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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
EWT icon
2676
iShares MSCI Taiwan ETF
EWT
$11.6B
$144K ﹤0.01%
5,000
-15,500
-76% -$442K
MBIS
2677
DELISTED
MEDIABISTRO INC COM (DE)
MBIS
$144K ﹤0.01%
45,441
+27,700
+156% +$65.5K
CPAC
2678
Cementos Pacasmayo
CPAC
$1.03B
$140K ﹤0.01%
+9,440
New +$134K
JFBI
2679
DELISTED
JEFFERSON BANCSHARES INC
JFBI
$139K ﹤0.01%
21,700
+5,400
+33% +$33.9K
TECUB
2680
DELISTED
TECUMSEH PRODUCTS CO CL-B
TECUB
$136K ﹤0.01%
15,000
-700
-4% -$6.35K
ABCD
2681
DELISTED
Cambium Learning Group, Inc.
ABCD
$133K ﹤0.01%
80,100
+12,700
+19% +$18.6K
SIGA icon
2682
SIGA Technologies
SIGA
$207M
$132K ﹤0.01%
+40,261
New +$136K
CDMO
2683
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$132K ﹤0.01%
+13,617
New +$128K
BFYT
2684
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
$131K ﹤0.01%
+13,004
New +$151K
CWTR
2685
DELISTED
COLDWATER CREEK INC COM STK NEW (DE)
CWTR
$131K ﹤0.01%
+176,294
New +$179K
SARA
2686
DELISTED
SARATOGA RESOURCES INC
SARA
$130K ﹤0.01%
114,200
+96,300
+538% +$180K
STRR
2687
Star Equity Holdings
STRR
$37.5M
$129K ﹤0.01%
3,200
-550
-15% -$19.1K
BODY
2688
DELISTED
BODY CENTRAL CORP COM STK
BODY
$129K ﹤0.01%
32,818
-166,067
-83% -$720K
SDT
2689
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST I
SDT
$128K ﹤0.01%
13,824
-22,332
-62% -$255K
DSGR icon
2690
Distribution Solutions Group
DSGR
$1.61B
$127K ﹤0.01%
20,800
-23,000
-53% -$142K
IFT
2691
DELISTED
IMPERIAL HLDGS INC COM STK (FL)
IFT
$127K ﹤0.01%
19,400
-6,900
-26% -$43.1K
INVE icon
2692
Identive
INVE
$64.1M
$126K ﹤0.01%
21,883
+16,317
+293% +$105K
SHIP icon
2693
Seanergy Maritime Holdings
SHIP
$360M
$124K ﹤0.01%
5
– –
ESSX
2694
DELISTED
ESSEX RENTAL CORP. COMMON STOCK
ESSX
$123K ﹤0.01%
37,600
+15,600
+71% +$46.9K
CNSY
2695
Cerenome, Inc. Common Stock
CNSY
$25.5M
– –
0
– –
QCCO
2696
DELISTED
QC HLDGS INC
QCCO
$118K ﹤0.01%
66,100
+1,900
+3% +$3.92K
CHRM
2697
DELISTED
CHARM COMMUNICATIONS INC ADR REP STG SHS CL A (CYM)
CHRM
$118K ﹤0.01%
27,500
+2,200
+9% +$9.48K
ATEC icon
2698
Alphatec Holdings
ATEC
$1.51B
$117K ﹤0.01%
4,858
-2,500
-34% -$57.7K
SMMF
2699
DELISTED
Summit Financial Group, Inc.
SMMF
$117K ﹤0.01%
11,800
+1,800
+18% +$16.6K
ANH
2700
DELISTED
Anworth Mortgage Asset Corporation
ANH
$117K ﹤0.01%
27,900
-332,292
-92% -$1.49M
106 107
108
109 110

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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.