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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
+4.17%
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
$42.9B
AUM Growth
+$1.2B
Cap. Flow
-$23.9M
Cap. Flow %
-0.06%
Top 10 Hldgs %
13.77%
Holding
3,246
New
450
Increased
1,273
Reduced
1,008
Closed
492

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$276M
2
IBM icon
IBM
IBM
+$272M
3
PG icon
Procter & Gamble
PG
+$161M
4
CL icon
Colgate-Palmolive
CL
+$151M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$146M

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$405M
2
CELG
Celgene Corp
CELG
+$207M
3
BKNG icon
Booking.com
BKNG
+$123M
4
LLY icon
Eli Lilly
LLY
+$114M
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$109M

Sector Composition

Rank Sector Weight
1 Technology 15.92%
2 Healthcare 13.46%
3 Consumer Discretionary 11.99%
4 Industrials 10.52%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UCTT
2976
Ultra Clean Holdings
UCTT
$4.13B
– –
-449,082
Closed -$5.91M
UDR icon
2977
UDR
UDR
$11.9B
– –
-88,506
Closed -$2.29M
UHS icon
2978
Universal Health Services
UHS
$9.87B
– –
-81,800
Closed -$6.71M
UHT
2979
Universal Health Realty Income Trust
UHT
$573M
– –
-40,931
Closed -$1.73M
UI icon
2980
Ubiquiti
UI
$35.1B
– –
-485,100
Closed -$22M
UNH icon
2981
UnitedHealth
UNH
$363B
– –
-103,748
Closed -$8.51M
URBN icon
2982
Urban Outfitters
URBN
$6.65B
– –
-172,700
Closed -$6.3M
UVE icon
2983
Universal Insurance Holdings
UVE
$1.18B
– –
-167,810
Closed -$2.13M
VCEL icon
2984
Vericel Corp
VCEL
$2.27B
– –
-64,743
Closed -$284K
VLO icon
2985
Valero Energy
VLO
$93.7B
– –
-1,075,492
Closed -$57.1M
VLY icon
2986
Valley National Bancorp
VLY
$8.21B
– –
-646,235
Closed -$6.73M
VMI icon
2987
Valmont Industries
VMI
$9.53B
– –
-69,016
Closed -$10.3M
VRTX icon
2988
Vertex Pharmaceuticals
VRTX
$134B
– –
-312,164
Closed -$22.1M
VTLE
2989
DELISTED
Vital Energy
VTLE
– –
-5,719
Closed -$2.96M
VWO icon
2990
Vanguard FTSE Emerging Markets ETF
VWO
$126B
– –
-71,100
Closed -$2.88M
WAFD icon
2991
WaFd
WAFD
$2.79B
– –
-228,626
Closed -$5.33M
WDAY icon
2992
Workday
WDAY
$43.1B
– –
-367,800
Closed -$33.6M
WES icon
2993
Western Midstream Partners
WES
$20.1B
– –
-43,425
Closed -$2.13M
WEX icon
2994
WEX
WEX
$6.42B
– –
-69,900
Closed -$6.64M
WMB icon
2995
Williams Companies
WMB
$90B
– –
-817,101
Closed -$33.2M
WPC icon
2996
W.P. Carey
WPC
$16B
– –
-15,352
Closed -$903K
WRB icon
2997
W.R. Berkley
WRB
$26B
– –
-439,212
Closed -$5.42M
WTS icon
2998
Watts Water Technologies
WTS
$12.8B
– –
-24,895
Closed -$1.46M
WU icon
2999
Western Union
WU
$2.16B
– –
-811,997
Closed -$13.3M
WWD icon
3000
Woodward
WWD
$21.2B
– –
-104,560
Closed -$4.34M
118 119
120
121 122

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Jim Simons's Q2 2014 Portfolio in Review

As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
  • Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
  • Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
  • Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
  • Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
  • Jim Simons opened 450 new positions and closed 492 in Q2 2014.
  • Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.

Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.