$121K ﹤0.01%
21,709
+15,686
+260% +$112K
LTRX icon
2663
Lantronix
LTRX
$272M
$120K ﹤0.01%
85,766
+6,100
+8% +$9.37K
GSE
2664
DELISTED
GSE HLDG INC COM STK (DE)
GSE
$119K ﹤0.01%
+57,100
New +$196K
CTLP
2665
DELISTED
Cantaloupe
CTLP
$116K ﹤0.01%
71,815
+1,900
+3% +$3.71K
VSB
2666
DELISTED
VANTAGESOUTH BANCHARES, INC
VSB
$116K ﹤0.01%
+21,900
New +$113K
BTUI
2667
DELISTED
BTU INTERNATIONAL INC
BTUI
$114K ﹤0.01%
34,400
+400
+1% +$1.16K
TREC
2668
DELISTED
Trecora Resources
TREC
$113K ﹤0.01%
12,400
+1,100
+10% +$9.51K
DFBG
2669
DELISTED
Differential Brands Group Inc
DFBG
$111K ﹤0.01%
3,467
-1,886
-35% -$73.8K
BDL icon
2670
Flanigan's Enterprises
BDL
$89.2M
$109K ﹤0.01%
10,600
+200
+2% +$1.95K
CHRM
2671
DELISTED
CHARM COMMUNICATIONS INC ADR REP STG SHS CL A (CYM)
CHRM
$108K ﹤0.01%
25,300
+900
+4% +$3.8K
SHIP icon
2672
Seanergy Maritime Holdings
SHIP
$360M
$107K ﹤0.01%
5
-1
-17% -$18.6K
TCCO
2673
DELISTED
Technical Communications Corporation
TCCO
$107K ﹤0.01%
16,000
-2,000
-11% -$14.2K
CRDC
2674
DELISTED
CARDICA INC COM NEW (DE)
CRDC
$106K ﹤0.01%
8,119
-1,731
-18% -$21.2K
TSRI
2675
DELISTED
TSR Inc. New
TSRI
$105K ﹤0.01%
30,650
– –
105 106
107
108 109

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Jim Simons's Q3 2013 Portfolio in Review

As of Q3 2013, Jim Simons held 3,196 positions worth $41.2B, up 8.1% from $38.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q3 2013 filing shows 439 new, 1,284 increased, 1,031 reduced and 412 closed positions. Its largest new stake was GE Aerospace: 1,361,721 shares worth $156M. The largest sale was Apple, an estimated $283M.

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

  • Jim Simons's largest Q3 2013 buy was GE Aerospace: 1,361,721 shares worth $156M.
  • Jim Simons added most to IBM in Q3 2013, an estimated $328M increase.
  • Jim Simons's biggest Q3 2013 reduction was Eli Lilly, cutting an estimated $211M.
  • Jim Simons fully exited Apple in Q3 2013, selling an estimated $283M.
  • Jim Simons's ten largest holdings make up 11% of its $41.2B portfolio in Q3 2013.
  • Jim Simons opened 439 new positions and closed 412 in Q3 2013.
  • Jim Simons's portfolio value rose 8.1% quarter-over-quarter to $41.2B.

Based on Renaissance Technologies's 13F filing for Q3 2013, filed 13 Nov 2013.