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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
+4.17%
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
TIGR
2726
DELISTED
TIGERLOGIC CORPORATION COM STK (DE)
TIGR
$33K ﹤0.01%
24,900
+3,700
+17% +$5.05K
QKLS
2727
DELISTED
QKL STORES INC COM ST NEW
QKLS
$32K ﹤0.01%
+10,753
New +$39.5K
SDEV
2728
Stablecoin Development Corp
SDEV
$50.6M
– –
0
– –
CACH
2729
DELISTED
CACHE INC (DE)
CACH
$31K ﹤0.01%
19,300
-88,100
-82% -$195K
ERB
2730
DELISTED
ERBA DIAGNOSTICS
ERB
$28K ﹤0.01%
14,366
-30,834
-68% -$55.4K
COSI
2731
DELISTED
COSI INC NEW COM STK (DE)
COSI
$27K ﹤0.01%
+23,800
New +$27.9K
QRM
2732
DELISTED
QUEST RARE MINERALS LTD COM SHS CANADA
QRM
$27K ﹤0.01%
96,000
-12,200
-11% -$4.86K
CHYR
2733
DELISTED
CHYRONHEGO CORP COM STK (NY)
CHYR
$26K ﹤0.01%
+12,591
New +$28.4K
CASM
2734
DELISTED
CAS Medical Systems, Inc.
CASM
$25K ﹤0.01%
+12,400
New +$26.3K
RITT
2735
DELISTED
RIT TECHNOLOGIES LTD COM STK (IL)
RITT
$25K ﹤0.01%
17,300
-2,900
-14% -$4.47K
DGSE
2736
DELISTED
DGSE Companies, Inc.
DGSE
$25K ﹤0.01%
+16,900
New +$34.9K
PSTR
2737
DELISTED
POSTROCK ENERGY CORP COM STK (DE) NEW
PSTR
$22K ﹤0.01%
1,450
+190
+15% +$2.67K
ZA
2738
DELISTED
ZUOAN FASHION LTD SPON ADR REPSTG 16 ORD SHS
ZA
$20K ﹤0.01%
2,850
-7,646
-73% -$56.5K
KIOR
2739
DELISTED
KIOR, INC CLASS A COM STK
KIOR
$20K ﹤0.01%
54,205
-711,107
-93% -$386K
GENE
2740
DELISTED
Genetic Technologies Ltd.
GENE
$19K ﹤0.01%
+180
New +$21.5K
CYHHZ
2741
DELISTED
Community Health Systems, Inc. Series A Contingent Value Rights
CYHHZ
$19K ﹤0.01%
282,279
– –
XBKS
2742
DELISTED
Xenith Bankshares, Inc. Common Stock
XBKS
$19K ﹤0.01%
1,075
-2,168
-67% -$36.2K
STAB
2743
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$18K ﹤0.01%
1,910
-524
-22% -$6.12K
OXF
2744
DELISTED
OXFORD RESOURCES PARTNERS,LP COM UNIT RPSTG LTD PARTNER INT
OXF
$18K ﹤0.01%
+20,968
New +$23.8K
BAA
2745
DELISTED
Banro Corporation Common Stock
BAA
$16K ﹤0.01%
+3,290
New +$15K
EMITF
2746
DELISTED
Elbit Imaging Ltd
EMITF
$14K ﹤0.01%
1,254
+709
+130% +$8.4K
ACUR
2747
DELISTED
Acura Pharmaceuticals
ACUR
$14K ﹤0.01%
+2,540
New +$15.4K
BODY
2748
DELISTED
BODY CENTRAL CORP COM STK
BODY
$14K ﹤0.01%
16,100
-393,458
-96% -$367K
LGL.WS
2749
DELISTED
LGL GROUP INC WT EXP 08/06/2018
LGL.WS
$9K ﹤0.01%
257,800
-6,600
-2% -$308
SOQ
2750
DELISTED
SONDE RESOURCES CORP COM NEW (CAD)
SOQ
$9K ﹤0.01%
+25,100
New +$9.83K
108 109
110
111 112

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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.