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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
FRO icon
2751
Frontline
FRO
$9.02B
$54K ﹤0.01%
2,740
-56,899
-95% -$1.18M
SNMP
2752
DELISTED
Evolve Transition Infrastructure LP
SNMP
$54K ﹤0.01%
+70
New +$50.4K
CSCI
2753
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$52K ﹤0.01%
4
-86
-96% -$1.11M
XBKS
2754
DELISTED
Xenith Bankshares, Inc. Common Stock
XBKS
$52K ﹤0.01%
+3,243
New +$53.5K
NEPT
2755
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
$50K ﹤0.01%
+14
New +$57.2K
MTL.PR
2756
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$50K ﹤0.01%
152,100
-2,500
-2% -$982
AGIG
2757
Abundia Global Impact Group
AGIG
$38.5M
$48K ﹤0.01%
+704
New +$36.4K
FU
2758
DELISTED
FAB UNIVERSAL CORP COM
FU
$48K ﹤0.01%
157,809
– –
CDTI
2759
DELISTED
CDTI Advanced Materials, Inc. Common Stock
CDTI
$47K ﹤0.01%
+496
New +$38.6K
RHE
2760
DELISTED
Regional Health Properties, Inc.
RHE
$46K ﹤0.01%
+928
New +$47.8K
ZLCS
2761
DELISTED
ZALICUS INC COM NEW
ZLCS
$45K ﹤0.01%
37,061
-178,480
-83% -$261K
GROW icon
2762
US Global Investors
GROW
$38.8M
$44K ﹤0.01%
13,641
-19,459
-59% -$64.1K
ONCY
2763
DELISTED
ONCOLYTICS BIOTECH INC
ONCY
$43K ﹤0.01%
23,600
+4,400
+23% +$7.43K
RVP icon
2764
Retractable Technologies
RVP
$20.3M
$41K ﹤0.01%
+10,800
New +$38.6K
GPRC
2765
DELISTED
GUANWEI RECYCLING CORP XOM STK (NV)
GPRC
$41K ﹤0.01%
14,900
+1,500
+11% +$4.28K
ALT icon
2766
Altimmune
ALT
$560M
$40K ﹤0.01%
72
-63
-47% -$36.8K
TRX icon
2767
TRX Gold Corp
TRX
$341M
$39K ﹤0.01%
16,143
-34,724
-68% -$76.3K
RDGT
2768
Ridgetech Inc
RDGT
$3.19M
$39K ﹤0.01%
+1
New +$60.2K
WILN
2769
DELISTED
Wi-LAN Inc.
WILN
$38K ﹤0.01%
12,600
-118,200
-90% -$366K
ZX
2770
DELISTED
China Zenix Auto Internatl Ltd
ZX
$38K ﹤0.01%
14,800
-1,921
-11% -$5.13K
ESSX
2771
DELISTED
ESSEX RENTAL CORP. COMMON STOCK
ESSX
$37K ﹤0.01%
12,479
-25,121
-67% -$80K
RITT
2772
DELISTED
RIT TECHNOLOGIES LTD COM STK (IL)
RITT
$35K ﹤0.01%
+20,200
New +$34.9K
STAB
2773
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$33K ﹤0.01%
2,434
-1,981
-45% -$32.3K
ADAT
2774
DELISTED
AUTHENTIDATE HOLDING CORP COM STK (DE)
ADAT
$33K ﹤0.01%
3,718
-4,693
-56% -$51.1K
AOI
2775
DELISTED
Alliance One International
AOI
$32K ﹤0.01%
+1,090
New +$30.1K
109 110
111
112 113

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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.