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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
DOV icon
2876
Dover
DOV
$27.8B
– –
-61,760
Closed -$4M
DRRX
2877
DELISTED
DURECT Corp
DRRX
– –
-4,105
Closed -$71K
DSGR icon
2878
Distribution Solutions Group
DSGR
$1.61B
– –
-20,800
Closed -$127K
DVAX
2879
DELISTED
Dynavax Technologies
DVAX
– –
-156,251
Closed -$3.06M
DY icon
2880
Dycom Industries
DY
$12.3B
– –
-173,100
Closed -$4.81M
EDU icon
2881
New Oriental
EDU
$8.33B
– –
-27,500
Closed -$866K
EGO icon
2882
Eldorado Gold
EGO
$10B
– –
-373,480
Closed -$10.6M
EIG icon
2883
Employers Holdings
EIG
$871M
– –
-60,800
Closed -$1.92M
EL icon
2884
Estee Lauder
EL
$31.6B
– –
-167,100
Closed -$12.6M
ENOV icon
2885
Enovis
ENOV
$1.48B
– –
-37,358
Closed -$4.09M
ENTA icon
2886
Enanta Pharmaceuticals
ENTA
$391M
– –
-64,300
Closed -$1.75M
EPC icon
2887
Edgewell Personal Care
EPC
$1.31B
– –
-387,163
Closed -$31.1M
EQIX icon
2888
Equinix
EQIX
$106B
– –
-115,829
Closed -$20.6M
EVTC icon
2889
Evertec
EVTC
$1.91B
– –
-18,900
Closed -$466K
EW icon
2890
Edwards Lifesciences
EW
$53.4B
– –
-1,132,800
Closed -$12.4M
EXC icon
2891
Exelon
EXC
$47B
– –
-4,035,691
Closed -$78.8M
EYPT icon
2892
EyePoint Inc
EYPT
$1.16B
– –
-5,700
Closed -$226K
FBIN icon
2893
Fortune Brands Innovations
FBIN
$5.78B
– –
-927,693
Closed -$36.2M
FITB
2894
Fifth Third Bancorp
FITB
$52.5B
– –
-2,202,126
Closed -$46.3M
FMNB icon
2895
Farmers National Banc Corp
FMNB
$970M
– –
-15,202
Closed -$100K
FMS icon
2896
Fresenius Medical Care
FMS
$12.6B
– –
-73,100
Closed -$2.6M
FRT icon
2897
Federal Realty Investment Trust
FRT
$10.3B
– –
-68,900
Closed -$6.99M
FTEK icon
2898
Fuel Tech
FTEK
$45.3M
– –
-153,790
Closed -$1.09M
FTNT icon
2899
Fortinet
FTNT
$121B
– –
-1,596,130
Closed -$6.11M
GBX icon
2900
The Greenbrier Companies
GBX
$1.42B
– –
-188,361
Closed -$6.19M
114 115
116
117 118

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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.