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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
MILL
2726
DELISTED
MILLER ENERGY RESOURCES, INC COM STK
MILL
$101K ﹤0.01%
14,400
-40,600
-74% -$300K
FMNB icon
2727
Farmers National Banc Corp
FMNB
$970M
$100K ﹤0.01%
15,202
+1,202
+9% +$7.58K
AXR icon
2728
AMREP Corp
AXR
$118M
$99K ﹤0.01%
14,180
+2,800
+25% +$20.7K
EMITF
2729
DELISTED
Elbit Imaging Ltd
EMITF
$99K ﹤0.01%
1,362
-97
-7% -$6.24K
REFR icon
2730
Research Frontiers
REFR
$15.2M
$98K ﹤0.01%
+16,900
New +$91.9K
VRS
2731
DELISTED
VERSO CORP COM STK (DE)
VRS
$98K ﹤0.01%
156,900
-3,300
-2% -$2.24K
NTS
2732
DELISTED
NTS INC COM STK (NV)
NTS
$98K ﹤0.01%
+49,900
New +$93.5K
GRO
2733
DELISTED
Agria Corp
GRO
$97K ﹤0.01%
66,300
+29,100
+78% +$41K
WVVI icon
2734
Willamette Valley Vineyards
WVVI
$12M
$96K ﹤0.01%
15,200
+4,400
+41% +$26.6K
EDS
2735
DELISTED
EXCEED COMPANY LTD ORD SHS
EDS
$93K ﹤0.01%
56,300
-1,300
-2% -$2.05K
FBIO icon
2736
Fortress Biotech
FBIO
$99M
$92K ﹤0.01%
+2,338
New +$90.3K
KID
2737
DELISTED
KID BRANDS,INC COMMON STOCK
KID
$92K ﹤0.01%
89,800
-3,100
-3% -$3.82K
TRX icon
2738
TRX Gold Corp
TRX
$341M
$89K ﹤0.01%
+50,867
New +$107K
CHCI icon
2739
Comstock Holding Companies
CHCI
$173M
$88K ﹤0.01%
6,315
-6,170
-49% -$83.1K
BTG icon
2740
B2Gold
BTG
$6.7B
$86K ﹤0.01%
+41,800
New +$93.3K
RDNT icon
2741
RadNet
RDNT
$6.08B
$86K ﹤0.01%
51,500
+36,433
+242% +$77.6K
GIG
2742
DELISTED
GigPeak, Inc.
GIG
$86K ﹤0.01%
56,300
+30,100
+115% +$44.3K
IMH
2743
DELISTED
Impac Mortgage Holdings Inc.
IMH
$86K ﹤0.01%
+14,400
New +$97K
YTEN
2744
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$85K ﹤0.01%
1
– –
TOF
2745
DELISTED
TOFUTTI BRANDS INC
TOF
$85K ﹤0.01%
24,800
+700
+3% +$1.95K
DARA
2746
DELISTED
DARA BIOSCIENCES INC COM STK (DE)
DARA
$85K ﹤0.01%
+31,435
New +$82.1K
GROW icon
2747
US Global Investors
GROW
$38.8M
$84K ﹤0.01%
33,100
+100
+0.3% +$261
INOC
2748
DELISTED
INNOTRAC CORP
INOC
$83K ﹤0.01%
+10,200
New +$73.4K
AAME icon
2749
Atlantic American Corp
AAME
$29M
$82K ﹤0.01%
20,100
+5,700
+40% +$22.9K
IVAN
2750
DELISTED
IVANHOE ENERGY INC COM SHS (CDA)
IVAN
$82K ﹤0.01%
18,986
+14,720
+345% +$63.7K
108 109
110
111 112

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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.