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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
REG icon
2926
Regency Centers
REG
$13.9B
– –
-258,200
Closed -$13.1M
RGA icon
2927
Reinsurance Group of America
RGA
$16B
– –
-144,800
Closed -$10M
RGP icon
2928
Resources Connection
RGP
$144M
– –
-20,864
Closed -$242K
RIO icon
2929
Rio Tinto
RIO
$164B
– –
-382,700
Closed -$15.7M
RMTI icon
2930
Rockwell Medical
RMTI
$27.9M
– –
-1,688
Closed -$670K
RTH icon
2931
VanEck Retail ETF
RTH
$262M
– –
-12,300
Closed -$638K
SAN icon
2932
Banco Santander
SAN
$210B
– –
-457,015
Closed -$2.69M
SBSW icon
2933
Sibanye-Stillwater
SBSW
$7.51B
– –
-119,949
Closed -$332K
SEM
2934
DELISTED
Select Medical
SEM
– –
-356,350
Closed -$1.57M
SGLY icon
2935
Singularity Future Technology
SGLY
$5.52M
– –
-22
Closed -$22K
SGMO
2936
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
– –
-17,000
Closed -$133K
SHG icon
2937
Shinhan Financial Group
SHG
$34.3B
– –
-8,300
Closed -$270K
SHOO icon
2938
Steven Madden
SHOO
$3.53B
– –
-221,517
Closed -$4.76M
SLB icon
2939
SLB Ltd
SLB
$79.7B
– –
-1,963,893
Closed -$141M
SNCR
2940
DELISTED
Synchronoss Technologies
SNCR
– –
-4,589
Closed -$1.27M
SOHU
2941
Sohu.com
SOHU
$371M
– –
-192,500
Closed -$11.9M
STXS icon
2942
Stereotaxis
STXS
$145M
– –
-66,914
Closed -$76K
SXT icon
2943
Sensient Technologies
SXT
$5.61B
– –
-10,800
Closed -$437K
TEVA icon
2944
Teva Pharmaceuticals
TEVA
$42.5B
– –
-298,363
Closed -$11.7M
TFC icon
2945
Truist Financial
TFC
$63.9B
– –
-1,018,858
Closed -$34.5M
TFX icon
2946
Teleflex
TFX
$5.91B
– –
-80,400
Closed -$6.23M
TG icon
2947
Tredegar Corp
TG
$275M
– –
-22,300
Closed -$573K
THRM icon
2948
Gentherm
THRM
$1.27B
– –
-64,200
Closed -$1.19M
TIMB icon
2949
TIM SA
TIMB
$8.62B
– –
-499,538
Closed -$9.29M
TLT icon
2950
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
– –
-8,000
Closed -$884K
116 117
118
119 120

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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.