We are live on ! Find out more
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
+9.03%
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
$41.8B
AUM Growth
+$537M
Cap. Flow
-$2.31B
Cap. Flow %
-5.54%
Top 10 Hldgs %
11.46%
Holding
3,281
New
498
Increased
1,317
Reduced
983
Closed
464

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$230M
2
JNJ icon
Johnson & Johnson
JNJ
+$205M
3
BAC icon
Bank of America
BAC
+$163M
4
COST icon
Costco
COST
+$162M
5
GSK icon
GSK
GSK
+$131M

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$396M
2
BMY icon
Bristol-Myers Squibb
BMY
+$219M
3
GE icon
GE Aerospace
GE
+$156M
4
DIS icon
Walt Disney
DIS
+$154M
5
AMZN icon
Amazon
AMZN
+$138M

Sector Composition

Rank Sector Weight
1 Technology 14.36%
2 Healthcare 13.06%
3 Consumer Discretionary 12.03%
4 Consumer Staples 11.17%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTI icon
2901
TechnipFMC
FTI
$29.8B
– –
-453,331
Closed -$18.7M
FULT icon
2902
Fulton Financial
FULT
$4.67B
– –
-287,545
Closed -$3.36M
FXI icon
2903
iShares China Large-Cap ETF
FXI
$4.2B
– –
-149,100
Closed -$5.53M
GAU
2904
Galiano Gold
GAU
$543M
– –
-42,800
Closed -$98K
GE icon
2905
GE Aerospace
GE
$380B
– –
-1,361,721
Closed -$156M
GES
2906
DELISTED
Guess Inc
GES
– –
-76,600
Closed -$2.29M
GERN icon
2907
Geron
GERN
$1.02B
– –
-91,602
Closed -$290K
GGAL icon
2908
Galicia Financial Group
GGAL
$7.03B
– –
-82,165
Closed -$781K
GLP icon
2909
Global Partners
GLP
$1.72B
– –
-16,515
Closed -$574K
GME icon
2910
GameStop
GME
$8.35B
– –
-1,145,608
Closed -$14.2M
B
2911
Barrick Mining
B
$67.4B
– –
-932,803
Closed -$17.4M
GOOG icon
2912
Alphabet (Google) Class C
GOOG
$4.18T
– –
-5,767,457
Closed -$126M
GPN icon
2913
Global Payments
GPN
$22.5B
– –
-494,000
Closed -$12.6M
GRPN icon
2914
Groupon
GRPN
$905M
– –
-56,795
Closed -$12.7M
GVA icon
2915
Granite Construction
GVA
$5.52B
– –
-12,600
Closed -$386K
HCI icon
2916
HCI Group
HCI
$2.3B
– –
-88,500
Closed -$3.61M
HCSG icon
2917
Healthcare Services Group
HCSG
$1.47B
– –
-75,864
Closed -$1.95M
HDB icon
2918
HDFC Bank
HDB
$119B
– –
-2,747,200
Closed -$21.1M
HIG icon
2919
Hartford Financial Services
HIG
$37.9B
– –
-809,710
Closed -$25.2M
HIMX
2920
Himax Technologies
HIMX
$2.64B
– –
-588,800
Closed -$5.89M
HL icon
2921
Hecla Mining
HL
$12.1B
– –
-541,394
Closed -$1.7M
HON icon
2922
Honeywell
HON
$73.7B
– –
-336,985
Closed -$25.1M
HP icon
2923
Helmerich & Payne
HP
$4.27B
– –
-232,800
Closed -$16.1M
HTLD icon
2924
Heartland Express
HTLD
$946M
– –
-182,133
Closed -$2.58M
AGIG
2925
Abundia Global Impact Group
AGIG
$38.7M
– –
-626
Closed -$23K
115 116
117
118 119

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Jim Simons's Q4 2013 Portfolio in Review

As of Q4 2013, Jim Simons held 3,281 positions worth $41.8B, up 1.3% from $41.2B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $2.31B in Q4 2013, closing 464 positions and reducing 983 holdings. Its most notable exit was GE Aerospace, an estimated $156M position sold in full.

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

Against the trend, Jim Simons opened a new position in Pfizer worth $230M.

  • Jim Simons's largest Q4 2013 buy was Pfizer: 7,904,832 shares worth $230M.
  • Jim Simons added most to Johnson & Johnson in Q4 2013, an estimated $205M increase.
  • Jim Simons's biggest Q4 2013 reduction was IBM, cutting an estimated $396M.
  • Jim Simons fully exited GE Aerospace in Q4 2013, selling an estimated $156M.
  • Jim Simons's ten largest holdings make up 11% of its $41.8B portfolio in Q4 2013.
  • Jim Simons opened 498 new positions and closed 464 in Q4 2013.
  • Jim Simons's portfolio value rose 1.3% quarter-over-quarter to $41.8B.

Based on Renaissance Technologies's 13F filing for Q4 2013, filed 14 Feb 2014.