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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
RP
3001
DELISTED
RealPage, Inc.
RP
– –
-52,800
Closed -$968K
CXO
3002
DELISTED
CONCHO RESOURCES INC.
CXO
– –
-35,200
Closed -$2.95M
VER
3003
DELISTED
VEREIT, Inc.
VER
– –
-235,520
Closed -$18M
AMAG
3004
DELISTED
AMAG Pharmaceuticals
AMAG
– –
-85,960
Closed -$1.91M
MNTA
3005
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
– –
-59,751
Closed -$900K
LOGM
3006
DELISTED
LogMein, Inc.
LOGM
– –
-17,800
Closed -$435K
UNT
3007
DELISTED
UNIT Corporation
UNT
– –
-17,500
Closed -$745K
AGN
3008
DELISTED
Allergan plc
AGN
– –
-13,864
Closed -$1.75M
CYOU
3009
DELISTED
Changyou.com Limited American Depositary Share
CYOU
– –
-89,106
Closed -$2.71M
IPHS
3010
DELISTED
Innophos Holdings, Inc.
IPHS
– –
-28,100
Closed -$1.32M
PKD
3011
DELISTED
Parker Drilling Company
PKD
– –
-9,887
Closed -$739K
GNMX
3012
DELISTED
Aevi Genomic Medicine Inc
GNMX
– –
-15,300
Closed -$58K
LPT
3013
DELISTED
Liberty Property Trust
LPT
– –
-601,800
Closed -$22.2M
CPL
3014
DELISTED
CPFL Energia S.A.
CPL
– –
-63,258
Closed -$1.09M
WCG
3015
DELISTED
Wellcare Health Plans, Inc.
WCG
– –
-113,000
Closed -$6.28M
AREX
3016
DELISTED
Approach Resources Inc.
AREX
– –
-47,300
Closed -$1.16M
MDSO
3017
DELISTED
Medidata Solutions, Inc.
MDSO
– –
-45,694
Closed -$1.77M
KEYW
3018
DELISTED
The KEYW Holding Corporation
KEYW
– –
-14,200
Closed -$188K
WFT
3019
DELISTED
Weatherford International plc
WFT
– –
-349,430
Closed -$4.79M
CASM
3020
DELISTED
CAS Medical Systems, Inc.
CASM
– –
-12,200
Closed -$20K
NFX
3021
DELISTED
Newfield Exploration
NFX
– –
-897,200
Closed -$21.4M
HQCL
3022
DELISTED
Hanwha Q CELLS Co., Ltd.
HQCL
– –
-3,390
Closed -$71K
SIR
3023
DELISTED
SELECT INCOME REIT
SIR
– –
-40,723
Closed -$502K
GOV
3024
DELISTED
Government Properties Income Trust
GOV
– –
-219,300
Closed -$5.53M
ESRX
3025
DELISTED
Express Scripts Holding Company
ESRX
– –
-94,539
Closed -$5.84M
119 120
121
122 123

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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.