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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
+9.03%
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
$41.8B
AUM Growth
+$537M
Cap. Flow
-$2.31B
Cap. Flow %
-5.54%
Top 10 Hldgs %
11.46%
Holding
3,281
New
498
Increased
1,317
Reduced
983
Closed
464

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$230M
2
JNJ icon
Johnson & Johnson
JNJ
+$205M
3
BAC icon
Bank of America
BAC
+$163M
4
COST icon
Costco
COST
+$162M
5
GSK icon
GSK
GSK
+$131M

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$396M
2
BMY icon
Bristol-Myers Squibb
BMY
+$219M
3
GE icon
GE Aerospace
GE
+$156M
4
DIS icon
Walt Disney
DIS
+$154M
5
AMZN icon
Amazon
AMZN
+$138M

Sector Composition

Rank Sector Weight
1 Technology 14.36%
2 Healthcare 13.06%
3 Consumer Discretionary 12.03%
4 Consumer Staples 11.17%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARQL
2651
DELISTED
Arqule Inc
ARQL
$173K ﹤0.01%
80,638
-140,545
-64% -$317K
GZT
2652
DELISTED
Gazit-globe Ltd
GZT
$173K ﹤0.01%
12,900
+400
+3% +$5.35K
STRS
2653
DELISTED
STRATUS PPTYS INC
STRS
$171K ﹤0.01%
+10,000
New +$153K
PULS
2654
DELISTED
PULSE ELECTRONICS CORP COM STK (PA)NEW
PULS
$171K ﹤0.01%
59,160
-5,800
-9% -$20.3K
FES
2655
DELISTED
Forbes Energy Services Ltd
FES
$170K ﹤0.01%
52,103
+4,024
+8% +$16.5K
LAND
2656
Gladstone Land Corp
LAND
$358M
$168K ﹤0.01%
+10,400
New +$169K
BBAR icon
2657
BBVA Argentina
BBAR
$3.27B
$165K ﹤0.01%
23,700
-196,200
-89% -$1.49M
CLWT icon
2658
Euro Tech Holdings
CLWT
$12.2M
$165K ﹤0.01%
121,024
-3,750
-3% -$3.95K
XRDC
2659
DELISTED
Crossroads Capital, Inc
XRDC
$163K ﹤0.01%
+26,505
New +$178K
KEQU icon
2660
Kewaunee Scientific
KEQU
$105M
$162K ﹤0.01%
+10,400
New +$175K
TSRE
2661
DELISTED
TRADE STREET RESIDENTIAL, INC. COMMON STOCK
TSRE
$161K ﹤0.01%
25,400
-2,834
-10% -$15.8K
GNOW
2662
DELISTED
AMERICAN CARESOURCE HLDGS INC COM STK NEW (DE)
GNOW
$158K ﹤0.01%
96,398
+200
+0.2% +$329
BRN icon
2663
Barnwell Industries
BRN
$13.9M
$157K ﹤0.01%
52,100
+1,100
+2% +$3.65K
KMDA icon
2664
Kamada
KMDA
$419M
$157K ﹤0.01%
+10,543
New +$158K
AACG
2665
ATA Creativity
AACG
$48M
$156K ﹤0.01%
39,000
-3,600
-8% -$15.4K
BDL icon
2666
Flanigan's Enterprises
BDL
$89.2M
$156K ﹤0.01%
11,800
+1,200
+11% +$13.5K
REXI
2667
DELISTED
RESOURCE AMERICA INC CL-A
REXI
$156K ﹤0.01%
16,700
+5,086
+44% +$45.2K
BBGI icon
2668
Beasley Broadcasting Group
BBGI
$44.7M
$151K ﹤0.01%
+865
New +$147K
CTC
2669
DELISTED
IFM INVESTMENTS LTD ADS RPSTG 15 CL A ORD SHS (CAYMAN ISL)
CTC
$151K ﹤0.01%
73,464
+2,900
+4% +$5.83K
LPHI
2670
DELISTED
LIFE PARTNERS HLDGS INC
LPHI
$150K ﹤0.01%
84,094
-6,100
-7% -$11.8K
LTRX icon
2671
Lantronix
LTRX
$272M
$149K ﹤0.01%
95,466
+9,700
+11% +$14.8K
WGA
2672
DELISTED
AG&E Holdings Inc
WGA
$149K ﹤0.01%
83,576
-8,400
-9% -$14.2K
AXTI icon
2673
AXT Inc
AXTI
$5.07B
$147K ﹤0.01%
56,409
-29,991
-35% -$70.3K
YVR
2674
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
$146K ﹤0.01%
1,885
– –
APTS
2675
DELISTED
Preferred Apartment Communities, Inc.
APTS
$146K ﹤0.01%
+18,200
New +$147K
105 106
107
108 109

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Jim Simons's Q4 2013 Portfolio in Review

As of Q4 2013, Jim Simons held 3,281 positions worth $41.8B, up 1.3% from $41.2B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $2.31B in Q4 2013, closing 464 positions and reducing 983 holdings. Its most notable exit was GE Aerospace, an estimated $156M position sold in full.

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

Against the trend, Jim Simons opened a new position in Pfizer worth $230M.

  • Jim Simons's largest Q4 2013 buy was Pfizer: 7,904,832 shares worth $230M.
  • Jim Simons added most to Johnson & Johnson in Q4 2013, an estimated $205M increase.
  • Jim Simons's biggest Q4 2013 reduction was IBM, cutting an estimated $396M.
  • Jim Simons fully exited GE Aerospace in Q4 2013, selling an estimated $156M.
  • Jim Simons's ten largest holdings make up 11% of its $41.8B portfolio in Q4 2013.
  • Jim Simons opened 498 new positions and closed 464 in Q4 2013.
  • Jim Simons's portfolio value rose 1.3% quarter-over-quarter to $41.8B.

Based on Renaissance Technologies's 13F filing for Q4 2013, filed 14 Feb 2014.