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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
-1.77%
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
$36.5B
AUM Growth
-$6.37B
Cap. Flow
-$5.32B
Cap. Flow %
-14.57%
Top 10 Hldgs %
13.42%
Holding
3,213
New
460
Increased
1,222
Reduced
1,053
Closed
459

Top Buys

Rank Stock Value
1
VIAB
Viacom Inc. Class B
VIAB
+$109M
2
ORCL icon
Oracle
ORCL
+$107M
3
COP icon
ConocoPhillips
COP
+$105M
4
BAC icon
Bank of America
BAC
+$100M
5
CL icon
Colgate-Palmolive
CL
+$93.5M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$518M
2
INTC icon
Intel
INTC
+$486M
3
IBM icon
IBM
IBM
+$306M
4
PFE icon
Pfizer
PFE
+$286M
5
UPS icon
United Parcel Service
UPS
+$209M

Sector Composition

Rank Sector Weight
1 Technology 13.53%
2 Healthcare 12.29%
3 Consumer Staples 10.94%
4 Consumer Discretionary 10.57%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LGND icon
2876
Ligand Pharmaceuticals
LGND
$5.84B
– –
-61,866
Closed -$2.4M
LINC icon
2877
Lincoln Educational Services
LINC
$949M
– –
-176,000
Closed -$790K
LITB
2878
LightInTheBox
LITB
$56.5M
– –
-36,433
Closed -$1.39M
LMT icon
2879
Lockheed Martin
LMT
$138B
– –
-89,300
Closed -$14.4M
LUMN icon
2880
Lumen
LUMN
$6.52B
– –
-301,030
Closed -$10.9M
M icon
2881
Macy's
M
$6.25B
– –
-2,003,964
Closed -$116M
MATW icon
2882
Matthews International
MATW
$720M
– –
-26,804
Closed -$1.11M
MATX icon
2883
Matsons
MATX
$6.36B
– –
-48,100
Closed -$1.29M
MEOH icon
2884
Methanex
MEOH
$4.17B
– –
-357,398
Closed -$22.1M
MFC icon
2885
Manulife Financial
MFC
$73.2B
– –
-512,178
Closed -$10.2M
MGM icon
2886
MGM Resorts International
MGM
$11.1B
– –
-1,270,140
Closed -$33.5M
MKSI icon
2887
MKS Inc
MKSI
$20.7B
– –
-146,852
Closed -$4.59M
MLI icon
2888
Mueller Industries
MLI
$15B
– –
-340,000
Closed -$2.5M
MLM icon
2889
Martin Marietta Materials
MLM
$32.6B
– –
-5,000
Closed -$660K
MMSI icon
2890
Merit Medical Systems
MMSI
$5.38B
– –
-179,944
Closed -$2.72M
MNKD icon
2891
MannKind Corp
MNKD
$1.25B
– –
-353,960
Closed -$19.4M
MOV icon
2892
Movado Group
MOV
$808M
– –
-109,300
Closed -$4.55M
MRIN
2893
DELISTED
Marin Software
MRIN
– –
-4,912
Closed -$2.43M
MSB
2894
Mesabi Trust
MSB
$314M
– –
-36,343
Closed -$711K
MSCI icon
2895
MSCI
MSCI
$40.7B
– –
-77,121
Closed -$3.54M
MTD icon
2896
Mettler-Toledo International
MTD
$28.7B
– –
-41,400
Closed -$10.5M
MTG icon
2897
MGIC Investment
MTG
$6.3B
– –
-2,339,100
Closed -$21.6M
MUX icon
2898
McEwen Inc
MUX
$1.18B
– –
-7,530
Closed -$215K
MX icon
2899
Magnachip Semiconductor
MX
$141M
– –
-279,942
Closed -$3.95M
NCMI icon
2900
National CineMedia
NCMI
$217M
– –
-24,500
Closed -$4.29M
114 115
116
117 118

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Jim Simons's Q3 2014 Portfolio in Review

As of Q3 2014, Jim Simons held 3,213 positions worth $36.5B, down 15% from $42.9B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Jim Simons withdrew a net $5.32B in Q3 2014, closing 459 positions and reducing 1,053 holdings. Its most notable exit was Apple, an estimated $518M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 16% a quarter earlier, followed by Healthcare and Consumer Staples.

Against the trend, Jim Simons opened a new position in Viacom Inc. Class B worth $102M.

  • Jim Simons's largest Q3 2014 buy was Viacom Inc. Class B: 1,327,500 shares worth $102M.
  • Jim Simons added most to ConocoPhillips in Q3 2014, an estimated $105M increase.
  • Jim Simons's biggest Q3 2014 reduction was Intel, cutting an estimated $486M.
  • Jim Simons fully exited Apple in Q3 2014, selling an estimated $518M.
  • Jim Simons's ten largest holdings make up 13% of its $36.5B portfolio in Q3 2014.
  • Jim Simons opened 460 new positions and closed 459 in Q3 2014.
  • Jim Simons's portfolio value fell 15% quarter-over-quarter to $36.5B.

Based on Renaissance Technologies's 13F filing for Q3 2014, filed 12 Nov 2014.