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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
REPX icon
2751
Riley Exploration Permian
REPX
$782M
$38K ﹤0.01%
755
+114
+18% +$6.45K
SIEB icon
2752
Siebert Financial
SIEB
$77.7M
$38K ﹤0.01%
22,500
-300
-1% -$475
WYY icon
2753
WidePoint Corp
WYY
$115M
$37K ﹤0.01%
+4,160
New +$35.1K
PLG
2754
Platinum Group Metals
PLG
$188M
$36K ﹤0.01%
+337
New +$34.9K
RDNT icon
2755
RadNet
RDNT
$6.09B
$36K ﹤0.01%
15,067
-5,933
-28% -$16K
NAK
2756
Northern Dynasty Minerals
NAK
$925M
$34K ﹤0.01%
+23,200
New +$48.2K
COSI
2757
DELISTED
COSI INC NEW COM STK (DE)
COSI
$34K ﹤0.01%
+14,600
New +$33.5K
GIG
2758
DELISTED
GigPeak, Inc.
GIG
$34K ﹤0.01%
26,200
-21,300
-45% -$26.8K
PSTR
2759
DELISTED
POSTROCK ENERGY CORP COM STK (DE) NEW
PSTR
$32K ﹤0.01%
2,440
-380
-13% -$5.94K
AZC
2760
DELISTED
AUGUSTA RESOURCE CORP
AZC
$32K ﹤0.01%
+15,600
New +$32.6K
LUNA
2761
DELISTED
Luna Innovations Incorporated
LUNA
$32K ﹤0.01%
23,500
-3,100
-12% -$4.13K
TIGR
2762
DELISTED
TIGERLOGIC CORPORATION COM STK (DE)
TIGR
$30K ﹤0.01%
17,500
+300
+2% +$543
DLHC icon
2763
DLH Holdings
DLHC
$68.6M
$29K ﹤0.01%
22,575
+600
+3% +$527
LGL.WS
2764
DELISTED
LGL GROUP INC WT EXP 08/06/2018
LGL.WS
$29K ﹤0.01%
+287,600
New +$28.5K
NOTV
2765
DELISTED
Inotiv
NOTV
$28K ﹤0.01%
21,100
-4,000
-16% -$5.66K
PCO
2766
DELISTED
Pendrell Corporation - Class A
PCO
$28K ﹤0.01%
+14
New +$31.2K
CDY
2767
DELISTED
CARDERO RES CORP.
CDY
$28K ﹤0.01%
161,800
+105,600
+188% +$12.7K
MBIS
2768
DELISTED
MEDIABISTRO INC COM (DE)
MBIS
$26K ﹤0.01%
17,741
+6,000
+51% +$9.51K
IVAN
2769
DELISTED
IVANHOE ENERGY INC COM SHS (CDA)
IVAN
$25K ﹤0.01%
4,266
-7,658
-64% -$44.3K
AGIG
2770
Abundia Global Impact Group
AGIG
$39.2M
$23K ﹤0.01%
626
-1,463
-70% -$55.8K
AMBO
2771
DELISTED
AMBOW Educational Holdings
AMBO
$23K ﹤0.01%
244,280
– –
BXC icon
2772
BlueLinx
BXC
$695M
$21K ﹤0.01%
1,089
-15,367
-93% -$291K
BRD
2773
DELISTED
BRIGUS GOLD CORP COM STK
BRD
$21K ﹤0.01%
+34,900
New +$19.3K
ATHX
2774
DELISTED
Athersys, Inc. Common Stock
ATHX
$19K ﹤0.01%
459
-15,362
-97% -$652K
HTM
2775
DELISTED
U.S. Geothermal Inc.
HTM
$17K ﹤0.01%
+6,200
New +$17.2K
109 110
111
112 113

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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.