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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
-1.77%
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
$36.5B
AUM Growth
-$6.37B
Cap. Flow
-$5.32B
Cap. Flow %
-14.57%
Top 10 Hldgs %
13.42%
Holding
3,213
New
460
Increased
1,222
Reduced
1,053
Closed
459

Top Buys

Rank Stock Value
1
VIAB
Viacom Inc. Class B
VIAB
+$109M
2
ORCL icon
Oracle
ORCL
+$107M
3
COP icon
ConocoPhillips
COP
+$105M
4
BAC icon
Bank of America
BAC
+$100M
5
CL icon
Colgate-Palmolive
CL
+$93.5M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$518M
2
INTC icon
Intel
INTC
+$486M
3
IBM icon
IBM
IBM
+$306M
4
PFE icon
Pfizer
PFE
+$286M
5
UPS icon
United Parcel Service
UPS
+$209M

Sector Composition

Rank Sector Weight
1 Technology 13.53%
2 Healthcare 12.29%
3 Consumer Staples 10.94%
4 Consumer Discretionary 10.57%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
2751
Apple
AAPL
$4.4T
– –
-22,293,732
Closed -$518M
ABEV icon
2752
Ambev
ABEV
$43.8B
– –
-1,689,500
Closed -$11.9M
ACHC icon
2753
Acadia Healthcare
ACHC
$2.97B
– –
-55,300
Closed -$2.52M
ACIW icon
2754
ACI Worldwide
ACIW
$5.23B
– –
-319,233
Closed -$5.94M
AEHL icon
2755
Antelope Enterprise Holdings
AEHL
$5.65M
– –
0
– -$5K
AEO icon
2756
American Eagle Outfitters
AEO
$2.72B
– –
-43,763
Closed -$491K
AFG icon
2757
American Financial Group
AFG
$12B
– –
-26,700
Closed -$1.59M
AGI icon
2758
Alamos Gold
AGI
$14.1B
– –
-81,000
Closed -$819K
AGM icon
2759
Federal Agricultural Mortgage
AGM
$2.57B
– –
-17,500
Closed -$544K
AGO icon
2760
Assured Guaranty
AGO
$3.3B
– –
-857,800
Closed -$21M
AL
2761
DELISTED
Air Lease Corp
AL
– –
-251,700
Closed -$9.71M
AMD icon
2762
Advanced Micro Devices
AMD
$795B
– –
-659,926
Closed -$2.77M
AMP icon
2763
Ameriprise Financial
AMP
$49.6B
– –
-148,700
Closed -$17.8M
AMRN
2764
Amarin Corp
AMRN
$298M
– –
-9,210
Closed -$324K
AMSC icon
2765
American Superconductor
AMSC
$1.58B
– –
-31,710
Closed -$517K
AON icon
2766
Aon
AON
$74.8B
– –
-136,601
Closed -$12.3M
APO icon
2767
Apollo Global Management
APO
$81.9B
– –
-163,734
Closed -$4.54M
ASC icon
2768
Ardmore Shipping
ASC
$680M
– –
-178,600
Closed -$2.47M
ATRO icon
2769
Astronics
ATRO
$4.37B
– –
-75,338
Closed -$1.94M
AVD icon
2770
American Vanguard Corp
AVD
$63.4M
– –
-169,476
Closed -$2.24M
AVY icon
2771
Avery Dennison
AVY
$13.7B
– –
-850,200
Closed -$43.6M
AXON
2772
Axon Enterprise
AXON
$48.4B
– –
-938,452
Closed -$12.5M
AYI icon
2773
Acuity Brands
AYI
$10.7B
– –
-28,400
Closed -$3.93M
BANC icon
2774
Banc of California
BANC
$3.1B
– –
-95,293
Closed -$1.04M
BBAR icon
2775
BBVA Argentina
BBAR
$3.26B
– –
-58,809
Closed -$685K
109 110
111
112 113

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Jim Simons's Q3 2014 Portfolio in Review

As of Q3 2014, Jim Simons held 3,213 positions worth $36.5B, down 15% from $42.9B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Jim Simons withdrew a net $5.32B in Q3 2014, closing 459 positions and reducing 1,053 holdings. Its most notable exit was Apple, an estimated $518M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 16% a quarter earlier, followed by Healthcare and Consumer Staples.

Against the trend, Jim Simons opened a new position in Viacom Inc. Class B worth $102M.

  • Jim Simons's largest Q3 2014 buy was Viacom Inc. Class B: 1,327,500 shares worth $102M.
  • Jim Simons added most to ConocoPhillips in Q3 2014, an estimated $105M increase.
  • Jim Simons's biggest Q3 2014 reduction was Intel, cutting an estimated $486M.
  • Jim Simons fully exited Apple in Q3 2014, selling an estimated $518M.
  • Jim Simons's ten largest holdings make up 13% of its $36.5B portfolio in Q3 2014.
  • Jim Simons opened 460 new positions and closed 459 in Q3 2014.
  • Jim Simons's portfolio value fell 15% quarter-over-quarter to $36.5B.

Based on Renaissance Technologies's 13F filing for Q3 2014, filed 12 Nov 2014.