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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
ESGR
2826
DELISTED
Enstar Group
ESGR
– –
-4,600
Closed -$627K
ESS icon
2827
Essex Property Trust
ESS
$18.5B
– –
-222,930
Closed -$37.9M
EWT icon
2828
iShares MSCI Taiwan ETF
EWT
$11.6B
– –
-7,900
Closed -$227K
EWY icon
2829
iShares MSCI South Korea ETF
EWY
$27.6B
– –
-5,400
Closed -$332K
EXR icon
2830
Extra Space Storage
EXR
$31.6B
– –
-70,400
Closed -$3.42M
FANG icon
2831
Diamondback Energy
FANG
$55.9B
– –
-77,446
Closed -$5.21M
FARO
2832
DELISTED
Faro Technologies
FARO
– –
-20,483
Closed -$1.09M
FFBC icon
2833
First Financial Bancorp
FFBC
$3.6B
– –
-19,147
Closed -$344K
FFIV icon
2834
F5
FFIV
$23.6B
– –
-24,017
Closed -$2.56M
FHI icon
2835
Federated Hermes
FHI
$4.74B
– –
-172,100
Closed -$5.26M
FHN icon
2836
First Horizon
FHN
$12.3B
– –
-805,482
Closed -$9.94M
FL
2837
DELISTED
Foot Locker
FL
– –
-177,100
Closed -$8.32M
FOLD
2838
DELISTED
Amicus Therapeutics
FOLD
– –
-121,000
Closed -$250K
FRO icon
2839
Frontline
FRO
$9.02B
– –
-2,740
Closed -$54K
FSTR icon
2840
Foster
FSTR
$404M
– –
-20,292
Closed -$951K
FXI icon
2841
iShares China Large-Cap ETF
FXI
$4.16B
– –
-39,100
Closed -$1.4M
GD icon
2842
General Dynamics
GD
$106B
– –
-80,500
Closed -$8.77M
GFF icon
2843
Griffon
GFF
$4.8B
– –
-16,400
Closed -$196K
GGG icon
2844
Graco
GGG
$13.3B
– –
-13,395
Closed -$334K
GIS icon
2845
General Mills
GIS
$20.8B
– –
-144,000
Closed -$7.46M
GNW icon
2846
Genworth Financial
GNW
$3.77B
– –
-612,006
Closed -$10.9M
GRC icon
2847
Gorman-Rupp
GRC
$2.11B
– –
-20,315
Closed -$646K
GROW icon
2848
US Global Investors
GROW
$38.8M
– –
-13,641
Closed -$44K
HBAN icon
2849
Huntington Bancshares
HBAN
$35.9B
– –
-2,287,435
Closed -$22.8M
HES
2850
DELISTED
Hess
HES
– –
-177,863
Closed -$14.7M
112 113
114
115 116

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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.