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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
EMXX
2776
DELISTED
Eurasian Minerals Inc
EMXX
$60K ﹤0.01%
+59,200
New +$61K
AZC
2777
DELISTED
AUGUSTA RESOURCE CORP
AZC
$59K ﹤0.01%
41,100
+25,500
+163% +$42.3K
KIOR
2778
DELISTED
KIOR, INC CLASS A COM STK
KIOR
$58K ﹤0.01%
34,306
-220,894
-87% -$481K
CPHI icon
2779
China Pharma Holdings
CPHI
$44.2M
$53K ﹤0.01%
305
-38
-11% -$6.4K
ICCC icon
2780
ImmuCell
ICCC
$98.6M
$53K ﹤0.01%
12,400
+1,400
+13% +$6.06K
RLGT icon
2781
Radiant Logistics
RLGT
$406M
$52K ﹤0.01%
+19,400
New +$44.4K
NAUH
2782
DELISTED
National American University Holdings, Inc.
NAUH
$51K ﹤0.01%
+14,500
New +$52K
RBPAA
2783
DELISTED
Royal Bancshares Of Pennsylvania Inc
RBPAA
$51K ﹤0.01%
37,200
+600
+2% +$886
PRXI
2784
DELISTED
PREMIER EXHIBITIONS INC COM STK NEW (FL)
PRXI
$49K ﹤0.01%
4,220
-780
-16% -$9.78K
CRDC
2785
DELISTED
CARDICA INC COM NEW (DE)
CRDC
$48K ﹤0.01%
4,950
-3,169
-39% -$35.2K
NOTV
2786
DELISTED
Inotiv
NOTV
$46K ﹤0.01%
16,800
-4,300
-20% -$8.41K
PLG
2787
Platinum Group Metals
PLG
$189M
$45K ﹤0.01%
381
+44
+13% +$5.17K
REPX icon
2788
Riley Exploration Permian
REPX
$786M
$45K ﹤0.01%
953
+198
+26% +$9.89K
CEI
2789
DELISTED
Camber Energy, Inc
CEI
– –
0
– –
ZX
2790
DELISTED
China Zenix Auto Internatl Ltd
ZX
$43K ﹤0.01%
16,721
-9,079
-35% -$29.3K
TBOW
2791
DELISTED
TRUNKBOW INTL HLDGS LTD COM
TBOW
$42K ﹤0.01%
+31,900
New +$37.3K
GPUS
2792
Hyperscale Data Inc
GPUS
$52.2M
– –
0
– –
FPP.WS
2793
DELISTED
FieldPoint Petroleum Corporation Common Stock Purchase Warrants
FPP.WS
$40K ﹤0.01%
69,900
-10,600
-13% -$8.11K
GPRC
2794
DELISTED
GUANWEI RECYCLING CORP XOM STK (NV)
GPRC
$39K ﹤0.01%
+13,400
New +$36.3K
CVM icon
2795
CEL-SCI Corp
CVM
$26M
$37K ﹤0.01%
+82
New +$50.3K
DLHC icon
2796
DLH Holdings
DLHC
$68.7M
$36K ﹤0.01%
23,575
+1,000
+4% +$1.36K
SIEB icon
2797
Siebert Financial
SIEB
$78.1M
$36K ﹤0.01%
22,300
-200
-0.9% -$328
ZA
2798
DELISTED
ZUOAN FASHION LTD SPON ADR REPSTG 16 ORD SHS
ZA
$36K ﹤0.01%
+5,250
New +$45.1K
TIGR
2799
DELISTED
TIGERLOGIC CORPORATION COM STK (DE)
TIGR
$35K ﹤0.01%
18,700
+1,200
+7% +$2.23K
LUNA
2800
DELISTED
Luna Innovations Incorporated
LUNA
$33K ﹤0.01%
23,700
+200
+0.9% +$267
110 111
112
113 114

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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.