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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
BJRI icon
2826
BJ's Restaurants
BJRI
$1.42B
– –
-52,529
Closed -$1.63M
BLDR icon
2827
Builders FirstSource
BLDR
$7.91B
– –
-88,200
Closed -$629K
BMRN icon
2828
BioMarin Pharmaceuticals
BMRN
$13.3B
– –
-280,071
Closed -$19.7M
BR icon
2829
Broadridge
BR
$19.6B
– –
-77,200
Closed -$3.05M
BRC icon
2830
Brady Corp
BRC
$4.43B
– –
-156,600
Closed -$4.84M
BRKL
2831
DELISTED
Brookline Bancorp
BRKL
– –
-57,772
Closed -$552K
BTG icon
2832
B2Gold
BTG
$6.7B
– –
-41,800
Closed -$86K
BTI icon
2833
British American Tobacco
BTI
$124B
– –
-280,400
Closed -$15.1M
BXP icon
2834
Boston Properties
BXP
$11B
– –
-161,200
Closed -$16.2M
CACI icon
2835
CACI
CACI
$14.8B
– –
-66,900
Closed -$4.9M
CAH icon
2836
Cardinal Health
CAH
$53.8B
– –
-44,000
Closed -$2.94M
CASY icon
2837
Casey's General Stores
CASY
$31.6B
– –
-7,400
Closed -$520K
CAT icon
2838
Caterpillar
CAT
$393B
– –
-28,100
Closed -$2.55M
CATO icon
2839
Cato Corp
CATO
$66.7M
– –
-7,561
Closed -$240K
CBT icon
2840
Cabot Corp
CBT
$4.45B
– –
-33,100
Closed -$1.7M
CCEP icon
2841
Coca-Cola Europacific Partners
CCEP
$47.5B
– –
-292,700
Closed -$12.9M
CCJ icon
2842
Cameco
CCJ
$42.6B
– –
-162,200
Closed -$3.36M
CCO icon
2843
Clear Channel Outdoor Holdings
CCO
$1.18B
– –
-24,000
Closed -$243K
CDZI icon
2844
Cadiz
CDZI
$295M
– –
-10,093
Closed -$70K
CGEN icon
2845
Compugen
CGEN
$228M
– –
-147,400
Closed -$1.32M
CHCI icon
2846
Comstock Holding Companies
CHCI
$173M
– –
-6,315
Closed -$88K
CHDN icon
2847
Churchill Downs
CHDN
$6.2B
– –
-76,650
Closed -$1.15M
CI icon
2848
Cigna
CI
$73.5B
– –
-147,100
Closed -$12.9M
CIVI
2849
DELISTED
Civitas Resources
CIVI
– –
-865
Closed -$4.2M
CLF icon
2850
Cleveland-Cliffs
CLF
$6.93B
– –
-1,014,800
Closed -$26.6M
112 113
114
115 116

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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.