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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
HHH icon
2851
Howard Hughes
HHH
$4.05B
– –
-35,351
Closed -$4.81M
HLX icon
2852
Helix Energy Solutions
HLX
$1.49B
– –
-179,920
Closed -$4.13M
HRI icon
2853
Herc Holdings
HRI
$5.63B
– –
-359,200
Closed -$28.7M
HSTM icon
2854
HealthStream
HSTM
$851M
– –
-15,409
Closed -$411K
HUM icon
2855
Humana
HUM
$46.1B
– –
-146,900
Closed -$16.6M
IHG icon
2856
InterContinental Hotels
IHG
$23.5B
– –
-5,888
Closed -$273K
IIIN icon
2857
Insteel Industries
IIIN
$628M
– –
-17,540
Closed -$345K
ILMN icon
2858
Illumina
ILMN
$29.1B
– –
-375,341
Closed -$54.3M
IMAX icon
2859
IMAX
IMAX
$2.92B
– –
-129,559
Closed -$3.54M
IMO icon
2860
Imperial Oil
IMO
$63.9B
– –
-5,100
Closed -$238K
INVA icon
2861
Innoviva
INVA
$1.5B
– –
-169,190
Closed -$4.22M
IONS icon
2862
Ionis Pharmaceuticals
IONS
$9.25B
– –
-136,914
Closed -$5.92M
IOSP icon
2863
Innospec
IOSP
$2.32B
– –
-12,706
Closed -$575K
IP icon
2864
International Paper
IP
$21.7B
– –
-734,441
Closed -$31.5M
IRBT
2865
DELISTED
iRobot
IRBT
– –
-186,073
Closed -$7.64M
IRM icon
2866
Iron Mountain
IRM
$37.7B
– –
-813,494
Closed -$20.7M
ITW icon
2867
Illinois Tool Works
ITW
$82.8B
– –
-749,643
Closed -$61M
IYR icon
2868
iShares US Real Estate ETF
IYR
$4.59B
– –
-89,800
Closed -$6.08M
JKS
2869
JinkoSolar
JKS
$853M
– –
-26,300
Closed -$735K
JNK icon
2870
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.32B
– –
-9,767
Closed -$1.21M
JPM icon
2871
JPMorgan Chase
JPM
$965B
– –
-919,586
Closed -$55.8M
K
2872
DELISTED
Kellanova
K
– –
-42,920
Closed -$2.53M
KALU icon
2873
Kaiser Aluminum
KALU
$2.98B
– –
-55,600
Closed -$3.97M
KIM icon
2874
Kimco Realty
KIM
$16.3B
– –
-824,660
Closed -$18M
LCTX icon
2875
Lineage Cell Therapeutics
LCTX
$268M
– –
-64,057
Closed -$170K
113 114
115
116 117

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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.