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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
SMTX
2701
DELISTED
SMTC Corporation
SMTX
$100K ﹤0.01%
50,100
+15,700
+46% +$34.5K
SKH
2702
DELISTED
SKILLED HEALTHCARE GROUP, INC. CLASS A COM STK
SKH
$100K ﹤0.01%
+18,900
New +$89.2K
ATHX
2703
DELISTED
Athersys, Inc. Common Stock
ATHX
$99K ﹤0.01%
1,220
-12,614
-91% -$1.17M
BSI
2704
DELISTED
Alon Blue Square Israel Ltd
BSI
$99K ﹤0.01%
2,500
+80
+3% +$3.17K
HBP
2705
DELISTED
Huttig Building Products, Inc.
HBP
$98K ﹤0.01%
+21,300
New +$97.4K
MOBI
2706
DELISTED
Sky-mobi Limited ADS
MOBI
$98K ﹤0.01%
+11,100
New +$70.4K
PRXI
2707
DELISTED
PREMIER EXHIBITIONS INC COM STK NEW (FL)
PRXI
$98K ﹤0.01%
10,380
+6,160
+146% +$61.5K
TECUB
2708
DELISTED
TECUMSEH PRODUCTS CO CL-B
TECUB
$98K ﹤0.01%
14,400
-600
-4% -$4.08K
GFN
2709
DELISTED
General Finance Corporation
GFN
$98K ﹤0.01%
+12,406
New +$86K
TSRI
2710
DELISTED
TSR Inc. New
TSRI
$98K ﹤0.01%
29,250
-1,400
-5% -$4.57K
DLHC icon
2711
DLH Holdings
DLHC
$68.7M
$97K ﹤0.01%
38,075
+14,500
+62% +$35.1K
AAME icon
2712
Atlantic American Corp
AAME
$29M
$95K ﹤0.01%
26,000
+5,900
+29% +$23K
WVVI icon
2713
Willamette Valley Vineyards
WVVI
$12M
$95K ﹤0.01%
14,600
-600
-4% -$3.78K
PRPH
2714
DELISTED
ProPhase Labs
PRPH
$94K ﹤0.01%
4,718
-1,532
-25% -$29.1K
GLDC
2715
DELISTED
GOLDEN ENTERPRISES
GLDC
$94K ﹤0.01%
21,500
+1,700
+9% +$7.06K
LIME
2716
DELISTED
LIME ENERGY CO.NEW COMMON STOCK
LIME
$91K ﹤0.01%
23,558
-400
-2% -$1.34K
ZA
2717
DELISTED
ZUOAN FASHION LTD SPON ADR REPSTG 16 ORD SHS
ZA
$87K ﹤0.01%
10,496
+5,246
+100% +$40.2K
ORBT
2718
DELISTED
ORBIT INTERNATIONAL CORP
ORBT
$87K ﹤0.01%
29,700
+5,800
+24% +$19.4K
SUMR
2719
DELISTED
Summer Infant, Inc.
SUMR
$86K ﹤0.01%
4,595
-1,581
-26% -$28.2K
REPX icon
2720
Riley Exploration Permian
REPX
$786M
$85K ﹤0.01%
1,398
+445
+47% +$23.6K
OSN
2721
DELISTED
Ossen Innovation Co., Ltd.
OSN
$84K ﹤0.01%
24,533
+4,333
+21% +$15.4K
MBIS
2722
DELISTED
MEDIABISTRO INC COM (DE)
MBIS
$84K ﹤0.01%
34,741
-10,700
-24% -$28.2K
CSUN
2723
DELISTED
CHINA SUNERGY CO LTD ADS(CAYMAN ISLANDS)
CSUN
$81K ﹤0.01%
18,799
-147,933
-89% -$847K
VSCI
2724
DELISTED
VISION SCIENCES INC (DEL)
VSCI
$81K ﹤0.01%
67,700
-2,300
-3% -$3.12K
CPHI icon
2725
China Pharma Holdings
CPHI
$44.2M
$80K ﹤0.01%
316
+11
+4% +$3.04K
107 108
109
110 111

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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.