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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
VOXX
2976
DELISTED
VOXX International Corporation Class A
VOXX
– –
-54,341
Closed -$667K
WIRE
2977
DELISTED
Encore Wire Corp
WIRE
– –
-11,637
Closed -$397K
CBD
2978
DELISTED
Companhia Brasileira de Distribuicao
CBD
– –
-59,700
Closed -$2.71M
MTBL
2979
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
– –
-214,267
Closed -$961K
BFX
2980
DELISTED
BowFlex Inc.
BFX
– –
-28,000
Closed -$243K
GOL
2981
DELISTED
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
– –
-228,700
Closed -$1.53M
ONCT
2982
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
– –
-38
Closed -$356K
NATI
2983
DELISTED
National Instruments Corp
NATI
– –
-51,466
Closed -$1.44M
LOV
2984
DELISTED
Spark Networks SE American Depositary Shares
LOV
– –
-71,900
Closed -$608K
DBD
2985
DELISTED
Diebold Nixdorf Incorporated
DBD
– –
-234,300
Closed -$7.89M
ALBO
2986
DELISTED
Albireo Pharma Inc
ALBO
– –
-1,306
Closed -$164K
STON
2987
DELISTED
StoneMor Inc.
STON
– –
-41,019
Closed -$1.03M
HNGR
2988
DELISTED
Hanger Inc.
HNGR
– –
-45,100
Closed -$1.43M
DRE
2989
DELISTED
Duke Realty Corp.
DRE
– –
-576,200
Closed -$8.98M
TVTY
2990
DELISTED
Tivity Health, Inc. Common Stock
TVTY
– –
-44,789
Closed -$778K
ENIA
2991
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
– –
-584,566
Closed -$5.16M
GTS
2992
DELISTED
Triple-S Management Corporation
GTS
– –
-20,497
Closed -$419K
RDS.A
2993
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
– –
-644,781
Closed -$38.4M
RDS.B
2994
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
– –
-916,927
Closed -$60.8M
COR
2995
DELISTED
Coresite Realty Corporation
COR
– –
-142,000
Closed -$4.52M
RAVN
2996
DELISTED
Raven Industries Inc
RAVN
– –
-39,016
Closed -$1.17M
ECHO
2997
DELISTED
Echo Global Logistics, Inc.
ECHO
– –
-27,300
Closed -$532K
RPAI
2998
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
– –
-17,800
Closed -$254K
CSOD
2999
DELISTED
Cornerstone OnDemand, Inc.
CSOD
– –
-30,600
Closed -$1.32M
GLOG
3000
DELISTED
GASLOG LTD
GLOG
– –
-57,500
Closed -$736K
118 119
120
121 122

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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.