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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
BNSO
2701
DELISTED
Bonso Electronic International
BNSO
$116K ﹤0.01%
74,000
-300
-0.4% -$454
TCCO
2702
DELISTED
Technical Communications Corporation
TCCO
$116K ﹤0.01%
15,200
-800
-5% -$5.85K
AMCO
2703
DELISTED
ARMCO METALS HOLDINGS INC COM STK NEW (NV)
AMCO
$116K ﹤0.01%
37,670
+2,580
+7% +$9.94K
HIHO icon
2704
Highway Holdings
HIHO
$5.04M
$115K ﹤0.01%
38,400
+700
+2% +$1.89K
LYTS icon
2705
LSI Industries
LYTS
$912M
$115K ﹤0.01%
13,300
-11,800
-47% -$103K
FUSB icon
2706
First US Bancshares
FUSB
$90.7M
$114K ﹤0.01%
15,600
+400
+3% +$3.33K
PW
2707
Power REIT
PW
$2.93M
$114K ﹤0.01%
1,300
-310
-19% -$25.8K
PAL
2708
DELISTED
NORTH AMERICAN PALLADIUM LTD
PAL
$113K ﹤0.01%
+174,112
New +$123K
AMCF
2709
DELISTED
ANDATEE CHINA MARINE FUEL SVCS CORP COM STK (DE)
AMCF
$112K ﹤0.01%
65,600
+31,100
+90% +$44.5K
QBAK
2710
DELISTED
Qualstar Corp
QBAK
$110K ﹤0.01%
16,233
+16
+0.1% +$114
BXC icon
2711
BlueLinx
BXC
$705M
$109K ﹤0.01%
5,602
+4,513
+414% +$80.5K
CIVB icon
2712
Civista Bancshares
CIVB
$595M
$109K ﹤0.01%
16,700
+2,100
+14% +$13.7K
LSG
2713
DELISTED
LAKE SHORE GOLD CORP
LSG
$109K ﹤0.01%
+238,800
New +$96.1K
API
2714
DELISTED
Advanced Photonix Inc
API
$107K ﹤0.01%
154,900
+5,400
+4% +$3.68K
QRM
2715
DELISTED
QUEST RARE MINERALS LTD COM SHS CANADA
QRM
$107K ﹤0.01%
227,900
+19,600
+9% +$12K
BTUI
2716
DELISTED
BTU INTERNATIONAL INC
BTUI
$107K ﹤0.01%
35,700
+1,300
+4% +$4.05K
NAK
2717
Northern Dynasty Minerals
NAK
$930M
$104K ﹤0.01%
81,300
+58,100
+250% +$77.2K
ULBI icon
2718
Ultralife
ULBI
$124M
$104K ﹤0.01%
29,400
-6,600
-18% -$24.6K
STAB
2719
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$103K ﹤0.01%
+4,415
New +$120K
COBR
2720
DELISTED
COBRA ELECTRONICS CORP
COBR
$103K ﹤0.01%
34,000
-2,500
-7% -$7.08K
TSRI
2721
DELISTED
TSR Inc. New
TSRI
$103K ﹤0.01%
30,650
– –
BSI
2722
DELISTED
Alon Blue Square Israel Ltd
BSI
$102K ﹤0.01%
2,420
+110
+5% +$4.45K
PRPH
2723
DELISTED
ProPhase Labs
PRPH
$101K ﹤0.01%
6,250
-430
-6% -$7.74K
SUMR
2724
DELISTED
Summer Infant, Inc.
SUMR
$101K ﹤0.01%
6,176
+2,020
+49% +$43.9K
ADAT
2725
DELISTED
AUTHENTIDATE HOLDING CORP COM STK (DE)
ADAT
$101K ﹤0.01%
8,411
-1,056
-11% -$12.1K
107 108
109
110 111

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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.