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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
SVBL
2776
DELISTED
SILVER BULL RESOURCES, INC
SVBL
$15K ﹤0.01%
+40,700
New +$15.1K
OSN
2777
DELISTED
Ossen Innovation Co., Ltd.
OSN
$13K ﹤0.01%
6,900
+167
+2% +$313
XTNT icon
2778
Xtant Medical Holdings
XTNT
$43.9M
$10K ﹤0.01%
+128
New +$9.19K
IDN icon
2779
Intellicheck
IDN
$75.7M
$8K ﹤0.01%
1,650
-1,038
-39% -$4.43K
CHGS
2780
DELISTED
CHINA GENGSHENG MINERALS, INC. COMMON STOCK (NV)
CHGS
$6K ﹤0.01%
35,700
+13,100
+58% +$1.75K
AAPL icon
2781
Apple
AAPL
$4.43T
– –
-20,005,636
Closed -$283M
AAT
2782
American Assets Trust
AAT
$1.4B
– –
-75,200
Closed -$2.32M
ABR icon
2783
Arbor Realty Trust
ABR
$989M
– –
-21,200
Closed -$133K
ACIW icon
2784
ACI Worldwide
ACIW
$5.35B
– –
-339,933
Closed -$5.27M
ACTG icon
2785
Acacia Research
ACTG
$448M
– –
-85,500
Closed -$1.91M
ZNB
2786
Zeta Network Group
ZNB
$2.31M
– –
0
– -$30K
ADSK icon
2787
Autodesk
ADSK
$53.3B
– –
-889,468
Closed -$30.2M
AEG icon
2788
Aegon
AEG
$13.9B
– –
-218,050
Closed -$990K
AEM icon
2789
Agnico Eagle Mines
AEM
$91.1B
– –
-184,300
Closed -$5.08M
AEP icon
2790
American Electric Power
AEP
$68B
– –
-1,033,300
Closed -$46.3M
AFL icon
2791
Aflac
AFL
$60.7B
– –
-832,400
Closed -$24.2M
AG icon
2792
First Majestic Silver
AG
$9.24B
– –
-447,800
Closed -$4.74M
AGNC icon
2793
AGNC Investment
AGNC
$13B
– –
-1,269,429
Closed -$29.2M
AIG icon
2794
American International
AIG
$39.8B
– –
-50,360
Closed -$2.25M
AKAM icon
2795
Akamai
AKAM
$18.1B
– –
-1,128,700
Closed -$48M
ALLT icon
2796
Allot
ALLT
$388M
– –
-95,800
Closed -$1.31M
AME icon
2797
Ametek
AME
$58.8B
– –
-825,550
Closed -$34.9M
AMG icon
2798
Affiliated Managers Group
AMG
$9.76B
– –
-1,700
Closed -$279K
ANDE icon
2799
Andersons Inc
ANDE
$2.21B
– –
-17,400
Closed -$617K
ANF icon
2800
Abercrombie & Fitch
ANF
$4.88B
– –
-105,600
Closed -$4.78M
110 111
112
113 114

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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.