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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
NOTV
2776
DELISTED
Inotiv
NOTV
$31K ﹤0.01%
12,500
-4,300
-26% -$12.5K
TIGR
2777
DELISTED
TIGERLOGIC CORPORATION COM STK (DE)
TIGR
$30K ﹤0.01%
21,200
+2,500
+13% +$4.12K
LLEN
2778
DELISTED
L & L ENERGY INC COM STK (NV)
LLEN
$30K ﹤0.01%
177,852
– –
PLG
2779
Platinum Group Metals
PLG
$189M
$29K ﹤0.01%
286
-95
-25% -$10.9K
SSY
2780
DELISTED
SunLink Health Systems
SSY
$27K ﹤0.01%
+17,200
New +$21.7K
AMBO
2781
DELISTED
AMBOW Educational Holdings
AMBO
$23K ﹤0.01%
244,280
– –
NLST
2782
DELISTED
Netlist, Inc.
NLST
$22K ﹤0.01%
+11,800
New +$19.5K
GRH
2783
DELISTED
GREENHUNTER RESOURCES INC. COM
GRH
$20K ﹤0.01%
+20,300
New +$22.1K
LUNA
2784
DELISTED
Luna Innovations Incorporated
LUNA
$20K ﹤0.01%
13,800
-9,900
-42% -$15.1K
CYHHZ
2785
DELISTED
Community Health Systems, Inc. Series A Contingent Value Rights
CYHHZ
$17K ﹤0.01%
+282,279
New +$15.7K
CRDC
2786
DELISTED
CARDICA INC COM NEW (DE)
CRDC
$16K ﹤0.01%
1,570
-3,380
-68% -$38.6K
LGL.WS
2787
DELISTED
LGL GROUP INC WT EXP 08/06/2018
LGL.WS
$16K ﹤0.01%
264,400
-10,600
-4% -$711
PSTR
2788
DELISTED
POSTROCK ENERGY CORP COM STK (DE) NEW
PSTR
$16K ﹤0.01%
1,260
-300
-19% -$3.86K
ASM
2789
Avino Silver & Gold Mines
ASM
$1.21B
$15K ﹤0.01%
+10,100
New +$18.3K
PAL
2790
DELISTED
NORTH AMERICAN PALLADIUM LTD
PAL
$13K ﹤0.01%
27,600
-146,512
-84% -$73.4K
CEI
2791
DELISTED
Camber Energy, Inc
CEI
– –
0
– –
EMITF
2792
DELISTED
Elbit Imaging Ltd
EMITF
$7K ﹤0.01%
545
-817
-60% -$29.9K
EGI
2793
DELISTED
Entre Resources Ltd. Common Shares
EGI
$4K ﹤0.01%
+10,300
New +$3.79K
CWTR
2794
DELISTED
COLDWATER CREEK INC COM STK NEW (DE)
CWTR
$3K ﹤0.01%
18,923
-157,371
-89% -$119K
A icon
2795
Agilent Technologies
A
$42.2B
– –
-386,827
Closed -$15.8M
ABT icon
2796
Abbott
ABT
$193B
– –
-871,800
Closed -$33.4M
ACGL icon
2797
Arch Capital
ACGL
$33.5B
– –
-274,800
Closed -$5.47M
ACM icon
2798
Aecom
ACM
$8.19B
– –
-365,100
Closed -$10.7M
ACN icon
2799
Accenture
ACN
$109B
– –
-1,682,600
Closed -$138M
AEM icon
2800
Agnico Eagle Mines
AEM
$91.3B
– –
-183,927
Closed -$4.85M
110 111
112
113 114

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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.