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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
+8.26%
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
$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
EDS
2701
DELISTED
EXCEED COMPANY LTD ORD SHS
EDS
$86K ﹤0.01%
57,600
-300
-0.5% -$409
AIM
2702
AIM ImmunoTech
AIM
$7.25M
$86K ﹤0.01%
7
+5
+250% +$63K
PLAG icon
2703
Planet Green Holdings
PLAG
$15.5M
$84K ﹤0.01%
433
+25
+6% +$5.51K
HEOP
2704
DELISTED
Heritage Oaks Bancorp
HEOP
$83K ﹤0.01%
+13,000
New +$84.2K
API
2705
DELISTED
Advanced Photonix Inc
API
$82K ﹤0.01%
149,500
-11,700
-7% -$6.88K
HIHO icon
2706
Highway Holdings
HIHO
$5.14M
$80K ﹤0.01%
37,700
-1,600
-4% -$3.22K
VSCI
2707
DELISTED
VISION SCIENCES INC (DEL)
VSCI
$79K ﹤0.01%
80,300
-7,200
-8% -$6.94K
ORBT
2708
DELISTED
ORBIT INTERNATIONAL CORP
ORBT
$78K ﹤0.01%
23,000
+1,800
+8% +$6.17K
OINK
2709
DELISTED
TIANLI AGRITECH INC COM SH (VGB)
OINK
$78K ﹤0.01%
79,200
+5,500
+7% +$3.92K
INVT
2710
DELISTED
Inventergy Global, Inc.
INVT
$77K ﹤0.01%
3,697
-125
-3% -$2.47K
ATL
2711
DELISTED
ATLATSA RES CORP RESOURCES CORP (F)
ATL
$77K ﹤0.01%
202,900
+72,000
+55% +$22.7K
PRXI
2712
DELISTED
PREMIER EXHIBITIONS INC COM STK NEW (FL)
PRXI
$77K ﹤0.01%
5,000
-2,860
-36% -$48.6K
AUMN
2713
DELISTED
Golden Minerals Company
AUMN
$76K ﹤0.01%
+3,180
New +$101K
ADAT
2714
DELISTED
AUTHENTIDATE HOLDING CORP COM STK (DE)
ADAT
$76K ﹤0.01%
9,467
-1,911
-17% -$15.4K
ONCY
2715
DELISTED
ONCOLYTICS BIOTECH INC
ONCY
$76K ﹤0.01%
31,500
– –
MY
2716
DELISTED
CHINA MING YANG WIND PWR GRP LTD ADS RSPTG 1 ORD SHS (CHINA)
MY
$76K ﹤0.01%
31,800
-393,600
-93% -$675K
ESSX
2717
DELISTED
ESSEX RENTAL CORP. COMMON STOCK
ESSX
$75K ﹤0.01%
22,000
+300
+1% +$1.22K
AMCF
2718
DELISTED
ANDATEE CHINA MARINE FUEL SVCS CORP COM STK (DE)
AMCF
$74K ﹤0.01%
34,500
+1,600
+5% +$1.11K
ATRM
2719
DELISTED
ATRM HOLDINGS INC COMMON STOCK
ATRM
$72K ﹤0.01%
18,150
-440
-2% -$1.86K
APYX icon
2720
Apyx Medical
APYX
$128M
$71K ﹤0.01%
25,000
-8,300
-25% -$25.4K
DCTH
2721
DELISTED
Delcath Systems Inc
DCTH
$71K ﹤0.01%
+840
New +$78.3K
GLDC
2722
DELISTED
GOLDEN ENTERPRISES
GLDC
$71K ﹤0.01%
18,000
+1,800
+11% +$6.46K
MTL.PR
2723
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$70K ﹤0.01%
89,600
+46,300
+107% +$37.4K
LPTH icon
2724
Lightpath Technologies
LPTH
$823M
$69K ﹤0.01%
+57,400
New +$89.2K
STLY
2725
DELISTED
Stanley Furniture Co Inc
STLY
$69K ﹤0.01%
18,696
-10,816
-37% -$38.9K
107 108
109
110 111

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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.