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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
KBIO
2751
DELISTED
KALOBIOS PHARMACEUTICALS INC COM STK NEW (DE)
KBIO
$82K ﹤0.01%
+2,316
New +$77.6K
PLAG icon
2752
Planet Green Holdings
PLAG
$16.1M
$81K ﹤0.01%
408
-25
-6% -$4.95K
SMTX
2753
DELISTED
SMTC Corporation
SMTX
$81K ﹤0.01%
34,400
+10,400
+43% +$22.4K
PRGN
2754
DELISTED
PARAGON SHIPPING INC CL A NEW (MHL)
PRGN
$81K ﹤0.01%
290
-2,931
-91% -$630K
ORBT
2755
DELISTED
ORBIT INTERNATIONAL CORP
ORBT
$81K ﹤0.01%
23,900
+900
+4% +$3.04K
GLDC
2756
DELISTED
GOLDEN ENTERPRISES
GLDC
$81K ﹤0.01%
19,800
+1,800
+10% +$7.28K
NEO icon
2757
NeoGenomics
NEO
$2.11B
$80K ﹤0.01%
+22,099
New +$76.7K
ALT icon
2758
Altimmune
ALT
$560M
$75K ﹤0.01%
135
-353
-72% -$211K
CBAN icon
2759
Colony Bankcorp
CBAN
$471M
$73K ﹤0.01%
11,900
+700
+6% +$4.32K
FLL icon
2760
Full House Resorts
FLL
$84.3M
$73K ﹤0.01%
+26,100
New +$73.2K
UEC icon
2761
Uranium Energy
UEC
$5.54B
$73K ﹤0.01%
+36,500
New +$68.7K
OSN
2762
DELISTED
Ossen Innovation Co., Ltd.
OSN
$72K ﹤0.01%
20,200
+13,300
+193% +$47.8K
DRRX
2763
DELISTED
DURECT Corp
DRRX
$71K ﹤0.01%
+4,105
New +$62.1K
AUMN
2764
DELISTED
Golden Minerals Company
AUMN
$71K ﹤0.01%
6,000
+2,820
+89% +$44.6K
CDZI icon
2765
Cadiz
CDZI
$295M
$70K ﹤0.01%
10,093
-17,907
-64% -$102K
VSCI
2766
DELISTED
VISION SCIENCES INC (DEL)
VSCI
$70K ﹤0.01%
70,000
-10,300
-13% -$10.1K
RADA
2767
DELISTED
Rada Electronic Industries Ltd
RADA
$69K ﹤0.01%
23,867
+650
+3% +$2.08K
LIME
2768
DELISTED
LIME ENERGY CO.NEW COMMON STOCK
LIME
$69K ﹤0.01%
23,958
+6,115
+34% +$20.3K
ATRM
2769
DELISTED
ATRM HOLDINGS INC COMMON STOCK
ATRM
$68K ﹤0.01%
10,220
-7,930
-44% -$39.1K
ABR icon
2770
Arbor Realty Trust
ABR
$981M
$67K ﹤0.01%
+10,100
New +$67.4K
AXX
2771
DELISTED
Alderon Iron Ore Corp
AXX
$67K ﹤0.01%
+42,200
New +$65.9K
BPHX
2772
DELISTED
BLUEPHOENIX SOLUTIONS, LTD ORDINARY SHARES
BPHX
$67K ﹤0.01%
14,500
+200
+1% +$870
CRWN
2773
DELISTED
CROWN MEDIA HOLDINGS INC CL-A
CRWN
$65K ﹤0.01%
+18,487
New +$60.4K
OXF
2774
DELISTED
OXFORD RESOURCES PARTNERS,LP COM UNIT RPSTG LTD PARTNER INT
OXF
$63K ﹤0.01%
+51,587
New +$74.1K
MTL.PR
2775
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$61K ﹤0.01%
154,600
+65,000
+73% +$38.7K
109 110
111
112 113

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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.