We are live on ! Find out more
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
AEHL icon
2751
Antelope Enterprise Holdings
AEHL
$5.37M
– –
0
– –
EGI
2752
DELISTED
Entre Resources Ltd. Common Shares
EGI
$5K ﹤0.01%
16,900
+6,600
+64% +$2.14K
AA icon
2753
Alcoa
AA
$13.1B
– –
-131,034
Closed -$4.05M
ABG icon
2754
Asbury Automotive
ABG
$3.78B
– –
-65,901
Closed -$3.65M
ABR icon
2755
Arbor Realty Trust
ABR
$981M
– –
-62,300
Closed -$431K
ACTG icon
2756
Acacia Research
ACTG
$449M
– –
-83,600
Closed -$1.28M
ADM icon
2757
Archer Daniels Midland
ADM
$38.6B
– –
-406,300
Closed -$17.6M
AEP icon
2758
American Electric Power
AEP
$68.3B
– –
-202,900
Closed -$10.3M
AGCO icon
2759
AGCO
AGCO
$6.96B
– –
-185,800
Closed -$10.2M
AKR icon
2760
Acadia Realty Trust
AKR
$2.86B
– –
-97,802
Closed -$2.58M
ALL icon
2761
Allstate
ALL
$65.9B
– –
-354,497
Closed -$20.1M
ALNY icon
2762
Alnylam Pharmaceuticals
ALNY
$30.4B
– –
-158,700
Closed -$10.7M
ALT icon
2763
Altimmune
ALT
$560M
– –
-72
Closed -$40K
AMRC icon
2764
Ameresco
AMRC
$1.47B
– –
-16,500
Closed -$125K
AN icon
2765
AutoNation
AN
$6.89B
– –
-279,061
Closed -$14.9M
ANF icon
2766
Abercrombie & Fitch
ANF
$4.84B
– –
-85,736
Closed -$3.3M
APA icon
2767
APA Corp
APA
$14B
– –
-605,654
Closed -$50.2M
APD icon
2768
Air Products & Chemicals
APD
$68B
– –
-159,529
Closed -$17.6M
ARW icon
2769
Arrow Electronics
ARW
$10.6B
– –
-176,400
Closed -$10.5M
ASB icon
2770
Associated Banc-Corp
ASB
$6.07B
– –
-323,779
Closed -$5.85M
ASM
2771
Avino Silver & Gold Mines
ASM
$1.21B
– –
-10,100
Closed -$15K
ASML icon
2772
ASML
ASML
$710B
– –
-79,449
Closed -$7.42M
ASTC icon
2773
Astrotech Corp
ASTC
$17.9M
– –
-657
Closed -$231K
ATO icon
2774
Atmos Energy
ATO
$28.7B
– –
-43,200
Closed -$2.04M
ATRC icon
2775
AtriCure
ATRC
$2.21B
– –
-38,950
Closed -$733K
109 110
111
112 113

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.