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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
RADA
2726
DELISTED
Rada Electronic Industries Ltd
RADA
$67K ﹤0.01%
23,217
– –
CBAN icon
2727
Colony Bankcorp
CBAN
$472M
$66K ﹤0.01%
+11,200
New +$75.9K
HPJ
2728
DELISTED
Highpower International Inc
HPJ
$66K ﹤0.01%
44,200
-2,100
-5% -$2.43K
YTEN
2729
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$63K ﹤0.01%
1
– –
WVVI icon
2730
Willamette Valley Vineyards
WVVI
$11.8M
$62K ﹤0.01%
+10,800
New +$53.2K
FPP.WS
2731
DELISTED
FieldPoint Petroleum Corporation Common Stock Purchase Warrants
FPP.WS
$62K ﹤0.01%
80,500
-12,300
-13% -$9.09K
BPHX
2732
DELISTED
BLUEPHOENIX SOLUTIONS, LTD ORDINARY SHARES
BPHX
$62K ﹤0.01%
14,300
-1,800
-11% -$7.78K
LIME
2733
DELISTED
LIME ENERGY CO.NEW COMMON STOCK
LIME
$61K ﹤0.01%
17,843
-371
-2% -$1.8K
BLDP
2734
Ballard Power Systems
BLDP
$784M
$59K ﹤0.01%
33,700
+12,490
+59% +$22.4K
AAME icon
2735
Atlantic American Corp
AAME
$29.2M
$58K ﹤0.01%
14,400
+3,800
+36% +$14.7K
SURG
2736
DELISTED
SYNERGETICS USA, INC.
SURG
$58K ﹤0.01%
12,700
-11,500
-48% -$47.7K
CMFO
2737
DELISTED
China Marine Food Group Limited Common Stock
CMFO
$55K ﹤0.01%
145,700
-51,400
-26% -$32.3K
ICCC icon
2738
ImmuCell
ICCC
$100M
$52K ﹤0.01%
11,000
+1,000
+10% +$3.91K
TOF
2739
DELISTED
TOFUTTI BRANDS INC
TOF
$51K ﹤0.01%
24,100
+100
+0.4% +$195
RBPAA
2740
DELISTED
Royal Bancshares Of Pennsylvania Inc
RBPAA
$50K ﹤0.01%
36,600
-700
-2% -$1.08K
BAA
2741
DELISTED
Banro Corporation Common Stock
BAA
$50K ﹤0.01%
7,580
-28,070
-79% -$226K
UUU icon
2742
Universal Safety Products Inc
UUU
$10.7M
$49K ﹤0.01%
10,100
-600
-6% -$2.99K
CPHI icon
2743
China Pharma Holdings
CPHI
$45M
$48K ﹤0.01%
343
-12
-3% -$1.39K
SMTX
2744
DELISTED
SMTC Corporation
SMTX
$47K ﹤0.01%
24,000
-900
-4% -$1.72K
QKLS
2745
DELISTED
QKL STORES INC COM ST NEW
QKLS
$45K ﹤0.01%
10,153
-900
-8% -$4.16K
KEM
2746
DELISTED
KEMET Corporation
KEM
$45K ﹤0.01%
+10,801
New +$46.7K
SARA
2747
DELISTED
SARATOGA RESOURCES INC
SARA
$43K ﹤0.01%
17,900
-33,100
-65% -$66.3K
GPUS
2748
Hyperscale Data Inc
GPUS
$52.6M
– –
0
– –
GRO
2749
DELISTED
Agria Corp
GRO
$42K ﹤0.01%
37,200
+5,600
+18% +$6.39K
INVE icon
2750
Identive
INVE
$64.4M
$40K ﹤0.01%
5,566
+3,126
+128% +$24.1K
108 109
110
111 112

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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.