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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
REXI
2651
DELISTED
RESOURCE AMERICA INC CL-A
REXI
$161K ﹤0.01%
18,735
+2,035
+12% +$18.5K
UMC icon
2652
United Microelectronic
UMC
$48.6B
$160K ﹤0.01%
76,700
-1,266,689
-94% -$2.58M
XRDC
2653
DELISTED
Crossroads Capital, Inc
XRDC
$160K ﹤0.01%
26,200
-305
-1% -$1.85K
SURG
2654
DELISTED
SYNERGETICS USA, INC.
SURG
$160K ﹤0.01%
52,400
+1,699
+3% +$5.75K
BRN icon
2655
Barnwell Industries
BRN
$13.9M
$158K ﹤0.01%
52,400
+300
+0.6% +$908
AMCO
2656
DELISTED
ARMCO METALS HOLDINGS INC COM STK NEW (NV)
AMCO
$158K ﹤0.01%
40,520
+2,850
+8% +$11.4K
DGICA icon
2657
Donegal Group Class A
DGICA
$696M
$153K ﹤0.01%
+10,500
New +$155K
VIRX
2658
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$153K ﹤0.01%
+111
New +$129K
TBOW
2659
DELISTED
TRUNKBOW INTL HLDGS LTD COM
TBOW
$153K ﹤0.01%
108,379
+76,479
+240% +$105K
MCZ
2660
DELISTED
Mad Catz Interactive
MCZ
$151K ﹤0.01%
312,500
-311,300
-50% -$148K
YVR
2661
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
$150K ﹤0.01%
1,885
– –
RBPAA
2662
DELISTED
Royal Bancshares Of Pennsylvania Inc
RBPAA
$146K ﹤0.01%
44,200
+7,000
+19% +$14.8K
QBAK
2663
DELISTED
Qualstar Corp
QBAK
$146K ﹤0.01%
15,717
-516
-3% -$4.3K
NYMX
2664
DELISTED
Nymox Pharmaceutical Corp
NYMX
$145K ﹤0.01%
26,506
-16,794
-39% -$97.4K
WGA
2665
DELISTED
AG&E Holdings Inc
WGA
$145K ﹤0.01%
78,076
-5,500
-7% -$9.94K
RCON icon
2666
Recon Technology
RCON
$2.5M
$141K ﹤0.01%
336
-578
-63% -$255K
QCCO
2667
DELISTED
QC HLDGS INC
QCCO
$141K ﹤0.01%
60,701
-5,399
-8% -$12.7K
SMMF
2668
DELISTED
Summit Financial Group, Inc.
SMMF
$139K ﹤0.01%
13,600
+1,800
+15% +$18.3K
VRS
2669
DELISTED
VERSO CORP COM STK (DE)
VRS
$137K ﹤0.01%
47,400
-109,500
-70% -$297K
FUSB icon
2670
First US Bancshares
FUSB
$90.7M
$136K ﹤0.01%
15,400
-200
-1% -$1.58K
FRF
2671
DELISTED
FORTEGRA FINL CORP COM STK (DE)
FRF
$134K ﹤0.01%
+18,999
New +$143K
NTS
2672
DELISTED
NTS INC COM STK (NV)
NTS
$134K ﹤0.01%
69,200
+19,300
+39% +$38.1K
AACG
2673
ATA Creativity
AACG
$48M
$133K ﹤0.01%
33,400
-5,600
-14% -$22.8K
GTN.A icon
2674
Gray Media Inc
GTN.A
$612M
$132K ﹤0.01%
15,600
+700
+5% +$6.58K
CTC
2675
DELISTED
IFM INVESTMENTS LTD ADS RPSTG 15 CL A ORD SHS (CAYMAN ISL)
CTC
$128K ﹤0.01%
80,164
+6,700
+9% +$12.7K
105 106
107
108 109

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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.