We are live on ! Find out more
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
GMAN
2701
DELISTED
Gordmans Stores, Inc.
GMAN
$64K ﹤0.01%
14,900
-3,878
-21% -$17.6K
AGIG
2702
Abundia Global Impact Group
AGIG
$38.5M
$63K ﹤0.01%
1,098
+394
+56% +$23.2K
VSCI
2703
DELISTED
VISION SCIENCES INC (DEL)
VSCI
$61K ﹤0.01%
53,300
-14,400
-21% -$16.2K
PRPH
2704
DELISTED
ProPhase Labs
PRPH
$60K ﹤0.01%
3,560
-1,158
-25% -$21.4K
BPHX
2705
DELISTED
BLUEPHOENIX SOLUTIONS, LTD ORDINARY SHARES
BPHX
$60K ﹤0.01%
14,500
– –
SMTX
2706
DELISTED
SMTC Corporation
SMTX
$59K ﹤0.01%
32,300
-17,800
-36% -$31.3K
TOPS icon
2707
TOP Ships
TOPS
$4.83M
– –
0
– –
LIME
2708
DELISTED
LIME ENERGY CO.NEW COMMON STOCK
LIME
$57K ﹤0.01%
22,358
-1,200
-5% -$3.45K
CPHI icon
2709
China Pharma Holdings
CPHI
$44.2M
$56K ﹤0.01%
293
-23
-7% -$4.78K
MTL.PR
2710
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$54K ﹤0.01%
161,200
+9,100
+6% +$3.08K
VSCP
2711
DELISTED
VIRTUALSCOPICS INC COM NEW
VSCP
$53K ﹤0.01%
+11,290
New +$47.2K
NEWL
2712
DELISTED
NEWLEAD HOLDINGS LTD NEW (BMU)
NEWL
$52K ﹤0.01%
+4,148
New +$2.22M
YTEN
2713
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$49K ﹤0.01%
1
– –
RVP icon
2714
Retractable Technologies
RVP
$20.3M
$48K ﹤0.01%
19,300
+8,500
+79% +$26.6K
FU
2715
DELISTED
FAB UNIVERSAL CORP COM
FU
$48K ﹤0.01%
157,809
– –
ONCY
2716
DELISTED
ONCOLYTICS BIOTECH INC
ONCY
$46K ﹤0.01%
36,000
+12,400
+53% +$17.8K
AMCF
2717
DELISTED
ANDATEE CHINA MARINE FUEL SVCS CORP COM STK (DE)
AMCF
$46K ﹤0.01%
28,500
-23,400
-45% -$45.6K
AXX
2718
DELISTED
Alderon Iron Ore Corp
AXX
$44K ﹤0.01%
+37,200
New +$51.2K
CRWN
2719
DELISTED
CROWN MEDIA HOLDINGS INC CL-A
CRWN
$42K ﹤0.01%
11,608
-21,047
-64% -$75.6K
KOSS icon
2720
Koss Corp
KOSS
$34.7M
$38K ﹤0.01%
+11,800
New +$48.2K
SSY
2721
DELISTED
SunLink Health Systems
SSY
$36K ﹤0.01%
29,200
+12,000
+70% +$16.2K
TRX icon
2722
TRX Gold Corp
TRX
$341M
$36K ﹤0.01%
16,000
-143
-0.9% -$305
ZX
2723
DELISTED
China Zenix Auto Internatl Ltd
ZX
$36K ﹤0.01%
16,200
+1,400
+9% +$3.25K
STLY
2724
DELISTED
Stanley Furniture Co Inc
STLY
$34K ﹤0.01%
+12,700
New +$34.8K
GRH
2725
DELISTED
GREENHUNTER RESOURCES INC. COM
GRH
$33K ﹤0.01%
16,500
-3,800
-19% -$4.39K
107 108
109
110 111

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.