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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
+4.12%
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
$41.7B
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
MSM icon
2951
MSC Industrial Direct
MSM
$6.63B
– –
-17,500
Closed -$1.42M
MTDR icon
2952
Matador Resources
MTDR
$6.47B
– –
-237,600
Closed -$4.43M
MTH icon
2953
Meritage Homes
MTH
$4.77B
– –
-41,200
Closed -$989K
MTN icon
2954
Vail Resorts
MTN
$5.28B
– –
-10,900
Closed -$820K
NCLH icon
2955
Norwegian Cruise Line
NCLH
$8.77B
– –
-132,800
Closed -$4.71M
NDLS icon
2956
Noodles & Co
NDLS
$99M
– –
-1,013
Closed -$291K
NHI icon
2957
National Health Investors
NHI
$3.49B
– –
-146,716
Closed -$8.23M
NI icon
2958
NiSource
NI
$20.2B
– –
-619,453
Closed -$8M
NMR icon
2959
Nomura Holdings
NMR
$29.1B
– –
-539,400
Closed -$4.19M
NRT
2960
North European Oil Royalty Trust
NRT
$83.9M
– –
-47,102
Closed -$941K
NXST icon
2961
Nexstar Media Group
NXST
$5.68B
– –
-66,600
Closed -$3.71M
O icon
2962
Realty Income
O
$59.2B
– –
-954,774
Closed -$34.5M
OKE icon
2963
Oneok
OKE
$57.8B
– –
-483,950
Closed -$26.3M
OMEX icon
2964
Odyssey Marine Exploration
OMEX
$52.1M
– –
-18,283
Closed -$443K
ORCL icon
2965
Oracle
ORCL
$434B
– –
-2,841,432
Closed -$109M
PAG icon
2966
Penske Automotive Group
PAG
$14.4B
– –
-22,500
Closed -$1.06M
PBH icon
2967
Prestige Consumer Healthcare
PBH
$2.52B
– –
-520,500
Closed -$18.6M
PG icon
2968
Procter & Gamble
PG
$335B
– –
-932,529
Closed -$75.9M
PLCE icon
2969
Children's Place
PLCE
$55.1M
– –
-25,460
Closed -$1.45M
PLUG icon
2970
Plug Power
PLUG
$3.19B
– –
-744,885
Closed -$1.16M
POOL icon
2971
Pool Corp
POOL
$7.28B
– –
-13,836
Closed -$804K
POR icon
2972
Portland General Electric
POR
$5.73B
– –
-88,700
Closed -$2.68M
PRGO icon
2973
Perrigo
PRGO
$1.72B
– –
-471,810
Closed -$72.4M
PRU icon
2974
Prudential Financial
PRU
$42.2B
– –
-23,500
Closed -$2.17M
CNSY
2975
Cerenome, Inc. Common Stock
CNSY
$26M
– –
0
– -$119K
117 118
119
120 121

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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.