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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
WH
2676
DELISTED
WSP HOLDINGS LTD ADR NEW
WH
$89K ﹤0.01%
96,240
-1,900
-2% -$3.84K
TSRI
2677
DELISTED
TSR Inc. New
TSRI
$88K ﹤0.01%
29,550
+300
+1% +$940
CBAN icon
2678
Colony Bankcorp
CBAN
$471M
$86K ﹤0.01%
13,600
+700
+5% +$4.26K
SHIP icon
2679
Seanergy Maritime Holdings
SHIP
$360M
$85K ﹤0.01%
5
– –
ASMB icon
2680
Assembly Biosciences
ASMB
$594M
$83K ﹤0.01%
1,052
-1,220
-54% -$86.5K
RBPAA
2681
DELISTED
Royal Bancshares Of Pennsylvania Inc
RBPAA
$82K ﹤0.01%
47,000
+2,800
+6% +$6.9K
DLHC icon
2682
DLH Holdings
DLHC
$68.7M
$80K ﹤0.01%
42,575
+4,500
+12% +$7.84K
BSI
2683
DELISTED
Alon Blue Square Israel Ltd
BSI
$80K ﹤0.01%
2,490
-10
-0.4% -$353
OSN
2684
DELISTED
Ossen Innovation Co., Ltd.
OSN
$79K ﹤0.01%
26,833
+2,300
+9% +$6.76K
FPP.WS
2685
DELISTED
FieldPoint Petroleum Corporation Common Stock Purchase Warrants
FPP.WS
$77K ﹤0.01%
47,403
-11,497
-20% -$15.7K
TMQ
2686
Trilogy Metals
TMQ
$653M
$76K ﹤0.01%
+69,400
New +$76.5K
ARL icon
2687
American Realty Investors
ARL
$246M
$74K ﹤0.01%
+11,000
New +$83.3K
TCCO
2688
DELISTED
Technical Communications Corporation
TCCO
$73K ﹤0.01%
15,700
+500
+3% +$2.65K
WVVI icon
2689
Willamette Valley Vineyards
WVVI
$12M
$72K ﹤0.01%
12,100
-2,500
-17% -$14.5K
CHRM
2690
DELISTED
CHARM COMMUNICATIONS INC ADR REP STG SHS CL A (CYM)
CHRM
$72K ﹤0.01%
16,100
-12,300
-43% -$53.4K
BAXS
2691
DELISTED
BAXANO SURGICAL INC COM STK (DE)
BAXS
$71K ﹤0.01%
124,100
-136,583
-52% -$107K
COCO
2692
DELISTED
CORINTHIAN COLLEGES INC
COCO
$69K ﹤0.01%
+234,344
New +$225K
ICCC icon
2693
ImmuCell
ICCC
$98.6M
$68K ﹤0.01%
15,500
+1,800
+13% +$7.58K
ULBI icon
2694
Ultralife
ULBI
$124M
$68K ﹤0.01%
17,800
+100
+0.6% +$383
RADA
2695
DELISTED
Rada Electronic Industries Ltd
RADA
$68K ﹤0.01%
24,517
+350
+1% +$1.02K
CERE
2696
DELISTED
CERES, INC. COMMON STOCK NEW
CERE
$68K ﹤0.01%
+12,813
New +$67.3K
ERS
2697
DELISTED
Empire Resources, Inc.
ERS
$67K ﹤0.01%
+16,100
New +$66.1K
VRS
2698
DELISTED
VERSO CORP COM STK (DE)
VRS
$65K ﹤0.01%
30,800
-16,600
-35% -$41K
PAL
2699
DELISTED
NORTH AMERICAN PALLADIUM LTD
PAL
$65K ﹤0.01%
228,100
+200,500
+726% +$61.6K
SIEB icon
2700
Siebert Financial
SIEB
$78.1M
$64K ﹤0.01%
22,800
+700
+3% +$2.13K
106 107
108
109 110

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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.