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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
CBAN icon
2726
Colony Bankcorp
CBAN
$471M
$79K ﹤0.01%
12,900
+1,000
+8% +$6.24K
IIP
2727
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
$79K ﹤0.01%
11,100
-15,500
-58% -$110K
KGJI
2728
DELISTED
Kingold Jewelry Inc.
KGJI
$79K ﹤0.01%
+7,950
New +$84.7K
KBIO
2729
DELISTED
KALOBIOS PHARMACEUTICALS INC COM STK NEW (DE)
KBIO
$79K ﹤0.01%
3,655
+1,339
+58% +$38.8K
CHGS
2730
DELISTED
CHINA GENGSHENG MINERALS, INC. COMMON STOCK (NV)
CHGS
$79K ﹤0.01%
245,600
+187,300
+321% +$74.2K
AEHL icon
2731
Antelope Enterprise Holdings
AEHL
$5.37M
– –
0
– –
VTNR
2732
DELISTED
Vertex Energy, Inc
VTNR
$76K ﹤0.01%
+11,800
New +$45.4K
ULBI icon
2733
Ultralife
ULBI
$124M
$75K ﹤0.01%
17,700
-11,700
-40% -$44.9K
RADA
2734
DELISTED
Rada Electronic Industries Ltd
RADA
$75K ﹤0.01%
24,167
+300
+1% +$889
XWES
2735
DELISTED
WORLD ENERGY SOLUTIONS INC NEW COMMON (DE)
XWES
$74K ﹤0.01%
+15,400
New +$68.6K
PRIS.B
2736
DELISTED
PROMOTORA DE INFORMACIONES SA ADR REPSTG 4 CL B CONV SHS
PRIS.B
$71K ﹤0.01%
+25,314
New +$63.9K
HDY
2737
DELISTED
HYPERDYNAMICS CORP (NEW)
HDY
$70K ﹤0.01%
40,115
-23,965
-37% -$114K
FLL icon
2738
Full House Resorts
FLL
$84.3M
$68K ﹤0.01%
31,287
+5,187
+20% +$12.9K
SIEB icon
2739
Siebert Financial
SIEB
$78.1M
$68K ﹤0.01%
22,100
-200
-0.9% -$525
YTEN
2740
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$67K ﹤0.01%
1
– –
EMXX
2741
DELISTED
Eurasian Minerals Inc
EMXX
$67K ﹤0.01%
64,200
+5,000
+8% +$5.27K
ICCC icon
2742
ImmuCell
ICCC
$98.6M
$66K ﹤0.01%
13,700
+1,300
+10% +$5.66K
PESI icon
2743
Perma-Fix Environmental Services
PESI
$381M
$66K ﹤0.01%
+13,600
New +$48.4K
PVG
2744
DELISTED
PRETIUM RESOURCES INC.
PVG
$66K ﹤0.01%
+11,300
New +$69.6K
TWER
2745
DELISTED
Towerstream Corporation Common Stock
TWER
$66K ﹤0.01%
+1,400
New +$74.9K
GAU
2746
Galiano Gold
GAU
$547M
$64K ﹤0.01%
+30,900
New +$61.5K
BPHX
2747
DELISTED
BLUEPHOENIX SOLUTIONS, LTD ORDINARY SHARES
BPHX
$63K ﹤0.01%
14,500
– –
BLRX
2748
BioLineRX
BLRX
$11.8M
$60K ﹤0.01%
45
+28
+165% +$46K
FPP.WS
2749
DELISTED
FieldPoint Petroleum Corporation Common Stock Purchase Warrants
FPP.WS
$55K ﹤0.01%
58,900
-11,000
-16% -$9.11K
QRM
2750
DELISTED
QUEST RARE MINERALS LTD COM SHS CANADA
QRM
$55K ﹤0.01%
108,200
-119,700
-53% -$58.8K
108 109
110
111 112

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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.