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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
-1.77%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$36.5B
AUM Growth
-$6.37B
Cap. Flow
-$5.32B
Cap. Flow %
-14.57%
Top 10 Hldgs %
13.42%
Holding
3,213
New
460
Increased
1,222
Reduced
1,053
Closed
459

Top Buys

Rank Stock Value
1
VIAB
Viacom Inc. Class B
VIAB
+$109M
2
ORCL icon
Oracle
ORCL
+$107M
3
COP icon
ConocoPhillips
COP
+$105M
4
BAC icon
Bank of America
BAC
+$100M
5
CL icon
Colgate-Palmolive
CL
+$93.5M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$518M
2
INTC icon
Intel
INTC
+$486M
3
IBM icon
IBM
IBM
+$306M
4
PFE icon
Pfizer
PFE
+$286M
5
UPS icon
United Parcel Service
UPS
+$209M

Sector Composition

Rank Sector Weight
1 Technology 13.53%
2 Healthcare 12.29%
3 Consumer Staples 10.94%
4 Consumer Discretionary 10.57%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSI
2676
DELISTED
Alon Blue Square Israel Ltd
BSI
$87K ﹤0.01%
2,910
+420
+17% +$13K
ADNC
2677
DELISTED
AUDIENCE INC COM STK (DE)
ADNC
$85K ﹤0.01%
+11,500
New +$105K
ULBI icon
2678
Ultralife
ULBI
$120M
$84K ﹤0.01%
25,800
+8,000
+45% +$27.5K
WGA
2679
DELISTED
AG&E Holdings Inc
WGA
$84K ﹤0.01%
74,976
-2,000
-3% -$2.56K
FLL icon
2680
Full House Resorts
FLL
$83.5M
$82K ﹤0.01%
70,885
-10,541
-13% -$12.5K
ALSK
2681
DELISTED
Alaska Communications Systems
ALSK
$82K ﹤0.01%
+52,100
New +$90.2K
NEPT
2682
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
$81K ﹤0.01%
30
+1
+3% +$3.02K
GAU
2683
Galiano Gold
GAU
$546M
$80K ﹤0.01%
38,300
-224,405
-85% -$540K
BAA
2684
DELISTED
Banro Corporation Common Stock
BAA
$78K ﹤0.01%
49,120
+45,830
+1,393% +$120K
MBOT icon
2685
Microbot Medical
MBOT
$117M
$76K ﹤0.01%
+37
New +$97.6K
STLY
2686
DELISTED
Stanley Furniture Co Inc
STLY
$72K ﹤0.01%
25,775
+13,075
+103% +$35.1K
NSPH
2687
DELISTED
NANOSPHERE INC. COM NEW
NSPH
$72K ﹤0.01%
6,308
-1,535
-20% -$32K
PTE
2688
DELISTED
PolarityTE, Inc. Common Stock
PTE
$71K ﹤0.01%
449
+136
+43% +$34.8K
ZX
2689
DELISTED
China Zenix Auto Internatl Ltd
ZX
$71K ﹤0.01%
40,200
+24,000
+148% +$51.5K
IVAC
2690
DELISTED
Intevac Inc
IVAC
$70K ﹤0.01%
10,500
-1,500
-13% -$10.4K
KGJI
2691
DELISTED
Kingold Jewelry Inc.
KGJI
$70K ﹤0.01%
8,883
-7,684
-46% -$58.7K
CACH
2692
DELISTED
CACHE INC (DE)
CACH
$69K ﹤0.01%
82,360
+63,060
+327% +$73.5K
VGZ icon
2693
Vista Gold
VGZ
$339M
$67K ﹤0.01%
164,071
-328,529
-67% -$153K
TCCO
2694
DELISTED
Technical Communications Corporation
TCCO
$66K ﹤0.01%
15,500
-200
-1% -$835
ROSG
2695
DELISTED
Rosetta Genomics Ltd.
ROSG
$65K ﹤0.01%
+1,533
New +$69.7K
VSCP
2696
DELISTED
VIRTUALSCOPICS INC COM NEW
VSCP
$65K ﹤0.01%
14,290
+3,000
+27% +$13.2K
WVVI icon
2697
Willamette Valley Vineyards
WVVI
$11.5M
$62K ﹤0.01%
11,200
-900
-7% -$5.07K
GENE
2698
DELISTED
Genetic Technologies Ltd.
GENE
$62K ﹤0.01%
1,088
+908
+504% +$70.9K
PRPH
2699
DELISTED
ProPhase Labs
PRPH
$61K ﹤0.01%
4,370
+810
+23% +$12.6K
PIOI
2700
DELISTED
Active Power Inc
PIOI
$61K ﹤0.01%
+30,700
New +$71.7K
106 107
108
109 110

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Jim Simons's Q3 2014 Portfolio in Review

As of Q3 2014, Jim Simons held 3,213 positions worth $36.5B, down 15% from $42.9B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Jim Simons withdrew a net $5.32B in Q3 2014, closing 459 positions and reducing 1,053 holdings. Its most notable exit was Apple, an estimated $518M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 16% a quarter earlier, followed by Healthcare and Consumer Staples.

Against the trend, Jim Simons opened a new position in Viacom Inc. Class B worth $102M.

  • Jim Simons's largest Q3 2014 buy was Viacom Inc. Class B: 1,327,500 shares worth $102M.
  • Jim Simons added most to ConocoPhillips in Q3 2014, an estimated $105M increase.
  • Jim Simons's biggest Q3 2014 reduction was Intel, cutting an estimated $486M.
  • Jim Simons fully exited Apple in Q3 2014, selling an estimated $518M.
  • Jim Simons's ten largest holdings make up 13% of its $36.5B portfolio in Q3 2014.
  • Jim Simons opened 460 new positions and closed 459 in Q3 2014.
  • Jim Simons's portfolio value fell 15% quarter-over-quarter to $36.5B.

Based on Renaissance Technologies's 13F filing for Q3 2014, filed 12 Nov 2014.