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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
+8.26%
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
$41.2B
AUM Growth
+$3.08B
Cap. Flow
+$811M
Cap. Flow %
1.97%
Top 10 Hldgs %
10.96%
Holding
3,196
New
439
Increased
1,284
Reduced
1,031
Closed
412

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$328M
2
JNJ icon
Johnson & Johnson
JNJ
+$229M
3
GE icon
GE Aerospace
GE
+$156M
4
TGT icon
Target
TGT
+$155M
5
DIS icon
Walt Disney
DIS
+$153M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$283M
2
LLY icon
Eli Lilly
LLY
+$211M
3
MSFT icon
Microsoft
MSFT
+$199M
4
BMY icon
Bristol-Myers Squibb
BMY
+$184M
5
C icon
Citigroup
C
+$177M

Sector Composition

Rank Sector Weight
1 Technology 14.03%
2 Healthcare 12.1%
3 Consumer Discretionary 11.99%
4 Consumer Staples 11.92%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYR icon
2876
iShares US Real Estate ETF
IYR
$4.5B
– –
-66,700
Closed -$4.43M
JAZZ icon
2877
Jazz Pharmaceuticals
JAZZ
$16.2B
– –
-146,800
Closed -$10.1M
JNK icon
2878
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
– –
-8,133
Closed -$964K
KDP icon
2879
Keurig Dr Pepper
KDP
$39.7B
– –
-348,000
Closed -$16M
KEP icon
2880
Korea Electric Power
KEP
$15B
– –
-78,400
Closed -$887K
KFRC icon
2881
Kforce
KFRC
$1.01B
– –
-14,600
Closed -$213K
KO icon
2882
Coca-Cola
KO
$373B
– –
-1,263,500
Closed -$50.7M
KZIA
2883
Kazia Therapeutics
KZIA
$159M
– –
-76
Closed -$68K
LAD icon
2884
Lithia Motors
LAD
$8.21B
– –
-49,000
Closed -$2.61M
LAZ icon
2885
Lazard
LAZ
$4.23B
– –
-84,100
Closed -$2.7M
LKQ icon
2886
LKQ Corp
LKQ
$6.16B
– –
-298,760
Closed -$7.69M
LXU icon
2887
LSB Industries
LXU
$707M
– –
-132,210
Closed -$3.09M
MAT icon
2888
Mattel
MAT
$4.22B
– –
-241,200
Closed -$10.9M
MDLZ icon
2889
Mondelez International
MDLZ
$78.5B
– –
-3,711,298
Closed -$106M
MELI icon
2890
Mercado Libre
MELI
$95.8B
– –
-145,400
Closed -$15.7M
MEOH icon
2891
Methanex
MEOH
$4.17B
– –
-34,200
Closed -$1.47M
MKSI icon
2892
MKS Inc
MKSI
$20.8B
– –
-117,771
Closed -$3.13M
MPT
2893
Medical Properties Trust
MPT
$2.42B
– –
-752,300
Closed -$10.8M
MRTN icon
2894
Marten Transport
MRTN
$1.21B
– –
-192,043
Closed -$1.2M
MRVL icon
2895
Marvell Technology
MRVL
$198B
– –
-37,644
Closed -$441K
MSFT icon
2896
Microsoft
MSFT
$3.68T
– –
-5,760,284
Closed -$199M
MTD icon
2897
Mettler-Toledo International
MTD
$28.6B
– –
-40,800
Closed -$8.21M
MTH icon
2898
Meritage Homes
MTH
$4.72B
– –
-40,200
Closed -$872K
MYRG icon
2899
MYR Group
MYRG
$5.24B
– –
-152,200
Closed -$2.96M
SDEV
2900
Stablecoin Development Corp
SDEV
$51.5M
– –
0
– -$21K
114 115
116
117 118

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Jim Simons's Q3 2013 Portfolio in Review

As of Q3 2013, Jim Simons held 3,196 positions worth $41.2B, up 8.1% from $38.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q3 2013 filing shows 439 new, 1,284 increased, 1,031 reduced and 412 closed positions. Its largest new stake was GE Aerospace: 1,361,721 shares worth $156M. The largest sale was Apple, an estimated $283M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q3 2013 buy was GE Aerospace: 1,361,721 shares worth $156M.
  • Jim Simons added most to IBM in Q3 2013, an estimated $328M increase.
  • Jim Simons's biggest Q3 2013 reduction was Eli Lilly, cutting an estimated $211M.
  • Jim Simons fully exited Apple in Q3 2013, selling an estimated $283M.
  • Jim Simons's ten largest holdings make up 11% of its $41.2B portfolio in Q3 2013.
  • Jim Simons opened 439 new positions and closed 412 in Q3 2013.
  • Jim Simons's portfolio value rose 8.1% quarter-over-quarter to $41.2B.

Based on Renaissance Technologies's 13F filing for Q3 2013, filed 13 Nov 2013.