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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
BXC icon
2651
BlueLinx
BXC
$705M
$111K ﹤0.01%
7,946
-4,517
-36% -$58.5K
ZQK
2652
DELISTED
QUICKSILVER,INC.
ZQK
$111K ﹤0.01%
+30,900
New +$173K
HIHO icon
2653
Highway Holdings
HIHO
$5.04M
$110K ﹤0.01%
40,300
-400
-1% -$1.08K
MLP icon
2654
Maui Land & Pineapple Co
MLP
$310M
$110K ﹤0.01%
+16,000
New +$126K
ELTK icon
2655
Eltek
ELTK
$57.1M
$107K ﹤0.01%
14,140
-1,900
-12% -$16.3K
GEVO icon
2656
Gevo
GEVO
$401M
$106K ﹤0.01%
+21
New +$124K
PTE
2657
DELISTED
PolarityTE, Inc. Common Stock
PTE
$106K ﹤0.01%
+313
New +$117K
WGA
2658
DELISTED
AG&E Holdings Inc
WGA
$106K ﹤0.01%
76,976
-1,100
-1% -$1.82K
API
2659
DELISTED
Advanced Photonix Inc
API
$105K ﹤0.01%
172,700
+6,700
+4% +$3.65K
GLDC
2660
DELISTED
GOLDEN ENTERPRISES
GLDC
$104K ﹤0.01%
24,200
+2,700
+13% +$11.8K
ORBT
2661
DELISTED
ORBIT INTERNATIONAL CORP
ORBT
$101K ﹤0.01%
34,200
+4,500
+15% +$12.8K
COBR
2662
DELISTED
COBRA ELECTRONICS CORP
COBR
$101K ﹤0.01%
27,300
-3,000
-10% -$9.86K
KUTV
2663
DELISTED
KU6 MEDIA CO, LTD AMERICAN DEPOSITORY SHARES
KUTV
$100K ﹤0.01%
85,114
-99,500
-54% -$172K
PW
2664
Power REIT
PW
$2.93M
$98K ﹤0.01%
1,080
-100
-8% -$9.19K
PLG
2665
Platinum Group Metals
PLG
$189M
$97K ﹤0.01%
819
+533
+186% +$57.7K
GPUS
2666
Hyperscale Data Inc
GPUS
$52.2M
– –
0
– –
TLYS icon
2667
Tilly's
TLYS
$122M
$96K ﹤0.01%
+11,900
New +$120K
IVAC
2668
DELISTED
Intevac Inc
IVAC
$96K ﹤0.01%
+12,000
New +$97K
KONE
2669
DELISTED
Kingtone Wirelessinfo Solution Holding Ltd
KONE
$96K ﹤0.01%
16,380
+300
+2% +$1.49K
REPX icon
2670
Riley Exploration Permian
REPX
$786M
$95K ﹤0.01%
1,788
+390
+28% +$21.8K
RVM
2671
DELISTED
REVETT MINING COMPANY COMMON SHARES (DELAWARE)
RVM
$95K ﹤0.01%
91,900
-158,951
-63% -$137K
APEN
2672
DELISTED
Apollo Endosurgery, Inc.
APEN
$92K ﹤0.01%
+301
New +$95.6K
WAVX
2673
DELISTED
WAVE SYS CORP CL A NEW COM STK (DE)
WAVX
$92K ﹤0.01%
+6,510
New +$95.3K
BLRX
2674
BioLineRX
BLRX
$11.8M
$91K ﹤0.01%
73
+28
+62% +$35K
JST
2675
DELISTED
JINPAN INT'L LTD(COMMON)
JST
$91K ﹤0.01%
+13,500
New +$97.4K
105 106
107
108 109

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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.