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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
ELTK icon
2676
Eltek
ELTK
$57.1M
$104K ﹤0.01%
16,040
-320
-2% -$1.99K
SUMR
2677
DELISTED
Summer Infant, Inc.
SUMR
$104K ﹤0.01%
4,156
+412
+11% +$12.1K
ABCD
2678
DELISTED
Cambium Learning Group, Inc.
ABCD
$104K ﹤0.01%
67,400
+900
+1% +$1.29K
CLWT icon
2679
Euro Tech Holdings
CLWT
$12.2M
$103K ﹤0.01%
124,774
-10,125
-8% -$8.94K
EMITF
2680
DELISTED
Elbit Imaging Ltd
EMITF
$103K ﹤0.01%
1,459
-68
-4% -$5.31K
CIVB icon
2681
Civista Bancshares
CIVB
$595M
$102K ﹤0.01%
14,600
+2,400
+20% +$16.6K
COBR
2682
DELISTED
COBRA ELECTRONICS CORP
COBR
$102K ﹤0.01%
36,500
-1,300
-3% -$3.63K
CXPO
2683
DELISTED
Crimson Exploration Inc. New Common Stock
CXPO
$102K ﹤0.01%
33,800
+9,329
+38% +$29K
SPPI
2684
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$101K ﹤0.01%
+12,017
New +$97.3K
BNSO
2685
DELISTED
Bonso Electronic International
BNSO
$100K ﹤0.01%
74,300
+300
+0.4% +$464
AXR icon
2686
AMREP Corp
AXR
$118M
$99K ﹤0.01%
+11,380
New +$113K
GTN.A icon
2687
Gray Media Inc
GTN.A
$612M
$99K ﹤0.01%
13,500
+2,900
+27% +$21.2K
GAU
2688
Galiano Gold
GAU
$547M
$98K ﹤0.01%
42,800
-49,100
-53% -$129K
PNTR
2689
DELISTED
Pointer Telocation Ltd.
PNTR
$98K ﹤0.01%
18,300
+4,600
+34% +$21.4K
OXGN
2690
DELISTED
OXIGENE INC COM
OXGN
$98K ﹤0.01%
39,960
+22,375
+127% +$57.1K
ITP icon
2691
IT Tech Packaging
ITP
$2.88M
$97K ﹤0.01%
5,630
+1,390
+33% +$24.5K
JFBI
2692
DELISTED
JEFFERSON BANCSHARES INC
JFBI
$95K ﹤0.01%
16,300
+2,400
+17% +$13.4K
ZX
2693
DELISTED
China Zenix Auto Internatl Ltd
ZX
$95K ﹤0.01%
25,800
-7,600
-23% -$22.3K
GROW icon
2694
US Global Investors
GROW
$38.8M
$94K ﹤0.01%
33,000
+14,700
+80% +$41.5K
REXI
2695
DELISTED
RESOURCE AMERICA INC CL-A
REXI
$93K ﹤0.01%
11,614
-986
-8% -$8.04K
EFUT
2696
DELISTED
eFuture Holding Inc. Ordinary Shares
EFUT
$89K ﹤0.01%
23,000
-14,100
-38% -$45.7K
FMNB icon
2697
Farmers National Banc Corp
FMNB
$970M
$88K ﹤0.01%
14,000
+1,300
+10% +$8.14K
FUBC
2698
DELISTED
1st United Bancorp (Florida)
FUBC
$88K ﹤0.01%
+12,000
New +$89.9K
SMMF
2699
DELISTED
Summit Financial Group, Inc.
SMMF
$87K ﹤0.01%
+10,000
New +$85.2K
BSI
2700
DELISTED
Alon Blue Square Israel Ltd
BSI
$87K ﹤0.01%
2,310
-20
-0.9% -$728
106 107
108
109 110

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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.