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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
TOF
2676
DELISTED
TOFUTTI BRANDS INC
TOF
$127K ﹤0.01%
28,300
+3,500
+14% +$16.7K
AMRC icon
2677
Ameresco
AMRC
$1.47B
$125K ﹤0.01%
+16,500
New +$156K
BNSO
2678
DELISTED
Bonso Electronic International
BNSO
$125K ﹤0.01%
73,800
-200
-0.3% -$369
CRWN
2679
DELISTED
CROWN MEDIA HOLDINGS INC CL-A
CRWN
$125K ﹤0.01%
32,655
+14,168
+77% +$47.3K
SVLC
2680
DELISTED
SILVERCREST MINES INC ORD SHS (CDA)
SVLC
$123K ﹤0.01%
+66,600
New +$140K
CHRM
2681
DELISTED
CHARM COMMUNICATIONS INC ADR REP STG SHS CL A (CYM)
CHRM
$123K ﹤0.01%
28,400
+900
+3% +$3.76K
EVI icon
2682
EVI Industries
EVI
$209M
$122K ﹤0.01%
+36,300
New +$116K
ECTE
2683
DELISTED
ECHO THERAPEUTICS, INC. NEW COMMON STOCK (DE)
ECTE
$122K ﹤0.01%
40,787
-74,500
-65% -$245K
GPUS
2684
Hyperscale Data Inc
GPUS
$52.2M
– –
0
– –
PLAG icon
2685
Planet Green Holdings
PLAG
$16.1M
$120K ﹤0.01%
402
-6
-1% -$1.59K
MJES
2686
DELISTED
MAJESCO HOLDINGS INC. NEW
MJES
$120K ﹤0.01%
295,800
-299,527
-50% -$122K
ERB
2687
DELISTED
ERBA DIAGNOSTICS
ERB
$116K ﹤0.01%
45,200
-28,000
-38% -$82.7K
SHIP icon
2688
Seanergy Maritime Holdings
SHIP
$360M
$115K ﹤0.01%
5
– –
AMCF
2689
DELISTED
ANDATEE CHINA MARINE FUEL SVCS CORP COM STK (DE)
AMCF
$115K ﹤0.01%
51,900
-13,700
-21% -$24.2K
KONE
2690
DELISTED
Kingtone Wirelessinfo Solution Holding Ltd
KONE
$111K ﹤0.01%
+16,080
New +$116K
HIHO icon
2691
Highway Holdings
HIHO
$5.04M
$110K ﹤0.01%
40,700
+2,300
+6% +$6.43K
BTUI
2692
DELISTED
BTU INTERNATIONAL INC
BTUI
$109K ﹤0.01%
35,200
-500
-1% -$1.52K
LMAT icon
2693
LeMaitre Vascular
LMAT
$1.87B
$107K ﹤0.01%
+13,278
New +$106K
CETV
2694
DELISTED
Central European Media Enterprises Ltd
CETV
$106K ﹤0.01%
35,715
-15,164
-30% -$50K
PW
2695
Power REIT
PW
$2.93M
$104K ﹤0.01%
1,180
-120
-9% -$11.1K
API
2696
DELISTED
Advanced Photonix Inc
API
$104K ﹤0.01%
166,000
+11,100
+7% +$7.53K
GMAN
2697
DELISTED
Gordmans Stores, Inc.
GMAN
$103K ﹤0.01%
18,778
-21,722
-54% -$148K
COBR
2698
DELISTED
COBRA ELECTRONICS CORP
COBR
$102K ﹤0.01%
30,300
-3,700
-11% -$12K
NEO icon
2699
NeoGenomics
NEO
$2.11B
$101K ﹤0.01%
29,096
+6,997
+32% +$26.2K
TCCO
2700
DELISTED
Technical Communications Corporation
TCCO
$101K ﹤0.01%
15,200
– –
106 107
108
109 110

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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.