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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
+4.17%
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
CHRD icon
2801
Chord Energy
CHRD
$7.35B
– –
-443,900
Closed -$18.5M
CHRW icon
2802
C.H. Robinson
CHRW
$17.5B
– –
-1,022,910
Closed -$53.6M
CMPR icon
2803
Cimpress
CMPR
$2.37B
– –
-39,998
Closed -$1.97M
CMS icon
2804
CMS Energy
CMS
$22.1B
– –
-174,400
Closed -$5.11M
CNI icon
2805
Canadian National Railway
CNI
$77.2B
– –
-330,700
Closed -$18.6M
CPRI icon
2806
Capri Holdings
CPRI
$1.77B
– –
-1,023,400
Closed -$95.5M
CREG
2807
DELISTED
Smart Powerr
CREG
– –
-8
Closed -$298K
CWST icon
2808
Casella Waste Systems
CWST
$5.79B
– –
-60,448
Closed -$309K
CZNC icon
2809
Citizens & Northern Corp
CZNC
$466M
– –
-18,240
Closed -$360K
DGICA icon
2810
Donegal Group Class A
DGICA
$696M
– –
-10,500
Closed -$153K
DHC
2811
Diversified Healthcare Trust
DHC
$2.03B
– –
-423,982
Closed -$9.44M
DINO icon
2812
HF Sinclair
DINO
$16.3B
– –
-196,000
Closed -$9.33M
DK icon
2813
Delek US
DK
$4.18B
– –
-447,574
Closed -$13M
DXCM icon
2814
DexCom
DXCM
$34.5B
– –
-1,523,372
Closed -$15.8M
DXPE icon
2815
DXP Enterprises
DXPE
$3B
– –
-9,985
Closed -$948K
E icon
2816
ENI
E
$79.1B
– –
-48,250
Closed -$2.42M
EEM icon
2817
iShares MSCI Emerging Markets ETF
EEM
$30.5B
– –
-1,150,900
Closed -$47.2M
EGAN icon
2818
eGain
EGAN
$206M
– –
-35,800
Closed -$253K
ELME
2819
Elme Communities
ELME
$144M
– –
-77,079
Closed -$1.84M
ELP
2820
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-177,000
Closed -$928K
EMN icon
2821
Eastman Chemical
EMN
$8.43B
– –
-299,940
Closed -$25.9M
EMR icon
2822
Emerson Electric
EMR
$91.6B
– –
-669,800
Closed -$44.7M
EPAC icon
2823
Enerpac Tool Group
EPAC
$1.89B
– –
-355,400
Closed -$12.1M
EPD icon
2824
Enterprise Products Partners
EPD
$82.1B
– –
-712,046
Closed -$24.7M
EQT icon
2825
EQT Corp
EQT
$33.8B
– –
-443,771
Closed -$23.4M
111 112
113
114 115

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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.